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 |
|---|---|---|---|---|---|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 03, 2025 Q3 2025 |
4,568
shares
|
$938,541
0.4% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 17, 2025 Q3 2025 |
4,568
shares
|
$938,541
0.01% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
4,551
shares
|
$935,048
0.01% of portfolio
|
Q3 2025
Added 7.11%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
4,545
shares
|
$933,815
0.46% of portfolio
|
Q4 2023
New holding
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
4,519
shares
|
$928,473
0.44% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
4,515
shares
|
$927,651
0.18% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 04, 2025 Q3 2025 |
4,489
shares
|
$922,309
0.57% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Goelzer Investment Management, Inc.
|
Oct 14, 2025 Q3 2025 |
4,482
shares
|
$920,871
0.05% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
4,480
shares
|
$920,460
0.04% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Oct 21, 2025 Q3 2025 |
4,466
shares
|
$917,584
0.61% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
4,465
shares
|
$917,378
0.05% of portfolio
|
Q3 2025
Reduced 42.58%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
4,460
shares
|
$916,351
0.0% of portfolio
|
Q3 2025
Reduced 90.87%
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Oct 27, 2025 Q3 2025 |
4,443
shares
|
$912,858
1.64% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Prospera Capital Management, LLC
Gilbert, AZ |
Oct 22, 2025 Q3 2025 |
4,421
shares
|
$908,338
0.45% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Oct 16, 2025 Q3 2025 |
4,395
shares
|
$902,996
0.19% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Canal Capital Management, LLC
|
Jan 06, 2026 Q4 2025 |
4,382
shares
|
$900,325
0.14% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
4,373
shares
|
$898,476
0.01% of portfolio
|
Q3 2025
Added 15.41%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
4,362
shares
|
$896,216
0.08% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
4,330
shares
|
$889,641
0.02% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Dopkins Wealth Management, LLC
|
Jan 09, 2026 Q4 2025 |
4,326
shares
|
$888,819
0.39% of portfolio
|
Q4 2025
Reduced 1.17%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 08, 2026 Q4 2025 |
4,325
shares
|
$888,614
0.1% of portfolio
|
Q4 2025
Added 0.07%
|
|
|
Ifg Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
4,321
shares
|
$887,792
0.15% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
4,275
shares
|
$878,341
0.04% of portfolio
|
Q3 2022
Added 0.19%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 12, 2025 Q3 2025 |
4,271
shares
|
$877,519
0.13% of portfolio
|
Q3 2025
Added 6.94%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
4,264
shares
|
$876,081
0.06% of portfolio
|
Q3 2025
Added 0.31%
|
|