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 |
|---|---|---|---|---|---|
|
Marion Wealth Management
|
Oct 10, 2025 Q3 2025 |
4,261
shares
|
$875,465
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
4,258
shares
|
$874,848
0.05% of portfolio
|
Q4 2022
Reduced 13.75%
|
|
|
Dougherty Wealth Advisers LLC
|
Oct 14, 2025 Q3 2025 |
4,251
shares
|
$873,410
0.58% of portfolio
|
Q4 2022
New holding
|
|
|
Rs Crum Inc.
|
Nov 12, 2025 Q3 2025 |
4,245
shares
|
$872,177
0.2% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Becker Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
4,230
shares
|
$869,095
0.03% of portfolio
|
Q3 2025
Added 20.34%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
4,207
shares
|
$864,370
0.1% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 10, 2025 Q3 2025 |
4,202
shares
|
$863,342
0.05% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
4,194
shares
|
$861,699
0.24% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
4,172
shares
|
$857,179
0.04% of portfolio
|
Q3 2025
Added 33.16%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
4,168
shares
|
$856,357
0.11% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
4,116
shares
|
$845,673
0.05% of portfolio
|
Q3 2025
Added 42.52%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
4,112
shares
|
$844,851
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
4,107
shares
|
$843,824
0.55% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
4,104
shares
|
$843,207
0.17% of portfolio
|
Q4 2025
Reduced 0.68%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
4,103
shares
|
$843,002
0.02% of portfolio
|
Q3 2025
Added 3.25%
|
|
|
Berkeley, Inc
Boise, ID |
Oct 30, 2025 Q3 2025 |
4,095
shares
|
$841,358
0.27% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Paulson Wealth Management Inc.
|
Nov 03, 2025 Q3 2025 |
4,084
shares
|
$839,098
0.21% of portfolio
|
Q3 2025
Reduced 8.86%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
4,063
shares
|
$834,783
0.42% of portfolio
|
Q1 2023
Reduced 14.14%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
4,061
shares
|
$834,373
0.59% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
4,053
shares
|
$832,729
0.07% of portfolio
|
Q3 2025
Added 6.07%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
4,040
shares
|
$830,058
0.11% of portfolio
|
Q2 2024
Reduced 12.67%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
4,040
shares
|
$830,058
0.03% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
3,982
shares
|
$818,141
0.04% of portfolio
|
Q3 2025
Reduced 4.69%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
3,978
shares
|
$817,319
0.04% of portfolio
|
Q3 2025
Added 3.51%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jan 06, 2026 Q4 2025 |
3,978
shares
|
$817,319
0.21% of portfolio
|
Q4 2025
Added 79.19%
|
|