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 |
|---|---|---|---|---|---|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jul 17, 2025 Q2 2025 |
53,355
shares
|
$11.3 Million
8.35% of portfolio
|
Q2 2025
Added 13.5%
|
|
|
Jb Global.Com LLC
New York, NY |
Jul 02, 2025 Q2 2025 |
52,374
shares
|
$11 Million
10.61% of portfolio
|
Q2 2025
Reduced 28.47%
|
|
|
Veery Capital, LLC
|
Jul 07, 2025 Q2 2025 |
52,221
shares
|
$11 Million
3.53% of portfolio
|
Q2 2025
Added 6.26%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jul 24, 2025 Q2 2025 |
52,084
shares
|
$11 Million
0.65% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
51,909
shares
|
$10.9 Million
0.5% of portfolio
|
Q2 2025
Reduced 8.52%
|
|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
51,675
shares
|
$10.9 Million
0.56% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
51,558
shares
|
$10.9 Million
0.03% of portfolio
|
Q2 2025
Reduced 6.55%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
50,710
shares
|
$10.7 Million
0.19% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Firestone Capital Management
|
Aug 08, 2025 Q2 2025 |
50,474
shares
|
$10.6 Million
2.41% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
49,452
shares
|
$10.4 Million
0.4% of portfolio
|
Q2 2025
Added 29.18%
|
|
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
Jul 29, 2025 Q2 2025 |
49,372
shares
|
$10.4 Million
7.45% of portfolio
|
Q2 2025
New holding
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
49,223
shares
|
$10.4 Million
0.99% of portfolio
|
Q4 2023
Added 1.65%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
48,867
shares
|
$10.3 Million
0.0% of portfolio
|
Q2 2025
Added 161.45%
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
48,801
shares
|
$10.3 Million
1.67% of portfolio
|
Q2 2025
Reduced 38.12%
|
|
|
Bishop & CO Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
48,697
shares
|
$10.3 Million
3.41% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Lansing Street Advisors
|
Jul 23, 2025 Q2 2025 |
48,578
shares
|
$10.2 Million
2.93% of portfolio
|
Q2 2025
Added 101.99%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
48,111
shares
|
$10.1 Million
0.33% of portfolio
|
Q2 2025
Added 33.95%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jul 14, 2025 Q2 2025 |
47,579
shares
|
$10 Million
3.71% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
47,515
shares
|
$10 Million
1.42% of portfolio
|
Q2 2025
Added 18.16%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
46,952
shares
|
$9.9 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
46,895
shares
|
$9.89 Million
0.19% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
46,624
shares
|
$9.83 Million
0.8% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
46,333
shares
|
$9.77 Million
0.06% of portfolio
|
Q2 2025
Added 3.35%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Jul 24, 2025 Q2 2025 |
46,321
shares
|
$9.77 Million
3.22% of portfolio
|
Q2 2025
Added 4.87%
|
|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
45,793
shares
|
$9.66 Million
2.7% of portfolio
|
Q2 2025
Reduced 3.85%
|