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 |
|---|---|---|---|---|---|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
206
shares
|
$42,324
0.02% of portfolio
|
Q3 2025
Reduced 14.88%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
204
shares
|
$41,913
0.0% of portfolio
|
Q2 2025
Added 137.21%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
204
shares
|
$41,913
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
203
shares
|
$41,708
0.0% of portfolio
|
Q1 2025
Added 25.31%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
196
shares
|
$40,270
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
196
shares
|
$40,270
0.02% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
194
shares
|
$39,859
0.03% of portfolio
|
Q2 2025
Added 4.86%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Nov 12, 2025 Q3 2025 |
192
shares
|
$39,448
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
191
shares
|
$39,242
0.0% of portfolio
|
Q3 2022
Reduced 9.05%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
190
shares
|
$39,037
0.02% of portfolio
|
Q1 2024
Reduced 68.39%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
185
shares
|
$38,010
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
183
shares
|
$37,599
0.0% of portfolio
|
Q2 2025
Added 190.48%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
177
shares
|
$36,366
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Nov 14, 2025 Q3 2025 |
177
shares
|
$36,366
0.02% of portfolio
|
Q3 2025
Reduced 11.5%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
170
shares
|
$34,928
0.01% of portfolio
|
Q3 2025
Reduced 34.62%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
170
shares
|
$34,928
0.01% of portfolio
|
Q2 2025
Reduced 41.58%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
168
shares
|
$34,517
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
164
shares
|
$33,695
0.01% of portfolio
|
Q1 2025
Added 3180.0%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
156
shares
|
$32,051
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Nov 12, 2025 Q3 2025 |
156
shares
|
$32,051
0.27% of portfolio
|
Q3 2025
Reduced 96.23%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Nov 05, 2025 Q3 2025 |
153
shares
|
$31,435
0.01% of portfolio
|
Q3 2025
Added 3.38%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
143
shares
|
$29,380
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
141
shares
|
$28,969
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
140
shares
|
$28,764
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
138
shares
|
$28,353
0.01% of portfolio
|
Q3 2025
New holding
|
|