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 |
|---|---|---|---|---|---|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,000
shares
|
$210,940
0.02% of portfolio
|
Q1 2023
Reduced 9.5%
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
1,000
shares
|
$210,940
0.03% of portfolio
|
Q4 2023
Reduced 28.57%
|
|
|
Advantage Trust CO
Salina, KS |
Jul 30, 2025 Q2 2025 |
1,000
shares
|
$210,940
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
1,000
shares
|
$210,940
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
995
shares
|
$209,885
0.01% of portfolio
|
Q2 2025
Added 415.54%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
989
shares
|
$208,619
0.02% of portfolio
|
Q2 2025
Reduced 30.25%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
989
shares
|
$208,619
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
986
shares
|
$207,986
0.01% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Jul 29, 2025 Q2 2025 |
971
shares
|
$204,822
0.08% of portfolio
|
Q2 2025
Added 33.56%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
958
shares
|
$202,080
0.0% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
952
shares
|
$200,814
0.07% of portfolio
|
Q3 2024
Added 38.57%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
922
shares
|
$194,486
0.05% of portfolio
|
Q2 2025
Added 15.54%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
918
shares
|
$193,642
0.02% of portfolio
|
Q1 2025
Reduced 28.84%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
914
shares
|
$192,799
0.01% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
914
shares
|
$192,799
0.1% of portfolio
|
Q2 2025
Added 246.21%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
910
shares
|
$191,955
0.04% of portfolio
|
Q2 2025
Reduced 14.15%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
906
shares
|
$191,111
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
904
shares
|
$190,689
0.01% of portfolio
|
Q2 2025
Added 158.29%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jul 21, 2025 Q2 2025 |
900
shares
|
$189,846
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
884
shares
|
$186,470
0.02% of portfolio
|
Q2 2023
Added 12.04%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
873
shares
|
$184,150
0.06% of portfolio
|
Q2 2024
Reduced 0.46%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
866
shares
|
$182,674
0.05% of portfolio
|
Q2 2025
Reduced 4.1%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
857
shares
|
$180,775
0.03% of portfolio
|
Q2 2025
Reduced 50.17%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Jul 28, 2025 Q2 2025 |
844
shares
|
$178,033
0.25% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
820
shares
|
$172,970
0.09% of portfolio
|
Q3 2024
Added 0.24%
|