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 91.3 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 |
|---|---|---|---|---|---|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
32,214
shares
|
$6.62 Million
0.19% of portfolio
|
Q3 2025
Added 7.95%
|
|
|
American Investment Services, Inc.
|
Nov 13, 2025 Q3 2025 |
32,046
shares
|
$6.58 Million
1.69% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
31,985
shares
|
$6.57 Million
0.7% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Nov 04, 2025 Q3 2025 |
31,843
shares
|
$6.54 Million
1.87% of portfolio
|
Q3 2025
Added 32.52%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
31,738
shares
|
$6.52 Million
2.08% of portfolio
|
Q3 2025
Added 7.56%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
31,626
shares
|
$6.5 Million
0.02% of portfolio
|
Q3 2025
Reduced 7.39%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Nov 04, 2025 Q3 2025 |
31,354
shares
|
$6.44 Million
0.69% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
31,215
shares
|
$6.41 Million
0.19% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
31,196
shares
|
$6.41 Million
4.0% of portfolio
|
Q3 2024
Added 5.87%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
30,898
shares
|
$6.35 Million
1.23% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
30,641
shares
|
$6.3 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2025 Q3 2025 |
30,607
shares
|
$6.29 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 04, 2025 Q3 2025 |
30,310
shares
|
$6.23 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Oct 10, 2025 Q3 2025 |
29,912
shares
|
$6.15 Million
1.03% of portfolio
|
Q3 2025
Reduced 5.56%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Nov 14, 2025 Q3 2025 |
29,698
shares
|
$6.1 Million
2.02% of portfolio
|
Q3 2025
Added 109.95%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Nov 14, 2025 Q3 2025 |
29,682
shares
|
$6.1 Million
4.64% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jan 06, 2026 Q4 2025 |
29,451
shares
|
$6.05 Million
3.54% of portfolio
|
Q4 2025
Added 0.31%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
29,320
shares
|
$6.02 Million
0.72% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
28,985
shares
|
$5.96 Million
0.08% of portfolio
|
Q3 2025
Added 33.17%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
28,940
shares
|
$5.95 Million
0.35% of portfolio
|
Q3 2023
Reduced 4.02%
|
|
|
Columbus Macro, LLC
|
Oct 16, 2025 Q3 2025 |
28,713
shares
|
$5.9 Million
0.72% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2025 Q3 2025 |
28,673
shares
|
$5.89 Million
0.65% of portfolio
|
Q3 2025
Added 1209.27%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
28,664
shares
|
$5.89 Million
0.45% of portfolio
|
Q3 2025
Added 116.97%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
28,557
shares
|
$5.87 Million
0.15% of portfolio
|
Q4 2025
Reduced 5.77%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 17, 2025 Q3 2025 |
28,542
shares
|
$5.86 Million
0.81% of portfolio
|
Q3 2025
Reduced 0.81%
|
|