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 |
|---|---|---|---|---|---|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
1,977
shares
|
$406,194
0.02% of portfolio
|
Q3 2022
Added 0.46%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
1,976
shares
|
$405,988
0.02% of portfolio
|
Q2 2022
Reduced 14.09%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
1,973
shares
|
$405,372
0.12% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
1,963
shares
|
$403,317
0.01% of portfolio
|
Q3 2025
Reduced 54.44%
|
|
|
Gemmer Asset Management LLC
|
Oct 15, 2025 Q3 2025 |
1,951
shares
|
$400,852
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Columbia Advisory Partners LLC
|
Oct 24, 2025 Q3 2025 |
1,946
shares
|
$399,825
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 12, 2026 Q4 2025 |
1,945
shares
|
$399,619
0.12% of portfolio
|
Q3 2025
Added 7.7%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
1,943
shares
|
$399,208
0.02% of portfolio
|
Q3 2025
Added 9.9%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Nov 03, 2025 Q3 2025 |
1,936
shares
|
$397,770
0.13% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Ridgewood Investments LLC
|
Oct 30, 2025 Q3 2025 |
1,934
shares
|
$397,359
0.17% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Curated Wealth Partners LLC
|
Jan 12, 2026 Q4 2025 |
1,928
shares
|
$396,126
0.05% of portfolio
|
Q4 2025
Added 0.05%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 05, 2025 Q3 2025 |
1,926
shares
|
$395,715
0.11% of portfolio
|
Q2 2025
Added 12.57%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
1,922
shares
|
$394,894
0.01% of portfolio
|
Q3 2025
Added 17.55%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Oct 22, 2025 Q3 2025 |
1,921
shares
|
$394,688
0.26% of portfolio
|
Q1 2024
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
1,912
shares
|
$392,839
0.02% of portfolio
|
Q4 2025
Reduced 1.19%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jan 12, 2026 Q4 2025 |
1,911
shares
|
$392,634
0.14% of portfolio
|
Q4 2025
Added 1.49%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Nov 07, 2025 Q3 2025 |
1,902
shares
|
$390,784
0.1% of portfolio
|
Q3 2025
Reduced 5.56%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 14, 2025 Q3 2025 |
1,900
shares
|
$390,374
0.07% of portfolio
|
Q2 2025
Reduced 13.64%
|
|
|
Rexford Capital Inc
Bellaire, TX |
Oct 21, 2025 Q3 2025 |
1,900
shares
|
$390,374
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
1,893
shares
|
$388,935
0.01% of portfolio
|
Q3 2025
Added 6.65%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
1,890
shares
|
$388,319
0.15% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
1,887
shares
|
$387,703
0.01% of portfolio
|
Q3 2025
Added 19.96%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
1,887
shares
|
$387,703
0.01% of portfolio
|
Q3 2023
Reduced 48.53%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
1,884
shares
|
$387,086
0.02% of portfolio
|
Q3 2025
Reduced 60.22%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
1,884
shares
|
$387,086
0.01% of portfolio
|
Q4 2025
Added 2.0%
|
|