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 |
|---|---|---|---|---|---|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,825
shares
|
$590,566
0.08% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Traynor Capital Management, Inc.
|
Aug 07, 2025 Q2 2025 |
2,817
shares
|
$588,893
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Pointe Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
2,817
shares
|
$588,893
0.29% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Godsey & Gibb Associates
|
Jul 23, 2025 Q2 2025 |
2,791
shares
|
$583,458
0.05% of portfolio
|
Q1 2024
Added 19.07%
|
|
|
Univest Financial Corp
|
Aug 04, 2025 Q2 2025 |
2,790
shares
|
$583,249
0.03% of portfolio
|
Q2 2025
Reduced 25.9%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
2,782
shares
|
$581,577
0.12% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Aug 04, 2025 Q2 2025 |
2,771
shares
|
$579,277
0.44% of portfolio
|
Q2 2025
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
2,768
shares
|
$578,650
0.01% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
2,765
shares
|
$578,023
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
2,760
shares
|
$576,978
0.0% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
2,746
shares
|
$574,051
0.36% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jul 30, 2025 Q2 2025 |
2,743
shares
|
$573,424
0.09% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
2,743
shares
|
$573,424
0.13% of portfolio
|
Q2 2025
Added 41.32%
|
|
|
Greenline Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,728
shares
|
$570,288
0.07% of portfolio
|
Q2 2025
Reduced 43.21%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
2,724
shares
|
$569,452
0.11% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
2,720
shares
|
$568,616
0.75% of portfolio
|
Q4 2022
New holding
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,709
shares
|
$566,316
0.0% of portfolio
|
Q2 2025
Reduced 17.46%
|
|
|
Potentia Wealth
San Jose, CA |
Aug 14, 2025 Q2 2025 |
2,709
shares
|
$566,316
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Jul 31, 2025 Q2 2025 |
2,703
shares
|
$565,062
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
2,703
shares
|
$565,062
0.33% of portfolio
|
Q4 2024
Added 4.4%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Aug 04, 2025 Q2 2025 |
2,700
shares
|
$564,435
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
2,694
shares
|
$563,180
0.03% of portfolio
|
Q2 2025
Reduced 5.27%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
2,682
shares
|
$560,672
0.24% of portfolio
|
Q2 2025
Reduced 7.49%
|
|
|
Tfo Tdc, LLC
|
Aug 07, 2025 Q2 2025 |
2,679
shares
|
$560,044
0.09% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Roffman Miller Associates Inc
Philadelphia, PA |
Aug 05, 2025 Q2 2025 |
2,660
shares
|
$556,073
0.03% of portfolio
|
Q2 2025
Reduced 3.69%
|