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 1,724 institutions that hold shares in the stock, with a total of 93.1 Million shares, which have been reported (via 13F filing form) to have a value of $18.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
31
shares
|
$6,279
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
30
shares
|
$6,077
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
30
shares
|
$6,077
0.0% of portfolio
|
Q2 2025
Reduced 34.78%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
28
shares
|
$5,671
0.09% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
27
shares
|
$5,469
0.0% of portfolio
|
Q4 2024
Reduced 6.9%
|
|
|
Game Plan Financial Advisors, LLC
|
May 19, 2025 Q1 2025 |
26
shares
|
$5,266
0.0% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
21
shares
|
$4,253
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
21
shares
|
$4,253
0.0% of portfolio
|
Q1 2025
Added 16.67%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
21
shares
|
$4,253
0.0% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
20
shares
|
$4,051
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
19
shares
|
$3,848
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
19
shares
|
$3,848
0.0% of portfolio
|
Q2 2023
Reduced 18.18%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
18
shares
|
$3,646
0.0% of portfolio
|
Q3 2022
Reduced 90.06%
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
17
shares
|
$3,443
0.0% of portfolio
|
Q1 2025
Reduced 5.56%
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
16
shares
|
$3,241
0.0% of portfolio
|
Q1 2025
Reduced 58.97%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
16
shares
|
$3,241
0.0% of portfolio
|
Q1 2024
Reduced 20.0%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
16
shares
|
$3,241
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
15
shares
|
$3,038
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
15
shares
|
$3,038
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
13
shares
|
$2,633
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
13
shares
|
$2,633
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
12
shares
|
$2,430
0.0% of portfolio
|
Q2 2024
Added 500.0%
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
12
shares
|
$2,430
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
12
shares
|
$2,430
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
10
shares
|
$2,025
0.0% of portfolio
|
Q2 2025
New holding
|