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 |
|---|---|---|---|---|---|
|
Everhart Financial Group, Inc.
|
Nov 04, 2025 Q3 2025 |
36,345
shares
|
$7.47 Million
0.77% of portfolio
|
Q3 2025
Added 7.78%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
36,194
shares
|
$7.44 Million
2.6% of portfolio
|
Q3 2024
New holding
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
36,173
shares
|
$7.43 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
36,060
shares
|
$7.41 Million
0.11% of portfolio
|
Q3 2025
Reduced 7.1%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Oct 24, 2025 Q3 2025 |
35,862
shares
|
$7.37 Million
5.9% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
35,666
shares
|
$7.33 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Oct 09, 2025 Q3 2025 |
35,642
shares
|
$7.32 Million
5.55% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
35,437
shares
|
$7.28 Million
5.12% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Granby Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
35,000
shares
|
$7.19 Million
3.9% of portfolio
|
Q2 2023
New holding
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
34,979
shares
|
$7.19 Million
0.85% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
White Lighthouse Investment Management Inc.
|
Nov 13, 2025 Q3 2025 |
34,948
shares
|
$7.18 Million
1.12% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
34,920
shares
|
$7.17 Million
1.55% of portfolio
|
Q3 2025
Added 6.84%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Oct 22, 2025 Q3 2025 |
34,646
shares
|
$7.12 Million
5.01% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Nov 06, 2025 Q3 2025 |
34,425
shares
|
$7.07 Million
1.03% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Oct 20, 2025 Q3 2025 |
34,361
shares
|
$7.06 Million
3.19% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
34,015
shares
|
$6.99 Million
0.16% of portfolio
|
Q2 2025
Reduced 15.54%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
34,004
shares
|
$6.99 Million
1.37% of portfolio
|
Q3 2025
Added 19.25%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
33,855
shares
|
$6.96 Million
0.27% of portfolio
|
Q3 2025
Reduced 2.7%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
33,297
shares
|
$6.84 Million
0.18% of portfolio
|
Q3 2025
Added 200.98%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2025 Q3 2025 |
33,140
shares
|
$6.81 Million
5.05% of portfolio
|
Q3 2025
Added 55.87%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
32,983
shares
|
$6.78 Million
1.02% of portfolio
|
Q3 2025
Added 35.2%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2025 Q3 2025 |
32,961
shares
|
$6.77 Million
0.01% of portfolio
|
Q3 2025
Reduced 13.27%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Oct 23, 2025 Q3 2025 |
32,778
shares
|
$6.73 Million
2.29% of portfolio
|
Q3 2025
Reduced 2.91%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
32,769
shares
|
$6.73 Million
0.0% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Gpwm LLC
|
Oct 07, 2025 Q3 2025 |
32,461
shares
|
$6.67 Million
4.13% of portfolio
|
Q3 2025
Added 0.22%
|
|