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 |
|---|---|---|---|---|---|
|
Headinvest, LLC
Portland, ME |
Aug 14, 2025 Q2 2025 |
1,325
shares
|
$276,991
0.06% of portfolio
|
Q2 2025
Reduced 10.17%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
1,318
shares
|
$275,527
0.01% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Claris Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,315
shares
|
$274,900
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Aug 11, 2025 Q2 2025 |
1,312
shares
|
$274,273
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
1,310
shares
|
$273,855
0.08% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
1,308
shares
|
$273,437
0.01% of portfolio
|
Q2 2025
Reduced 16.63%
|
|
|
Axim Planning & Wealth
Dayton, OH |
Aug 05, 2025 Q2 2025 |
1,308
shares
|
$273,437
0.24% of portfolio
|
Q2 2025
Reduced 16.05%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
1,307
shares
|
$273,228
0.13% of portfolio
|
Q2 2023
Reduced 4.32%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
1,296
shares
|
$270,928
0.02% of portfolio
|
Q1 2025
Reduced 11.48%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Aug 01, 2025 Q2 2025 |
1,296
shares
|
$270,928
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Paragon Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
1,290
shares
|
$269,674
0.07% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
1,288
shares
|
$269,256
0.01% of portfolio
|
Q1 2025
Reduced 98.88%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
1,287
shares
|
$269,047
0.19% of portfolio
|
Q1 2023
New holding
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
1,283
shares
|
$268,211
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
1,282
shares
|
$268,002
0.05% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
1,281
shares
|
$267,793
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
1,278
shares
|
$267,165
0.01% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
1,270
shares
|
$265,493
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,269
shares
|
$265,284
0.01% of portfolio
|
Q1 2025
Reduced 8.04%
|
|
|
Liberty Capital Management, Inc.
|
Jul 18, 2025 Q2 2025 |
1,251
shares
|
$261,521
0.05% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Wells Financial Advisors Inc
|
Jul 25, 2025 Q2 2025 |
1,251
shares
|
$261,521
0.34% of portfolio
|
Q2 2025
Reduced 7.54%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Aug 07, 2025 Q2 2025 |
1,244
shares
|
$260,058
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jul 24, 2025 Q2 2025 |
1,242
shares
|
$259,640
0.12% of portfolio
|
Q2 2025
Reduced 25.54%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jul 28, 2025 Q2 2025 |
1,241
shares
|
$259,431
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 07, 2025 Q2 2025 |
1,239
shares
|
$259,012
0.04% of portfolio
|
Q1 2025
Reduced 17.4%
|