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 |
|---|---|---|---|---|---|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Aug 13, 2025 Q2 2025 |
1,841
shares
|
$384,861
0.6% of portfolio
|
Q4 2023
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
1,840
shares
|
$384,652
0.04% of portfolio
|
Q2 2025
Added 114.7%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
1,836
shares
|
$383,815
0.01% of portfolio
|
Q2 2023
Added 0.05%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
1,834
shares
|
$383,397
0.04% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
1,834
shares
|
$383,397
0.23% of portfolio
|
Q2 2025
Added 4.62%
|
|
|
Next Level Private LLC
Harrison, NY |
Jul 08, 2025 Q2 2025 |
1,829
shares
|
$382,352
0.12% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
1,826
shares
|
$381,725
0.03% of portfolio
|
Q1 2025
Reduced 6.98%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,822
shares
|
$380,889
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,820
shares
|
$380,471
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
1,813
shares
|
$379,007
0.0% of portfolio
|
Q1 2025
Reduced 13.87%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
1,810
shares
|
$378,380
0.0% of portfolio
|
Q2 2025
Reduced 12.48%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
1,806
shares
|
$377,544
0.01% of portfolio
|
Q2 2025
Reduced 86.04%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
1,806
shares
|
$377,544
0.13% of portfolio
|
Q2 2023
Reduced 2.75%
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
1,805
shares
|
$377,335
0.02% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Cutler Investment Counsel LLC
|
Jul 28, 2025 Q2 2025 |
1,798
shares
|
$375,871
0.04% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Strategic Advisors LLC
|
Aug 12, 2025 Q2 2025 |
1,788
shares
|
$373,781
0.07% of portfolio
|
Q2 2025
Reduced 72.08%
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
1,788
shares
|
$373,781
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
1,775
shares
|
$371,063
0.01% of portfolio
|
Q2 2025
Reduced 20.55%
|
|
|
Accredited Investors Inc.
|
Aug 08, 2025 Q2 2025 |
1,768
shares
|
$369,600
0.02% of portfolio
|
Q2 2025
Reduced 16.45%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
1,766
shares
|
$369,182
0.28% of portfolio
|
Q1 2025
Added 3.88%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
1,756
shares
|
$367,091
0.13% of portfolio
|
Q3 2024
Reduced 8.64%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jul 29, 2025 Q2 2025 |
1,750
shares
|
$365,837
0.02% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
1,748
shares
|
$365,419
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Camelot Portfolios, LLC
|
Jul 17, 2025 Q2 2025 |
1,744
shares
|
$364,583
0.21% of portfolio
|
Q2 2025
Reduced 4.18%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
1,742
shares
|
$364,165
0.1% of portfolio
|
Q2 2025
New holding
|