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 |
|---|---|---|---|---|---|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
1,735
shares
|
$362,701
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Jul 24, 2025 Q2 2025 |
1,731
shares
|
$361,865
0.19% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Jag Capital Management, LLC
|
Jul 28, 2025 Q2 2025 |
1,730
shares
|
$361,656
0.04% of portfolio
|
Q2 2024
Reduced 3.41%
|
|
|
Mas Advisors LLC
Miami, FL |
Jul 22, 2025 Q2 2025 |
1,730
shares
|
$361,656
0.57% of portfolio
|
Q2 2025
Added 7.59%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Jul 14, 2025 Q2 2025 |
1,728
shares
|
$361,238
0.15% of portfolio
|
Q2 2025
Added 11.7%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
1,724
shares
|
$360,402
0.04% of portfolio
|
Q2 2025
Reduced 5.17%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Aug 13, 2025 Q2 2025 |
1,721
shares
|
$359,775
0.14% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
1,716
shares
|
$358,729
0.28% of portfolio
|
Q4 2022
Added 0.12%
|
|
|
Benchmark Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
1,712
shares
|
$357,893
0.15% of portfolio
|
Q2 2025
Reduced 6.8%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,712
shares
|
$357,893
0.01% of portfolio
|
Q4 2024
Reduced 9.18%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
1,709
shares
|
$357,266
0.04% of portfolio
|
Q2 2025
Added 6.22%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
1,706
shares
|
$356,639
0.05% of portfolio
|
Q3 2023
Added 16.77%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
1,699
shares
|
$355,175
0.03% of portfolio
|
Q2 2025
Reduced 32.61%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
1,691
shares
|
$353,503
0.21% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
1,688
shares
|
$352,876
0.0% of portfolio
|
Q2 2025
Reduced 18.3%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
1,681
shares
|
$351,413
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
1,674
shares
|
$349,949
0.11% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
1,672
shares
|
$349,531
0.03% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,668
shares
|
$348,695
0.06% of portfolio
|
Q2 2025
Added 3.35%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,661
shares
|
$347,232
0.03% of portfolio
|
Q4 2023
Reduced 1.95%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,653
shares
|
$345,559
0.09% of portfolio
|
Q4 2024
Reduced 20.76%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
May 14, 2025 Q1 2025 |
1,651
shares
|
$345,141
0.13% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
1,648
shares
|
$344,514
0.24% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
1,643
shares
|
$343,469
0.26% of portfolio
|
Q1 2025
Reduced 5.14%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,635
shares
|
$341,796
0.01% of portfolio
|
Q2 2025
New holding
|