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 |
|---|---|---|---|---|---|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
314
shares
|
$64,514
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
306
shares
|
$62,870
0.0% of portfolio
|
Q2 2025
Added 17.69%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
305
shares
|
$62,665
0.0% of portfolio
|
Q1 2022
Reduced 2.24%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
305
shares
|
$62,665
0.0% of portfolio
|
Q1 2022
Reduced 2.24%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
298
shares
|
$61,227
0.01% of portfolio
|
Q1 2025
Reduced 5.99%
|
|
|
Systematic Financial Management LP
Teaneck, NJ |
Nov 13, 2025 Q3 2025 |
294
shares
|
$60,405
0.0% of portfolio
|
Q3 2025
Reduced 26.68%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
274
shares
|
$56,296
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
259
shares
|
$53,214
0.05% of portfolio
|
Q3 2025
Reduced 26.84%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
259
shares
|
$53,214
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
252
shares
|
$51,775
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
248
shares
|
$50,954
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
245
shares
|
$50,337
0.02% of portfolio
|
Q2 2024
Reduced 16.38%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
245
shares
|
$50,337
0.01% of portfolio
|
Q2 2025
Reduced 15.52%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
241
shares
|
$49,515
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
240
shares
|
$49,310
0.0% of portfolio
|
Q3 2024
Reduced 55.56%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
240
shares
|
$49,310
0.03% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Adirondack Trust CO
|
Jan 08, 2026 Q4 2025 |
236
shares
|
$48,488
0.02% of portfolio
|
Q4 2025
Reduced 25.32%
|
|
|
Horrell Capital Management, Inc.
|
Nov 07, 2025 Q3 2025 |
232
shares
|
$47,666
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
230
shares
|
$47,255
0.02% of portfolio
|
Q2 2024
Reduced 50.64%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
230
shares
|
$47,255
0.01% of portfolio
|
Q3 2025
Reduced 9.09%
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
228
shares
|
$46,844
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
225
shares
|
$46,228
0.02% of portfolio
|
Q2 2025
Added 9.76%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
215
shares
|
$44,173
0.01% of portfolio
|
Q1 2023
Reduced 11.16%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
214
shares
|
$43,968
0.01% of portfolio
|
Q3 2025
Added 26.63%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
211
shares
|
$43,352
0.06% of portfolio
|
Q3 2025
New holding
|
|