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 |
---|---|---|---|---|---|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jul 29, 2025 Q2 2025 |
1,080
shares
|
$227,815
0.04% of portfolio
|
Q2 2025
Reduced 8.47%
|
|
Compass Investment Advisers LLC
Portland, OR |
Apr 09, 2025 Q4 2024 |
1,080
shares
|
$227,815
0.62% of portfolio
|
Q4 2024
New holding
|
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
Jul 30, 2025 Q2 2025 |
1,079
shares
|
$227,604
0.15% of portfolio
|
Q2 2025
New holding
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
1,077
shares
|
$227,182
0.14% of portfolio
|
Q1 2025
Added 0.19%
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Aug 13, 2025 Q2 2025 |
1,075
shares
|
$226,760
0.06% of portfolio
|
Q2 2025
Reduced 33.97%
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Aug 11, 2025 Q2 2025 |
1,073
shares
|
$226,338
0.11% of portfolio
|
Q2 2025
New holding
|
|
Perfromance Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
1,071
shares
|
$225,916
0.01% of portfolio
|
Q2 2025
New holding
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
1,067
shares
|
$225,072
0.08% of portfolio
|
Q2 2025
New holding
|
|
Omega Financial Group, LLC
|
Aug 08, 2025 Q2 2025 |
1,058
shares
|
$223,174
0.07% of portfolio
|
Q2 2025
New holding
|
|
Gg Group Ventures, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
1,053
shares
|
$222,119
0.28% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
1,047
shares
|
$220,854
0.02% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
Northstar Group, Inc.
|
Jul 18, 2025 Q2 2025 |
1,045
shares
|
$220,432
0.03% of portfolio
|
Q2 2025
New holding
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
1,044
shares
|
$220,221
0.07% of portfolio
|
Q3 2024
New holding
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
1,043
shares
|
$220,010
0.03% of portfolio
|
Q2 2025
New holding
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Aug 06, 2025 Q2 2025 |
1,042
shares
|
$219,799
0.15% of portfolio
|
Q2 2025
New holding
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
1,040
shares
|
$219,377
0.17% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Jul 07, 2025 Q2 2025 |
1,039
shares
|
$219,166
0.15% of portfolio
|
Q2 2025
New holding
|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
1,037
shares
|
$218,744
0.05% of portfolio
|
Q2 2025
New holding
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
1,037
shares
|
$218,744
0.08% of portfolio
|
Q4 2024
Added 3.8%
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
1,035
shares
|
$218,322
0.02% of portfolio
|
Q2 2025
New holding
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
1,032
shares
|
$217,690
0.04% of portfolio
|
Q2 2025
Added 0.68%
|
|
Smithbridge Asset Management Inc
|
Jul 29, 2025 Q2 2025 |
1,030
shares
|
$217,268
0.04% of portfolio
|
Q2 2025
New holding
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
1,029
shares
|
$217,057
0.03% of portfolio
|
Q2 2025
New holding
|
|
Satovsky Asset Management LLC
|
Aug 13, 2025 Q2 2025 |
1,027
shares
|
$216,635
0.04% of portfolio
|
Q2 2025
Reduced 4.82%
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Aug 13, 2025 Q2 2025 |
1,026
shares
|
$216,424
0.03% of portfolio
|
Q2 2025
Reduced 23.49%
|