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 |
|---|---|---|---|---|---|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
89
shares
|
$18,285
0.0% of portfolio
|
Q3 2025
Reduced 81.87%
|
|
|
Hallmark Capital Management Inc
|
Nov 03, 2025 Q3 2025 |
87
shares
|
$17,875
0.0% of portfolio
|
Q2 2025
Reduced 4.4%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
86
shares
|
$17,669
0.01% of portfolio
|
Q2 2025
Added 19.44%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
84
shares
|
$17,258
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
84
shares
|
$17,258
0.01% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
83
shares
|
$17,053
0.0% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
83
shares
|
$17,053
0.01% of portfolio
|
Q4 2024
Reduced 64.07%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
82
shares
|
$16,847
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
81
shares
|
$16,642
0.01% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
80
shares
|
$16,436
0.01% of portfolio
|
Q3 2025
Reduced 27.93%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
78
shares
|
$16,025
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
77
shares
|
$15,820
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
75
shares
|
$15,409
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
75
shares
|
$15,409
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
74
shares
|
$15,204
0.0% of portfolio
|
Q2 2025
Reduced 13.95%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
73
shares
|
$14,998
0.02% of portfolio
|
Q3 2025
Added 30.36%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
70
shares
|
$14,382
0.0% of portfolio
|
Q3 2025
Added 3400.0%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
70
shares
|
$14,382
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
64
shares
|
$13,149
0.0% of portfolio
|
Q1 2024
Reduced 30.43%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
64
shares
|
$13,149
0.01% of portfolio
|
Q2 2023
Reduced 8.57%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
63
shares
|
$12,943
0.0% of portfolio
|
Q2 2024
Added 800.0%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
63
shares
|
$12,943
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
63
shares
|
$12,943
0.01% of portfolio
|
Q4 2021
Reduced 55.94%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Oct 29, 2025 Q3 2025 |
63
shares
|
$12,943
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Oct 07, 2025 Q3 2025 |
61
shares
|
$12,533
0.01% of portfolio
|
Q3 2025
New holding
|
|