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 |
|---|---|---|---|---|---|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
7,982
shares
|
$1.64 Million
0.23% of portfolio
|
Q4 2022
Added 68.54%
|
|
|
Precision Wealth Strategies, LLC
|
Oct 16, 2025 Q3 2025 |
7,966
shares
|
$1.64 Million
0.62% of portfolio
|
Q3 2025
Reduced 5.4%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
7,948
shares
|
$1.63 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 20, 2025 Q3 2025 |
7,934
shares
|
$1.63 Million
0.23% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
7,906
shares
|
$1.62 Million
0.79% of portfolio
|
Q4 2022
Added 0.14%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
7,904
shares
|
$1.62 Million
0.08% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
7,780
shares
|
$1.6 Million
0.04% of portfolio
|
Q3 2025
Added 11.33%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Oct 23, 2025 Q3 2025 |
7,699
shares
|
$1.58 Million
0.87% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
7,676
shares
|
$1.58 Million
0.54% of portfolio
|
Q1 2025
Added 464.41%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 14, 2025 Q3 2025 |
7,656
shares
|
$1.57 Million
0.28% of portfolio
|
Q3 2025
Reduced 3.88%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
7,649
shares
|
$1.57 Million
0.06% of portfolio
|
Q4 2025
Reduced 4.83%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
7,632
shares
|
$1.57 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Oct 21, 2025 Q3 2025 |
7,609
shares
|
$1.56 Million
0.29% of portfolio
|
Q3 2025
Reduced 10.24%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
7,565
shares
|
$1.55 Million
0.69% of portfolio
|
Q3 2025
Added 8.82%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
7,526
shares
|
$1.55 Million
0.02% of portfolio
|
Q3 2025
Added 8.88%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
7,499
shares
|
$1.54 Million
0.11% of portfolio
|
Q4 2025
Added 71.72%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
7,497
shares
|
$1.54 Million
0.08% of portfolio
|
Q2 2025
Added 8.67%
|
|
|
3 Edge Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
7,480
shares
|
$1.54 Million
0.09% of portfolio
|
Q3 2025
Added 12.23%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
7,466
shares
|
$1.53 Million
0.41% of portfolio
|
Q1 2024
Added 135.82%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
7,442
shares
|
$1.53 Million
0.96% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Hardy Reed LLC
|
Nov 07, 2025 Q3 2025 |
7,436
shares
|
$1.53 Million
0.12% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
7,382
shares
|
$1.52 Million
0.32% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Oct 30, 2025 Q3 2025 |
7,377
shares
|
$1.52 Million
1.15% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
7,345
shares
|
$1.51 Million
0.1% of portfolio
|
Q3 2022
Reduced 11.27%
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
Oct 07, 2025 Q3 2025 |
7,327
shares
|
$1.51 Million
1.48% of portfolio
|
Q3 2025
Reduced 0.61%
|
|