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 |
|---|---|---|---|---|---|
|
Rs Crum Inc.
|
Apr 17, 2025 Q1 2025 |
4,346
shares
|
$908,531
0.23% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Jul 14, 2025 Q2 2025 |
4,337
shares
|
$906,649
0.19% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
4,331
shares
|
$905,395
0.02% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Ifg Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
4,317
shares
|
$902,468
0.14% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
4,309
shares
|
$900,796
0.03% of portfolio
|
Q2 2025
Reduced 25.11%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
4,295
shares
|
$897,869
0.17% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
4,278
shares
|
$894,315
0.1% of portfolio
|
Q2 2025
Added 4.49%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
4,275
shares
|
$893,688
0.04% of portfolio
|
Q3 2022
Added 0.19%
|
|
|
Marion Wealth Management
|
Aug 05, 2025 Q2 2025 |
4,261
shares
|
$890,762
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
4,258
shares
|
$890,134
0.05% of portfolio
|
Q4 2022
Reduced 13.75%
|
|
|
Mezzasalma Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
4,252
shares
|
$888,880
0.26% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Dougherty Wealth Advisers LLC
|
Jul 22, 2025 Q2 2025 |
4,251
shares
|
$888,671
0.55% of portfolio
|
Q4 2022
New holding
|
|
|
Jackson Creek Investment Advisors LLC
|
Aug 13, 2025 Q2 2025 |
4,251
shares
|
$888,671
0.22% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
4,251
shares
|
$888,671
0.06% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
4,250
shares
|
$888,462
0.03% of portfolio
|
Q2 2025
Reduced 10.24%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
4,249
shares
|
$888,253
0.01% of portfolio
|
Q2 2025
Added 21.64%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
4,228
shares
|
$883,863
0.09% of portfolio
|
Q2 2025
Added 126.46%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
4,207
shares
|
$879,473
0.1% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
4,200
shares
|
$878,010
0.11% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
4,199
shares
|
$877,800
0.05% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
4,178
shares
|
$873,410
0.04% of portfolio
|
Q2 2025
Reduced 5.41%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
4,134
shares
|
$864,212
0.34% of portfolio
|
Q2 2025
Added 18.08%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
4,129
shares
|
$863,167
0.06% of portfolio
|
Q2 2025
Added 22.12%
|
|
|
Berkeley, Inc
Boise, ID |
Aug 11, 2025 Q2 2025 |
4,091
shares
|
$855,223
0.29% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
4,085
shares
|
$853,969
0.08% of portfolio
|
Q2 2025
Reduced 38.23%
|