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 1,754 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 |
|---|---|---|---|---|---|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
34
shares
|
$7,171
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
34
shares
|
$7,171
0.0% of portfolio
|
Q4 2024
Reduced 48.48%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
33
shares
|
$6,961
0.0% of portfolio
|
Q2 2025
Reduced 62.92%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Jul 31, 2025 Q2 2025 |
32
shares
|
$6,750
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
31
shares
|
$6,539
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
30
shares
|
$6,328
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
30
shares
|
$6,328
0.0% of portfolio
|
Q2 2025
Reduced 34.78%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Aug 15, 2025 Q2 2025 |
28
shares
|
$5,906
0.11% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
27
shares
|
$5,695
0.0% of portfolio
|
Q4 2024
Reduced 6.9%
|
|
|
Game Plan Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
26
shares
|
$5,484
0.0% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
26
shares
|
$5,484
0.0% of portfolio
|
Q2 2025
Reduced 89.56%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
24
shares
|
$5,062
0.0% of portfolio
|
Q2 2025
Added 14.29%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
21
shares
|
$4,429
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
21
shares
|
$4,429
0.0% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
20
shares
|
$4,218
0.0% of portfolio
|
Q2 2025
Added 1900.0%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
20
shares
|
$4,218
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
19
shares
|
$4,007
0.0% of portfolio
|
Q2 2023
Reduced 18.18%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
18
shares
|
$3,796
0.0% of portfolio
|
Q3 2022
Reduced 90.06%
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
17
shares
|
$3,585
0.0% of portfolio
|
Q1 2025
Reduced 5.56%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
16
shares
|
$3,375
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
15
shares
|
$3,164
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
15
shares
|
$3,164
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Aug 15, 2025 Q2 2025 |
14
shares
|
$2,953
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
13
shares
|
$2,742
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
13
shares
|
$2,742
0.0% of portfolio
|
Q1 2024
New holding
|