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 |
|---|---|---|---|---|---|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
91
shares
|
$19,195
0.01% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Hallmark Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
87
shares
|
$18,351
0.0% of portfolio
|
Q2 2025
Reduced 4.4%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
87
shares
|
$18,351
0.0% of portfolio
|
Q2 2024
Reduced 35.07%
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
86
shares
|
$18,140
0.01% of portfolio
|
Q2 2025
Added 19.44%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
84
shares
|
$17,718
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
84
shares
|
$17,718
0.01% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
83
shares
|
$17,508
0.01% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
83
shares
|
$17,508
0.01% of portfolio
|
Q4 2024
Reduced 64.07%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
83
shares
|
$17,508
0.01% of portfolio
|
Q4 2024
Reduced 64.07%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
82
shares
|
$17,297
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
78
shares
|
$16,453
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
78
shares
|
$16,453
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
77
shares
|
$16,242
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
75
shares
|
$15,820
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
75
shares
|
$15,820
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
74
shares
|
$15,609
0.01% of portfolio
|
Q2 2025
Reduced 13.95%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Aug 19, 2025 Q2 2025 |
73
shares
|
$15,398
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Apr 09, 2025 Q1 2025 |
70
shares
|
$14,765
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
70
shares
|
$14,765
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Aug 14, 2025 Q2 2025 |
68
shares
|
$14,343
0.0% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
64
shares
|
$13,500
0.0% of portfolio
|
Q1 2024
Reduced 30.43%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
64
shares
|
$13,500
0.01% of portfolio
|
Q2 2023
Reduced 8.57%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
63
shares
|
$13,289
0.0% of portfolio
|
Q2 2024
Added 800.0%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
63
shares
|
$13,289
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
63
shares
|
$13,289
0.01% of portfolio
|
Q4 2021
Reduced 55.94%
|