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 |
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
65,378
shares
|
$11.7 Million
1.81% of portfolio
|
Q3 2024
Added 13.61%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
65,326
shares
|
$11.7 Million
0.19% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
64,980
shares
|
$11.6 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
64,897
shares
|
$11.6 Million
4.23% of portfolio
|
Q1 2023
Added 0.19%
|
|
|
Moser Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
64,600
shares
|
$11.6 Million
6.48% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
63,339
shares
|
$11.3 Million
0.41% of portfolio
|
Q1 2025
Reduced 12.22%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
62,778
shares
|
$11.2 Million
1.41% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Bishop & CO Investment Management, LLC
|
Feb 11, 2025 Q4 2024 |
62,670
shares
|
$11.2 Million
4.74% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
62,558
shares
|
$11.2 Million
0.3% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Feb 04, 2025 Q4 2024 |
61,869
shares
|
$11.1 Million
0.55% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
61,827
shares
|
$11.1 Million
0.04% of portfolio
|
Q4 2024
Added 21.71%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jan 27, 2025 Q4 2024 |
60,472
shares
|
$10.8 Million
1.49% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
60,335
shares
|
$10.8 Million
0.02% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Apr 18, 2025 Q1 2025 |
59,742
shares
|
$10.7 Million
4.08% of portfolio
|
Q1 2025
Added 4.98%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
59,689
shares
|
$10.7 Million
0.01% of portfolio
|
Q4 2024
Added 13.26%
|
|
|
Performa LTD (Us), LLC
|
Feb 10, 2025 Q4 2024 |
59,422
shares
|
$10.6 Million
4.15% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
Brandes Investment Partners, LP
La Jolla, CA |
Feb 10, 2025 Q4 2024 |
59,150
shares
|
$10.6 Million
0.14% of portfolio
|
Q4 2024
Added 573.54%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
59,062
shares
|
$10.6 Million
0.63% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
|
Praetorian Wealth Management, Inc.
|
Apr 16, 2025 Q1 2025 |
58,616
shares
|
$10.5 Million
2.7% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Banc First Trust & Investment Management
Oklahoma City, OK |
Apr 15, 2025 Q1 2025 |
58,403
shares
|
$10.5 Million
6.84% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
57,636
shares
|
$10.3 Million
2.59% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
57,571
shares
|
$10.3 Million
1.25% of portfolio
|
Q3 2023
Added 6.43%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
56,993
shares
|
$10.2 Million
0.61% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Jmac Enterprises LLC
|
Apr 22, 2025 Q1 2025 |
56,518
shares
|
$10.1 Million
2.6% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Fiducient Advisors LLC
|
Feb 13, 2025 Q4 2024 |
56,150
shares
|
$10.1 Million
1.37% of portfolio
|
Q4 2024
Reduced 9.46%
|