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 |
|---|---|---|---|---|---|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
1,568
shares
|
$327,790
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
1,564
shares
|
$326,954
0.02% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
1,561
shares
|
$326,327
0.03% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Penobscot Wealth Management
|
Aug 01, 2025 Q2 2025 |
1,560
shares
|
$326,118
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
1,560
shares
|
$326,118
0.13% of portfolio
|
Q2 2025
Reduced 39.06%
|
|
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
Jul 29, 2025 Q2 2025 |
1,556
shares
|
$325,281
0.2% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Rovin Capital
|
Aug 06, 2025 Q2 2025 |
1,555
shares
|
$325,072
0.09% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
1,546
shares
|
$323,191
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
1,545
shares
|
$322,982
0.07% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Lwm Advisors Inc
El Dorado Hills, CA |
Jul 07, 2025 Q2 2025 |
1,545
shares
|
$322,982
0.29% of portfolio
|
Q1 2025
Added 19.31%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 11, 2025 Q2 2025 |
1,544
shares
|
$322,773
0.06% of portfolio
|
Q2 2025
Reduced 35.02%
|
|
|
My Personal Cfo, LLC
|
Jul 21, 2025 Q2 2025 |
1,543
shares
|
$322,564
0.15% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
1,538
shares
|
$321,518
0.37% of portfolio
|
Q1 2025
Reduced 42.76%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
1,537
shares
|
$321,309
0.01% of portfolio
|
Q2 2025
Reduced 11.31%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Aug 01, 2025 Q2 2025 |
1,537
shares
|
$321,309
0.22% of portfolio
|
Q2 2025
Added 19.05%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jul 24, 2025 Q2 2025 |
1,536
shares
|
$321,100
0.1% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
1,534
shares
|
$320,682
0.26% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Aug 05, 2025 Q2 2025 |
1,529
shares
|
$319,637
0.24% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
1,528
shares
|
$319,428
0.13% of portfolio
|
Q2 2025
Reduced 31.69%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 13, 2025 Q2 2025 |
1,525
shares
|
$318,801
0.01% of portfolio
|
Q2 2025
Reduced 39.77%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
1,523
shares
|
$318,383
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
1,512
shares
|
$316,083
0.03% of portfolio
|
Q2 2024
Reduced 2.05%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
1,510
shares
|
$315,665
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,507
shares
|
$315,038
0.22% of portfolio
|
Q4 2024
Reduced 4.68%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
1,507
shares
|
$315,038
0.06% of portfolio
|
Q2 2025
New holding
|