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 |
|---|---|---|---|---|---|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
274
shares
|
$57,797
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
260
shares
|
$54,844
0.01% of portfolio
|
Q1 2025
Reduced 49.32%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
253
shares
|
$53,367
0.02% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
252
shares
|
$53,156
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
250
shares
|
$52,735
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
248
shares
|
$52,313
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
245
shares
|
$51,680
0.02% of portfolio
|
Q2 2024
Reduced 16.38%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
245
shares
|
$51,680
0.01% of portfolio
|
Q2 2025
Reduced 15.52%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
242
shares
|
$51,047
0.02% of portfolio
|
Q2 2025
Reduced 7.98%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
241
shares
|
$50,836
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
240
shares
|
$50,625
0.0% of portfolio
|
Q3 2024
Reduced 55.56%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
238
shares
|
$50,203
0.03% of portfolio
|
Q2 2025
Reduced 99.49%
|
|
|
Horrell Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
232
shares
|
$48,938
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
232
shares
|
$48,938
0.0% of portfolio
|
Q2 2025
Reduced 90.02%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
230
shares
|
$48,516
0.02% of portfolio
|
Q2 2024
Reduced 50.64%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
230
shares
|
$48,516
0.03% of portfolio
|
Q2 2025
Added 21.05%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Aug 04, 2025 Q2 2025 |
225
shares
|
$47,461
0.04% of portfolio
|
Q3 2024
Added 95.65%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
225
shares
|
$47,461
0.02% of portfolio
|
Q2 2025
Added 9.76%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
219
shares
|
$46,195
0.01% of portfolio
|
Q2 2025
Reduced 25.76%
|
|
|
Jackson Hole Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
215
shares
|
$45,352
0.01% of portfolio
|
Q1 2023
Reduced 11.16%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
212
shares
|
$44,719
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
211
shares
|
$44,508
0.02% of portfolio
|
Q1 2025
Reduced 99.46%
|
|
|
Cardinal Strategic Wealth Guidance
|
Jul 21, 2025 Q2 2025 |
210
shares
|
$44,297
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
210
shares
|
$44,297
0.03% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
204
shares
|
$43,031
0.0% of portfolio
|
Q2 2025
Added 137.21%
|