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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
5,926
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Oct 15, 2025 Q3 2025 |
5,919
shares
|
$1.22 Million
0.95% of portfolio
|
Q3 2025
Reduced 11.18%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Oct 23, 2025 Q3 2025 |
5,914
shares
|
$1.22 Million
0.47% of portfolio
|
Q3 2025
Reduced 17.46%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Nov 06, 2025 Q3 2025 |
5,899
shares
|
$1.21 Million
0.82% of portfolio
|
Q3 2025
Reduced 54.76%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Nov 06, 2025 Q3 2025 |
5,869
shares
|
$1.21 Million
0.57% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
5,865
shares
|
$1.21 Million
0.65% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
5,865
shares
|
$1.21 Million
0.1% of portfolio
|
Q4 2023
Reduced 25.59%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
5,864
shares
|
$1.2 Million
0.23% of portfolio
|
Q2 2023
Reduced 0.49%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
5,861
shares
|
$1.2 Million
0.01% of portfolio
|
Q1 2025
Added 28.08%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
5,836
shares
|
$1.2 Million
0.3% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Oct 28, 2025 Q3 2025 |
5,824
shares
|
$1.2 Million
0.94% of portfolio
|
Q3 2025
Added 3.12%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
5,815
shares
|
$1.19 Million
0.56% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 13, 2026 Q4 2025 |
5,785
shares
|
$1.19 Million
0.75% of portfolio
|
Q4 2025
Added 12.57%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Oct 29, 2025 Q3 2025 |
5,749
shares
|
$1.18 Million
0.51% of portfolio
|
Q3 2025
Added 362.14%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 10, 2025 Q3 2025 |
5,747
shares
|
$1.18 Million
0.12% of portfolio
|
Q3 2025
Added 13.35%
|
|
|
Level Financial Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
5,737
shares
|
$1.18 Million
0.37% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 06, 2025 Q3 2025 |
5,736
shares
|
$1.18 Million
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
5,693
shares
|
$1.17 Million
0.74% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
5,671
shares
|
$1.17 Million
0.6% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
5,665
shares
|
$1.16 Million
0.17% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
5,660
shares
|
$1.16 Million
0.33% of portfolio
|
Q3 2025
Reduced 2.77%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2025 Q3 2025 |
5,629
shares
|
$1.16 Million
0.18% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Oct 14, 2025 Q3 2025 |
5,622
shares
|
$1.16 Million
0.4% of portfolio
|
Q3 2025
Reduced 7.65%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
5,612
shares
|
$1.15 Million
0.36% of portfolio
|
Q1 2025
Added 210.06%
|
|