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 |
|---|---|---|---|---|---|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
Jul 17, 2025 Q2 2025 |
53,675
shares
|
$10.9 Million
6.48% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
53,657
shares
|
$10.9 Million
2.71% of portfolio
|
Q3 2022
Added 0.24%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jul 17, 2025 Q2 2025 |
53,355
shares
|
$10.8 Million
8.35% of portfolio
|
Q2 2025
Added 13.5%
|
|
|
Black Diamond Financial, LLC
|
Apr 30, 2025 Q1 2025 |
52,840
shares
|
$10.7 Million
1.48% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
Jb Global.Com LLC
New York, NY |
Jul 02, 2025 Q2 2025 |
52,374
shares
|
$10.6 Million
10.61% of portfolio
|
Q2 2025
Reduced 28.47%
|
|
|
Veery Capital, LLC
|
Jul 07, 2025 Q2 2025 |
52,221
shares
|
$10.6 Million
3.53% of portfolio
|
Q2 2025
Added 6.26%
|
|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
51,675
shares
|
$10.5 Million
0.56% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
50,263
shares
|
$10.2 Million
0.24% of portfolio
|
Q1 2025
Added 103.72%
|
|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
50,108
shares
|
$10.2 Million
1.67% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
50,048
shares
|
$10.1 Million
0.23% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
49,396
shares
|
$10 Million
0.03% of portfolio
|
Q1 2025
Reduced 17.24%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
49,223
shares
|
$9.97 Million
0.99% of portfolio
|
Q4 2023
Added 1.65%
|
|
|
Bishop & CO Investment Management, LLC
|
May 07, 2025 Q1 2025 |
49,149
shares
|
$9.96 Million
3.54% of portfolio
|
Q1 2025
Reduced 21.57%
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
48,801
shares
|
$9.89 Million
1.67% of portfolio
|
Q2 2025
Reduced 38.12%
|
|
|
Firestone Capital Management
|
May 02, 2025 Q1 2025 |
48,696
shares
|
$9.86 Million
2.47% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
48,111
shares
|
$9.75 Million
0.33% of portfolio
|
Q2 2025
Added 33.95%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
47,695
shares
|
$9.66 Million
0.15% of portfolio
|
Q1 2025
Added 9.79%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jul 14, 2025 Q2 2025 |
47,579
shares
|
$9.64 Million
3.71% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
May 08, 2025 Q1 2025 |
47,367
shares
|
$9.6 Million
6.67% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
46,895
shares
|
$9.5 Million
0.19% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
46,624
shares
|
$9.44 Million
0.85% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
45,793
shares
|
$9.28 Million
2.7% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
45,779
shares
|
$9.27 Million
0.66% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
45,161
shares
|
$9.15 Million
0.78% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
44,829
shares
|
$9.08 Million
0.07% of portfolio
|
Q1 2025
Reduced 3.06%
|