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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
12,261
shares
|
$2.52 Million
0.06% of portfolio
|
Q3 2025
Added 6.42%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
12,255
shares
|
$2.52 Million
0.05% of portfolio
|
Q3 2025
Reduced 42.17%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
12,187
shares
|
$2.5 Million
0.37% of portfolio
|
Q3 2025
Reduced 8.75%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
12,123
shares
|
$2.49 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
12,048
shares
|
$2.48 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
11,950
shares
|
$2.46 Million
0.16% of portfolio
|
Q3 2025
Reduced 3.52%
|
|
|
Wp Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
11,948
shares
|
$2.45 Million
0.64% of portfolio
|
Q3 2025
Reduced 6.44%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
11,926
shares
|
$2.45 Million
1.97% of portfolio
|
Q2 2025
Reduced 8.97%
|
|
|
Optima Capital LLC
Portland, OR |
Oct 27, 2025 Q3 2025 |
11,899
shares
|
$2.44 Million
1.21% of portfolio
|
Q3 2025
Added 4.62%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Oct 30, 2025 Q3 2025 |
11,796
shares
|
$2.42 Million
0.98% of portfolio
|
Q3 2025
New holding
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
11,789
shares
|
$2.42 Million
0.08% of portfolio
|
Q3 2025
Reduced 6.47%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
11,758
shares
|
$2.42 Million
0.0% of portfolio
|
Q3 2025
Reduced 25.75%
|
|
|
Wells Trecaso Financial Group, LLC
|
Nov 05, 2025 Q3 2025 |
11,737
shares
|
$2.41 Million
1.16% of portfolio
|
Q3 2025
Reduced 21.09%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
11,657
shares
|
$2.4 Million
0.06% of portfolio
|
Q3 2025
Added 4.56%
|
|
|
Telos Capital Management, Inc.
|
Nov 04, 2025 Q3 2025 |
11,617
shares
|
$2.39 Million
0.24% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
11,560
shares
|
$2.38 Million
0.06% of portfolio
|
Q1 2024
Reduced 0.3%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
11,556
shares
|
$2.37 Million
0.67% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Ivc Wealth Advisors LLC
|
Oct 09, 2025 Q3 2025 |
11,476
shares
|
$2.36 Million
1.09% of portfolio
|
Q3 2025
Added 3.31%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 23, 2025 Q3 2025 |
11,464
shares
|
$2.36 Million
0.78% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
11,113
shares
|
$2.28 Million
0.03% of portfolio
|
Q3 2025
Added 4.04%
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
11,081
shares
|
$2.28 Million
0.16% of portfolio
|
Q3 2025
Reduced 7.16%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
11,043
shares
|
$2.27 Million
0.58% of portfolio
|
Q3 2025
Added 11.94%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
11,020
shares
|
$2.26 Million
2.61% of portfolio
|
Q3 2022
Added 837.07%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Nov 05, 2025 Q3 2025 |
11,018
shares
|
$2.26 Million
1.23% of portfolio
|
Q3 2025
Reduced 1.07%
|
|