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 |
|---|---|---|---|---|---|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
3,638
shares
|
$760,523
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Libra Wealth LLC
|
Jul 25, 2025 Q2 2025 |
3,627
shares
|
$758,224
0.23% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Westhampton Capital, LLC
|
Jul 18, 2025 Q2 2025 |
3,624
shares
|
$757,597
0.38% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Aug 06, 2025 Q2 2025 |
3,605
shares
|
$753,625
0.25% of portfolio
|
Q4 2024
Reduced 15.37%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
3,587
shares
|
$749,862
0.03% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
3,578
shares
|
$747,980
0.21% of portfolio
|
Q2 2022
Reduced 3.32%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
3,560
shares
|
$744,218
0.36% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,530
shares
|
$737,946
0.02% of portfolio
|
Q2 2025
Reduced 5.51%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
3,530
shares
|
$737,946
0.09% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jul 28, 2025 Q2 2025 |
3,529
shares
|
$737,737
0.28% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Aug 05, 2025 Q2 2025 |
3,527
shares
|
$737,319
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Life Planning Partners, Inc
|
Jul 21, 2025 Q2 2025 |
3,525
shares
|
$736,901
0.57% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
3,522
shares
|
$736,274
0.04% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
3,515
shares
|
$734,810
0.0% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Becker Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
3,515
shares
|
$734,810
0.02% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,510
shares
|
$733,765
0.04% of portfolio
|
Q4 2023
Reduced 28.03%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Jul 18, 2025 Q2 2025 |
3,504
shares
|
$732,511
0.3% of portfolio
|
Q2 2025
Added 118.05%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jul 24, 2025 Q2 2025 |
3,503
shares
|
$732,302
0.29% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
3,488
shares
|
$729,166
0.06% of portfolio
|
Q1 2025
Reduced 12.53%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jul 15, 2025 Q2 2025 |
3,487
shares
|
$728,957
0.21% of portfolio
|
Q2 2025
Added 37.77%
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
3,480
shares
|
$727,494
0.25% of portfolio
|
Q2 2025
Reduced 7.72%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Jul 18, 2025 Q2 2025 |
3,471
shares
|
$725,612
0.52% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
3,462
shares
|
$723,731
0.32% of portfolio
|
Q2 2025
Added 7.02%
|
|
|
Atlas Financial Advisors, Inc.
|
Apr 16, 2025 Q4 2024 |
3,410
shares
|
$712,860
1.17% of portfolio
|
Q4 2024
New holding
|
|
|
Mcdonald Partners LLC
|
Aug 12, 2025 Q2 2025 |
3,404
shares
|
$711,606
0.16% of portfolio
|
Q1 2025
Reduced 4.62%
|