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 |
|---|---|---|---|---|---|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
3,711
shares
|
$762,462
0.09% of portfolio
|
Q2 2024
Reduced 92.76%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Nov 03, 2025 Q3 2025 |
3,702
shares
|
$760,612
0.57% of portfolio
|
Q2 2025
Reduced 7.86%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
3,701
shares
|
$760,407
0.25% of portfolio
|
Q4 2023
Reduced 0.11%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Nov 13, 2025 Q3 2025 |
3,692
shares
|
$758,558
0.22% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
3,687
shares
|
$757,531
0.25% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
3,672
shares
|
$754,449
0.07% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
3,665
shares
|
$753,010
0.04% of portfolio
|
Q2 2022
Added 1.52%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
3,650
shares
|
$749,929
0.08% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Kdt Advisors, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
3,650
shares
|
$749,929
1.25% of portfolio
|
Q3 2025
Reduced 8.98%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
3,644
shares
|
$748,696
0.21% of portfolio
|
Q3 2025
Reduced 2.93%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
3,644
shares
|
$748,696
0.01% of portfolio
|
Q3 2025
Added 12.09%
|
|
|
Libra Wealth LLC
|
Nov 06, 2025 Q3 2025 |
3,627
shares
|
$745,203
0.23% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Westhampton Capital, LLC
|
Oct 17, 2025 Q3 2025 |
3,624
shares
|
$744,587
0.38% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,610
shares
|
$741,710
0.02% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
3,607
shares
|
$741,094
0.12% of portfolio
|
Q3 2025
Reduced 7.77%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
3,578
shares
|
$735,135
0.21% of portfolio
|
Q2 2022
Reduced 3.32%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
3,566
shares
|
$732,670
0.0% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
3,566
shares
|
$732,670
0.18% of portfolio
|
Q3 2025
Reduced 9.9%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
3,557
shares
|
$730,821
0.02% of portfolio
|
Q3 2025
Reduced 43.27%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 12, 2025 Q3 2025 |
3,542
shares
|
$727,739
0.29% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
3,526
shares
|
$724,451
0.25% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Life Planning Partners, Inc
|
Oct 23, 2025 Q3 2025 |
3,525
shares
|
$724,246
0.57% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,510
shares
|
$721,164
0.04% of portfolio
|
Q4 2023
Reduced 28.03%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jan 08, 2026 Q4 2025 |
3,503
shares
|
$719,726
0.27% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Oct 29, 2025 Q3 2025 |
3,496
shares
|
$718,288
0.27% of portfolio
|
Q3 2025
Reduced 0.94%
|
|