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 |
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
133,476
shares
|
$23.9 Million
0.48% of portfolio
|
Q4 2024
Added 30.31%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
132,402
shares
|
$23.7 Million
5.42% of portfolio
|
Q1 2025
Added 4.87%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
130,774
shares
|
$23.4 Million
10.45% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Architects, LLC
|
Feb 10, 2025 Q4 2024 |
129,566
shares
|
$23.2 Million
3.1% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Bhk Investment Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
128,354
shares
|
$23 Million
9.55% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
128,011
shares
|
$22.9 Million
1.4% of portfolio
|
Q4 2024
Added 4.67%
|
|
|
Sepio Capital, LP
|
Feb 13, 2025 Q4 2024 |
127,795
shares
|
$22.9 Million
2.46% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Brickley Wealth Management
|
Jan 27, 2025 Q4 2024 |
123,491
shares
|
$22.1 Million
4.97% of portfolio
|
Q4 2024
Added 5.05%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
122,016
shares
|
$21.8 Million
0.14% of portfolio
|
Q4 2024
Added 3.98%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Jan 31, 2025 Q4 2024 |
117,846
shares
|
$21.1 Million
5.1% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
115,912
shares
|
$20.8 Million
0.63% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
115,407
shares
|
$20.7 Million
0.9% of portfolio
|
Q4 2024
Added 34.73%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
114,018
shares
|
$20.4 Million
0.3% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
107,360
shares
|
$19.2 Million
0.12% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Apr 17, 2025 Q1 2025 |
107,129
shares
|
$19.2 Million
6.4% of portfolio
|
Q1 2025
Reduced 24.77%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Apr 14, 2025 Q1 2025 |
105,546
shares
|
$18.9 Million
2.87% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
105,425
shares
|
$18.9 Million
1.67% of portfolio
|
Q1 2025
Added 14.08%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Feb 11, 2025 Q4 2024 |
104,799
shares
|
$18.8 Million
5.69% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
104,322
shares
|
$18.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 99.46%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
102,045
shares
|
$18.3 Million
4.44% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Feb 13, 2025 Q4 2024 |
100,613
shares
|
$18 Million
5.41% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Total Wealth Planning, LLC
|
Apr 15, 2025 Q1 2025 |
99,312
shares
|
$17.8 Million
3.01% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Hillman CO
|
Apr 25, 2025 Q1 2025 |
96,334
shares
|
$17.2 Million
7.87% of portfolio
|
Q1 2025
Added 52.67%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
96,149
shares
|
$17.2 Million
0.1% of portfolio
|
Q2 2023
Reduced 69.16%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
96,128
shares
|
$17.2 Million
2.23% of portfolio
|
Q4 2024
Added 9.87%
|