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 |
|---|---|---|---|---|---|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
204
shares
|
$43,031
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
203
shares
|
$42,820
0.0% of portfolio
|
Q1 2025
Added 25.31%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
200
shares
|
$42,188
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
196
shares
|
$41,344
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
195
shares
|
$41,133
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
194
shares
|
$40,922
0.03% of portfolio
|
Q2 2025
Added 4.86%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Aug 08, 2025 Q2 2025 |
192
shares
|
$40,500
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
191
shares
|
$40,289
0.0% of portfolio
|
Q3 2022
Reduced 9.05%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
190
shares
|
$40,078
0.02% of portfolio
|
Q1 2024
Reduced 68.39%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
185
shares
|
$39,023
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
183
shares
|
$38,602
0.0% of portfolio
|
Q2 2025
Added 190.48%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
177
shares
|
$37,336
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
170
shares
|
$35,859
0.01% of portfolio
|
Q2 2025
Reduced 41.58%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
169
shares
|
$35,648
0.01% of portfolio
|
Q2 2024
Added 9.74%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
168
shares
|
$35,437
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
164
shares
|
$34,594
0.01% of portfolio
|
Q1 2025
Added 3180.0%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
156
shares
|
$32,906
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
155
shares
|
$32,695
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
148
shares
|
$31,219
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
143
shares
|
$30,164
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
143
shares
|
$30,164
0.01% of portfolio
|
Q2 2023
Added 40.2%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
140
shares
|
$29,531
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
134
shares
|
$28,265
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
125
shares
|
$26,367
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Marquette Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
124
shares
|
$26,156
0.0% of portfolio
|
Q4 2022
Added 439.13%
|