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 |
|---|---|---|---|---|---|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
2,838
shares
|
$583,095
0.25% of portfolio
|
Q3 2025
Added 5.82%
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
2,835
shares
|
$582,479
0.02% of portfolio
|
Q3 2025
Reduced 5.15%
|
|
|
Wood Trust Financial Corp
|
Oct 28, 2025 Q3 2025 |
2,832
shares
|
$581,862
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 12, 2025 Q3 2025 |
2,830
shares
|
$581,451
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
2,830
shares
|
$581,451
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
2,829
shares
|
$581,246
0.0% of portfolio
|
Q3 2025
Added 13.57%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Oct 22, 2025 Q3 2025 |
2,814
shares
|
$578,164
0.05% of portfolio
|
Q3 2025
Reduced 7.16%
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 21, 2025 Q3 2025 |
2,805
shares
|
$576,315
0.32% of portfolio
|
Q3 2025
Reduced 24.47%
|
|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
2,801
shares
|
$575,493
0.21% of portfolio
|
Q3 2025
Reduced 19.51%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
2,800
shares
|
$575,288
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
2,794
shares
|
$574,055
0.05% of portfolio
|
Q3 2025
Added 5.51%
|
|
|
Godsey & Gibb Associates
|
Oct 24, 2025 Q3 2025 |
2,791
shares
|
$573,438
0.05% of portfolio
|
Q1 2024
Added 19.07%
|
|
|
Univest Financial Corp
|
Oct 30, 2025 Q3 2025 |
2,786
shares
|
$572,411
0.03% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
E Rn Financial, LLC
|
Oct 30, 2025 Q3 2025 |
2,782
shares
|
$571,589
0.12% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
2,772
shares
|
$569,535
0.01% of portfolio
|
Q4 2025
Added 11.73%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
2,766
shares
|
$568,302
0.04% of portfolio
|
Q3 2025
Added 2148.78%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
2,765
shares
|
$568,096
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
2,764
shares
|
$567,891
0.03% of portfolio
|
Q3 2025
Reduced 11.64%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
2,762
shares
|
$567,480
0.08% of portfolio
|
Q3 2025
Added 29.61%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 17, 2025 Q3 2025 |
2,760
shares
|
$567,069
0.08% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
2,758
shares
|
$566,658
0.01% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
2,753
shares
|
$565,631
0.1% of portfolio
|
Q3 2025
Reduced 35.9%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
2,746
shares
|
$564,193
0.36% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
K2 Financial Inc.
Glendora, CA |
Oct 16, 2025 Q3 2025 |
2,742
shares
|
$563,371
0.46% of portfolio
|
Q3 2025
Added 12.75%
|
|
|
Potentia Wealth
San Jose, CA |
Nov 12, 2025 Q3 2025 |
2,739
shares
|
$562,754
0.22% of portfolio
|
Q3 2025
Added 1.11%
|
|