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 1,754 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 |
|---|---|---|---|---|---|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
203,262
shares
|
$42.9 Million
0.91% of portfolio
|
Q2 2025
Added 6.21%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
192,369
shares
|
$40.6 Million
6.44% of portfolio
|
Q4 2022
Added 4.2%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
192,369
shares
|
$40.6 Million
6.42% of portfolio
|
Q4 2022
New holding
|
|
|
25 LLC
St. Louis, MO |
Jul 21, 2025 Q2 2025 |
191,385
shares
|
$40.4 Million
13.71% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
188,102
shares
|
$39.7 Million
0.32% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
187,477
shares
|
$39.5 Million
0.09% of portfolio
|
Q3 2023
Reduced 7.17%
|
|
|
Comprehensive Financial Management LLC
Los Gatos, CA |
Aug 12, 2025 Q2 2025 |
184,376
shares
|
$38.9 Million
1.01% of portfolio
|
Q4 2024
Reduced 43.16%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
184,022
shares
|
$38.8 Million
10.32% of portfolio
|
Q2 2025
Added 6.44%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
176,390
shares
|
$37.2 Million
0.07% of portfolio
|
Q2 2025
Reduced 22.96%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
173,386
shares
|
$36.6 Million
0.1% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Aug 08, 2025 Q2 2025 |
171,025
shares
|
$36.1 Million
3.64% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
169,586
shares
|
$35.8 Million
0.4% of portfolio
|
Q2 2025
Added 419.52%
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
167,804
shares
|
$35.4 Million
1.43% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
162,441
shares
|
$34.3 Million
0.13% of portfolio
|
Q2 2025
Added 83.51%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
150,689
shares
|
$31.8 Million
5.23% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
148,957
shares
|
$31.4 Million
0.2% of portfolio
|
Q4 2024
Added 9.97%
|
|
|
Verus Financial Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
148,415
shares
|
$31.3 Million
2.99% of portfolio
|
Q2 2025
Reduced 49.31%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
147,872
shares
|
$31.2 Million
0.04% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
142,693
shares
|
$30.1 Million
0.15% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
141,141
shares
|
$29.8 Million
0.11% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
139,592
shares
|
$29.4 Million
0.39% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
137,603
shares
|
$29 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
135,194
shares
|
$28.5 Million
5.88% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
134,344
shares
|
$28.3 Million
2.89% of portfolio
|
Q2 2025
Added 5.32%
|
|
|
Marotta Asset Management
|
Jul 02, 2025 Q2 2025 |
133,063
shares
|
$28.1 Million
5.24% of portfolio
|
Q2 2025
Reduced 2.88%
|