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 |
|---|---|---|---|---|---|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Jul 24, 2025 Q2 2025 |
2,353
shares
|
$491,894
0.09% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
2,342
shares
|
$489,595
0.0% of portfolio
|
Q2 2025
Added 7.98%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Aug 05, 2025 Q2 2025 |
2,340
shares
|
$489,177
0.28% of portfolio
|
Q2 2025
Reduced 5.03%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Aug 04, 2025 Q2 2025 |
2,336
shares
|
$488,340
0.47% of portfolio
|
Q2 2025
New holding
|
|
|
Round Rock Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
2,334
shares
|
$487,922
0.08% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Jul 09, 2025 Q2 2025 |
2,327
shares
|
$486,459
0.39% of portfolio
|
Q1 2025
Reduced 17.69%
|
|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
2,325
shares
|
$486,041
0.08% of portfolio
|
Q2 2025
Added 25.13%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
2,324
shares
|
$485,832
0.23% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
2,320
shares
|
$484,996
0.18% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
2,317
shares
|
$484,368
0.14% of portfolio
|
Q2 2025
Added 9.04%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
2,315
shares
|
$483,950
0.01% of portfolio
|
Q2 2025
Reduced 5.32%
|
|
|
Staley Capital Advisers Inc
|
Aug 14, 2025 Q2 2025 |
2,311
shares
|
$483,114
0.02% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
2,311
shares
|
$483,114
0.02% of portfolio
|
Q2 2025
Reduced 35.14%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
2,308
shares
|
$482,487
0.12% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
2,301
shares
|
$481,024
0.31% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
2,288
shares
|
$478,306
0.07% of portfolio
|
Q2 2025
Reduced 8.19%
|
|
|
Blb&B Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
2,281
shares
|
$476,843
0.02% of portfolio
|
Q2 2025
Added 4.73%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
2,279
shares
|
$476,424
0.14% of portfolio
|
Q2 2023
Reduced 1.68%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Aug 06, 2025 Q2 2025 |
2,256
shares
|
$471,616
0.26% of portfolio
|
Q2 2025
Reduced 30.97%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
2,247
shares
|
$469,735
0.04% of portfolio
|
Q1 2025
Reduced 6.96%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
2,246
shares
|
$469,526
0.02% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
2,242
shares
|
$468,690
0.01% of portfolio
|
Q2 2025
Reduced 11.17%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Jul 14, 2025 Q2 2025 |
2,228
shares
|
$465,763
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Aug 14, 2025 Q2 2025 |
2,223
shares
|
$464,718
0.27% of portfolio
|
Q2 2025
Reduced 56.39%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
2,222
shares
|
$464,509
0.11% of portfolio
|
Q4 2024
Added 10.66%
|