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 |
|---|---|---|---|---|---|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Oct 28, 2025 Q3 2025 |
25,359
shares
|
$5.21 Million
1.37% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Jan 09, 2026 Q4 2025 |
25,342
shares
|
$5.21 Million
1.82% of portfolio
|
Q4 2025
Added 12.97%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
25,316
shares
|
$5.2 Million
0.14% of portfolio
|
Q3 2025
Added 39.01%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
25,300
shares
|
$5.2 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Oct 15, 2025 Q3 2025 |
25,195
shares
|
$5.18 Million
1.88% of portfolio
|
Q3 2025
Reduced 13.3%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
25,101
shares
|
$5.16 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Barry Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
25,060
shares
|
$5.15 Million
1.24% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
24,814
shares
|
$5.1 Million
0.11% of portfolio
|
Q3 2024
Added 4.16%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Dec 17, 2025 Q3 2025 |
24,761
shares
|
$5.09 Million
0.4% of portfolio
|
Q3 2025
Reduced 70.96%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
24,694
shares
|
$5.07 Million
0.13% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Nov 03, 2025 Q3 2025 |
24,607
shares
|
$5.06 Million
1.13% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 23, 2025 Q3 2025 |
24,520
shares
|
$5.04 Million
3.6% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
24,502
shares
|
$5.03 Million
0.07% of portfolio
|
Q3 2025
Reduced 4.21%
|
|
|
Lutz Financial Services LLC
|
Nov 10, 2025 Q3 2025 |
24,496
shares
|
$5.03 Million
0.37% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Bay Rivers Group
|
Jan 07, 2026 Q4 2025 |
24,331
shares
|
$5 Million
2.11% of portfolio
|
Q4 2025
Added 3.85%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
24,323
shares
|
$5 Million
0.37% of portfolio
|
Q3 2025
Added 8287.24%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
24,244
shares
|
$4.98 Million
1.83% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Zeit Capital LLC
|
Nov 03, 2025 Q3 2025 |
24,222
shares
|
$4.98 Million
3.44% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
24,104
shares
|
$4.95 Million
2.89% of portfolio
|
Q1 2024
Added 0.08%
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
24,101
shares
|
$4.95 Million
1.64% of portfolio
|
Q3 2025
Added 44.73%
|
|
|
E&G Advisors, LP
|
Oct 20, 2025 Q3 2025 |
24,057
shares
|
$4.94 Million
1.21% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Ervin Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
24,017
shares
|
$4.93 Million
3.11% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
24,001
shares
|
$4.93 Million
0.22% of portfolio
|
Q3 2025
Added 8.47%
|
|
|
Stone Point Wealth LLC
|
Oct 22, 2025 Q3 2025 |
23,748
shares
|
$4.88 Million
1.43% of portfolio
|
Q3 2025
Reduced 6.75%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 10, 2025 Q3 2025 |
23,725
shares
|
$4.87 Million
0.4% of portfolio
|
Q3 2025
Added 22.03%
|
|