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 |
|---|---|---|---|---|---|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
71,599
shares
|
$14.5 Million
0.19% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
71,099
shares
|
$14.4 Million
0.23% of portfolio
|
Q2 2024
Reduced 4.88%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
70,627
shares
|
$14.3 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
70,228
shares
|
$14.2 Million
3.16% of portfolio
|
Q3 2024
Added 5.65%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jul 03, 2025 Q2 2025 |
69,582
shares
|
$14.1 Million
2.04% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Performa LTD (Us), LLC
|
May 09, 2025 Q1 2025 |
69,034
shares
|
$14 Million
4.28% of portfolio
|
Q1 2025
Added 16.18%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
68,764
shares
|
$13.9 Million
1.03% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
68,237
shares
|
$13.8 Million
1.22% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Jacobsen Capital Management
|
Apr 25, 2025 Q1 2025 |
67,987
shares
|
$13.8 Million
5.52% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Apr 10, 2025 Q1 2025 |
67,942
shares
|
$13.8 Million
2.84% of portfolio
|
Q1 2025
Added 10.1%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
May 09, 2025 Q1 2025 |
67,893
shares
|
$13.8 Million
4.8% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
67,364
shares
|
$13.6 Million
1.5% of portfolio
|
Q1 2025
Reduced 63.2%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
66,932
shares
|
$13.6 Million
0.57% of portfolio
|
Q1 2025
Added 325.94%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
66,643
shares
|
$13.5 Million
0.07% of portfolio
|
Q1 2025
Added 7.79%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
66,118
shares
|
$13.4 Million
0.05% of portfolio
|
Q1 2025
Added 27.07%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
65,572
shares
|
$13.3 Million
0.1% of portfolio
|
Q1 2025
Reduced 3.96%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
65,378
shares
|
$13.2 Million
1.81% of portfolio
|
Q3 2024
Added 13.61%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
64,897
shares
|
$13.1 Million
4.23% of portfolio
|
Q1 2023
Added 0.19%
|
|
|
Moser Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
64,600
shares
|
$13.1 Million
6.48% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
64,443
shares
|
$13.1 Million
0.5% of portfolio
|
Q1 2025
Reduced 6.91%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
64,066
shares
|
$13 Million
0.36% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
64,025
shares
|
$13 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Banc First Trust & Investment Management
Oklahoma City, OK |
Jul 01, 2025 Q2 2025 |
63,055
shares
|
$12.8 Million
5.8% of portfolio
|
Q2 2025
Added 7.97%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
62,778
shares
|
$12.7 Million
1.41% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
62,576
shares
|
$12.7 Million
0.23% of portfolio
|
Q1 2025
Reduced 15.31%
|