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 |
|---|---|---|---|---|---|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
10,246
shares
|
$2.11 Million
0.05% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Newton One Investments LLC
|
Oct 10, 2025 Q3 2025 |
10,221
shares
|
$2.1 Million
0.63% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
10,211
shares
|
$2.1 Million
0.13% of portfolio
|
Q4 2023
Reduced 2.11%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
10,205
shares
|
$2.1 Million
0.03% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Stonegate Management LLC
Lake Forest, IL |
Nov 13, 2025 Q3 2025 |
10,200
shares
|
$2.1 Million
1.42% of portfolio
|
Q3 2025
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
10,148
shares
|
$2.09 Million
0.19% of portfolio
|
Q3 2025
Added 1.58%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
10,092
shares
|
$2.07 Million
0.06% of portfolio
|
Q3 2025
Added 5.05%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Nov 03, 2025 Q3 2025 |
10,086
shares
|
$2.07 Million
0.33% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
10,032
shares
|
$2.06 Million
0.14% of portfolio
|
Q3 2025
Reduced 5.67%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
10,029
shares
|
$2.06 Million
2.58% of portfolio
|
Q4 2024
New holding
|
|
|
Family Legacy, Inc.
|
Nov 12, 2025 Q3 2025 |
10,025
shares
|
$2.06 Million
0.65% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2025 Q3 2025 |
10,002
shares
|
$2.06 Million
0.61% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
10,000
shares
|
$2.05 Million
0.56% of portfolio
|
Q3 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
9,903
shares
|
$2.03 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.53%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
9,847
shares
|
$2.02 Million
0.37% of portfolio
|
Q1 2024
Reduced 1.09%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 12, 2025 Q3 2025 |
9,797
shares
|
$2.01 Million
0.7% of portfolio
|
Q3 2025
Added 8.45%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
9,784
shares
|
$2.01 Million
0.59% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
180 Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
9,731
shares
|
$2 Million
0.24% of portfolio
|
Q4 2025
Reduced 1.21%
|
|
|
Btc Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
9,711
shares
|
$2 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9,710
shares
|
$2 Million
0.06% of portfolio
|
Q2 2020
Added 2.07%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
9,582
shares
|
$1.97 Million
0.08% of portfolio
|
Q3 2025
Reduced 5.64%
|
|
|
Kraft Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
9,541
shares
|
$1.96 Million
1.79% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
9,533
shares
|
$1.96 Million
0.7% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
9,505
shares
|
$1.95 Million
0.03% of portfolio
|
Q3 2025
Reduced 53.81%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
9,453
shares
|
$1.94 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.53%
|
|