Institutional Ownership Vanguard Small Cap Value ETF (VBR)
This table provides information about the institutional ownership of Vanguard Small Cap Value ETF (VBR). We have compiled data on the 1,755 institutions that hold shares in the stock, with a total of 91.5 Million shares, which have been reported (via 13F filing form) to have a value of $19.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
4,705
shares
|
$983,580
0.38% of portfolio
|
Q2 2025
Added 10.97%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
4,698
shares
|
$982,116
0.44% of portfolio
|
Q4 2022
Reduced 3.93%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
4,680
shares
|
$978,354
0.04% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
4,671
shares
|
$976,472
0.04% of portfolio
|
Q1 2025
Added 4.31%
|
|
|
Verisail Partners, LLC
Chamblee, GA |
Jul 28, 2025 Q2 2025 |
4,636
shares
|
$969,155
0.38% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
4,613
shares
|
$964,347
0.07% of portfolio
|
Q2 2025
Added 5.13%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Jul 29, 2025 Q2 2025 |
4,606
shares
|
$962,884
0.4% of portfolio
|
Q2 2025
Added 4.23%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
4,595
shares
|
$960,584
0.07% of portfolio
|
Q4 2022
Added 106.7%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
4,587
shares
|
$958,912
0.09% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Hfg Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
4,585
shares
|
$958,494
0.73% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
4,573
shares
|
$955,985
0.02% of portfolio
|
Q2 2025
Added 158.51%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
4,566
shares
|
$954,522
0.09% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
4,559
shares
|
$953,058
0.2% of portfolio
|
Q2 2025
Added 245.9%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Jul 15, 2025 Q2 2025 |
4,546
shares
|
$950,341
0.61% of portfolio
|
Q2 2025
Reduced 5.11%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
4,545
shares
|
$950,132
0.45% of portfolio
|
Q4 2023
New holding
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
4,519
shares
|
$944,696
0.44% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Prospera Capital Management, LLC
Gilbert, AZ |
Aug 28, 2025 Q2 2025 |
4,514
shares
|
$943,651
0.41% of portfolio
|
Q2 2025
Added 10.58%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Aug 05, 2025 Q2 2025 |
4,489
shares
|
$938,425
0.57% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Paulson Wealth Management Inc.
|
Aug 06, 2025 Q2 2025 |
4,481
shares
|
$936,753
0.23% of portfolio
|
Q2 2025
Reduced 17.37%
|
|
|
Dopkins Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
4,479
shares
|
$936,334
0.41% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Jul 28, 2025 Q2 2025 |
4,479
shares
|
$936,334
0.18% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
4,436
shares
|
$927,345
0.05% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
4,416
shares
|
$923,164
0.08% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Jul 16, 2025 Q2 2025 |
4,415
shares
|
$922,955
1.7% of portfolio
|
Q1 2025
Added 15.76%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
4,382
shares
|
$916,057
0.15% of portfolio
|
Q1 2023
Reduced 2.12%
|