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 |
|---|---|---|---|---|---|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
1,882
shares
|
$386,675
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,882
shares
|
$386,675
0.01% of portfolio
|
Q3 2025
Added 3.29%
|
|
|
Compass Capital Management, Inc
|
Nov 13, 2025 Q3 2025 |
1,880
shares
|
$386,264
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Nov 13, 2025 Q3 2025 |
1,876
shares
|
$385,442
0.21% of portfolio
|
Q3 2025
Reduced 3.6%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
1,874
shares
|
$385,032
0.28% of portfolio
|
Q3 2025
Added 6.12%
|
|
|
Mwa Asset Management
Lexington, MA |
Nov 03, 2025 Q3 2025 |
1,869
shares
|
$384,004
0.22% of portfolio
|
Q3 2025
Reduced 11.42%
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
1,854
shares
|
$380,922
0.12% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
1,841
shares
|
$378,251
0.11% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Nov 04, 2025 Q3 2025 |
1,841
shares
|
$378,251
0.6% of portfolio
|
Q4 2023
New holding
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
1,836
shares
|
$377,224
0.01% of portfolio
|
Q2 2023
Added 0.05%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
1,834
shares
|
$376,813
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Summit Financial Strategies, Inc.
|
Oct 22, 2025 Q3 2025 |
1,826
shares
|
$375,169
0.04% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Oct 20, 2025 Q3 2025 |
1,825
shares
|
$374,964
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
1,825
shares
|
$374,964
0.22% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
1,818
shares
|
$373,526
0.04% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Oct 17, 2025 Q3 2025 |
1,816
shares
|
$373,115
0.18% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Next Level Private LLC
Harrison, NY |
Jan 07, 2026 Q4 2025 |
1,813
shares
|
$372,498
0.11% of portfolio
|
Q4 2025
Added 0.44%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
1,812
shares
|
$372,293
0.01% of portfolio
|
Q3 2025
Reduced 7.74%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
1,808
shares
|
$371,471
0.02% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Cutler Investment Counsel LLC
|
Nov 04, 2025 Q3 2025 |
1,798
shares
|
$369,417
0.04% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2025 Q3 2025 |
1,794
shares
|
$368,595
0.02% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
1,791
shares
|
$367,978
0.04% of portfolio
|
Q3 2025
Reduced 3.5%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
1,788
shares
|
$367,362
0.01% of portfolio
|
Q3 2025
Reduced 43.06%
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
Oct 15, 2025 Q3 2025 |
1,788
shares
|
$367,362
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Nov 14, 2025 Q3 2025 |
1,781
shares
|
$365,924
0.31% of portfolio
|
Q3 2025
Added 8.4%
|
|