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 |
|---|---|---|---|---|---|
|
New Hampshire Trust
Concord, NH |
Oct 16, 2025 Q3 2025 |
1,688
shares
|
$346,816
0.07% of portfolio
|
Q3 2025
Reduced 8.95%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
1,673
shares
|
$343,734
0.03% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Marco Investment Management LLC
|
Nov 04, 2025 Q3 2025 |
1,668
shares
|
$342,707
0.03% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,661
shares
|
$341,269
0.03% of portfolio
|
Q4 2023
Reduced 1.95%
|
|
|
Jag Capital Management, LLC
|
Nov 10, 2025 Q3 2025 |
1,655
shares
|
$340,036
0.04% of portfolio
|
Q3 2025
Reduced 4.34%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,653
shares
|
$339,625
0.09% of portfolio
|
Q4 2024
Reduced 20.76%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Oct 31, 2025 Q3 2025 |
1,653
shares
|
$339,625
0.1% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
1,648
shares
|
$338,598
0.24% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
1,632
shares
|
$335,310
0.05% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
1,632
shares
|
$335,310
0.01% of portfolio
|
Q4 2025
Reduced 20.08%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
1,630
shares
|
$334,899
0.05% of portfolio
|
Q3 2025
Added 13.67%
|
|
|
Semitam Bonam LLC
Goshen, NY |
Oct 20, 2025 Q3 2025 |
1,630
shares
|
$334,899
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Nov 10, 2025 Q3 2025 |
1,628
shares
|
$334,488
0.03% of portfolio
|
Q3 2025
Added 7.67%
|
|
|
Finward Bancorp
Munster, IN |
Nov 14, 2025 Q3 2025 |
1,626
shares
|
$334,077
0.26% of portfolio
|
Q3 2025
Reduced 24.58%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
1,625
shares
|
$333,872
0.03% of portfolio
|
Q2 2025
Reduced 11.78%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
1,625
shares
|
$333,872
0.06% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Nov 06, 2025 Q3 2025 |
1,616
shares
|
$332,023
0.22% of portfolio
|
Q2 2025
Added 20.96%
|
|
|
Integral Investment Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
1,612
shares
|
$331,201
0.09% of portfolio
|
Q3 2025
Reduced 25.2%
|
|
|
Willis Johnson & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
1,611
shares
|
$330,996
0.02% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 03, 2025 Q3 2025 |
1,601
shares
|
$328,941
0.1% of portfolio
|
Q1 2025
Added 4.98%
|
|
|
Hellman Jordan Management CO Inc
Quincy, MA |
Jan 20, 2023 Q4 2022 |
1,600
shares
|
$328,736
0.43% of portfolio
|
Q4 2022
Added 14.29%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
1,596
shares
|
$327,914
0.06% of portfolio
|
Q1 2024
Reduced 4.2%
|
|
|
Appleton Partners Inc
|
Jan 09, 2026 Q4 2025 |
1,591
shares
|
$326,886
0.02% of portfolio
|
Q4 2025
Added 1.73%
|
|
|
Camelot Portfolios, LLC
|
Nov 17, 2025 Q3 2025 |
1,589
shares
|
$326,475
0.2% of portfolio
|
Q3 2025
Reduced 8.89%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
1,586
shares
|
$325,859
0.01% of portfolio
|
Q4 2023
Added 6.66%
|
|