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 |
|---|---|---|---|---|---|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
3,144
shares
|
$657,253
0.04% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
3,136
shares
|
$655,580
0.03% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
3,133
shares
|
$654,953
0.03% of portfolio
|
Q2 2025
Added 75.81%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
3,128
shares
|
$653,908
0.04% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jul 09, 2025 Q2 2025 |
3,127
shares
|
$653,699
0.48% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Aug 07, 2025 Q2 2025 |
3,125
shares
|
$653,281
0.17% of portfolio
|
Q2 2025
Added 186.96%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
3,121
shares
|
$652,445
0.04% of portfolio
|
Q2 2025
Reduced 4.59%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
3,116
shares
|
$651,399
0.01% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Wealthstream Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
3,094
shares
|
$646,800
0.1% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
3,087
shares
|
$645,337
0.04% of portfolio
|
Q2 2024
Reduced 50.27%
|
|
|
Resolute Advisors LLC
|
Aug 07, 2025 Q2 2025 |
3,082
shares
|
$644,292
0.15% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
3,074
shares
|
$642,619
0.02% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Unconventional Investor, LLC
|
Aug 01, 2025 Q2 2025 |
3,072
shares
|
$642,201
0.34% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
3,066
shares
|
$640,947
0.26% of portfolio
|
Q2 2025
Reduced 25.33%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
3,054
shares
|
$638,438
0.04% of portfolio
|
Q2 2025
Added 14.51%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
3,051
shares
|
$637,811
0.31% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
3,043
shares
|
$636,139
1.62% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Elm Partners Management LLC
|
Aug 05, 2025 Q2 2025 |
3,034
shares
|
$634,257
0.04% of portfolio
|
Q2 2025
Reduced 17.84%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
3,032
shares
|
$633,839
0.05% of portfolio
|
Q2 2025
Added 4.19%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jul 24, 2025 Q2 2025 |
3,031
shares
|
$633,630
0.05% of portfolio
|
Q2 2025
Reduced 19.94%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Aug 05, 2025 Q2 2025 |
3,023
shares
|
$631,958
0.39% of portfolio
|
Q2 2025
Reduced 2.61%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
Aug 04, 2025 Q2 2025 |
3,018
shares
|
$630,912
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
3,015
shares
|
$630,285
0.1% of portfolio
|
Q2 2025
Added 34.84%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
3,011
shares
|
$629,449
0.39% of portfolio
|
Q2 2025
Reduced 8.51%
|
|
|
Weik Capital Management
Wyomissing, PA |
Aug 12, 2025 Q2 2025 |
3,000
shares
|
$627,150
0.23% of portfolio
|
Q1 2025
Added 71.43%
|