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 |
|
Jb Global.Com LLC
New York, NY |
Apr 09, 2025 Q1 2025 |
73,223
shares
|
$13.2 Million
14.18% of portfolio
|
Q1 2025
Reduced 8.67%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
73,052
shares
|
$13.1 Million
0.72% of portfolio
|
Q1 2025
Reduced 12.02%
|
|
|
Brooklyn Fi, LLC
New York, NY |
May 12, 2025 Q1 2025 |
72,842
shares
|
$13.1 Million
4.27% of portfolio
|
Q1 2025
Added 6.64%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
71,868
shares
|
$12.9 Million
2.65% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
71,599
shares
|
$12.9 Million
0.19% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
71,227
shares
|
$12.8 Million
0.2% of portfolio
|
Q1 2025
Reduced 4.38%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
71,099
shares
|
$12.8 Million
0.23% of portfolio
|
Q2 2024
Reduced 4.88%
|
|
|
Symmetry Partners, LLC
|
Apr 23, 2025 Q1 2025 |
70,343
shares
|
$12.7 Million
1.83% of portfolio
|
Q1 2025
Reduced 28.13%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
70,228
shares
|
$12.6 Million
3.16% of portfolio
|
Q3 2024
Added 5.65%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Apr 18, 2025 Q1 2025 |
69,271
shares
|
$12.5 Million
5.34% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Apr 15, 2025 Q1 2025 |
69,233
shares
|
$12.5 Million
2.03% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
Performa LTD (Us), LLC
|
May 09, 2025 Q1 2025 |
69,034
shares
|
$12.4 Million
4.28% of portfolio
|
Q1 2025
Added 16.18%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
68,764
shares
|
$12.4 Million
1.03% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
68,329
shares
|
$12.3 Million
0.27% of portfolio
|
Q1 2025
Added 115.66%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
68,237
shares
|
$12.3 Million
1.22% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Jacobsen Capital Management
|
Apr 25, 2025 Q1 2025 |
67,987
shares
|
$12.2 Million
5.52% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Apr 10, 2025 Q1 2025 |
67,942
shares
|
$12.2 Million
2.84% of portfolio
|
Q1 2025
Added 10.1%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
May 09, 2025 Q1 2025 |
67,893
shares
|
$12.2 Million
4.8% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
67,609
shares
|
$12.2 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
67,364
shares
|
$12.1 Million
1.5% of portfolio
|
Q1 2025
Reduced 63.2%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
66,932
shares
|
$12 Million
0.57% of portfolio
|
Q1 2025
Added 325.94%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 13, 2025 Q1 2025 |
66,643
shares
|
$12 Million
0.07% of portfolio
|
Q1 2025
Added 7.79%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
66,118
shares
|
$11.9 Million
0.05% of portfolio
|
Q1 2025
Added 27.07%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
65,572
shares
|
$11.8 Million
0.1% of portfolio
|
Q1 2025
Reduced 3.96%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
65,378
shares
|
$11.8 Million
1.81% of portfolio
|
Q3 2024
Added 13.61%
|