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 |
|---|---|---|---|---|---|
|
Shayne & Co., LLC
|
Nov 04, 2025 Q3 2025 |
10,942
shares
|
$2.25 Million
0.73% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Lion Street Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
10,937
shares
|
$2.25 Million
0.74% of portfolio
|
Q3 2025
Added 241.04%
|
|
|
Blue Barn Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
10,857
shares
|
$2.23 Million
1.0% of portfolio
|
Q3 2025
Reduced 7.28%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Oct 20, 2025 Q3 2025 |
10,857
shares
|
$2.23 Million
1.46% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
10,855
shares
|
$2.23 Million
0.0% of portfolio
|
Q3 2025
Added 15.21%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
10,855
shares
|
$2.23 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Seeds Investor LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
10,847
shares
|
$2.23 Million
0.48% of portfolio
|
Q3 2025
Reduced 8.99%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
10,797
shares
|
$2.22 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Nov 03, 2025 Q3 2025 |
10,751
shares
|
$2.21 Million
1.57% of portfolio
|
Q3 2025
Added 4.99%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
10,716
shares
|
$2.2 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
10,663
shares
|
$2.19 Million
0.01% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Matisse Capital
|
Oct 29, 2025 Q3 2025 |
10,652
shares
|
$2.19 Million
1.04% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Oct 14, 2025 Q3 2025 |
10,641
shares
|
$2.19 Million
1.79% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
10,632
shares
|
$2.18 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Round Angle Advisors LLC
Red Bank, NJ |
Jan 12, 2026 Q4 2025 |
10,614
shares
|
$2.18 Million
1.64% of portfolio
|
Q4 2025
Added 2.88%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
10,566
shares
|
$2.17 Million
0.06% of portfolio
|
Q3 2025
Added 32.31%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
10,547
shares
|
$2.17 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Slate Stone Wealth, LLC
|
Nov 05, 2025 Q3 2025 |
10,535
shares
|
$2.16 Million
0.19% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 30, 2025 Q3 2025 |
10,527
shares
|
$2.16 Million
0.37% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Arlington Financial Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
10,477
shares
|
$2.15 Million
0.42% of portfolio
|
Q4 2025
New holding
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Oct 14, 2025 Q3 2025 |
10,467
shares
|
$2.15 Million
0.67% of portfolio
|
Q3 2025
Reduced 6.86%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
10,467
shares
|
$2.15 Million
0.28% of portfolio
|
Q2 2025
Reduced 23.93%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
10,431
shares
|
$2.14 Million
0.03% of portfolio
|
Q3 2025
Added 6.4%
|
|
|
Archford Capital Strategies, LLC
|
Oct 17, 2025 Q3 2025 |
10,320
shares
|
$2.12 Million
0.29% of portfolio
|
Q3 2025
Reduced 57.43%
|
|
|
Center For Asset Management LLC
|
Nov 19, 2025 Q3 2025 |
10,303
shares
|
$2.12 Million
1.15% of portfolio
|
Q3 2025
Reduced 25.25%
|
|