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 |
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
205,133
shares
|
$36.9 Million
1.77% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
192,369
shares
|
$34.6 Million
6.44% of portfolio
|
Q4 2022
Added 4.2%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
192,369
shares
|
$34.6 Million
6.42% of portfolio
|
Q4 2022
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
191,374
shares
|
$34.4 Million
1.01% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
187,477
shares
|
$33.7 Million
0.09% of portfolio
|
Q3 2023
Reduced 7.17%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
185,397
shares
|
$33.4 Million
0.12% of portfolio
|
Q1 2025
Added 4.06%
|
|
|
25 LLC
St. Louis, MO |
Apr 14, 2025 Q1 2025 |
184,400
shares
|
$33.2 Million
14.21% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Comprehensive Financial Management LLC
Los Gatos, CA |
Feb 14, 2025 Q4 2024 |
184,376
shares
|
$33.2 Million
1.01% of portfolio
|
Q4 2024
Reduced 43.16%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
183,902
shares
|
$33.1 Million
0.34% of portfolio
|
Q1 2025
Reduced 10.72%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
181,389
shares
|
$32.6 Million
0.09% of portfolio
|
Q4 2024
Added 9.94%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
172,892
shares
|
$31.1 Million
10.2% of portfolio
|
Q1 2025
Added 40.55%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
170,901
shares
|
$30.8 Million
3.89% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
168,213
shares
|
$30.3 Million
1.48% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
153,082
shares
|
$27.6 Million
0.06% of portfolio
|
Q4 2024
Added 7.16%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
150,689
shares
|
$27.1 Million
5.23% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
148,957
shares
|
$26.8 Million
0.2% of portfolio
|
Q4 2024
Added 9.97%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
146,003
shares
|
$26.3 Million
0.04% of portfolio
|
Q1 2025
Added 6.31%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
143,598
shares
|
$25.8 Million
0.05% of portfolio
|
Q1 2025
Reduced 11.15%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
140,785
shares
|
$25.3 Million
0.17% of portfolio
|
Q4 2024
Reduced 12.25%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
140,535
shares
|
$25.3 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
140,404
shares
|
$25.3 Million
0.23% of portfolio
|
Q1 2025
Reduced 22.54%
|
|
|
Coastline Trust CO
|
Apr 28, 2025 Q1 2025 |
139,824
shares
|
$25.2 Million
3.26% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Marotta Asset Management
|
Apr 02, 2025 Q1 2025 |
137,007
shares
|
$24.7 Million
5.44% of portfolio
|
Q1 2025
Added 5.28%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
May 09, 2025 Q1 2025 |
134,635
shares
|
$24.2 Million
5.89% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
133,476
shares
|
$24 Million
0.48% of portfolio
|
Q4 2024
Added 30.31%
|