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 |
|---|---|---|---|---|---|
|
Ipg Investment Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
2,211
shares
|
$462,209
0.08% of portfolio
|
Q1 2025
Added 105.87%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Aug 07, 2025 Q2 2025 |
2,200
shares
|
$459,910
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
2,190
shares
|
$457,819
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Lpwm LLC
Minneapolis, MN |
Jul 08, 2025 Q2 2025 |
2,160
shares
|
$451,548
0.12% of portfolio
|
Q2 2025
Added 46.74%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
2,156
shares
|
$450,711
0.09% of portfolio
|
Q2 2022
Reduced 50.62%
|
|
|
Finward Bancorp
Munster, IN |
Aug 18, 2025 Q2 2025 |
2,156
shares
|
$450,711
0.33% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Integral Investment Advisors, Inc.
|
Aug 01, 2025 Q2 2025 |
2,155
shares
|
$450,502
0.12% of portfolio
|
Q2 2025
Added 35.96%
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
2,151
shares
|
$449,666
0.04% of portfolio
|
Q2 2025
Added 290.38%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
2,147
shares
|
$448,830
0.01% of portfolio
|
Q2 2025
Reduced 14.15%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Aug 14, 2025 Q2 2025 |
2,145
shares
|
$448,412
0.21% of portfolio
|
Q2 2025
Reduced 12.16%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
May 06, 2025 Q1 2025 |
2,134
shares
|
$446,112
0.25% of portfolio
|
Q1 2025
Reduced 14.19%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
2,131
shares
|
$445,485
0.06% of portfolio
|
Q2 2025
Added 6.55%
|
|
|
Walter & Keenan Wealth Management LLC
|
Aug 11, 2025 Q2 2025 |
2,122
shares
|
$443,604
0.12% of portfolio
|
Q2 2025
Reduced 20.29%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
2,121
shares
|
$443,395
0.19% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Aug 12, 2025 Q2 2025 |
2,120
shares
|
$443,186
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
2,119
shares
|
$442,976
0.25% of portfolio
|
Q2 2025
Added 3.77%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
2,118
shares
|
$442,767
0.01% of portfolio
|
Q2 2025
Reduced 34.89%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
2,117
shares
|
$442,558
0.04% of portfolio
|
Q2 2025
Reduced 26.21%
|
|
|
Mwa Asset Management
Lexington, MA |
Aug 12, 2025 Q2 2025 |
2,110
shares
|
$441,095
0.25% of portfolio
|
Q2 2025
Reduced 22.14%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
2,100
shares
|
$439,005
0.07% of portfolio
|
Q2 2025
Reduced 9.76%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Jul 29, 2025 Q2 2025 |
2,099
shares
|
$438,795
0.07% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Financial Futures LTD Liability Co.
|
Jul 29, 2025 Q2 2025 |
2,097
shares
|
$438,377
0.24% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jul 17, 2025 Q2 2025 |
2,083
shares
|
$435,451
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
May 12, 2025 Q1 2025 |
2,072
shares
|
$433,151
0.2% of portfolio
|
Q4 2023
Reduced 9.28%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
2,069
shares
|
$432,524
0.0% of portfolio
|
Q2 2025
Reduced 0.43%
|