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 |
|
Quest Investment Management LLC
Lake Oswego, OR |
Feb 13, 2025 Q4 2024 |
74,298
shares
|
$13.3 Million
1.94% of portfolio
|
Q1 2022
Reduced 14.05%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
74,123
shares
|
$13.3 Million
0.09% of portfolio
|
Q4 2024
Added 8.33%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
73,890
shares
|
$13.2 Million
0.28% of portfolio
|
Q4 2024
Added 4.37%
|
|
|
Jb Global.Com LLC
New York, NY |
Apr 09, 2025 Q1 2025 |
73,223
shares
|
$13.1 Million
14.18% of portfolio
|
Q1 2025
Reduced 8.67%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 13, 2025 Q4 2024 |
73,163
shares
|
$13.1 Million
8.0% of portfolio
|
Q4 2024
Added 6.02%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
73,097
shares
|
$13.1 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
71,868
shares
|
$12.9 Million
2.65% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
71,227
shares
|
$12.8 Million
0.2% of portfolio
|
Q1 2025
Reduced 4.38%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
71,099
shares
|
$12.7 Million
0.23% of portfolio
|
Q2 2024
Reduced 4.88%
|
|
|
Symmetry Partners, LLC
|
Apr 23, 2025 Q1 2025 |
70,343
shares
|
$12.6 Million
1.83% of portfolio
|
Q1 2025
Reduced 28.13%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
70,228
shares
|
$12.6 Million
3.16% of portfolio
|
Q3 2024
Added 5.65%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Apr 18, 2025 Q1 2025 |
69,271
shares
|
$12.4 Million
5.34% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Apr 15, 2025 Q1 2025 |
69,233
shares
|
$12.4 Million
2.03% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
69,225
shares
|
$12.4 Million
0.56% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
69,174
shares
|
$12.4 Million
1.12% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
68,329
shares
|
$12.2 Million
0.27% of portfolio
|
Q1 2025
Added 115.66%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Feb 27, 2025 Q4 2024 |
68,304
shares
|
$12.2 Million
4.6% of portfolio
|
Q4 2024
Reduced 98.45%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
68,278
shares
|
$12.2 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Jacobsen Capital Management
|
Apr 25, 2025 Q1 2025 |
67,987
shares
|
$12.2 Million
5.52% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Apr 10, 2025 Q1 2025 |
67,942
shares
|
$12.2 Million
2.84% of portfolio
|
Q1 2025
Added 10.1%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
67,810
shares
|
$12.1 Million
1.27% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
67,609
shares
|
$12.1 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
67,364
shares
|
$12.1 Million
1.5% of portfolio
|
Q1 2025
Reduced 63.2%
|
|
|
Ellevest, Inc.
|
Feb 14, 2025 Q4 2024 |
66,737
shares
|
$11.9 Million
0.77% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Feb 06, 2025 Q4 2024 |
66,555
shares
|
$11.9 Million
4.99% of portfolio
|
Q4 2024
Reduced 18.56%
|