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 |
|---|---|---|---|---|---|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
2,071
shares
|
$425,507
0.16% of portfolio
|
Q4 2025
Reduced 2.77%
|
|
|
Richard P Slaughter Associates Inc
|
Jan 12, 2026 Q4 2025 |
2,058
shares
|
$422,836
0.12% of portfolio
|
Q4 2025
Reduced 7.92%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
2,057
shares
|
$422,631
0.13% of portfolio
|
Q2 2024
Added 476.19%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Nov 12, 2025 Q3 2025 |
2,056
shares
|
$422,425
0.27% of portfolio
|
Q3 2025
Reduced 8.87%
|
|
|
Walter & Keenan Wealth Management LLC
|
Nov 13, 2025 Q3 2025 |
2,044
shares
|
$419,960
0.12% of portfolio
|
Q3 2025
Reduced 3.68%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
2,033
shares
|
$417,700
0.02% of portfolio
|
Q3 2025
Added 5.89%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
2,027
shares
|
$416,467
0.0% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Oct 03, 2025 Q3 2025 |
2,025
shares
|
$416,056
0.27% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Oct 27, 2025 Q3 2025 |
2,024
shares
|
$415,851
0.17% of portfolio
|
Q3 2025
Added 17.13%
|
|
|
Villere St Denis J & CO LLC
|
Nov 04, 2025 Q3 2025 |
2,022
shares
|
$415,440
0.04% of portfolio
|
Q1 2024
Added 74.76%
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Oct 21, 2025 Q3 2025 |
2,022
shares
|
$415,440
0.19% of portfolio
|
Q2 2025
Reduced 10.69%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
2,014
shares
|
$413,796
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
2,013
shares
|
$413,590
0.03% of portfolio
|
Q3 2025
Added 10.24%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2025 Q3 2025 |
2,000
shares
|
$410,920
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Nov 10, 2025 Q3 2025 |
2,000
shares
|
$410,920
0.22% of portfolio
|
Q1 2024
New holding
|
|
|
Athena Investment Management
|
Nov 13, 2025 Q3 2025 |
1,998
shares
|
$410,509
0.23% of portfolio
|
Q1 2022
New holding
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 04, 2025 Q3 2025 |
1,995
shares
|
$409,892
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,994
shares
|
$409,687
0.0% of portfolio
|
Q3 2025
Reduced 26.39%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
1,994
shares
|
$409,687
0.04% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
1,990
shares
|
$408,865
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
1,989
shares
|
$408,659
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,988
shares
|
$408,454
0.23% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
1,980
shares
|
$406,810
0.04% of portfolio
|
Q4 2025
Added 0.35%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
1,979
shares
|
$406,605
0.05% of portfolio
|
Q4 2023
Added 0.04%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Nov 05, 2025 Q3 2025 |
1,978
shares
|
$406,399
0.14% of portfolio
|
Q3 2025
Added 24.56%
|
|