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 1,754 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 |
|---|---|---|---|---|---|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jul 07, 2025 Q2 2025 |
93,548
shares
|
$19.7 Million
4.6% of portfolio
|
Q2 2025
Added 10.12%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Jul 30, 2025 Q2 2025 |
93,413
shares
|
$19.7 Million
3.84% of portfolio
|
Q2 2025
Reduced 6.35%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
93,131
shares
|
$19.6 Million
0.08% of portfolio
|
Q4 2024
Reduced 29.89%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
92,876
shares
|
$19.6 Million
0.66% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
True Wealth Financial Partners
|
Aug 13, 2025 Q2 2025 |
88,775
shares
|
$18.7 Million
9.66% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
88,474
shares
|
$18.7 Million
0.06% of portfolio
|
Q2 2025
Reduced 6.02%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
87,206
shares
|
$18.4 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Aug 14, 2025 Q2 2025 |
85,269
shares
|
$18 Million
1.62% of portfolio
|
Q2 2025
Added 12.71%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
85,268
shares
|
$18 Million
0.2% of portfolio
|
Q2 2025
Added 1557.94%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
84,267
shares
|
$17.8 Million
0.15% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
82,989
shares
|
$17.5 Million
5.94% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
82,391
shares
|
$17.4 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
80,551
shares
|
$17 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
78,715
shares
|
$16.6 Million
3.12% of portfolio
|
Q3 2022
Added 1.77%
|
|
|
Hillman CO
|
Jul 22, 2025 Q2 2025 |
78,406
shares
|
$16.5 Million
6.6% of portfolio
|
Q2 2025
Reduced 18.61%
|
|
|
Performa LTD (Us), LLC
|
Aug 11, 2025 Q2 2025 |
77,347
shares
|
$16.3 Million
4.55% of portfolio
|
Q2 2025
Added 12.04%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
77,132
shares
|
$16.3 Million
0.23% of portfolio
|
Q4 2023
Reduced 1.86%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Aug 05, 2025 Q2 2025 |
77,029
shares
|
$16.2 Million
9.32% of portfolio
|
Q2 2025
Reduced 8.85%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jul 16, 2025 Q2 2025 |
76,382
shares
|
$16.1 Million
7.89% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
76,119
shares
|
$16.1 Million
0.12% of portfolio
|
Q2 2025
Reduced 11.54%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
75,929
shares
|
$16 Million
2.03% of portfolio
|
Q2 2024
Reduced 0.67%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Jul 29, 2025 Q2 2025 |
75,446
shares
|
$15.9 Million
3.02% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Jul 09, 2025 Q2 2025 |
74,489
shares
|
$15.7 Million
3.77% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Aug 13, 2025 Q2 2025 |
74,298
shares
|
$15.7 Million
1.85% of portfolio
|
Q1 2022
Reduced 14.05%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
73,341
shares
|
$15.5 Million
0.19% of portfolio
|
Q2 2025
Added 2.43%
|