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 |
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
55,956
shares
|
$10 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Apr 08, 2025 Q1 2025 |
55,344
shares
|
$9.91 Million
4.42% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Black Diamond Financial, LLC
|
Feb 04, 2025 Q4 2024 |
54,868
shares
|
$9.82 Million
1.63% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
54,712
shares
|
$9.8 Million
0.08% of portfolio
|
Q4 2024
Added 127.91%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Apr 10, 2025 Q1 2025 |
54,457
shares
|
$9.75 Million
0.68% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
54,330
shares
|
$9.73 Million
0.52% of portfolio
|
Q4 2024
Added 4.01%
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
Feb 04, 2025 Q4 2024 |
54,012
shares
|
$9.67 Million
6.91% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
53,915
shares
|
$9.65 Million
0.03% of portfolio
|
Q4 2024
Added 4.43%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
53,657
shares
|
$9.61 Million
2.71% of portfolio
|
Q3 2022
Added 0.24%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
52,032
shares
|
$9.32 Million
0.04% of portfolio
|
Q4 2024
Added 4.61%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
51,956
shares
|
$9.3 Million
2.71% of portfolio
|
Q4 2024
Added 18.03%
|
|
|
Highland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
51,916
shares
|
$9.3 Million
0.59% of portfolio
|
Q1 2025
Reduced 4.62%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
50,683
shares
|
$9.07 Million
0.27% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
50,560
shares
|
$9.05 Million
0.11% of portfolio
|
Q4 2024
Added 31.54%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
Feb 05, 2025 Q4 2024 |
50,296
shares
|
$9 Million
5.21% of portfolio
|
Q4 2024
Reduced 7.02%
|
|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
50,108
shares
|
$8.97 Million
1.67% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
49,914
shares
|
$8.94 Million
3.59% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
49,223
shares
|
$8.81 Million
0.99% of portfolio
|
Q4 2023
Added 1.65%
|
|
|
Veery Capital, LLC
|
Apr 08, 2025 Q1 2025 |
49,143
shares
|
$8.8 Million
3.56% of portfolio
|
Q1 2025
Added 4.95%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Apr 16, 2025 Q1 2025 |
49,091
shares
|
$8.79 Million
4.17% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Alhambra Investment Partners LLC
|
Apr 15, 2025 Q1 2025 |
49,014
shares
|
$8.78 Million
4.76% of portfolio
|
Q1 2025
Added 20.5%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
48,593
shares
|
$8.7 Million
0.1% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Feb 10, 2025 Q4 2024 |
48,106
shares
|
$8.61 Million
7.02% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
48,004
shares
|
$8.59 Million
0.91% of portfolio
|
Q4 2024
Reduced 6.5%
|
|
|
Prosperity Planning, Inc.
|
Apr 10, 2025 Q1 2025 |
47,626
shares
|
$8.53 Million
2.88% of portfolio
|
Q1 2025
Reduced 6.14%
|