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 |
|---|---|---|---|---|---|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
3,843
shares
|
$803,379
0.04% of portfolio
|
Q2 2025
Reduced 75.25%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
3,841
shares
|
$802,961
0.26% of portfolio
|
Q2 2025
Reduced 4.95%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
3,821
shares
|
$798,780
0.07% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Waller Financial Planning Group, Inc
|
Jul 02, 2025 Q2 2025 |
3,819
shares
|
$798,361
0.18% of portfolio
|
Q2 2025
Reduced 6.24%
|
|
|
American Money Management, LLC
|
Aug 13, 2025 Q2 2025 |
3,803
shares
|
$795,017
0.13% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
3,789
shares
|
$792,090
0.01% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Willner & Heller, LLC
|
Jul 21, 2025 Q2 2025 |
3,785
shares
|
$791,254
0.65% of portfolio
|
Q2 2025
Reduced 5.3%
|
|
|
Sightline Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
3,774
shares
|
$788,954
0.36% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
3,754
shares
|
$784,773
0.21% of portfolio
|
Q2 2025
Reduced 88.37%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
3,752
shares
|
$784,355
0.15% of portfolio
|
Q2 2025
Added 91.72%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
3,750
shares
|
$783,937
0.16% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
3,746
shares
|
$783,101
0.45% of portfolio
|
Q1 2025
New holding
|
|
|
Lake Street Financial LLC
|
Aug 11, 2025 Q2 2025 |
3,731
shares
|
$779,965
0.11% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
3,730
shares
|
$779,756
0.2% of portfolio
|
Q2 2025
Added 4.63%
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
3,724
shares
|
$778,502
0.11% of portfolio
|
Q1 2025
Reduced 2.72%
|
|
|
Granite Fo LLC
Bedford, NH |
Aug 14, 2025 Q2 2025 |
3,714
shares
|
$776,411
0.41% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
3,711
shares
|
$775,784
0.09% of portfolio
|
Q2 2024
Reduced 92.76%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Aug 13, 2025 Q2 2025 |
3,702
shares
|
$773,903
0.59% of portfolio
|
Q2 2025
Reduced 7.86%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
3,701
shares
|
$773,694
0.25% of portfolio
|
Q4 2023
Reduced 0.11%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jul 29, 2025 Q2 2025 |
3,701
shares
|
$773,694
0.25% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Jul 30, 2025 Q2 2025 |
3,699
shares
|
$773,275
0.04% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 05, 2025 Q2 2025 |
3,693
shares
|
$772,021
0.19% of portfolio
|
Q2 2025
Added 8.84%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
3,665
shares
|
$766,168
0.04% of portfolio
|
Q2 2022
Added 1.52%
|
|
|
Summit X, LLC
Chesterfield, MO |
Aug 07, 2025 Q2 2025 |
3,646
shares
|
$762,196
0.14% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Wescott Financial Advisory Group, LLC
|
Aug 11, 2025 Q2 2025 |
3,638
shares
|
$760,523
0.08% of portfolio
|
Q2 2025
Reduced 32.67%
|