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 |
|---|---|---|---|---|---|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
2,581
shares
|
$530,292
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
2,577
shares
|
$529,470
0.19% of portfolio
|
Q4 2025
Reduced 2.61%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
2,568
shares
|
$527,621
0.86% of portfolio
|
Q2 2022
Added 1.06%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
2,554
shares
|
$524,744
0.01% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Iowa State Bank
|
Jan 06, 2026 Q4 2025 |
2,531
shares
|
$520,019
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
2,523
shares
|
$518,375
0.09% of portfolio
|
Q3 2025
Reduced 7.38%
|
|
|
Selective Wealth Management, Inc.
|
Oct 10, 2025 Q3 2025 |
2,516
shares
|
$516,937
0.17% of portfolio
|
Q4 2024
Added 4.14%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
2,516
shares
|
$516,937
0.0% of portfolio
|
Q3 2025
Added 6.16%
|
|
|
First National Bank Sioux Falls
|
Oct 21, 2025 Q3 2025 |
2,514
shares
|
$516,526
0.18% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
Nov 07, 2025 Q3 2025 |
2,513
shares
|
$516,320
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
2,511
shares
|
$515,910
0.03% of portfolio
|
Q3 2025
Reduced 11.55%
|
|
|
Oldfather Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
2,509
shares
|
$515,499
0.16% of portfolio
|
Q2 2025
Added 19.7%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
2,508
shares
|
$515,293
0.39% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2,504
shares
|
$514,471
0.0% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Nov 14, 2025 Q3 2025 |
2,504
shares
|
$514,471
0.35% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
2,503
shares
|
$514,266
0.1% of portfolio
|
Q2 2022
Added 19.02%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
2,495
shares
|
$512,622
0.03% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
2,494
shares
|
$512,417
0.02% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Oct 28, 2025 Q3 2025 |
2,494
shares
|
$512,417
0.19% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
2,485
shares
|
$510,568
0.08% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Atticus Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
2,484
shares
|
$510,362
0.14% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 07, 2026 Q4 2025 |
2,476
shares
|
$508,718
0.11% of portfolio
|
Q4 2025
Reduced 5.28%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 24, 2025 Q3 2025 |
2,474
shares
|
$508,308
0.23% of portfolio
|
Q3 2025
Added 6.45%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
2,454
shares
|
$504,198
0.38% of portfolio
|
Q3 2022
Reduced 95.25%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
2,449
shares
|
$503,171
0.12% of portfolio
|
Q3 2025
Added 40.59%
|
|