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 1,700 institutions that hold shares in the stock, with a total of 95.4 Million shares, which have been reported (via 13F filing form) to have a value of $17.2 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 |
|
Rodgers & Associates, LTD
|
Apr 22, 2025 Q1 2025 |
303,094
shares
|
$54.6 Million
6.9% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
May 14, 2025 Q1 2025 |
299,276
shares
|
$53.9 Million
0.11% of portfolio
|
Q1 2025
Added 5.75%
|
|
|
Mokosak Advisory Group, LLC
|
Apr 22, 2025 Q1 2025 |
297,399
shares
|
$53.5 Million
17.11% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Verus Financial Partners, Inc.
|
May 05, 2025 Q1 2025 |
292,782
shares
|
$52.7 Million
6.05% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
290,993
shares
|
$52.4 Million
2.26% of portfolio
|
Q1 2025
Added 4.83%
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
286,017
shares
|
$51.5 Million
1.88% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
May 01, 2025 Q1 2025 |
282,919
shares
|
$50.9 Million
3.18% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Apr 14, 2025 Q1 2025 |
268,595
shares
|
$48.3 Million
8.28% of portfolio
|
Q1 2025
Added 9.14%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
268,573
shares
|
$48.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.89%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
265,559
shares
|
$47.8 Million
0.76% of portfolio
|
Q1 2025
Added 15.61%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
262,816
shares
|
$47.3 Million
1.86% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
245,790
shares
|
$44.2 Million
1.21% of portfolio
|
Q1 2025
Added 3.92%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
245,033
shares
|
$44.1 Million
2.44% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
244,343
shares
|
$44 Million
5.83% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
242,949
shares
|
$43.7 Million
0.15% of portfolio
|
Q1 2025
Reduced 8.45%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
241,559
shares
|
$43.5 Million
0.09% of portfolio
|
Q1 2025
Reduced 5.75%
|
|
|
Thompson Siegel & Walmsley LLC
|
May 09, 2025 Q1 2025 |
238,493
shares
|
$42.9 Million
0.75% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Inspirion Wealth Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
234,633
shares
|
$42.2 Million
6.1% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
232,171
shares
|
$41.8 Million
0.56% of portfolio
|
Q3 2023
Reduced 1.22%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
221,825
shares
|
$39.9 Million
0.07% of portfolio
|
Q1 2025
Reduced 3.84%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
220,963
shares
|
$39.8 Million
0.07% of portfolio
|
Q1 2025
Added 56.81%
|
|
|
Abacus Planning Group, Inc.
|
Apr 14, 2025 Q1 2025 |
217,207
shares
|
$39.1 Million
7.3% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
University Of Maryland Foundation, Inc.
|
May 01, 2025 Q1 2025 |
208,177
shares
|
$37.5 Million
24.75% of portfolio
|
Q4 2024
Added 83.3%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
207,143
shares
|
$37.3 Million
0.42% of portfolio
|
Q2 2024
Reduced 3.02%
|
|
|
Foster Group, Inc.
|
Apr 10, 2025 Q1 2025 |
205,279
shares
|
$36.9 Million
1.49% of portfolio
|
Q1 2025
Reduced 2.11%
|