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 |
|---|---|---|---|---|---|
|
Bcr Wealth Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
1,514
shares
|
$311,066
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Thrive Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
1,510
shares
|
$310,244
0.05% of portfolio
|
Q4 2025
Reduced 18.82%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,507
shares
|
$309,628
0.22% of portfolio
|
Q4 2024
Reduced 4.68%
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
1,500
shares
|
$308,190
0.02% of portfolio
|
Q3 2025
Added 34.53%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 20, 2025 Q3 2025 |
1,491
shares
|
$306,340
0.04% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Nov 03, 2025 Q3 2025 |
1,482
shares
|
$304,491
0.03% of portfolio
|
Q3 2025
Reduced 5.61%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
1,478
shares
|
$303,669
0.05% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Oct 21, 2025 Q3 2025 |
1,477
shares
|
$303,464
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Oct 15, 2025 Q3 2025 |
1,475
shares
|
$303,053
0.18% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
1,471
shares
|
$302,231
0.04% of portfolio
|
Q3 2025
Added 41.04%
|
|
|
Stewardship Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
1,469
shares
|
$301,820
0.08% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
1,461
shares
|
$300,177
0.01% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
1,458
shares
|
$299,560
0.03% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Jeppson Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
1,455
shares
|
$298,944
0.1% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
1,453
shares
|
$298,533
0.02% of portfolio
|
Q2 2025
Added 4.61%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
1,448
shares
|
$297,506
0.03% of portfolio
|
Q3 2025
Added 31.64%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
1,444
shares
|
$296,684
0.11% of portfolio
|
Q3 2025
Reduced 5.5%
|
|
|
Snider Financial Group
Bellevue, WA |
Nov 07, 2025 Q3 2025 |
1,438
shares
|
$295,451
0.08% of portfolio
|
Q2 2025
Reduced 4.58%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 27, 2025 Q3 2025 |
1,436
shares
|
$295,040
0.1% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Oct 09, 2025 Q3 2025 |
1,431
shares
|
$294,013
0.08% of portfolio
|
Q3 2025
Reduced 10.56%
|
|
|
Roman Butler Fullerton & CO
|
Nov 05, 2025 Q3 2025 |
1,428
shares
|
$293,396
0.09% of portfolio
|
Q3 2025
Added 2.44%
|
|
|
Sage Financial Management Group, Inc.
|
Oct 23, 2025 Q3 2025 |
1,427
shares
|
$293,191
0.09% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
1,427
shares
|
$293,191
0.03% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
1,423
shares
|
$292,369
0.01% of portfolio
|
Q3 2025
Added 10.91%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Nov 05, 2025 Q3 2025 |
1,423
shares
|
$292,369
0.11% of portfolio
|
Q3 2025
Reduced 4.05%
|
|