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 |
|---|---|---|---|---|---|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
2,057
shares
|
$430,015
0.13% of portfolio
|
Q2 2024
Added 476.19%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
2,052
shares
|
$428,970
0.11% of portfolio
|
Q2 2025
Reduced 4.82%
|
|
|
Kkm Financial LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,049
shares
|
$428,343
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Jul 25, 2025 Q2 2025 |
2,036
shares
|
$425,625
0.35% of portfolio
|
Q2 2025
Added 57.22%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Jul 07, 2025 Q2 2025 |
2,028
shares
|
$423,953
0.27% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Villere St Denis J & CO LLC
|
Jul 24, 2025 Q2 2025 |
2,022
shares
|
$422,699
0.04% of portfolio
|
Q1 2024
Added 74.76%
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Sep 03, 2025 Q2 2025 |
2,022
shares
|
$422,699
0.19% of portfolio
|
Q2 2025
Reduced 10.69%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Aug 07, 2025 Q2 2025 |
2,014
shares
|
$421,026
0.11% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
2,014
shares
|
$421,026
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
2,010
shares
|
$420,190
0.05% of portfolio
|
Q2 2025
Reduced 7.84%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Aug 07, 2025 Q2 2025 |
2,000
shares
|
$418,100
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Aug 13, 2025 Q2 2025 |
2,000
shares
|
$418,100
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
1,998
shares
|
$417,681
0.24% of portfolio
|
Q1 2022
New holding
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
1,995
shares
|
$417,054
0.05% of portfolio
|
Q2 2025
Added 10.28%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Aug 08, 2025 Q2 2025 |
1,990
shares
|
$416,009
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
1,985
shares
|
$414,964
0.05% of portfolio
|
Q2 2025
Added 8.77%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
1,979
shares
|
$413,709
0.02% of portfolio
|
Q2 2025
Added 9.4%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
1,977
shares
|
$413,291
0.02% of portfolio
|
Q3 2022
Added 0.46%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
1,976
shares
|
$413,082
0.02% of portfolio
|
Q2 2022
Reduced 14.09%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
1,970
shares
|
$411,828
0.26% of portfolio
|
Q2 2025
Reduced 38.67%
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
1,965
shares
|
$410,783
0.06% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
1,964
shares
|
$410,574
0.01% of portfolio
|
Q2 2025
Added 8.39%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
1,963
shares
|
$410,365
0.12% of portfolio
|
Q2 2025
Reduced 5.9%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
1,958
shares
|
$409,319
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
1,957
shares
|
$409,110
0.12% of portfolio
|
Q2 2025
Added 1.08%
|