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 |
|---|---|---|---|---|---|
|
Woodside Wealth Management LLC
Framingham, MA |
Jul 23, 2025 Q2 2025 |
2,999
shares
|
$626,940
0.5% of portfolio
|
Q1 2025
New holding
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
2,989
shares
|
$624,850
0.02% of portfolio
|
Q2 2025
Reduced 8.45%
|
|
|
Apeiron Ria LLC
|
Aug 07, 2025 Q2 2025 |
2,987
shares
|
$624,432
0.17% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
2,976
shares
|
$622,132
0.03% of portfolio
|
Q3 2022
Added 2.06%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
2,973
shares
|
$621,505
0.01% of portfolio
|
Q2 2025
Added 123.37%
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
2,953
shares
|
$617,324
0.72% of portfolio
|
Q3 2023
Reduced 1.4%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
2,948
shares
|
$616,279
0.07% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
2,946
shares
|
$615,861
0.28% of portfolio
|
Q1 2024
Added 0.03%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
2,935
shares
|
$613,561
0.04% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Jul 30, 2025 Q2 2025 |
2,922
shares
|
$610,844
0.28% of portfolio
|
Q2 2025
Reduced 12.62%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Aug 20, 2025 Q2 2025 |
2,906
shares
|
$607,499
0.4% of portfolio
|
Q2 2025
Added 6.6%
|
|
|
Bowman & CO S.C.
|
Jul 09, 2025 Q2 2025 |
2,902
shares
|
$606,663
0.26% of portfolio
|
Q2 2025
Reduced 28.72%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Jul 25, 2025 Q2 2025 |
2,899
shares
|
$606,035
0.12% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Aug 18, 2025 Q2 2025 |
2,895
shares
|
$605,199
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,890
shares
|
$604,154
0.08% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,888
shares
|
$603,736
0.04% of portfolio
|
Q2 2025
Reduced 45.26%
|
|
|
Anderson Hoagland & CO
|
Jul 10, 2025 Q2 2025 |
2,881
shares
|
$602,273
0.05% of portfolio
|
Q4 2022
Reduced 7.06%
|
|
|
Tennessee Valley Asset Management Partners
|
Aug 14, 2025 Q2 2025 |
2,872
shares
|
$600,391
0.14% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jul 31, 2025 Q2 2025 |
2,866
shares
|
$599,137
0.1% of portfolio
|
Q2 2025
Added 150.52%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Jul 24, 2025 Q2 2025 |
2,866
shares
|
$599,137
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
2,864
shares
|
$598,719
0.06% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Aug 08, 2025 Q2 2025 |
2,860
shares
|
$597,883
0.11% of portfolio
|
Q4 2024
Reduced 25.91%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
2,858
shares
|
$597,464
0.04% of portfolio
|
Q2 2025
Added 9.92%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
2,839
shares
|
$593,492
0.03% of portfolio
|
Q2 2025
Reduced 19.69%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
2,825
shares
|
$590,566
0.05% of portfolio
|
Q1 2025
Reduced 8.13%
|