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 |
|---|---|---|---|---|---|
|
Brightwater Advisory LLC
Tampa, FL |
Nov 07, 2025 Q3 2025 |
1,778
shares
|
$365,307
0.25% of portfolio
|
Q3 2025
Reduced 4.15%
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
1,757
shares
|
$360,993
0.06% of portfolio
|
Q3 2025
Reduced 32.0%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
1,756
shares
|
$360,787
0.13% of portfolio
|
Q3 2024
Reduced 8.64%
|
|
|
Sage Rhino Capital LLC
|
Oct 31, 2025 Q3 2025 |
1,751
shares
|
$359,760
0.07% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 06, 2025 Q3 2025 |
1,750
shares
|
$359,555
0.02% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
1,749
shares
|
$359,349
0.01% of portfolio
|
Q3 2025
Reduced 10.67%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Oct 31, 2025 Q3 2025 |
1,731
shares
|
$355,651
0.19% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Mas Advisors LLC
Miami, FL |
Oct 28, 2025 Q3 2025 |
1,730
shares
|
$355,445
0.59% of portfolio
|
Q2 2025
Added 7.59%
|
|
|
Wrapmanager Inc
|
Nov 10, 2025 Q3 2025 |
1,729
shares
|
$355,240
0.11% of portfolio
|
Q3 2025
Reduced 57.18%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 12, 2025 Q3 2025 |
1,726
shares
|
$354,623
0.13% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
1,718
shares
|
$352,980
0.01% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
1,716
shares
|
$352,569
0.0% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
1,716
shares
|
$352,569
0.28% of portfolio
|
Q4 2022
Added 0.12%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Oct 20, 2025 Q3 2025 |
1,716
shares
|
$352,569
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
1,715
shares
|
$352,363
0.04% of portfolio
|
Q3 2025
Reduced 32.16%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
1,713
shares
|
$351,952
0.09% of portfolio
|
Q3 2025
Reduced 16.52%
|
|
|
Benchmark Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
1,712
shares
|
$351,747
0.15% of portfolio
|
Q2 2025
Reduced 6.8%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,712
shares
|
$351,747
0.01% of portfolio
|
Q4 2024
Reduced 9.18%
|
|
|
Vista Capital Partners, Inc.
|
Nov 06, 2025 Q3 2025 |
1,708
shares
|
$350,925
0.01% of portfolio
|
Q3 2025
Reduced 8.42%
|
|
|
Berman Mc Aleer LLC
Timonium, MD |
Nov 03, 2025 Q3 2025 |
1,707
shares
|
$350,720
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
1,706
shares
|
$350,514
0.05% of portfolio
|
Q3 2023
Added 16.77%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Oct 15, 2025 Q3 2025 |
1,700
shares
|
$349,282
0.25% of portfolio
|
Q3 2025
Reduced 30.33%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
1,699
shares
|
$349,076
0.02% of portfolio
|
Q3 2025
Added 5.46%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
1,696
shares
|
$348,460
0.42% of portfolio
|
Q3 2025
Added 10.27%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 27, 2025 Q3 2025 |
1,691
shares
|
$347,432
0.21% of portfolio
|
Q2 2025
Added 0.89%
|
|