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 1,794 institutions that hold shares in the stock, with a total of 91.2 Million shares, which have been reported (via 13F filing form) to have a value of $18.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sage Financial Group Inc
|
Nov 13, 2025 Q3 2025 |
46,268
shares
|
$9.51 Million
0.66% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
46,093
shares
|
$9.47 Million
0.03% of portfolio
|
Q3 2025
Added 96.73%
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
45,866
shares
|
$9.42 Million
0.05% of portfolio
|
Q4 2025
Added 0.78%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Oct 27, 2025 Q3 2025 |
45,326
shares
|
$9.31 Million
6.68% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
45,053
shares
|
$9.26 Million
2.66% of portfolio
|
Q3 2025
Added 4.4%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
44,814
shares
|
$9.21 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
44,780
shares
|
$9.2 Million
2.84% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Nov 05, 2025 Q3 2025 |
44,406
shares
|
$9.12 Million
5.02% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
44,080
shares
|
$9.06 Million
2.74% of portfolio
|
Q3 2024
Reduced 4.93%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
43,809
shares
|
$9 Million
0.07% of portfolio
|
Q3 2025
Added 7.5%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
43,617
shares
|
$8.96 Million
0.11% of portfolio
|
Q3 2025
Added 225.21%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
43,439
shares
|
$8.92 Million
0.82% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2025 Q3 2025 |
43,270
shares
|
$8.89 Million
0.76% of portfolio
|
Q3 2025
Reduced 3.7%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Nov 10, 2025 Q3 2025 |
43,159
shares
|
$8.87 Million
3.85% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
43,140
shares
|
$8.86 Million
0.63% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
43,083
shares
|
$8.85 Million
0.01% of portfolio
|
Q3 2025
Added 272.98%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
43,067
shares
|
$8.85 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Prosperity Planning, Inc.
|
Oct 09, 2025 Q3 2025 |
42,922
shares
|
$8.82 Million
2.55% of portfolio
|
Q3 2025
Reduced 6.27%
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
42,852
shares
|
$8.8 Million
0.19% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
42,094
shares
|
$8.65 Million
0.01% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Mayport, LLC
|
Nov 20, 2025 Q3 2025 |
41,952
shares
|
$8.62 Million
1.92% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Royce & Associates LP
|
Nov 12, 2025 Q3 2025 |
41,219
shares
|
$8.47 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jan 08, 2026 Q4 2025 |
40,744
shares
|
$8.37 Million
5.74% of portfolio
|
Q4 2025
Reduced 0.63%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 22, 2025 Q3 2025 |
40,596
shares
|
$8.34 Million
2.22% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
First American Trust, Fsb
|
Nov 10, 2025 Q3 2025 |
40,420
shares
|
$8.3 Million
0.64% of portfolio
|
Q3 2025
Reduced 0.31%
|
|