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 |
|---|---|---|---|---|---|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
3,175
shares
|
$652,335
0.01% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
3,166
shares
|
$650,486
0.04% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 10, 2025 Q3 2025 |
3,158
shares
|
$648,842
0.05% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
3,146
shares
|
$646,377
0.01% of portfolio
|
Q3 2025
Reduced 3.56%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
3,133
shares
|
$643,706
0.02% of portfolio
|
Q3 2025
Reduced 21.44%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Nov 06, 2025 Q3 2025 |
3,120
shares
|
$641,035
0.48% of portfolio
|
Q3 2025
Reduced 10.11%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
3,116
shares
|
$640,213
0.01% of portfolio
|
Q3 2025
Added 310.0%
|
|
|
Traynor Capital Management, Inc.
|
Jan 12, 2026 Q4 2025 |
3,110
shares
|
$638,980
0.03% of portfolio
|
Q4 2025
Reduced 9.67%
|
|
|
Great Banc Trust CO
Lisle, IL |
Nov 14, 2025 Q3 2025 |
3,100
shares
|
$636,926
0.44% of portfolio
|
Q3 2025
New holding
|
|
|
Resolute Advisors LLC
|
Nov 13, 2025 Q3 2025 |
3,097
shares
|
$636,309
0.17% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Unconventional Investor, LLC
|
Nov 06, 2025 Q3 2025 |
3,095
shares
|
$635,898
0.32% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
3,094
shares
|
$635,693
0.1% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
3,087
shares
|
$634,255
0.04% of portfolio
|
Q2 2024
Reduced 50.27%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2025 Q3 2025 |
3,078
shares
|
$632,405
0.09% of portfolio
|
Q3 2025
Added 7.17%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
3,071
shares
|
$630,967
0.03% of portfolio
|
Q2 2024
Added 0.91%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
3,051
shares
|
$626,858
0.31% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
3,046
shares
|
$625,831
0.1% of portfolio
|
Q3 2025
Added 82.61%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
3,043
shares
|
$625,214
1.62% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
3,031
shares
|
$622,749
0.07% of portfolio
|
Q3 2025
Added 2.82%
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
3,028
shares
|
$622,132
0.11% of portfolio
|
Q4 2025
Reduced 28.18%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 05, 2025 Q3 2025 |
3,024
shares
|
$621,311
0.4% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Oct 22, 2025 Q3 2025 |
3,022
shares
|
$620,900
0.18% of portfolio
|
Q3 2025
Reduced 86.09%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
3,021
shares
|
$620,694
0.04% of portfolio
|
Q3 2025
Added 42.7%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
Nov 03, 2025 Q3 2025 |
3,018
shares
|
$620,078
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Nov 10, 2025 Q3 2025 |
3,009
shares
|
$618,229
0.5% of portfolio
|
Q3 2025
Added 0.33%
|
|