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 |
|---|---|---|---|---|---|
|
Chesley Taft & Associates LLC
|
Oct 07, 2025 Q3 2025 |
3,487
shares
|
$716,439
0.03% of portfolio
|
Q3 2025
Reduced 2.79%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
3,465
shares
|
$711,918
0.3% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
3,437
shares
|
$706,166
0.49% of portfolio
|
Q4 2025
Reduced 0.26%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Nov 12, 2025 Q3 2025 |
3,431
shares
|
$704,933
0.31% of portfolio
|
Q3 2025
Added 7.39%
|
|
|
Atlas Financial Advisors, Inc.
|
Apr 16, 2025 Q4 2024 |
3,410
shares
|
$700,618
1.17% of portfolio
|
Q4 2024
New holding
|
|
|
Madison Wealth Partners, Inc
|
Nov 12, 2025 Q3 2025 |
3,408
shares
|
$700,207
0.16% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Oct 30, 2025 Q3 2025 |
3,400
shares
|
$698,564
0.13% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 14, 2025 Q3 2025 |
3,399
shares
|
$698,358
0.05% of portfolio
|
Q3 2025
Reduced 8.11%
|
|
|
Mcdonald Partners LLC
|
Nov 12, 2025 Q3 2025 |
3,383
shares
|
$695,071
0.22% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Boston Partners
Boston, MA |
Nov 13, 2025 Q3 2025 |
3,351
shares
|
$688,496
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
3,335
shares
|
$685,209
0.23% of portfolio
|
Q2 2025
Reduced 25.61%
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 10, 2025 Q3 2025 |
3,330
shares
|
$684,181
0.5% of portfolio
|
Q3 2025
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
3,324
shares
|
$682,949
0.12% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
3,322
shares
|
$682,538
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
3,308
shares
|
$679,661
0.09% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
3,300
shares
|
$678,018
0.37% of portfolio
|
Q2 2022
Reduced 93.46%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
3,298
shares
|
$677,607
0.06% of portfolio
|
Q1 2023
Reduced 12.12%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Nov 04, 2025 Q3 2025 |
3,289
shares
|
$675,757
0.2% of portfolio
|
Q3 2025
Reduced 5.68%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
3,282
shares
|
$674,319
0.09% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
3,281
shares
|
$674,114
0.02% of portfolio
|
Q4 2023
Reduced 0.52%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jan 08, 2026 Q4 2025 |
3,264
shares
|
$670,621
0.2% of portfolio
|
Q4 2025
Added 9.24%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Nov 10, 2025 Q3 2025 |
3,262
shares
|
$670,210
0.3% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Greenspring Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
3,225
shares
|
$662,608
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Nov 12, 2025 Q3 2025 |
3,204
shares
|
$658,293
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
3,201
shares
|
$657,677
0.33% of portfolio
|
Q1 2024
Reduced 9.09%
|
|