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 |
|---|---|---|---|---|---|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
2,491
shares
|
$520,743
0.0% of portfolio
|
Q2 2025
Added 13.23%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
2,485
shares
|
$519,489
0.08% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
2,484
shares
|
$519,280
0.06% of portfolio
|
Q2 2025
Reduced 10.07%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
2,478
shares
|
$518,025
0.05% of portfolio
|
Q2 2025
Added 13.93%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
2,475
shares
|
$517,398
0.01% of portfolio
|
Q2 2025
Reduced 4.26%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
2,470
shares
|
$516,353
0.02% of portfolio
|
Q2 2025
Reduced 9.56%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Aug 14, 2025 Q2 2025 |
2,468
shares
|
$515,935
0.36% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
2,468
shares
|
$515,935
0.13% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
2,467
shares
|
$515,726
0.04% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Jul 16, 2025 Q2 2025 |
2,467
shares
|
$515,726
0.32% of portfolio
|
Q2 2025
Added 12.7%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
2,464
shares
|
$515,099
0.14% of portfolio
|
Q1 2025
Reduced 7.47%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
2,454
shares
|
$513,008
0.38% of portfolio
|
Q3 2022
Reduced 95.25%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
2,453
shares
|
$512,799
0.03% of portfolio
|
Q2 2025
Added 81.3%
|
|
|
Landmark Wealth Management, LLC
|
Jul 25, 2025 Q2 2025 |
2,448
shares
|
$511,754
0.2% of portfolio
|
Q2 2025
Reduced 23.33%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 14, 2025 Q2 2025 |
2,440
shares
|
$510,082
0.35% of portfolio
|
Q4 2022
New holding
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
2,433
shares
|
$508,618
0.09% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
K2 Financial Inc.
Glendora, CA |
Jul 17, 2025 Q2 2025 |
2,432
shares
|
$508,409
0.42% of portfolio
|
Q2 2025
Reduced 7.07%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
2,419
shares
|
$505,691
0.05% of portfolio
|
Q2 2025
Reduced 57.24%
|
|
|
Rinkey Investments
San Diego, CA |
Aug 13, 2025 Q2 2025 |
2,392
shares
|
$500,047
0.14% of portfolio
|
Q2 2024
Reduced 18.33%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 14, 2025 Q2 2025 |
2,380
shares
|
$497,539
0.17% of portfolio
|
Q2 2025
Added 11.01%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
2,377
shares
|
$496,911
0.04% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
2,376
shares
|
$496,702
0.07% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Aug 13, 2025 Q2 2025 |
2,373
shares
|
$496,075
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
2,373
shares
|
$496,075
0.14% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
2,370
shares
|
$495,448
0.0% of portfolio
|
Q2 2025
Added 29.37%
|