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 |
|---|---|---|---|---|---|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Oct 07, 2025 Q3 2025 |
61
shares
|
$12,533
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
59
shares
|
$12,122
0.0% of portfolio
|
Q3 2022
Reduced 33.71%
|
|
|
Mycio Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
58
shares
|
$11,916
0.0% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
55
shares
|
$11,300
0.0% of portfolio
|
Q3 2025
Reduced 97.15%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
55
shares
|
$11,300
0.01% of portfolio
|
Q4 2018
Added 816.67%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
54
shares
|
$11,094
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
53
shares
|
$10,889
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gleason Group, Inc.
|
Oct 16, 2025 Q3 2025 |
52
shares
|
$10,683
0.0% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
50
shares
|
$10,273
0.0% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
50
shares
|
$10,273
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
50
shares
|
$10,273
0.01% of portfolio
|
Q1 2025
Reduced 57.26%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
50
shares
|
$10,273
0.01% of portfolio
|
Q3 2024
Reduced 66.22%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
49
shares
|
$10,067
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
49
shares
|
$10,067
0.01% of portfolio
|
Q2 2025
Added 32.43%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
48
shares
|
$9,862
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Oct 14, 2025 Q3 2025 |
47
shares
|
$9,656
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
47
shares
|
$9,656
0.01% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
46
shares
|
$9,451
0.0% of portfolio
|
Q3 2023
Reduced 47.13%
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
45
shares
|
$9,245
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
41
shares
|
$8,423
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
38
shares
|
$7,807
0.0% of portfolio
|
Q3 2025
Added 280.0%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
38
shares
|
$7,807
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Community Trust Na
|
Oct 07, 2025 Q3 2025 |
37
shares
|
$7,602
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Steph & CO
|
Oct 06, 2025 Q3 2025 |
37
shares
|
$7,602
0.0% of portfolio
|
Q2 2024
Added 5.71%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
37
shares
|
$7,602
0.0% of portfolio
|
Q2 2025
Reduced 53.16%
|
|