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 |
|---|---|---|---|---|---|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
60,384
shares
|
$12.7 Million
0.09% of portfolio
|
Q2 2025
Reduced 7.91%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
59,836
shares
|
$12.6 Million
1.3% of portfolio
|
Q2 2025
Reduced 11.18%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Jul 10, 2025 Q2 2025 |
59,630
shares
|
$12.6 Million
4.49% of portfolio
|
Q2 2025
Added 7.74%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jul 29, 2025 Q2 2025 |
59,549
shares
|
$12.6 Million
1.27% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
58,860
shares
|
$12.4 Million
0.61% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jul 22, 2025 Q2 2025 |
58,585
shares
|
$12.4 Million
0.55% of portfolio
|
Q2 2025
Added 24.77%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
58,544
shares
|
$12.3 Million
1.31% of portfolio
|
Q2 2025
Reduced 76.04%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
58,536
shares
|
$12.3 Million
5.68% of portfolio
|
Q2 2025
Reduced 9.39%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
58,070
shares
|
$12.2 Million
0.04% of portfolio
|
Q2 2025
Added 17.56%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
58,019
shares
|
$12.2 Million
0.03% of portfolio
|
Q2 2025
Reduced 26.56%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
57,571
shares
|
$12.1 Million
1.25% of portfolio
|
Q3 2023
Added 6.43%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
57,398
shares
|
$12.1 Million
2.6% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
57,208
shares
|
$12.1 Million
0.42% of portfolio
|
Q2 2025
Reduced 14.53%
|
|
|
Jmac Enterprises LLC
|
Jul 21, 2025 Q2 2025 |
57,051
shares
|
$12 Million
2.51% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jul 25, 2025 Q2 2025 |
56,450
shares
|
$11.9 Million
1.86% of portfolio
|
Q2 2025
New holding
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Aug 13, 2025 Q2 2025 |
56,305
shares
|
$11.9 Million
0.46% of portfolio
|
Q2 2025
Reduced 9.55%
|
|
|
Praetorian Wealth Management, Inc.
|
Jul 09, 2025 Q2 2025 |
56,161
shares
|
$11.8 Million
2.57% of portfolio
|
Q2 2025
Reduced 4.19%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
55,508
shares
|
$11.7 Million
0.61% of portfolio
|
Q2 2025
Reduced 24.02%
|
|
|
Sepio Capital, LP
|
Aug 13, 2025 Q2 2025 |
54,869
shares
|
$11.6 Million
1.06% of portfolio
|
Q2 2025
Reduced 59.8%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
54,245
shares
|
$11.4 Million
0.19% of portfolio
|
Q2 2025
Reduced 20.61%
|
|
|
Symmetry Partners, LLC
|
Jul 17, 2025 Q2 2025 |
54,126
shares
|
$11.4 Million
1.3% of portfolio
|
Q2 2025
Reduced 23.05%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
54,010
shares
|
$11.4 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
Jul 17, 2025 Q2 2025 |
53,675
shares
|
$11.3 Million
6.48% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
53,657
shares
|
$11.3 Million
2.71% of portfolio
|
Q3 2022
Added 0.24%
|
|
|
Swan Capital LLC
Pensacola, FL |
Aug 14, 2025 Q2 2025 |
53,552
shares
|
$11.3 Million
4.54% of portfolio
|
Q2 2025
Added 95.32%
|