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 |
|---|---|---|---|---|---|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
2,444
shares
|
$502,144
0.06% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
2,443
shares
|
$501,938
0.03% of portfolio
|
Q3 2025
Reduced 40.2%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Nov 12, 2025 Q3 2025 |
2,416
shares
|
$496,391
0.35% of portfolio
|
Q3 2025
Added 24.22%
|
|
|
Landmark Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
2,400
shares
|
$493,104
0.23% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
2,398
shares
|
$492,693
0.08% of portfolio
|
Q3 2025
Added 58.81%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 06, 2025 Q3 2025 |
2,397
shares
|
$492,487
0.06% of portfolio
|
Q3 2025
Reduced 6.95%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
2,396
shares
|
$492,282
0.08% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Rinkey Investments
San Diego, CA |
Nov 14, 2025 Q3 2025 |
2,392
shares
|
$491,460
0.13% of portfolio
|
Q2 2024
Reduced 18.33%
|
|
|
Roffman Miller Associates Inc
Philadelphia, PA |
Oct 14, 2025 Q3 2025 |
2,383
shares
|
$489,611
0.03% of portfolio
|
Q3 2025
Reduced 10.41%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Nov 12, 2025 Q3 2025 |
2,373
shares
|
$487,556
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
2,373
shares
|
$487,556
0.14% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2026 Q4 2025 |
2,351
shares
|
$483,036
0.03% of portfolio
|
Q4 2025
Reduced 35.07%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Aug 05, 2025 Q2 2025 |
2,340
shares
|
$480,776
0.28% of portfolio
|
Q2 2025
Reduced 5.03%
|
|
|
Round Rock Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
2,334
shares
|
$479,543
0.08% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Oct 15, 2025 Q3 2025 |
2,327
shares
|
$478,105
0.39% of portfolio
|
Q1 2025
Reduced 17.69%
|
|
|
Staley Capital Advisers Inc
|
Nov 12, 2025 Q3 2025 |
2,311
shares
|
$474,818
0.02% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
2,311
shares
|
$474,818
0.02% of portfolio
|
Q2 2025
Reduced 35.14%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Nov 06, 2025 Q3 2025 |
2,310
shares
|
$474,612
0.23% of portfolio
|
Q3 2025
Added 8.25%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
2,305
shares
|
$473,585
0.3% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
West Financial Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
2,303
shares
|
$473,174
0.08% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
2,294
shares
|
$471,325
0.04% of portfolio
|
Q3 2025
Reduced 3.49%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
2,288
shares
|
$470,092
0.01% of portfolio
|
Q3 2025
Reduced 26.57%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
2,279
shares
|
$468,243
0.14% of portfolio
|
Q2 2023
Reduced 1.68%
|
|
|
Manuka Financial, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
2,267
shares
|
$465,777
0.29% of portfolio
|
Q3 2025
Reduced 28.69%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
2,262
shares
|
$464,750
0.2% of portfolio
|
Q3 2025
Added 6.65%
|
|