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 |
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
64,897
shares
|
$11.7 Million
4.23% of portfolio
|
Q1 2023
Added 0.19%
|
|
|
Moser Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
64,600
shares
|
$11.6 Million
6.48% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
64,443
shares
|
$11.6 Million
0.5% of portfolio
|
Q1 2025
Reduced 6.91%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
64,025
shares
|
$11.5 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
63,339
shares
|
$11.4 Million
0.41% of portfolio
|
Q1 2025
Reduced 12.22%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
62,778
shares
|
$11.3 Million
1.41% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
62,558
shares
|
$11.3 Million
0.3% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
May 09, 2025 Q1 2025 |
62,250
shares
|
$11.2 Million
0.52% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
60,505
shares
|
$10.9 Million
1.37% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Apr 18, 2025 Q1 2025 |
59,742
shares
|
$10.8 Million
4.08% of portfolio
|
Q1 2025
Added 4.98%
|
|
|
Brandes Investment Partners, LP
La Jolla, CA |
Feb 10, 2025 Q4 2024 |
59,150
shares
|
$10.6 Million
0.14% of portfolio
|
Q4 2024
Added 573.54%
|
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
59,071
shares
|
$10.6 Million
0.74% of portfolio
|
Q1 2025
Reduced 11.49%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
59,062
shares
|
$10.6 Million
0.63% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
|
Praetorian Wealth Management, Inc.
|
Apr 16, 2025 Q1 2025 |
58,616
shares
|
$10.5 Million
2.7% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Banc First Trust & Investment Management
Oklahoma City, OK |
Apr 15, 2025 Q1 2025 |
58,403
shares
|
$10.5 Million
6.84% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
58,228
shares
|
$10.5 Million
0.09% of portfolio
|
Q1 2025
Added 19.83%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
58,117
shares
|
$10.5 Million
0.53% of portfolio
|
Q1 2025
Added 6.97%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
57,911
shares
|
$10.4 Million
2.07% of portfolio
|
Q1 2025
Added 11.46%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
57,636
shares
|
$10.4 Million
2.59% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
57,571
shares
|
$10.4 Million
1.25% of portfolio
|
Q3 2023
Added 6.43%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
56,744
shares
|
$10.2 Million
0.59% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Jmac Enterprises LLC
|
Apr 22, 2025 Q1 2025 |
56,518
shares
|
$10.2 Million
2.6% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Fiducient Advisors LLC
|
Feb 13, 2025 Q4 2024 |
56,150
shares
|
$10.1 Million
1.37% of portfolio
|
Q4 2024
Reduced 9.46%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Apr 08, 2025 Q1 2025 |
55,344
shares
|
$9.96 Million
4.42% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
55,174
shares
|
$9.93 Million
0.03% of portfolio
|
Q1 2025
Added 2.34%
|