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 |
|---|---|---|---|---|---|
|
Marco Investment Management LLC
|
Aug 06, 2025 Q2 2025 |
1,633
shares
|
$341,378
0.03% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
1,632
shares
|
$341,169
0.05% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Semitam Bonam LLC
Goshen, NY |
Jul 28, 2025 Q2 2025 |
1,630
shares
|
$340,751
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
1,625
shares
|
$339,706
0.03% of portfolio
|
Q2 2025
Reduced 11.78%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
1,625
shares
|
$339,706
0.02% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
Aug 13, 2025 Q2 2025 |
1,622
shares
|
$339,079
0.34% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Jul 18, 2025 Q2 2025 |
1,616
shares
|
$337,824
0.23% of portfolio
|
Q2 2025
Added 20.96%
|
|
|
Willis Johnson & Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
1,611
shares
|
$336,779
0.02% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
1,611
shares
|
$336,779
0.02% of portfolio
|
Q2 2025
Reduced 38.72%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Aug 14, 2025 Q2 2025 |
1,608
shares
|
$336,152
0.02% of portfolio
|
Q2 2025
Added 39.58%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Aug 07, 2025 Q2 2025 |
1,601
shares
|
$334,689
0.1% of portfolio
|
Q1 2025
Added 4.98%
|
|
|
Hellman Jordan Management CO Inc
Quincy, MA |
Jan 20, 2023 Q4 2022 |
1,600
shares
|
$334,480
0.43% of portfolio
|
Q4 2022
Added 14.29%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jul 07, 2025 Q2 2025 |
1,600
shares
|
$334,480
0.09% of portfolio
|
Q1 2025
Reduced 7.25%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
1,596
shares
|
$333,643
0.06% of portfolio
|
Q1 2024
Reduced 4.2%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Aug 06, 2025 Q2 2025 |
1,596
shares
|
$333,643
0.26% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Amplius Wealth Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
1,591
shares
|
$332,598
0.03% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Aug 05, 2025 Q2 2025 |
1,588
shares
|
$331,971
0.1% of portfolio
|
Q3 2023
Reduced 8.63%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
1,586
shares
|
$331,553
0.01% of portfolio
|
Q4 2023
Added 6.66%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
1,586
shares
|
$331,553
0.1% of portfolio
|
Q4 2023
Reduced 5.31%
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
1,583
shares
|
$330,926
0.02% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Aug 12, 2025 Q2 2025 |
1,580
shares
|
$330,299
0.11% of portfolio
|
Q1 2025
Reduced 29.31%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
1,573
shares
|
$328,835
0.01% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
1,573
shares
|
$328,835
0.09% of portfolio
|
Q2 2025
Reduced 85.77%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
1,572
shares
|
$328,626
0.25% of portfolio
|
Q2 2022
Reduced 9.76%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Jul 29, 2025 Q2 2025 |
1,570
shares
|
$328,208
0.04% of portfolio
|
Q2 2025
Added 6.22%
|