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 |
|---|---|---|---|---|---|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
16,195
shares
|
$3.33 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Future You Wealth LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
16,063
shares
|
$3.3 Million
1.7% of portfolio
|
Q2 2025
Reduced 5.9%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
16,030
shares
|
$3.29 Million
0.16% of portfolio
|
Q1 2022
Reduced 3.47%
|
|
|
Capitolis Liquid Global Markets LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
16,000
shares
|
$3.29 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Oct 20, 2025 Q3 2025 |
15,961
shares
|
$3.28 Million
0.76% of portfolio
|
Q3 2025
Reduced 3.03%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 22, 2025 Q3 2025 |
15,924
shares
|
$3.27 Million
1.27% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Greenhouse Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
15,903
shares
|
$3.27 Million
2.0% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Nerd Wallet Wealth Partners, LLC
New York, NY |
Jan 12, 2026 Q4 2025 |
15,867
shares
|
$3.26 Million
1.5% of portfolio
|
Q4 2025
Added 0.44%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Oct 28, 2025 Q3 2025 |
15,845
shares
|
$3.26 Million
1.55% of portfolio
|
Q3 2025
Added 50.28%
|
|
|
Evanson Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
15,818
shares
|
$3.25 Million
0.21% of portfolio
|
Q4 2025
Added 2.26%
|
|
|
Baldwin Brothers LLC
|
Jan 07, 2026 Q4 2025 |
15,774
shares
|
$3.24 Million
0.23% of portfolio
|
Q4 2025
Added 0.06%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
15,737
shares
|
$3.23 Million
0.19% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
15,583
shares
|
$3.2 Million
0.21% of portfolio
|
Q3 2025
Reduced 6.02%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
15,559
shares
|
$3.2 Million
0.64% of portfolio
|
Q3 2022
Reduced 3.97%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
15,490
shares
|
$3.18 Million
1.33% of portfolio
|
Q1 2023
Added 0.52%
|
|
|
Greenup Street Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
15,445
shares
|
$3.17 Million
0.5% of portfolio
|
Q3 2025
Reduced 4.32%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
15,393
shares
|
$3.16 Million
0.09% of portfolio
|
Q3 2025
Reduced 40.3%
|
|
|
Northwest Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
15,386
shares
|
$3.16 Million
0.54% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
15,366
shares
|
$3.16 Million
0.15% of portfolio
|
Q3 2025
Added 9.27%
|
|
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
Nov 14, 2025 Q3 2025 |
15,301
shares
|
$3.14 Million
2.74% of portfolio
|
Q3 2025
Reduced 3.23%
|
|
|
Pathway Financial Advisors LLC
|
Oct 10, 2025 Q3 2025 |
15,133
shares
|
$3.11 Million
0.47% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Sageworth Trust CO
|
Nov 07, 2025 Q3 2025 |
15,087
shares
|
$3.1 Million
0.15% of portfolio
|
Q3 2025
Added 7.33%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
15,069
shares
|
$3.1 Million
0.17% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
15,064
shares
|
$3.1 Million
0.88% of portfolio
|
Q1 2023
Added 10.89%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
15,057
shares
|
$3.09 Million
0.06% of portfolio
|
Q3 2025
Added 4.21%
|
|