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 |
|---|---|---|---|---|---|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
546
shares
|
$115,173
0.02% of portfolio
|
Q2 2024
Added 6.23%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
539
shares
|
$113,696
0.04% of portfolio
|
Q2 2025
Added 24.48%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
537
shares
|
$113,274
0.01% of portfolio
|
Q1 2025
Reduced 52.01%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
524
shares
|
$110,532
0.01% of portfolio
|
Q3 2022
Reduced 17.61%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
517
shares
|
$109,055
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
517
shares
|
$109,055
0.05% of portfolio
|
Q2 2025
Added 18.58%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
513
shares
|
$108,212
0.04% of portfolio
|
Q1 2024
Reduced 11.4%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
506
shares
|
$106,735
0.06% of portfolio
|
Q1 2021
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
504
shares
|
$106,313
0.03% of portfolio
|
Q2 2025
Added 70.27%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
502
shares
|
$105,891
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Aug 05, 2025 Q2 2025 |
500
shares
|
$105,470
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
500
shares
|
$105,470
0.01% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
491
shares
|
$103,571
0.02% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
490
shares
|
$103,360
0.04% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 24, 2025 Q2 2025 |
467
shares
|
$98,508
0.05% of portfolio
|
Q2 2025
Added 128.92%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
459
shares
|
$96,821
0.01% of portfolio
|
Q2 2025
Reduced 17.89%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
444
shares
|
$93,657
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
435
shares
|
$91,758
0.03% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
428
shares
|
$90,282
0.02% of portfolio
|
Q2 2025
Reduced 8.35%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
423
shares
|
$89,227
0.0% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
404
shares
|
$85,219
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Systematic Financial Management LP
Teaneck, NJ |
Aug 13, 2025 Q2 2025 |
401
shares
|
$84,586
0.0% of portfolio
|
Q2 2025
Reduced 39.61%
|
|
|
Mechanics Financial Corp
|
Jul 21, 2025 Q2 2025 |
400
shares
|
$84,376
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jul 10, 2025 Q2 2025 |
400
shares
|
$84,376
0.0% of portfolio
|
Q4 2023
Reduced 33.33%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
396
shares
|
$83,532
0.02% of portfolio
|
Q1 2024
Added 26.04%
|