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 1,724 institutions that hold shares in the stock, with a total of 93.1 Million shares, which have been reported (via 13F filing form) to have a value of $18.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
92,876
shares
|
$18.8 Million
0.66% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
89,777
shares
|
$18.2 Million
0.56% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
88,519
shares
|
$17.9 Million
0.07% of portfolio
|
Q1 2025
Added 30.93%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
88,474
shares
|
$17.9 Million
0.06% of portfolio
|
Q2 2025
Reduced 6.02%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
86,929
shares
|
$17.6 Million
4.42% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
True Wealth Financial Partners
|
May 15, 2025 Q1 2025 |
86,133
shares
|
$17.4 Million
9.81% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
86,049
shares
|
$17.4 Million
0.15% of portfolio
|
Q1 2025
Added 4.41%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Apr 16, 2025 Q1 2025 |
84,510
shares
|
$17.1 Million
9.52% of portfolio
|
Q1 2025
Reduced 13.76%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
83,261
shares
|
$16.9 Million
0.15% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
82,989
shares
|
$16.8 Million
5.94% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
82,391
shares
|
$16.7 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
81,796
shares
|
$16.6 Million
0.41% of portfolio
|
Q1 2025
Added 377.11%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
78,715
shares
|
$15.9 Million
3.12% of portfolio
|
Q3 2022
Added 1.77%
|
|
|
Hillman CO
|
Jul 22, 2025 Q2 2025 |
78,406
shares
|
$15.9 Million
6.6% of portfolio
|
Q2 2025
Reduced 18.61%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
77,145
shares
|
$15.6 Million
1.24% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
77,132
shares
|
$15.6 Million
0.23% of portfolio
|
Q4 2023
Reduced 1.86%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jul 16, 2025 Q2 2025 |
76,382
shares
|
$15.5 Million
7.89% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
75,929
shares
|
$15.4 Million
2.03% of portfolio
|
Q2 2024
Reduced 0.67%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Apr 23, 2025 Q1 2025 |
75,652
shares
|
$15.3 Million
1.5% of portfolio
|
Q1 2025
Added 9.49%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
May 02, 2025 Q1 2025 |
75,468
shares
|
$15.3 Million
3.13% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
74,563
shares
|
$15.1 Million
0.09% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Jul 09, 2025 Q2 2025 |
74,489
shares
|
$15.1 Million
3.77% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
May 14, 2025 Q1 2025 |
74,298
shares
|
$15.1 Million
1.97% of portfolio
|
Q1 2022
Reduced 14.05%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Jul 09, 2025 Q2 2025 |
73,061
shares
|
$14.8 Million
5.32% of portfolio
|
Q2 2025
Added 5.47%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
71,868
shares
|
$14.6 Million
2.65% of portfolio
|
Q4 2024
Added 1.19%
|