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 |
|---|---|---|---|---|---|
|
St. Louis Trust CO
|
Nov 06, 2025 Q3 2025 |
5,564
shares
|
$1.14 Million
0.15% of portfolio
|
Q2 2025
Added 17.71%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
5,552
shares
|
$1.14 Million
0.05% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 09, 2026 Q4 2025 |
5,552
shares
|
$1.14 Million
0.26% of portfolio
|
Q4 2025
Added 1.17%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
5,537
shares
|
$1.14 Million
0.94% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 12, 2026 Q4 2025 |
5,506
shares
|
$1.13 Million
0.11% of portfolio
|
Q4 2025
Added 0.68%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
5,505
shares
|
$1.13 Million
0.57% of portfolio
|
Q1 2025
Reduced 10.46%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
5,487
shares
|
$1.13 Million
0.08% of portfolio
|
Q4 2023
Added 5.03%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Oct 23, 2025 Q3 2025 |
5,481
shares
|
$1.13 Million
0.17% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 06, 2025 Q3 2025 |
5,474
shares
|
$1.12 Million
0.78% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 29, 2025 Q3 2025 |
5,427
shares
|
$1.12 Million
0.29% of portfolio
|
Q3 2025
Added 4.11%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2025 Q3 2025 |
5,407
shares
|
$1.11 Million
0.42% of portfolio
|
Q3 2025
Added 7.15%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
5,390
shares
|
$1.11 Million
0.12% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
5,386
shares
|
$1.11 Million
0.07% of portfolio
|
Q3 2025
Added 7.08%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
5,382
shares
|
$1.11 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
5,374
shares
|
$1.1 Million
0.8% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
5,366
shares
|
$1.1 Million
0.77% of portfolio
|
Q1 2025
Added 5.13%
|
|
|
Grange Capital, LLC
Beaverton, OR |
Nov 07, 2025 Q3 2025 |
5,353
shares
|
$1.1 Million
1.08% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
5,346
shares
|
$1.1 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
5,335
shares
|
$1.1 Million
0.03% of portfolio
|
Q3 2025
Added 73.55%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
5,331
shares
|
$1.1 Million
0.08% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
5,325
shares
|
$1.09 Million
0.05% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Cambridge Capital Management, LLC
O'fallon, IL |
Oct 28, 2025 Q3 2025 |
5,309
shares
|
$1.09 Million
0.53% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
5,292
shares
|
$1.09 Million
0.14% of portfolio
|
Q3 2025
Reduced 4.89%
|
|
|
Worth Asset Management, LLC
|
Oct 17, 2025 Q3 2025 |
5,288
shares
|
$1.09 Million
0.57% of portfolio
|
Q3 2025
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
5,277
shares
|
$1.08 Million
0.05% of portfolio
|
Q3 2025
Added 27.8%
|
|