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 1,795 institutions that hold shares in the stock, with a total of 91.3 Million shares, which have been reported (via 13F filing form) to have a value of $18.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First American Trust, Fsb
|
Nov 10, 2025 Q3 2025 |
40,420
shares
|
$8.3 Million
0.64% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
40,386
shares
|
$8.3 Million
0.57% of portfolio
|
Q3 2025
Added 8.88%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2025 Q3 2025 |
39,984
shares
|
$8.22 Million
3.38% of portfolio
|
Q3 2025
Reduced 25.34%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Nov 13, 2025 Q3 2025 |
39,763
shares
|
$8.17 Million
3.2% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
39,739
shares
|
$8.16 Million
0.89% of portfolio
|
Q3 2025
Reduced 3.24%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
39,561
shares
|
$8.13 Million
2.0% of portfolio
|
Q3 2025
Reduced 5.73%
|
|
|
Leeward Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
39,276
shares
|
$8.07 Million
2.39% of portfolio
|
Q3 2025
Added 6.55%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
39,102
shares
|
$8.03 Million
1.14% of portfolio
|
Q3 2023
Reduced 7.9%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
39,033
shares
|
$8.02 Million
0.98% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Fortis Capital Management LLC
|
Nov 10, 2025 Q3 2025 |
38,961
shares
|
$8 Million
1.17% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Glovista Investments LLC
Jersey City, NJ |
Feb 12, 2024 Q4 2023 |
38,816
shares
|
$7.98 Million
3.25% of portfolio
|
Q4 2023
New holding
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
38,765
shares
|
$7.96 Million
0.54% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 21, 2025 Q3 2025 |
38,733
shares
|
$7.96 Million
0.89% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
38,487
shares
|
$7.91 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
37,907
shares
|
$7.79 Million
0.46% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
37,685
shares
|
$7.74 Million
0.19% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Oct 21, 2025 Q3 2025 |
37,537
shares
|
$7.71 Million
1.73% of portfolio
|
Q3 2025
Added 2.86%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
37,434
shares
|
$7.69 Million
0.69% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
37,314
shares
|
$7.67 Million
0.45% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Nov 18, 2025 Q3 2025 |
37,309
shares
|
$7.67 Million
1.75% of portfolio
|
Q3 2025
Reduced 3.3%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Oct 07, 2025 Q3 2025 |
36,855
shares
|
$7.57 Million
3.21% of portfolio
|
Q3 2025
Added 2.74%
|
|
|
Collective Family Office LLC
|
Jan 06, 2026 Q4 2025 |
36,745
shares
|
$7.55 Million
1.75% of portfolio
|
Q4 2025
Reduced 4.74%
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
36,744
shares
|
$7.55 Million
2.17% of portfolio
|
Q3 2025
Reduced 10.93%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 17, 2025 Q3 2025 |
36,685
shares
|
$7.54 Million
2.32% of portfolio
|
Q3 2025
Reduced 3.73%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
36,617
shares
|
$7.52 Million
0.43% of portfolio
|
Q3 2025
Reduced 0.48%
|
|