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 |
|---|---|---|---|---|---|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
1,506
shares
|
$314,829
0.08% of portfolio
|
Q2 2025
Added 4.87%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
1,505
shares
|
$314,620
0.0% of portfolio
|
Q2 2025
Reduced 45.17%
|
|
|
Schrum Private Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
1,504
shares
|
$314,411
0.24% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
1,501
shares
|
$313,784
0.02% of portfolio
|
Q2 2025
Reduced 14.76%
|
|
|
Ellerson Group Inc /Adv
Annapolis, MD |
Aug 07, 2025 Q2 2025 |
1,500
shares
|
$313,575
0.21% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
Jul 15, 2025 Q2 2025 |
1,495
shares
|
$312,529
0.16% of portfolio
|
Q2 2025
Reduced 10.91%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jul 21, 2025 Q2 2025 |
1,491
shares
|
$311,693
0.04% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Aug 06, 2025 Q2 2025 |
1,483
shares
|
$310,021
0.13% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
1,482
shares
|
$309,812
0.0% of portfolio
|
Q2 2025
Reduced 12.31%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jul 16, 2025 Q2 2025 |
1,477
shares
|
$308,766
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
1,474
shares
|
$308,139
0.03% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jul 16, 2025 Q2 2025 |
1,469
shares
|
$307,094
0.2% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
1,465
shares
|
$306,258
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Jul 18, 2025 Q2 2025 |
1,458
shares
|
$304,794
0.06% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
1,457
shares
|
$304,585
0.01% of portfolio
|
Q2 2025
Added 5.05%
|
|
|
Jeppson Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,455
shares
|
$304,167
0.1% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
1,453
shares
|
$303,749
0.02% of portfolio
|
Q2 2025
Added 4.61%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,447
shares
|
$302,495
0.05% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Snider Financial Group
Bellevue, WA |
Aug 05, 2025 Q2 2025 |
1,438
shares
|
$300,613
0.08% of portfolio
|
Q2 2025
Reduced 4.58%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Aug 08, 2025 Q2 2025 |
1,434
shares
|
$299,777
0.05% of portfolio
|
Q2 2025
Reduced 15.25%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jul 17, 2025 Q2 2025 |
1,430
shares
|
$298,941
0.1% of portfolio
|
Q2 2025
Added 22.33%
|
|
|
Sage Financial Management Group, Inc.
|
Jul 21, 2025 Q2 2025 |
1,427
shares
|
$298,314
0.1% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
1,422
shares
|
$297,269
0.03% of portfolio
|
Q2 2025
Reduced 26.44%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Jul 30, 2025 Q2 2025 |
1,422
shares
|
$297,269
0.19% of portfolio
|
Q2 2025
Reduced 6.08%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
1,421
shares
|
$297,060
0.01% of portfolio
|
Q2 2025
New holding
|