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 |
|---|---|---|---|---|---|
|
Seek First Inc.
Campbell, CA |
Nov 12, 2025 Q3 2025 |
21,370
shares
|
$4.39 Million
3.21% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
21,169
shares
|
$4.35 Million
0.11% of portfolio
|
Q3 2025
Reduced 3.78%
|
|
|
Roof Eidam & Maycock
|
Oct 27, 2025 Q3 2025 |
21,159
shares
|
$4.35 Million
1.1% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
21,149
shares
|
$4.35 Million
0.42% of portfolio
|
Q3 2025
Reduced 3.12%
|
|
|
Culbertson A N & CO Inc
|
Oct 24, 2025 Q3 2025 |
20,944
shares
|
$4.3 Million
0.63% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
20,820
shares
|
$4.28 Million
0.16% of portfolio
|
Q3 2025
Added 12.94%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
20,804
shares
|
$4.27 Million
0.0% of portfolio
|
Q3 2025
Added 5.44%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
20,779
shares
|
$4.27 Million
0.47% of portfolio
|
Q3 2025
Added 9.54%
|
|
|
Beaumont Asset Management, L.L.C.
|
Oct 28, 2025 Q3 2025 |
20,681
shares
|
$4.25 Million
2.25% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Alhambra Investment Partners LLC
|
Oct 15, 2025 Q3 2025 |
20,601
shares
|
$4.23 Million
2.09% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
20,361
shares
|
$4.18 Million
0.06% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
20,303
shares
|
$4.17 Million
3.27% of portfolio
|
Q4 2022
New holding
|
|
|
Tria Gen Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
20,254
shares
|
$4.16 Million
1.19% of portfolio
|
Q3 2025
Added 8.28%
|
|
|
Sns Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
20,247
shares
|
$4.16 Million
0.37% of portfolio
|
Q3 2025
Reduced 2.87%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Nov 06, 2025 Q3 2025 |
20,118
shares
|
$4.13 Million
2.75% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 07, 2026 Q4 2025 |
20,055
shares
|
$4.12 Million
1.03% of portfolio
|
Q4 2025
Added 6.86%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 03, 2025 Q3 2025 |
19,932
shares
|
$4.1 Million
1.07% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
19,847
shares
|
$4.08 Million
0.09% of portfolio
|
Q2 2025
Reduced 27.89%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
19,766
shares
|
$4.06 Million
3.11% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
19,676
shares
|
$4.04 Million
0.09% of portfolio
|
Q3 2025
Added 33.57%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
19,662
shares
|
$4.04 Million
0.41% of portfolio
|
Q3 2025
Reduced 4.43%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
19,629
shares
|
$4.03 Million
0.49% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
19,548
shares
|
$4.02 Million
0.02% of portfolio
|
Q3 2025
Added 3.65%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
19,546
shares
|
$4.02 Million
0.09% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2025 Q3 2025 |
19,493
shares
|
$4.01 Million
0.11% of portfolio
|
Q3 2025
Reduced 4.53%
|
|