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 |
|---|---|---|---|---|---|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
1,586
shares
|
$325,859
0.1% of portfolio
|
Q4 2023
Reduced 5.31%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
1,585
shares
|
$325,654
0.03% of portfolio
|
Q3 2025
Reduced 15.15%
|
|
|
1 St Source Bank
|
Nov 12, 2025 Q3 2025 |
1,583
shares
|
$325,243
0.02% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Nov 12, 2025 Q3 2025 |
1,580
shares
|
$324,626
0.11% of portfolio
|
Q1 2025
Reduced 29.31%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
1,572
shares
|
$322,983
0.25% of portfolio
|
Q2 2022
Reduced 9.76%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
1,560
shares
|
$320,517
0.13% of portfolio
|
Q2 2025
Reduced 39.06%
|
|
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
Nov 07, 2025 Q3 2025 |
1,556
shares
|
$319,695
0.2% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Rovin Capital
|
Oct 29, 2025 Q3 2025 |
1,555
shares
|
$319,490
0.09% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Signature Securities Group Corporation
|
Nov 10, 2025 Q3 2025 |
1,551
shares
|
$318,668
0.1% of portfolio
|
Q3 2025
Reduced 73.07%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
1,551
shares
|
$318,668
0.0% of portfolio
|
Q3 2025
Added 4.66%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
1,546
shares
|
$317,641
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
1,546
shares
|
$317,641
0.0% of portfolio
|
Q3 2025
Reduced 88.46%
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
Nov 13, 2025 Q3 2025 |
1,546
shares
|
$317,641
0.33% of portfolio
|
Q3 2025
Reduced 4.69%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
1,545
shares
|
$317,435
0.07% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jan 12, 2026 Q4 2025 |
1,545
shares
|
$317,435
0.19% of portfolio
|
Q4 2025
Reduced 2.71%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
1,544
shares
|
$317,230
0.02% of portfolio
|
Q3 2025
Added 2.86%
|
|
|
Lwm Advisors Inc
El Dorado Hills, CA |
Jan 08, 2026 Q4 2025 |
1,544
shares
|
$317,230
0.29% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Oct 22, 2025 Q3 2025 |
1,543
shares
|
$317,024
0.2% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
1,542
shares
|
$316,819
0.25% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Penobscot Wealth Management
|
Nov 19, 2025 Q3 2025 |
1,541
shares
|
$316,613
0.12% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 28, 2025 Q3 2025 |
1,536
shares
|
$315,586
0.1% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
1,531
shares
|
$314,559
0.04% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 03, 2025 Q3 2025 |
1,529
shares
|
$314,148
0.23% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Nov 04, 2025 Q3 2025 |
1,523
shares
|
$312,915
0.06% of portfolio
|
Q3 2025
Added 4.46%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
1,519
shares
|
$312,093
0.0% of portfolio
|
Q3 2025
Reduced 10.01%
|
|