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 |
|---|---|---|---|---|---|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
6,314
shares
|
$1.3 Million
0.16% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
6,298
shares
|
$1.29 Million
0.67% of portfolio
|
Q3 2022
Added 0.49%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
6,281
shares
|
$1.29 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.86%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
6,278
shares
|
$1.29 Million
0.23% of portfolio
|
Q3 2025
Added 498.47%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
6,248
shares
|
$1.28 Million
0.03% of portfolio
|
Q3 2025
Added 3.48%
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
Oct 28, 2025 Q3 2025 |
6,228
shares
|
$1.28 Million
1.13% of portfolio
|
Q3 2025
Added 2.45%
|
|
|
Weitzel Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
6,215
shares
|
$1.28 Million
0.52% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
6,201
shares
|
$1.27 Million
0.15% of portfolio
|
Q4 2025
Reduced 21.98%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2025 Q3 2025 |
6,197
shares
|
$1.27 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
6,174
shares
|
$1.27 Million
0.05% of portfolio
|
Q3 2025
Added 8.95%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Nov 06, 2025 Q3 2025 |
6,165
shares
|
$1.27 Million
0.41% of portfolio
|
Q2 2025
Added 84.58%
|
|
|
Jentner Corp
|
Jul 16, 2025 Q2 2025 |
6,162
shares
|
$1.27 Million
0.44% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
6,162
shares
|
$1.27 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jan 08, 2026 Q4 2025 |
6,151
shares
|
$1.26 Million
0.2% of portfolio
|
Q4 2025
Added 1.57%
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
6,150
shares
|
$1.26 Million
0.32% of portfolio
|
Q4 2025
Reduced 0.03%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
6,145
shares
|
$1.26 Million
0.01% of portfolio
|
Q3 2025
Added 87.01%
|
|
|
Fsa Investment Group, LLC
Pensacola, FL |
Oct 30, 2025 Q3 2025 |
6,137
shares
|
$1.26 Million
0.8% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 20, 2025 Q3 2025 |
6,126
shares
|
$1.26 Million
0.72% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
6,109
shares
|
$1.26 Million
0.03% of portfolio
|
Q4 2023
Reduced 9.76%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
6,073
shares
|
$1.25 Million
0.2% of portfolio
|
Q3 2025
Added 52.05%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Oct 31, 2025 Q3 2025 |
6,056
shares
|
$1.24 Million
0.4% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
6,055
shares
|
$1.24 Million
0.23% of portfolio
|
Q4 2023
Reduced 0.28%
|
|
|
Pacific Sun Financial Corp
|
Nov 13, 2025 Q3 2025 |
6,046
shares
|
$1.24 Million
0.64% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Petix & Botte CO
|
Nov 21, 2025 Q3 2025 |
5,968
shares
|
$1.23 Million
0.3% of portfolio
|
Q3 2025
Reduced 10.5%
|
|
|
Hall Capital Management CO Inc
|
Nov 12, 2025 Q3 2025 |
5,959
shares
|
$1.22 Million
0.49% of portfolio
|
Q3 2025
Reduced 0.5%
|
|