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 |
|---|---|---|---|---|---|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
63
shares
|
$13,289
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
59
shares
|
$12,445
0.0% of portfolio
|
Q3 2022
Reduced 33.71%
|
|
|
Mycio Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
57
shares
|
$12,023
0.0% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
56
shares
|
$11,812
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
55
shares
|
$11,601
0.0% of portfolio
|
Q2 2024
Reduced 56.69%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
55
shares
|
$11,601
0.0% of portfolio
|
Q2 2025
Reduced 57.69%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
55
shares
|
$11,601
0.01% of portfolio
|
Q4 2018
Added 816.67%
|
|
|
Gleason Group, Inc.
|
Jul 17, 2025 Q2 2025 |
52
shares
|
$10,968
0.0% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
50
shares
|
$10,547
0.0% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
50
shares
|
$10,547
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
50
shares
|
$10,547
0.01% of portfolio
|
Q1 2025
Reduced 57.26%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
50
shares
|
$10,547
0.01% of portfolio
|
Q3 2024
Reduced 66.22%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
49
shares
|
$10,336
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Aug 14, 2025 Q2 2025 |
49
shares
|
$10,336
0.01% of portfolio
|
Q2 2025
Added 32.43%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
48
shares
|
$10,125
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kessler Investment Group, LLC
|
Jul 22, 2025 Q2 2025 |
47
shares
|
$9,914
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jul 24, 2025 Q2 2025 |
47
shares
|
$9,914
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Armor Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
46
shares
|
$9,703
0.0% of portfolio
|
Q3 2023
Reduced 47.13%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
41
shares
|
$8,648
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
40
shares
|
$8,437
0.0% of portfolio
|
Q1 2025
Reduced 71.22%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
40
shares
|
$8,437
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
37
shares
|
$7,804
0.0% of portfolio
|
Q2 2024
Added 5.71%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
37
shares
|
$7,804
0.0% of portfolio
|
Q2 2025
Reduced 53.16%
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
35
shares
|
$7,382
0.0% of portfolio
|
Q3 2024
Reduced 49.28%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
35
shares
|
$7,382
0.0% of portfolio
|
Q3 2021
Reduced 88.22%
|