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 |
|---|---|---|---|---|---|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
386
shares
|
$81,422
0.03% of portfolio
|
Q1 2025
Added 310.64%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
378
shares
|
$79,735
0.03% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
377
shares
|
$79,524
0.04% of portfolio
|
Q3 2023
Reduced 45.83%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
375
shares
|
$79,102
0.04% of portfolio
|
Q1 2025
Added 87.5%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Aug 14, 2025 Q2 2025 |
370
shares
|
$78,047
0.02% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
364
shares
|
$76,782
0.04% of portfolio
|
Q2 2024
Reduced 40.13%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
363
shares
|
$76,571
0.01% of portfolio
|
Q2 2025
Added 56.47%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
354
shares
|
$74,672
0.03% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
345
shares
|
$72,774
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
341
shares
|
$71,930
0.03% of portfolio
|
Q4 2024
Added 143.57%
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
325
shares
|
$68,555
0.04% of portfolio
|
Q2 2025
Reduced 42.98%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
319
shares
|
$67,289
0.01% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
319
shares
|
$67,289
0.06% of portfolio
|
Q1 2025
Reduced 50.23%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
316
shares
|
$66,657
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
315
shares
|
$66,446
0.02% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
314
shares
|
$66,235
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
306
shares
|
$64,547
0.0% of portfolio
|
Q2 2025
Added 17.69%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
305
shares
|
$64,336
0.0% of portfolio
|
Q2 2025
Reduced 36.19%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
305
shares
|
$64,336
0.0% of portfolio
|
Q1 2022
Reduced 2.24%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
305
shares
|
$64,336
0.0% of portfolio
|
Q1 2022
Reduced 2.24%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
303
shares
|
$63,914
0.01% of portfolio
|
Q2 2025
Reduced 76.53%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
298
shares
|
$62,860
0.01% of portfolio
|
Q1 2025
Reduced 5.99%
|
|
|
Wallace Hart LLC
Lexington, KY |
Aug 14, 2025 Q2 2025 |
298
shares
|
$62,860
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
290
shares
|
$61,172
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Jul 21, 2025 Q2 2025 |
289
shares
|
$60,961
0.05% of portfolio
|
Q2 2025
Added 7.04%
|