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 |
|---|---|---|---|---|---|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 14, 2025 Q3 2025 |
1,268
shares
|
$260,523
0.0% of portfolio
|
Q3 2025
Reduced 16.85%
|
|
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
Oct 16, 2025 Q3 2025 |
1,267
shares
|
$260,317
0.21% of portfolio
|
Q3 2025
Reduced 9.89%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Nov 04, 2025 Q3 2025 |
1,265
shares
|
$259,906
0.12% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
1,264
shares
|
$259,701
0.12% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
1,262
shares
|
$259,290
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
1,258
shares
|
$258,468
0.02% of portfolio
|
Q3 2025
Reduced 25.96%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 14, 2025 Q3 2025 |
1,254
shares
|
$257,646
0.08% of portfolio
|
Q3 2025
Reduced 72.49%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 07, 2025 Q3 2025 |
1,252
shares
|
$257,235
0.19% of portfolio
|
Q3 2025
Reduced 16.76%
|
|
|
Wells Financial Advisors Inc
|
Oct 20, 2025 Q3 2025 |
1,251
shares
|
$257,030
0.36% of portfolio
|
Q2 2025
Reduced 7.54%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
1,239
shares
|
$254,564
0.03% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
1,239
shares
|
$254,564
0.04% of portfolio
|
Q1 2025
Reduced 17.4%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
1,238
shares
|
$254,359
0.05% of portfolio
|
Q3 2025
Added 5.54%
|
|
|
Liberty Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
1,235
shares
|
$253,743
0.05% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
1,235
shares
|
$253,743
0.01% of portfolio
|
Q3 2025
Reduced 44.92%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
1,233
shares
|
$253,332
0.02% of portfolio
|
Q3 2025
Reduced 10.26%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 09, 2026 Q4 2025 |
1,232
shares
|
$253,126
0.06% of portfolio
|
Q4 2025
Added 0.16%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Oct 14, 2025 Q3 2025 |
1,231
shares
|
$252,921
0.11% of portfolio
|
Q3 2025
Added 26.78%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 05, 2025 Q3 2025 |
1,218
shares
|
$250,250
0.06% of portfolio
|
Q3 2025
Reduced 22.57%
|
|
|
Papp L Roy & Associates
|
Oct 09, 2025 Q3 2025 |
1,214
shares
|
$249,428
0.03% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Winthrop Advisory Group LLC
|
Oct 24, 2025 Q3 2025 |
1,206
shares
|
$247,784
0.02% of portfolio
|
Q3 2025
Reduced 10.13%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Oct 31, 2025 Q3 2025 |
1,205
shares
|
$247,579
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
1,204
shares
|
$247,373
0.02% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
1,203
shares
|
$247,168
0.01% of portfolio
|
Q4 2025
Reduced 5.2%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
1,200
shares
|
$246,552
0.02% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
1,197
shares
|
$245,935
0.02% of portfolio
|
Q3 2025
Added 67.18%
|
|