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 |
|---|---|---|---|---|---|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
6,687
shares
|
$1.37 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
6,674
shares
|
$1.37 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.76%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
6,664
shares
|
$1.37 Million
0.3% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
6,656
shares
|
$1.37 Million
0.09% of portfolio
|
Q4 2022
Added 1.56%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
6,648
shares
|
$1.37 Million
0.07% of portfolio
|
Q3 2025
Added 16.73%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
6,618
shares
|
$1.36 Million
0.09% of portfolio
|
Q3 2025
Reduced 10.36%
|
|
|
Wealth Care Investment Partners, LLC
|
Jan 06, 2026 Q4 2025 |
6,591
shares
|
$1.35 Million
0.42% of portfolio
|
Q4 2025
Reduced 1.47%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
6,587
shares
|
$1.35 Million
0.14% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
6,585
shares
|
$1.35 Million
0.22% of portfolio
|
Q3 2025
Added 4.36%
|
|
|
Planning Directions Inc
|
Nov 12, 2025 Q3 2025 |
6,582
shares
|
$1.35 Million
0.73% of portfolio
|
Q3 2025
Reduced 7.3%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 31, 2025 Q3 2025 |
6,565
shares
|
$1.35 Million
0.17% of portfolio
|
Q3 2025
Reduced 6.72%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
6,540
shares
|
$1.34 Million
0.65% of portfolio
|
Q3 2025
Reduced 8.96%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
6,531
shares
|
$1.34 Million
0.05% of portfolio
|
Q3 2025
Reduced 78.55%
|
|
|
Friday Financial
Dubuque, IA |
Jan 09, 2026 Q4 2025 |
6,526
shares
|
$1.34 Million
0.49% of portfolio
|
Q4 2025
Added 59.44%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
6,481
shares
|
$1.33 Million
0.01% of portfolio
|
Q3 2025
Reduced 12.78%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
6,465
shares
|
$1.33 Million
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Arbor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
6,449
shares
|
$1.33 Million
0.17% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
6,446
shares
|
$1.32 Million
0.04% of portfolio
|
Q4 2025
Reduced 5.02%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Oct 30, 2025 Q3 2025 |
6,427
shares
|
$1.32 Million
0.86% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 12, 2026 Q4 2025 |
6,426
shares
|
$1.32 Million
0.31% of portfolio
|
Q4 2025
Added 1.68%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
6,399
shares
|
$1.31 Million
0.03% of portfolio
|
Q3 2025
Reduced 27.78%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
6,388
shares
|
$1.31 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Strategic Advisors LLC
|
Nov 03, 2025 Q3 2025 |
6,344
shares
|
$1.3 Million
0.22% of portfolio
|
Q3 2025
Added 254.81%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 07, 2025 Q3 2025 |
6,342
shares
|
$1.3 Million
0.11% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
6,340
shares
|
$1.3 Million
0.15% of portfolio
|
Q3 2024
Added 0.3%
|
|