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 |
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
39
shares
|
$6,982
0.0% of portfolio
|
Q4 2023
Added 14.71%
|
|
|
Steph & CO
|
Apr 23, 2025 Q1 2025 |
37
shares
|
$6,624
0.0% of portfolio
|
Q2 2024
Added 5.71%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
37
shares
|
$6,624
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Feb 14, 2025 Q4 2024 |
37
shares
|
$6,624
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
36
shares
|
$6,445
0.0% of portfolio
|
Q2 2024
Added 2.86%
|
|
|
First Financial Corp
|
Apr 10, 2025 Q1 2025 |
35
shares
|
$6,266
0.0% of portfolio
|
Q3 2024
Reduced 49.28%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
35
shares
|
$6,266
0.0% of portfolio
|
Q3 2021
Reduced 88.22%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
35
shares
|
$6,266
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
35
shares
|
$6,266
0.0% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
34
shares
|
$6,087
0.0% of portfolio
|
Q4 2024
Reduced 48.48%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
34
shares
|
$6,087
0.0% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
34
shares
|
$6,087
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
32
shares
|
$5,729
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
30
shares
|
$5,371
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
27
shares
|
$4,834
0.0% of portfolio
|
Q4 2024
Reduced 6.9%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
27
shares
|
$4,834
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
26
shares
|
$4,655
0.0% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
21
shares
|
$3,759
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
21
shares
|
$3,759
0.0% of portfolio
|
Q1 2025
Added 16.67%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
20
shares
|
$3,580
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
19
shares
|
$3,401
0.0% of portfolio
|
Q2 2023
Reduced 18.18%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
18
shares
|
$3,222
0.0% of portfolio
|
Q3 2022
Reduced 90.06%
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
18
shares
|
$3,222
0.0% of portfolio
|
Q4 2024
Reduced 72.73%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
16
shares
|
$2,864
0.0% of portfolio
|
Q1 2024
Reduced 20.0%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
15
shares
|
$2,685
0.0% of portfolio
|
Q2 2023
New holding
|