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 |
|
Mokosak Advisory Group, LLC
|
Apr 22, 2025 Q1 2025 |
297,399
shares
|
$53.2 Million
17.11% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
294,504
shares
|
$52.7 Million
0.34% of portfolio
|
Q4 2024
Added 3.66%
|
|
|
Verus Financial Partners, Inc.
|
Jan 23, 2025 Q4 2024 |
291,822
shares
|
$52.2 Million
6.45% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
283,002
shares
|
$50.7 Million
0.11% of portfolio
|
Q4 2024
Reduced 6.43%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Feb 06, 2025 Q4 2024 |
282,609
shares
|
$50.6 Million
3.28% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Jmg Financial Group, Ltd.
|
Feb 03, 2025 Q4 2024 |
281,596
shares
|
$50.4 Million
1.97% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
279,457
shares
|
$50 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.57%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
277,583
shares
|
$49.7 Million
2.28% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Apr 14, 2025 Q1 2025 |
268,595
shares
|
$48.1 Million
8.28% of portfolio
|
Q1 2025
Added 9.14%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
265,372
shares
|
$47.5 Million
0.18% of portfolio
|
Q4 2024
Added 15.08%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
265,115
shares
|
$47.5 Million
1.97% of portfolio
|
Q4 2024
Reduced 4.6%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
256,293
shares
|
$45.9 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
245,033
shares
|
$43.9 Million
2.44% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
244,343
shares
|
$43.7 Million
5.83% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Thompson Siegel & Walmsley LLC
|
Feb 10, 2025 Q4 2024 |
238,249
shares
|
$42.7 Million
0.73% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
236,518
shares
|
$42.3 Million
1.22% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Inspirion Wealth Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
234,633
shares
|
$42 Million
6.1% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
232,171
shares
|
$41.6 Million
0.56% of portfolio
|
Q3 2023
Reduced 1.22%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
230,684
shares
|
$41.3 Million
0.07% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
229,703
shares
|
$41.1 Million
0.67% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Abacus Planning Group, Inc.
|
Apr 14, 2025 Q1 2025 |
217,207
shares
|
$38.9 Million
7.3% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
University Of Maryland Foundation, Inc.
|
Feb 05, 2025 Q4 2024 |
208,177
shares
|
$37.3 Million
23.16% of portfolio
|
Q4 2024
Added 83.3%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
207,143
shares
|
$37.1 Million
0.42% of portfolio
|
Q2 2024
Reduced 3.02%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
205,987
shares
|
$36.9 Million
0.41% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Foster Group, Inc.
|
Apr 10, 2025 Q1 2025 |
205,279
shares
|
$36.8 Million
1.49% of portfolio
|
Q1 2025
Reduced 2.11%
|