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 |
|---|---|---|---|---|---|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
250
shares
|
$50,642
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
249
shares
|
$50,439
0.01% of portfolio
|
Q1 2025
Added 388.24%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
248
shares
|
$50,237
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
245
shares
|
$49,629
0.02% of portfolio
|
Q2 2024
Reduced 16.38%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
242
shares
|
$49,021
0.02% of portfolio
|
Q2 2025
Reduced 7.98%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
240
shares
|
$48,616
0.0% of portfolio
|
Q3 2024
Reduced 55.56%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
238
shares
|
$48,211
0.03% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Horrell Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
232
shares
|
$46,996
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
232
shares
|
$46,996
0.0% of portfolio
|
Q2 2025
Reduced 90.02%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
232
shares
|
$46,996
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
230
shares
|
$46,591
0.02% of portfolio
|
Q2 2024
Reduced 50.64%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2025 Q1 2025 |
225
shares
|
$45,578
0.04% of portfolio
|
Q3 2024
Added 95.65%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
215
shares
|
$43,552
0.01% of portfolio
|
Q1 2023
Reduced 11.16%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
211
shares
|
$42,742
0.02% of portfolio
|
Q1 2025
Reduced 99.46%
|
|
|
Cardinal Strategic Wealth Guidance
|
Jul 21, 2025 Q2 2025 |
210
shares
|
$42,539
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
210
shares
|
$42,539
0.03% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
205
shares
|
$41,526
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
204
shares
|
$41,324
0.0% of portfolio
|
Q2 2025
Added 137.21%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
204
shares
|
$41,324
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
204
shares
|
$41,324
0.02% of portfolio
|
Q1 2025
Reduced 34.19%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
203
shares
|
$41,121
0.0% of portfolio
|
Q1 2025
Added 25.31%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
200
shares
|
$40,514
0.0% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
200
shares
|
$40,514
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
196
shares
|
$39,703
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
194
shares
|
$39,298
0.01% of portfolio
|
Q1 2025
Added 0.52%
|