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 |
|---|---|---|---|---|---|
|
Rfp Financial Group LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
4,880
shares
|
$1 Million
0.45% of portfolio
|
Q2 2025
Reduced 18.86%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
4,859
shares
|
$998,330
0.03% of portfolio
|
Q3 2025
Reduced 12.04%
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 07, 2025 Q3 2025 |
4,830
shares
|
$992,371
0.11% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
4,827
shares
|
$991,755
0.03% of portfolio
|
Q3 2025
Added 13.58%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
4,822
shares
|
$990,728
0.31% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 08, 2026 Q4 2025 |
4,820
shares
|
$990,317
0.27% of portfolio
|
Q4 2025
Reduced 3.68%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 13, 2026 Q4 2025 |
4,817
shares
|
$989,700
0.07% of portfolio
|
Q4 2025
Added 0.82%
|
|
|
Hfg Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
4,806
shares
|
$987,440
0.77% of portfolio
|
Q3 2025
Added 4.82%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
4,793
shares
|
$984,769
0.08% of portfolio
|
Q2 2024
Reduced 9.45%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 16, 2025 Q3 2025 |
4,783
shares
|
$982,715
0.39% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Asempa Wealth Advisors
Baton Rouge, LA |
Jan 08, 2026 Q4 2025 |
4,780
shares
|
$982,098
0.87% of portfolio
|
Q4 2025
New holding
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
4,773
shares
|
$980,660
0.07% of portfolio
|
Q3 2025
Added 3.47%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
4,746
shares
|
$975,113
0.1% of portfolio
|
Q3 2025
Added 3.94%
|
|
|
Baldwin Investment Management, LLC
|
Nov 10, 2025 Q3 2025 |
4,741
shares
|
$974,085
0.12% of portfolio
|
Q3 2025
Reduced 4.16%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
4,728
shares
|
$971,414
0.27% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jan 09, 2026 Q4 2025 |
4,725
shares
|
$970,798
0.22% of portfolio
|
Q4 2025
Reduced 1.66%
|
|
|
Spinnaker Investment Group, LLC
|
Jan 12, 2026 Q4 2025 |
4,706
shares
|
$966,894
0.19% of portfolio
|
Q4 2025
Added 29.32%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
4,698
shares
|
$965,251
0.44% of portfolio
|
Q4 2022
Reduced 3.93%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Oct 15, 2025 Q3 2025 |
4,642
shares
|
$953,745
0.66% of portfolio
|
Q3 2025
Added 43.23%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
4,633
shares
|
$951,896
0.26% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Elm Partners Management LLC
|
Nov 04, 2025 Q3 2025 |
4,622
shares
|
$949,636
0.05% of portfolio
|
Q3 2025
Added 52.34%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
4,621
shares
|
$949,430
0.22% of portfolio
|
Q3 2025
Added 100.22%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
4,610
shares
|
$947,170
0.03% of portfolio
|
Q3 2025
Reduced 9.54%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
4,595
shares
|
$944,088
0.07% of portfolio
|
Q4 2022
Added 106.7%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
4,588
shares
|
$942,650
0.04% of portfolio
|
Q3 2025
Reduced 1.97%
|
|