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 |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
19,469
shares
|
$4 Million
0.12% of portfolio
|
Q3 2025
Added 3.01%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
19,422
shares
|
$3.99 Million
0.45% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 07, 2025 Q3 2025 |
19,140
shares
|
$3.93 Million
0.43% of portfolio
|
Q3 2025
Added 10.06%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
19,098
shares
|
$3.92 Million
0.45% of portfolio
|
Q2 2025
Reduced 51.51%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
19,068
shares
|
$3.92 Million
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Oct 14, 2025 Q3 2025 |
19,048
shares
|
$3.91 Million
0.7% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Lom Asset Management LTD
Hamilton, |
Nov 12, 2025 Q3 2025 |
18,790
shares
|
$3.86 Million
1.23% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Oct 28, 2025 Q3 2025 |
18,640
shares
|
$3.83 Million
1.53% of portfolio
|
Q3 2025
Added 15.26%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
18,444
shares
|
$3.79 Million
0.44% of portfolio
|
Q3 2025
Reduced 3.67%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
18,409
shares
|
$3.78 Million
0.25% of portfolio
|
Q3 2023
Reduced 6.18%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
18,335
shares
|
$3.77 Million
0.1% of portfolio
|
Q3 2025
Added 88.28%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
18,324
shares
|
$3.76 Million
1.13% of portfolio
|
Q1 2023
Added 0.03%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
18,229
shares
|
$3.75 Million
0.01% of portfolio
|
Q3 2025
Added 64.82%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 13, 2025 Q3 2025 |
18,223
shares
|
$3.74 Million
0.06% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 12, 2026 Q4 2025 |
18,164
shares
|
$3.73 Million
0.54% of portfolio
|
Q4 2025
Added 0.78%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
18,077
shares
|
$3.71 Million
0.18% of portfolio
|
Q3 2025
Reduced 37.29%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
18,070
shares
|
$3.71 Million
0.27% of portfolio
|
Q3 2025
Added 11.0%
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
18,055
shares
|
$3.71 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
18,045
shares
|
$3.71 Million
0.14% of portfolio
|
Q4 2025
Added 0.23%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
17,988
shares
|
$3.7 Million
0.63% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
17,956
shares
|
$3.69 Million
0.07% of portfolio
|
Q3 2025
Added 9.84%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
17,875
shares
|
$3.67 Million
0.5% of portfolio
|
Q3 2025
Reduced 6.01%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
17,867
shares
|
$3.67 Million
1.46% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
17,802
shares
|
$3.66 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 07, 2026 Q4 2025 |
17,695
shares
|
$3.64 Million
0.14% of portfolio
|
Q4 2025
Added 0.01%
|
|