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 |
|---|---|---|---|---|---|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
2,655
shares
|
$555,027
0.18% of portfolio
|
Q2 2025
Added 124.05%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jul 15, 2025 Q2 2025 |
2,654
shares
|
$554,818
0.13% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
American Trust
Lexington, KY |
Sep 03, 2025 Q2 2025 |
2,648
shares
|
$553,564
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Aviso Wealth Management
Bellevue, WA |
Aug 11, 2025 Q2 2025 |
2,643
shares
|
$552,519
0.25% of portfolio
|
Q2 2025
Added 5.68%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 21, 2025 Q2 2025 |
2,635
shares
|
$550,846
0.13% of portfolio
|
Q2 2025
Reduced 8.09%
|
|
|
Richard P Slaughter Associates Inc
|
Jul 08, 2025 Q2 2025 |
2,633
shares
|
$550,428
0.14% of portfolio
|
Q2 2025
Reduced 56.62%
|
|
|
Wellington Capital Management, Inc.
Bethesda, MD |
Aug 15, 2025 Q2 2025 |
2,612
shares
|
$546,038
0.76% of portfolio
|
Q2 2025
New holding
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jul 30, 2025 Q2 2025 |
2,602
shares
|
$543,948
0.29% of portfolio
|
Q2 2024
New holding
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Jul 23, 2025 Q2 2025 |
2,601
shares
|
$543,739
0.3% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Investmark Advisory Group LLC
|
Aug 14, 2025 Q2 2025 |
2,600
shares
|
$543,530
0.25% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
2,584
shares
|
$540,185
0.05% of portfolio
|
Q2 2025
Reduced 89.92%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 13, 2025 Q2 2025 |
2,576
shares
|
$538,512
0.07% of portfolio
|
Q2 2025
Reduced 15.15%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
2,568
shares
|
$536,840
0.86% of portfolio
|
Q2 2022
Added 1.06%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
2,534
shares
|
$529,732
0.01% of portfolio
|
Q2 2025
Reduced 7.89%
|
|
|
Iowa State Bank
|
Jul 22, 2025 Q2 2025 |
2,531
shares
|
$529,105
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Aug 01, 2025 Q2 2025 |
2,528
shares
|
$528,478
0.07% of portfolio
|
Q2 2025
Added 112.26%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Jul 31, 2025 Q2 2025 |
2,527
shares
|
$528,269
0.18% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Selective Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
2,516
shares
|
$525,969
0.18% of portfolio
|
Q4 2024
Added 4.14%
|
|
|
First National Bank Sioux Falls
|
Jul 01, 2025 Q2 2025 |
2,514
shares
|
$525,551
0.18% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
Aug 04, 2025 Q2 2025 |
2,513
shares
|
$525,342
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
2,510
shares
|
$524,715
0.41% of portfolio
|
Q2 2025
Added 9.94%
|
|
|
Oldfather Financial Services, LLC
|
Jul 10, 2025 Q2 2025 |
2,509
shares
|
$524,506
0.17% of portfolio
|
Q2 2025
Added 19.7%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
2,508
shares
|
$524,297
0.4% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
2,503
shares
|
$523,252
0.1% of portfolio
|
Q2 2022
Added 19.02%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
2,502
shares
|
$523,043
0.0% of portfolio
|
Q2 2025
Added 6.33%
|