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 |
|---|---|---|---|---|---|
|
Hamilton Point Investment Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
124
shares
|
$26,156
0.0% of portfolio
|
Q1 2025
Added 158.33%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
123
shares
|
$25,945
0.0% of portfolio
|
Q1 2025
Reduced 13.99%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
123
shares
|
$25,945
0.0% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
120
shares
|
$25,312
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
118
shares
|
$24,890
0.06% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
114
shares
|
$24,047
0.0% of portfolio
|
Q1 2025
Added 1325.0%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
112
shares
|
$23,625
0.02% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
111
shares
|
$23,414
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
110
shares
|
$23,203
0.01% of portfolio
|
Q2 2025
Reduced 67.07%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jul 28, 2025 Q2 2025 |
110
shares
|
$23,203
0.02% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
107
shares
|
$22,570
0.01% of portfolio
|
Q2 2025
Reduced 44.56%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
107
shares
|
$22,570
0.01% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
100
shares
|
$21,094
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Emc Capital Management
Houston, TX |
Aug 11, 2025 Q2 2025 |
100
shares
|
$21,094
0.01% of portfolio
|
Q4 2024
Reduced 99.73%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
100
shares
|
$21,094
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
97
shares
|
$20,461
0.0% of portfolio
|
Q1 2025
Added 56.45%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
97
shares
|
$20,461
0.0% of portfolio
|
Q1 2025
Added 977.78%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
95
shares
|
$20,039
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
94
shares
|
$19,828
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
94
shares
|
$19,828
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
94
shares
|
$19,828
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
93
shares
|
$19,617
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
92
shares
|
$19,406
0.01% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
91
shares
|
$19,195
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
91
shares
|
$19,195
0.0% of portfolio
|
Q3 2021
Added 9.1%
|