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 |
|---|---|---|---|---|---|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 21, 2025 Q3 2025 |
7,325
shares
|
$1.5 Million
0.28% of portfolio
|
Q3 2025
Reduced 6.05%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
7,305
shares
|
$1.5 Million
0.38% of portfolio
|
Q2 2023
Reduced 0.42%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
7,299
shares
|
$1.5 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
7,252
shares
|
$1.49 Million
0.1% of portfolio
|
Q3 2025
Reduced 3.92%
|
|
|
One Day In July LLC
|
Oct 27, 2025 Q3 2025 |
7,250
shares
|
$1.49 Million
0.13% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Vestwell Advisors, LLC
New York, NY |
Dec 05, 2025 Q3 2025 |
7,218
shares
|
$1.48 Million
0.54% of portfolio
|
Q3 2025
Added 8.09%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
7,206
shares
|
$1.48 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
7,165
shares
|
$1.47 Million
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
Oct 29, 2025 Q3 2025 |
7,164
shares
|
$1.47 Million
1.04% of portfolio
|
Q3 2025
Reduced 32.04%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Nov 10, 2025 Q3 2025 |
7,147
shares
|
$1.47 Million
0.51% of portfolio
|
Q3 2025
Added 13.23%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 23, 2025 Q3 2025 |
7,146
shares
|
$1.47 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Evergreen Wealth Management, LLC
Williamston, MI |
Nov 03, 2025 Q3 2025 |
7,123
shares
|
$1.46 Million
0.78% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Nov 10, 2025 Q3 2025 |
7,118
shares
|
$1.46 Million
1.16% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
7,037
shares
|
$1.45 Million
0.09% of portfolio
|
Q3 2025
Added 75.4%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
7,003
shares
|
$1.44 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.09%
|
|
|
Mc Namara Financial Services, Inc.
|
Nov 14, 2025 Q3 2025 |
6,957
shares
|
$1.43 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Forest Hill Capital, LLC
Little Rock, AR |
Nov 14, 2025 Q3 2025 |
6,900
shares
|
$1.42 Million
0.87% of portfolio
|
Q4 2022
Added 9.52%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
6,897
shares
|
$1.42 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2026 Q4 2025 |
6,895
shares
|
$1.42 Million
0.1% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
6,867
shares
|
$1.41 Million
0.1% of portfolio
|
Q3 2025
Reduced 5.72%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
6,847
shares
|
$1.41 Million
0.11% of portfolio
|
Q3 2025
Reduced 5.42%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
6,811
shares
|
$1.4 Million
0.7% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
6,765
shares
|
$1.39 Million
0.15% of portfolio
|
Q1 2025
Added 12.83%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
6,765
shares
|
$1.39 Million
0.08% of portfolio
|
Q2 2025
Reduced 5.48%
|
|
|
Gfs Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
6,764
shares
|
$1.39 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.95%
|
|