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 |
|---|---|---|---|---|---|
|
Envision Financial Planning, LLC
Memphis, TN |
Nov 14, 2025 Q3 2025 |
3,977
shares
|
$817,114
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
3,962
shares
|
$814,032
0.07% of portfolio
|
Q3 2025
Reduced 13.63%
|
|
|
Rhs Financial, LLC
|
Oct 22, 2025 Q3 2025 |
3,961
shares
|
$813,827
0.45% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
3,958
shares
|
$813,210
0.04% of portfolio
|
Q3 2025
Added 26.21%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 21, 2025 Q3 2025 |
3,949
shares
|
$811,361
0.03% of portfolio
|
Q3 2025
Added 241.02%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 09, 2025 Q3 2025 |
3,936
shares
|
$808,690
0.11% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Willner & Heller, LLC
|
Jan 12, 2026 Q4 2025 |
3,915
shares
|
$804,375
0.6% of portfolio
|
Q4 2025
Added 3.19%
|
|
|
Armbruster Capital Management, Inc.
|
Oct 20, 2025 Q3 2025 |
3,911
shares
|
$803,554
0.14% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
3,896
shares
|
$800,472
0.0% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 27, 2025 Q3 2025 |
3,890
shares
|
$799,239
0.18% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
3,886
shares
|
$798,417
0.04% of portfolio
|
Q3 2025
Added 10.34%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 21, 2025 Q3 2025 |
3,850
shares
|
$791,021
0.57% of portfolio
|
Q3 2025
Added 38.94%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
3,843
shares
|
$789,582
0.17% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Waller Financial Planning Group, Inc
|
Oct 09, 2025 Q3 2025 |
3,809
shares
|
$782,597
0.18% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 21, 2025 Q3 2025 |
3,795
shares
|
$779,720
0.38% of portfolio
|
Q3 2025
Added 6.6%
|
|
|
American Money Management, LLC
|
Nov 10, 2025 Q3 2025 |
3,776
shares
|
$775,816
0.13% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 12, 2026 Q4 2025 |
3,776
shares
|
$775,816
0.12% of portfolio
|
Q4 2025
Reduced 5.05%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
3,759
shares
|
$772,324
0.15% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Sightline Wealth Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
3,756
shares
|
$771,707
0.36% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
3,750
shares
|
$770,475
0.16% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Lake Street Financial LLC
|
Jan 07, 2026 Q4 2025 |
3,748
shares
|
$770,064
0.1% of portfolio
|
Q4 2025
Added 0.43%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
3,747
shares
|
$769,858
0.46% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Spreng Capital Management, Inc.
|
Oct 22, 2025 Q3 2025 |
3,743
shares
|
$769,036
0.32% of portfolio
|
Q3 2025
Reduced 3.98%
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
3,724
shares
|
$765,133
0.11% of portfolio
|
Q1 2025
Reduced 2.72%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2025 Q3 2025 |
3,723
shares
|
$764,927
0.16% of portfolio
|
Q3 2025
Reduced 0.19%
|
|