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 |
|---|---|---|---|---|---|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
8,702
shares
|
$1.79 Million
0.2% of portfolio
|
Q4 2025
Reduced 0.74%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
8,618
shares
|
$1.77 Million
0.22% of portfolio
|
Q4 2022
Reduced 0.13%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
8,597
shares
|
$1.77 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.41%
|
|
|
Compton Wealth Advisory Group, LLC
|
Oct 09, 2025 Q3 2025 |
8,547
shares
|
$1.76 Million
0.43% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
8,501
shares
|
$1.75 Million
0.61% of portfolio
|
Q3 2025
Reduced 15.28%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
8,498
shares
|
$1.75 Million
0.29% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
8,483
shares
|
$1.74 Million
0.06% of portfolio
|
Q3 2025
Reduced 9.49%
|
|
|
Inves Trust
Oklahoma City, OK |
Oct 02, 2025 Q3 2025 |
8,449
shares
|
$1.74 Million
0.65% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
8,448
shares
|
$1.74 Million
0.02% of portfolio
|
Q3 2025
Reduced 29.23%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 08, 2026 Q4 2025 |
8,448
shares
|
$1.74 Million
0.25% of portfolio
|
Q4 2025
Added 1.5%
|
|
|
Marino, Stram & Associates LLC
|
Nov 03, 2025 Q3 2025 |
8,441
shares
|
$1.73 Million
0.32% of portfolio
|
Q3 2025
Added 6.42%
|
|
|
Payne Capital LLC
Lake Oswego, OR |
Nov 04, 2025 Q3 2025 |
8,435
shares
|
$1.73 Million
1.79% of portfolio
|
Q3 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
8,429
shares
|
$1.73 Million
0.03% of portfolio
|
Q3 2025
Added 7.91%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 05, 2025 Q3 2025 |
8,427
shares
|
$1.73 Million
1.12% of portfolio
|
Q3 2025
Added 4.35%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 09, 2025 Q3 2025 |
8,411
shares
|
$1.73 Million
0.43% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Victory Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
8,408
shares
|
$1.73 Million
0.0% of portfolio
|
Q1 2024
Reduced 15.29%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Oct 27, 2025 Q3 2025 |
8,406
shares
|
$1.73 Million
0.74% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Paragon Capital Management LTD
|
Oct 15, 2025 Q3 2025 |
8,371
shares
|
$1.72 Million
0.35% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
8,304
shares
|
$1.71 Million
0.23% of portfolio
|
Q3 2022
Added 297.51%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
8,280
shares
|
$1.7 Million
0.07% of portfolio
|
Q3 2022
Added 19.91%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Oct 24, 2025 Q3 2025 |
8,227
shares
|
$1.69 Million
1.01% of portfolio
|
Q3 2025
Added 20.03%
|
|
|
Brand Asset Management Group, Inc.
|
Nov 12, 2025 Q3 2025 |
8,190
shares
|
$1.68 Million
0.5% of portfolio
|
Q3 2025
Added 65.92%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
8,183
shares
|
$1.68 Million
0.51% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
8,122
shares
|
$1.67 Million
0.22% of portfolio
|
Q3 2025
Added 4.83%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Nov 03, 2025 Q3 2025 |
8,006
shares
|
$1.64 Million
0.57% of portfolio
|
Q3 2025
Reduced 7.66%
|
|