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 1,723 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 $18.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
524
shares
|
$106,146
0.01% of portfolio
|
Q3 2022
Reduced 17.61%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
517
shares
|
$104,728
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
517
shares
|
$104,728
0.05% of portfolio
|
Q2 2025
Added 18.58%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
513
shares
|
$103,918
0.04% of portfolio
|
Q1 2024
Reduced 11.4%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
506
shares
|
$102,500
0.06% of portfolio
|
Q1 2021
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
504
shares
|
$102,095
0.03% of portfolio
|
Q2 2025
Added 70.27%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
502
shares
|
$101,690
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
500
shares
|
$101,285
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
500
shares
|
$101,285
0.01% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
491
shares
|
$99,461
0.02% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
490
shares
|
$99,259
0.04% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
478
shares
|
$96,828
0.0% of portfolio
|
Q4 2024
Reduced 12.77%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
459
shares
|
$92,979
0.01% of portfolio
|
Q2 2025
Reduced 17.89%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
433
shares
|
$87,712
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
433
shares
|
$87,712
0.03% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
428
shares
|
$86,699
0.02% of portfolio
|
Q2 2025
Reduced 8.35%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
423
shares
|
$85,687
0.0% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
404
shares
|
$81,838
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Mechanics Financial Corp
|
Jul 21, 2025 Q2 2025 |
400
shares
|
$81,028
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jul 10, 2025 Q2 2025 |
400
shares
|
$81,028
0.0% of portfolio
|
Q4 2023
Reduced 33.33%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
396
shares
|
$80,217
0.02% of portfolio
|
Q1 2024
Added 26.04%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
386
shares
|
$78,192
0.03% of portfolio
|
Q1 2025
Added 310.64%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
378
shares
|
$76,571
0.03% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
377
shares
|
$76,368
0.04% of portfolio
|
Q3 2023
Reduced 45.83%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
375
shares
|
$75,963
0.04% of portfolio
|
Q1 2025
Added 87.5%
|