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 |
|---|---|---|---|---|---|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
13,577
shares
|
$2.79 Million
1.41% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
13,542
shares
|
$2.78 Million
0.1% of portfolio
|
Q3 2025
Reduced 3.17%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 08, 2026 Q4 2025 |
13,530
shares
|
$2.78 Million
0.33% of portfolio
|
Q4 2025
Reduced 9.49%
|
|
|
Capital Performance Advisors LLP
|
Oct 22, 2025 Q3 2025 |
13,517
shares
|
$2.78 Million
0.47% of portfolio
|
Q3 2025
Reduced 6.4%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
13,500
shares
|
$2.77 Million
1.77% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
13,423
shares
|
$2.76 Million
3.41% of portfolio
|
Q1 2023
Reduced 69.6%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
13,236
shares
|
$2.72 Million
0.07% of portfolio
|
Q3 2025
Added 8.67%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
13,233
shares
|
$2.72 Million
1.03% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
13,141
shares
|
$2.7 Million
0.65% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Financial Counselors Inc
|
Nov 06, 2025 Q3 2025 |
13,123
shares
|
$2.7 Million
3.64% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Acropolis Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
13,108
shares
|
$2.69 Million
0.13% of portfolio
|
Q3 2025
Added 4.01%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
13,071
shares
|
$2.69 Million
0.01% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Apr 15, 2025 Q1 2025 |
13,019
shares
|
$2.67 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 04, 2025 Q3 2025 |
12,947
shares
|
$2.66 Million
0.76% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 22, 2025 Q3 2025 |
12,929
shares
|
$2.66 Million
1.18% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 17, 2025 Q3 2025 |
12,832
shares
|
$2.64 Million
0.33% of portfolio
|
Q3 2025
Added 3.9%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
12,800
shares
|
$2.63 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.05%
|
|
|
Gibraltar Capital Management, Inc.
|
Oct 28, 2025 Q3 2025 |
12,716
shares
|
$2.61 Million
0.49% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Oct 21, 2025 Q3 2025 |
12,685
shares
|
$2.61 Million
0.37% of portfolio
|
Q2 2025
Reduced 61.32%
|
|
|
Ls Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
12,678
shares
|
$2.6 Million
0.39% of portfolio
|
Q3 2025
Reduced 10.73%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
12,591
shares
|
$2.59 Million
0.21% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 05, 2026 Q4 2025 |
12,402
shares
|
$2.55 Million
0.42% of portfolio
|
Q4 2025
Reduced 10.96%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
12,386
shares
|
$2.54 Million
0.04% of portfolio
|
Q3 2025
Added 8.27%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
12,363
shares
|
$2.54 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 16, 2025 Q3 2025 |
12,280
shares
|
$2.52 Million
0.15% of portfolio
|
Q3 2025
Added 0.06%
|
|