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 |
|---|---|---|---|---|---|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Jul 09, 2025 Q2 2025 |
73,061
shares
|
$15.4 Million
5.32% of portfolio
|
Q2 2025
Added 5.47%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
72,688
shares
|
$15.3 Million
0.15% of portfolio
|
Q2 2025
Reduced 22.78%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jul 25, 2025 Q2 2025 |
72,475
shares
|
$15.3 Million
2.89% of portfolio
|
Q2 2025
Added 6.67%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
71,868
shares
|
$15.2 Million
2.65% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Jacobsen Capital Management
|
Jul 30, 2025 Q2 2025 |
71,423
shares
|
$15.1 Million
5.16% of portfolio
|
Q2 2025
Added 5.05%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
71,099
shares
|
$15 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
|
$14.9 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
70,228
shares
|
$14.8 Million
3.16% of portfolio
|
Q3 2024
Added 5.65%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
70,111
shares
|
$14.8 Million
1.21% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
69,944
shares
|
$14.8 Million
0.11% of portfolio
|
Q2 2025
Added 19.07%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jul 03, 2025 Q2 2025 |
69,582
shares
|
$14.7 Million
2.04% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
68,294
shares
|
$14.4 Million
1.01% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
67,836
shares
|
$14.3 Million
0.44% of portfolio
|
Q2 2025
Added 5.27%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
67,089
shares
|
$14.2 Million
0.58% of portfolio
|
Q2 2025
Added 15.44%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
65,378
shares
|
$13.8 Million
1.81% of portfolio
|
Q3 2024
Added 13.61%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
64,897
shares
|
$13.7 Million
4.23% of portfolio
|
Q1 2023
Added 0.19%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
64,066
shares
|
$13.5 Million
0.36% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
63,847
shares
|
$13.5 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
63,306
shares
|
$13.4 Million
0.28% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Banc First Trust & Investment Management
Oklahoma City, OK |
Jul 01, 2025 Q2 2025 |
63,055
shares
|
$13.3 Million
5.8% of portfolio
|
Q2 2025
Added 7.97%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
62,778
shares
|
$13.2 Million
1.41% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
62,308
shares
|
$13.1 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
61,675
shares
|
$13 Million
0.1% of portfolio
|
Q2 2025
Added 5.92%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
61,280
shares
|
$12.9 Million
1.9% of portfolio
|
Q2 2025
Added 5.82%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
61,225
shares
|
$12.9 Million
0.04% of portfolio
|
Q2 2025
Reduced 7.4%
|