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 |
---|---|---|---|---|---|
Vawter Financial, Ltd.
Columbus, OH |
Aug 12, 2025 Q2 2025 |
1,146
shares
|
$241,737
2.52% of portfolio
|
Q2 2025
Reduced 91.73%
|
|
Insight Inv LLC
El Segundo, CA |
Jul 23, 2025 Q2 2025 |
1,143
shares
|
$241,104
0.15% of portfolio
|
Q4 2024
Added 24.51%
|
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
Aug 08, 2025 Q2 2025 |
1,142
shares
|
$240,893
0.22% of portfolio
|
Q2 2025
Reduced 22.42%
|
|
Murphy Pohlad Asset Management LLC
|
Aug 04, 2025 Q2 2025 |
1,141
shares
|
$240,682
0.09% of portfolio
|
Q2 2025
Added 3.63%
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
1,140
shares
|
$240,471
0.02% of portfolio
|
Q2 2025
Added 0.18%
|
|
Seven Mile Advisory
Ewing, NJ |
Aug 14, 2025 Q2 2025 |
1,135
shares
|
$239,416
0.13% of portfolio
|
Q4 2024
Added 2.62%
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
1,131
shares
|
$238,573
0.01% of portfolio
|
Q2 2025
Reduced 7.6%
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
1,130
shares
|
$238,362
0.02% of portfolio
|
Q2 2025
Added 0.09%
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Jul 24, 2025 Q2 2025 |
1,125
shares
|
$237,307
0.08% of portfolio
|
Q2 2025
New holding
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
1,125
shares
|
$237,307
0.13% of portfolio
|
Q4 2024
New holding
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
1,119
shares
|
$236,041
0.06% of portfolio
|
Q1 2025
Added 0.54%
|
|
Lauterbach Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,117
shares
|
$235,619
0.12% of portfolio
|
Q2 2025
New holding
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
1,115
shares
|
$235,198
0.01% of portfolio
|
Q2 2025
New holding
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
1,109
shares
|
$233,932
0.16% of portfolio
|
Q3 2024
Added 0.82%
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
1,108
shares
|
$233,721
0.0% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
Gray Private Wealth, LLC
Canton, MA |
Jul 21, 2025 Q2 2025 |
1,108
shares
|
$233,721
0.12% of portfolio
|
Q2 2025
New holding
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,106
shares
|
$233,299
0.12% of portfolio
|
Q2 2022
Added 0.18%
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
1,106
shares
|
$233,299
0.02% of portfolio
|
Q2 2025
New holding
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
1,105
shares
|
$233,088
0.03% of portfolio
|
Q1 2025
New holding
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
1,103
shares
|
$232,666
0.06% of portfolio
|
Q2 2025
New holding
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
1,100
shares
|
$232,034
0.02% of portfolio
|
Q2 2025
New holding
|
|
Keystone Financial Services, LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
1,100
shares
|
$232,034
0.16% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
Legacy Bridge, LLC
|
Aug 06, 2025 Q2 2025 |
1,098
shares
|
$231,612
0.11% of portfolio
|
Q2 2025
Reduced 5.18%
|
|
Rfg Holdings, Inc.
|
Jul 10, 2025 Q2 2025 |
1,096
shares
|
$231,190
0.07% of portfolio
|
Q2 2025
Added 0.09%
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
1,091
shares
|
$230,135
0.08% of portfolio
|
Q1 2025
Added 0.65%
|