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 |
|---|---|---|---|---|---|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 10, 2025 Q3 2025 |
9,412
shares
|
$1.93 Million
0.47% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
9,384
shares
|
$1.93 Million
0.11% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
9,374
shares
|
$1.93 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.64%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
9,368
shares
|
$1.92 Million
0.34% of portfolio
|
Q3 2025
Added 5.53%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
9,353
shares
|
$1.92 Million
0.12% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
9,290
shares
|
$1.91 Million
0.32% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 03, 2025 Q3 2025 |
9,203
shares
|
$1.89 Million
0.81% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
9,200
shares
|
$1.89 Million
0.16% of portfolio
|
Q4 2025
Reduced 2.02%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
9,181
shares
|
$1.89 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
9,164
shares
|
$1.88 Million
0.13% of portfolio
|
Q3 2025
Added 12.7%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
9,141
shares
|
$1.88 Million
0.04% of portfolio
|
Q2 2025
Reduced 9.07%
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
9,116
shares
|
$1.87 Million
0.65% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
Oct 16, 2025 Q3 2025 |
9,099
shares
|
$1.87 Million
0.48% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 08, 2026 Q4 2025 |
9,085
shares
|
$1.87 Million
0.5% of portfolio
|
Q4 2025
Reduced 52.24%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
9,071
shares
|
$1.86 Million
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Riversedge Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
8,993
shares
|
$1.85 Million
0.31% of portfolio
|
Q4 2025
Reduced 7.49%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
8,986
shares
|
$1.85 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
8,947
shares
|
$1.84 Million
0.47% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Windward Private Wealth Management Inc.
|
Nov 05, 2025 Q3 2025 |
8,901
shares
|
$1.83 Million
0.64% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
8,895
shares
|
$1.83 Million
0.04% of portfolio
|
Q3 2025
Reduced 9.58%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Jan 12, 2026 Q4 2025 |
8,890
shares
|
$1.83 Million
0.57% of portfolio
|
Q4 2025
Added 2.23%
|
|
|
Parsons Capital Management Inc
|
Oct 29, 2025 Q3 2025 |
8,838
shares
|
$1.82 Million
0.11% of portfolio
|
Q3 2025
Added 6.03%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 14, 2025 Q3 2025 |
8,797
shares
|
$1.81 Million
0.59% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
Nov 13, 2025 Q3 2025 |
8,713
shares
|
$1.79 Million
1.8% of portfolio
|
Q3 2025
Reduced 6.0%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
8,705
shares
|
$1.79 Million
0.32% of portfolio
|
Q3 2025
Added 0.02%
|
|