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 |
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
94,134
shares
|
$16.9 Million
0.22% of portfolio
|
Q1 2025
Added 44.1%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
93,639
shares
|
$16.9 Million
0.69% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
93,372
shares
|
$16.8 Million
0.2% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Feb 14, 2025 Q4 2024 |
89,366
shares
|
$16.1 Million
3.65% of portfolio
|
Q4 2024
Reduced 12.24%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
86,929
shares
|
$15.6 Million
4.42% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
86,049
shares
|
$15.5 Million
0.15% of portfolio
|
Q1 2025
Added 4.41%
|
|
|
True Wealth Financial Partners
|
Feb 13, 2025 Q4 2024 |
85,321
shares
|
$15.4 Million
10.62% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Apr 14, 2025 Q1 2025 |
84,954
shares
|
$15.3 Million
4.44% of portfolio
|
Q1 2025
Added 9.66%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Apr 16, 2025 Q1 2025 |
84,510
shares
|
$15.2 Million
9.52% of portfolio
|
Q1 2025
Reduced 13.76%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
84,381
shares
|
$15.2 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
83,261
shares
|
$15 Million
0.15% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
82,989
shares
|
$14.9 Million
5.94% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
81,796
shares
|
$14.7 Million
0.41% of portfolio
|
Q1 2025
Added 377.11%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
79,001
shares
|
$14.2 Million
0.04% of portfolio
|
Q1 2025
Reduced 8.76%
|
|
|
Capital Advantage, Inc.
|
Apr 10, 2025 Q1 2025 |
78,867
shares
|
$14.2 Million
2.67% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
78,715
shares
|
$14.2 Million
3.12% of portfolio
|
Q3 2022
Added 1.77%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
77,145
shares
|
$13.9 Million
1.24% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
77,132
shares
|
$13.9 Million
0.23% of portfolio
|
Q4 2023
Reduced 1.86%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
75,929
shares
|
$13.7 Million
2.03% of portfolio
|
Q2 2024
Reduced 0.67%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Apr 23, 2025 Q1 2025 |
75,652
shares
|
$13.6 Million
1.5% of portfolio
|
Q1 2025
Added 9.49%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
May 02, 2025 Q1 2025 |
75,468
shares
|
$13.6 Million
3.13% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Apr 29, 2025 Q1 2025 |
74,923
shares
|
$13.5 Million
7.82% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
74,563
shares
|
$13.4 Million
0.09% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
May 14, 2025 Q1 2025 |
74,298
shares
|
$13.4 Million
1.97% of portfolio
|
Q1 2022
Reduced 14.05%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
73,890
shares
|
$13.3 Million
0.28% of portfolio
|
Q4 2024
Added 4.37%
|