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 |
|---|---|---|---|---|---|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
1,421
shares
|
$297,060
0.03% of portfolio
|
Q4 2023
Added 2.01%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,418
shares
|
$296,432
0.02% of portfolio
|
Q4 2023
Added 45.73%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
1,417
shares
|
$296,223
0.02% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 22, 2025 Q2 2025 |
1,417
shares
|
$296,223
0.14% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Burney CO
Reston, VA |
Aug 05, 2025 Q2 2025 |
1,411
shares
|
$294,969
0.01% of portfolio
|
Q2 2025
Reduced 21.91%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
1,407
shares
|
$294,133
0.05% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Kanawha Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
1,406
shares
|
$293,924
0.02% of portfolio
|
Q1 2025
Reduced 12.45%
|
|
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
Jul 31, 2025 Q2 2025 |
1,406
shares
|
$293,924
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Holland Advisory Services, Inc.
|
Jul 16, 2025 Q2 2025 |
1,405
shares
|
$293,715
0.4% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
1,399
shares
|
$292,460
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Evensky & Katz LLC
|
Jul 22, 2025 Q2 2025 |
1,398
shares
|
$292,251
0.02% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,398
shares
|
$292,251
0.01% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Roman Butler Fullerton & CO
|
Jul 30, 2025 Q2 2025 |
1,394
shares
|
$291,415
0.09% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Aug 08, 2025 Q2 2025 |
1,393
shares
|
$291,206
0.18% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
1,385
shares
|
$289,534
0.05% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
1,374
shares
|
$287,234
0.02% of portfolio
|
Q1 2025
Added 16.24%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
1,373
shares
|
$287,025
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
1,366
shares
|
$285,562
0.07% of portfolio
|
Q2 2025
Reduced 29.55%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jul 29, 2025 Q2 2025 |
1,364
shares
|
$285,144
0.19% of portfolio
|
Q3 2024
Added 10.92%
|
|
|
Gilman Hill Asset Management, LLC
|
Jul 09, 2025 Q2 2025 |
1,348
shares
|
$281,799
0.04% of portfolio
|
Q2 2025
Reduced 6.91%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
1,347
shares
|
$281,590
0.03% of portfolio
|
Q2 2025
Reduced 15.18%
|
|
|
Winthrop Advisory Group LLC
|
Jul 23, 2025 Q2 2025 |
1,342
shares
|
$280,545
0.03% of portfolio
|
Q2 2025
Added 12.21%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
1,339
shares
|
$279,917
0.19% of portfolio
|
Q2 2025
Reduced 21.28%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
Aug 14, 2025 Q2 2025 |
1,339
shares
|
$279,917
0.14% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Aug 07, 2025 Q2 2025 |
1,329
shares
|
$277,827
0.13% of portfolio
|
Q2 2025
Reduced 33.55%
|