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 1,754 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 |
|---|---|---|---|---|---|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
132,699
shares
|
$28 Million
0.59% of portfolio
|
Q2 2025
Added 7.69%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
132,402
shares
|
$27.9 Million
5.42% of portfolio
|
Q1 2025
Added 4.87%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
128,647
shares
|
$27.1 Million
1.4% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
126,038
shares
|
$26.6 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Brickley Wealth Management
|
Aug 07, 2025 Q2 2025 |
124,223
shares
|
$26.2 Million
4.74% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
120,548
shares
|
$25.4 Million
0.12% of portfolio
|
Q2 2025
Added 8.18%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Aug 04, 2025 Q2 2025 |
117,826
shares
|
$24.9 Million
8.35% of portfolio
|
Q2 2025
Added 73.55%
|
|
|
Bhk Investment Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
117,444
shares
|
$24.8 Million
8.97% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Aug 01, 2025 Q2 2025 |
117,238
shares
|
$24.7 Million
4.57% of portfolio
|
Q2 2025
Reduced 5.79%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
115,003
shares
|
$24.3 Million
1.58% of portfolio
|
Q2 2025
Added 49.07%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Aug 06, 2025 Q2 2025 |
114,766
shares
|
$24.2 Million
5.36% of portfolio
|
Q2 2025
Added 4.88%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Aug 12, 2025 Q2 2025 |
109,603
shares
|
$23.1 Million
5.76% of portfolio
|
Q2 2025
Added 4.11%
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
107,740
shares
|
$22.7 Million
2.82% of portfolio
|
Q2 2025
Added 8.49%
|
|
|
Fiducient Advisors LLC
|
Aug 12, 2025 Q2 2025 |
105,438
shares
|
$22.2 Million
2.53% of portfolio
|
Q2 2025
Added 86.36%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
103,560
shares
|
$21.8 Million
2.41% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
103,130
shares
|
$21.8 Million
0.25% of portfolio
|
Q2 2025
Reduced 8.34%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
101,497
shares
|
$21.4 Million
0.21% of portfolio
|
Q2 2025
Added 8.7%
|
|
|
Partners In Financial Planning
Salem, VA |
Aug 04, 2025 Q2 2025 |
100,573
shares
|
$21.2 Million
3.62% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
100,246
shares
|
$21.1 Million
1.48% of portfolio
|
Q2 2025
Reduced 4.91%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
100,061
shares
|
$21.1 Million
0.03% of portfolio
|
Q2 2025
Reduced 30.32%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
97,873
shares
|
$20.6 Million
2.2% of portfolio
|
Q2 2025
Reduced 30.0%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
96,575
shares
|
$20.4 Million
1.95% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
96,149
shares
|
$20.3 Million
0.1% of portfolio
|
Q2 2023
Reduced 69.16%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
94,436
shares
|
$19.9 Million
4.2% of portfolio
|
Q2 2025
Added 5.48%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
93,804
shares
|
$19.8 Million
0.1% of portfolio
|
Q2 2025
Added 25.81%
|