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 |
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
205,133
shares
|
$36.7 Million
1.77% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
197,507
shares
|
$35.4 Million
1.38% of portfolio
|
Q4 2024
Added 8.34%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
192,369
shares
|
$34.4 Million
6.44% of portfolio
|
Q4 2022
Added 4.2%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
192,369
shares
|
$34.4 Million
6.42% of portfolio
|
Q4 2022
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
187,477
shares
|
$33.6 Million
0.09% of portfolio
|
Q3 2023
Reduced 7.17%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
185,397
shares
|
$33.2 Million
0.12% of portfolio
|
Q1 2025
Added 4.06%
|
|
|
25 LLC
St. Louis, MO |
Apr 14, 2025 Q1 2025 |
184,400
shares
|
$33 Million
14.21% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Comprehensive Financial Management LLC
Los Gatos, CA |
Feb 14, 2025 Q4 2024 |
184,376
shares
|
$33 Million
1.01% of portfolio
|
Q4 2024
Reduced 43.16%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
181,389
shares
|
$32.5 Million
0.09% of portfolio
|
Q4 2024
Added 9.94%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
172,974
shares
|
$31 Million
1.39% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
172,892
shares
|
$31 Million
10.2% of portfolio
|
Q1 2025
Added 40.55%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
171,840
shares
|
$30.8 Million
0.34% of portfolio
|
Q4 2024
Added 12.03%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Feb 13, 2025 Q4 2024 |
164,981
shares
|
$29.5 Million
4.18% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
161,624
shares
|
$28.9 Million
0.06% of portfolio
|
Q4 2024
Added 69.77%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
153,082
shares
|
$27.4 Million
0.06% of portfolio
|
Q4 2024
Added 7.16%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
148,957
shares
|
$26.7 Million
0.2% of portfolio
|
Q4 2024
Added 9.97%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
147,464
shares
|
$26.4 Million
4.22% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
140,913
shares
|
$25.2 Million
0.04% of portfolio
|
Q4 2024
Reduced 20.28%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
140,899
shares
|
$25.2 Million
0.11% of portfolio
|
Q4 2024
Added 9.19%
|
|
|
Coastline Trust CO
|
Feb 13, 2025 Q4 2024 |
140,799
shares
|
$25.2 Million
3.28% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
140,785
shares
|
$25.2 Million
0.17% of portfolio
|
Q4 2024
Reduced 12.25%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
140,404
shares
|
$25.1 Million
0.23% of portfolio
|
Q1 2025
Reduced 22.54%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
137,332
shares
|
$24.6 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Marotta Asset Management
|
Apr 02, 2025 Q1 2025 |
137,007
shares
|
$24.5 Million
5.44% of portfolio
|
Q1 2025
Added 5.28%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
133,827
shares
|
$24 Million
6.04% of portfolio
|
Q4 2024
Added 2.68%
|