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 |
|---|---|---|---|---|---|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
134
shares
|
$27,531
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 07, 2026 Q4 2025 |
127
shares
|
$26,093
0.02% of portfolio
|
Q3 2025
Reduced 49.2%
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
124
shares
|
$25,477
0.0% of portfolio
|
Q4 2022
Added 439.13%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
124
shares
|
$25,477
0.0% of portfolio
|
Q1 2025
Added 158.33%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
123
shares
|
$25,271
0.0% of portfolio
|
Q1 2025
Reduced 13.99%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
118
shares
|
$24,244
0.01% of portfolio
|
Q3 2025
Reduced 17.48%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
117
shares
|
$24,038
0.05% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Nov 10, 2025 Q3 2025 |
116
shares
|
$23,833
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
114
shares
|
$23,422
0.0% of portfolio
|
Q1 2025
Added 1325.0%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
112
shares
|
$23,011
0.0% of portfolio
|
Q3 2025
Added 330.77%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
112
shares
|
$23,011
0.02% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Oct 31, 2025 Q3 2025 |
110
shares
|
$22,600
0.01% of portfolio
|
Q2 2025
Reduced 67.07%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 31, 2025 Q3 2025 |
110
shares
|
$22,600
0.02% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
107
shares
|
$21,984
0.01% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
106
shares
|
$21,778
0.01% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Emc Capital Management
Houston, TX |
Nov 20, 2025 Q3 2025 |
100
shares
|
$20,546
0.01% of portfolio
|
Q4 2024
Reduced 99.73%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Nov 03, 2025 Q3 2025 |
100
shares
|
$20,546
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Broadwater Capital Management LLC
Boston, MA |
Oct 30, 2025 Q3 2025 |
100
shares
|
$20,546
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Tompkins Financial Corp
|
Jan 08, 2026 Q4 2025 |
97
shares
|
$19,929
0.0% of portfolio
|
Q1 2025
Added 56.45%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
97
shares
|
$19,929
0.0% of portfolio
|
Q1 2025
Added 977.78%
|
|
|
United Financial Planning Group LLC
Hauppauge, NY |
Nov 13, 2025 Q3 2025 |
97
shares
|
$19,929
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
94
shares
|
$19,313
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
91
shares
|
$18,696
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
91
shares
|
$18,696
0.0% of portfolio
|
Q3 2021
Added 9.1%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
91
shares
|
$18,696
0.01% of portfolio
|
Q4 2024
Reduced 3.19%
|
|