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 1,705 institutions that hold shares in the stock, with a total of 96.2 Million shares, which have been reported (via 13F filing form) to have a value of $16.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
623,414
shares
|
$112 Million
0.37% of portfolio
|
Q2 2023
Added 1.34%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
614,324
shares
|
$110 Million
0.01% of portfolio
|
Q4 2024
Added 4.4%
|
|
|
Efficient Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
552,519
shares
|
$98.9 Million
7.05% of portfolio
|
Q4 2024
Reduced 4.77%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
528,591
shares
|
$94.6 Million
0.05% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
526,298
shares
|
$94.2 Million
0.14% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
490,541
shares
|
$87.8 Million
2.36% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
473,800
shares
|
$84.8 Million
0.02% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
422,177
shares
|
$75.6 Million
0.23% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
421,473
shares
|
$75.5 Million
0.71% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
420,240
shares
|
$75.2 Million
0.14% of portfolio
|
Q4 2024
Added 8.57%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
411,046
shares
|
$73.6 Million
1.01% of portfolio
|
Q4 2024
Added 8.98%
|
|
|
Stephens Group Asset Management, LLC
|
Apr 15, 2025 Q1 2025 |
403,995
shares
|
$72.3 Million
6.08% of portfolio
|
Q1 2025
Added 5.59%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
387,247
shares
|
$69.3 Million
1.09% of portfolio
|
Q4 2024
Added 4.44%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
386,790
shares
|
$69.3 Million
0.62% of portfolio
|
Q4 2024
Reduced 4.6%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
382,521
shares
|
$68.5 Million
8.35% of portfolio
|
Q1 2025
Added 2221.97%
|
|
|
Retirement Systems Of Alabama
|
Apr 21, 2025 Q1 2025 |
382,480
shares
|
$68.5 Million
0.28% of portfolio
|
Q4 2020
Reduced 34.34%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
377,358
shares
|
$67.6 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
354,389
shares
|
$63.4 Million
0.86% of portfolio
|
Q4 2024
Added 12.22%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Feb 12, 2025 Q4 2024 |
334,894
shares
|
$60 Million
7.0% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
327,946
shares
|
$58.7 Million
0.06% of portfolio
|
Q4 2024
Added 30.61%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
326,772
shares
|
$58.5 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
322,622
shares
|
$57.8 Million
0.01% of portfolio
|
Q4 2024
Reduced 12.49%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
315,942
shares
|
$56.6 Million
0.07% of portfolio
|
Q4 2024
Added 5.12%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
315,855
shares
|
$56.6 Million
0.05% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Rodgers & Associates, LTD
|
Apr 22, 2025 Q1 2025 |
303,094
shares
|
$54.3 Million
6.9% of portfolio
|
Q1 2025
Added 3.17%
|