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 |
|---|---|---|---|---|---|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
4,063
shares
|
$849,370
0.42% of portfolio
|
Q1 2023
Reduced 14.14%
|
|
|
Friday Financial
Dubuque, IA |
Jul 14, 2025 Q2 2025 |
4,053
shares
|
$847,279
0.4% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jul 14, 2025 Q2 2025 |
4,041
shares
|
$844,771
0.72% of portfolio
|
Q2 2025
Added 7.47%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
4,040
shares
|
$844,562
0.11% of portfolio
|
Q2 2024
Reduced 12.67%
|
|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
4,038
shares
|
$844,143
0.19% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
4,012
shares
|
$838,708
0.06% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Kdt Advisors, LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
4,010
shares
|
$838,290
1.26% of portfolio
|
Q1 2025
Added 181.4%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,994
shares
|
$834,945
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
3,994
shares
|
$834,945
0.12% of portfolio
|
Q2 2025
Added 9.39%
|
|
|
Rhs Financial, LLC
|
Jul 25, 2025 Q2 2025 |
3,991
shares
|
$834,318
0.46% of portfolio
|
Q2 2025
Added 209.62%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
3,988
shares
|
$833,691
0.02% of portfolio
|
Q2 2025
Reduced 5.48%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
3,978
shares
|
$831,600
0.03% of portfolio
|
Q2 2025
Reduced 3.96%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
3,977
shares
|
$831,391
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
3,974
shares
|
$830,764
0.02% of portfolio
|
Q2 2025
Added 7.32%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
3,968
shares
|
$829,510
0.0% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
3,958
shares
|
$827,419
0.17% of portfolio
|
Q2 2025
Added 11.12%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
3,932
shares
|
$821,984
0.12% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
3,930
shares
|
$821,566
0.16% of portfolio
|
Q2 2025
Added 3.18%
|
|
|
Armbruster Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
3,911
shares
|
$817,594
0.14% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
3,911
shares
|
$817,594
0.13% of portfolio
|
Q2 2025
Reduced 20.54%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
3,910
shares
|
$817,385
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Aug 07, 2025 Q2 2025 |
3,904
shares
|
$816,131
0.19% of portfolio
|
Q2 2025
Added 14.99%
|
|
|
Spreng Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
3,898
shares
|
$814,876
0.32% of portfolio
|
Q2 2025
Reduced 6.09%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Aug 01, 2025 Q2 2025 |
3,877
shares
|
$810,486
0.61% of portfolio
|
Q2 2025
Added 17.99%
|
|
|
Sage Investment Counsel LLC
Franklin, TN |
Jul 22, 2025 Q2 2025 |
3,855
shares
|
$805,887
0.87% of portfolio
|
Q2 2025
Reduced 33.33%
|