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 |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
17,664
shares
|
$3.63 Million
0.06% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
17,637
shares
|
$3.62 Million
0.14% of portfolio
|
Q2 2025
Reduced 6.93%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 10, 2025 Q3 2025 |
17,615
shares
|
$3.62 Million
1.8% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
17,528
shares
|
$3.6 Million
0.93% of portfolio
|
Q2 2022
Reduced 1.96%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
17,501
shares
|
$3.6 Million
1.77% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
17,501
shares
|
$3.6 Million
1.63% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
17,483
shares
|
$3.59 Million
0.18% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
17,296
shares
|
$3.55 Million
0.43% of portfolio
|
Q3 2025
Added 4.41%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
17,220
shares
|
$3.54 Million
0.26% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 29, 2025 Q3 2025 |
17,160
shares
|
$3.53 Million
1.02% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Advisors Network, Inc.
|
Nov 14, 2025 Q3 2025 |
17,133
shares
|
$3.52 Million
0.51% of portfolio
|
Q3 2025
Added 8.31%
|
|
|
Echo45 Advisors LLC
|
Nov 06, 2025 Q3 2025 |
17,091
shares
|
$3.51 Million
2.2% of portfolio
|
Q3 2025
Added 2.92%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
17,046
shares
|
$3.5 Million
1.05% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Nov 10, 2025 Q3 2025 |
17,029
shares
|
$3.5 Million
1.97% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 20, 2025 Q3 2025 |
16,947
shares
|
$3.48 Million
1.32% of portfolio
|
Q3 2025
Added 2.98%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
16,798
shares
|
$3.45 Million
0.71% of portfolio
|
Q3 2025
Reduced 6.93%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
16,776
shares
|
$3.45 Million
0.57% of portfolio
|
Q3 2025
Added 6.19%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
16,602
shares
|
$3.41 Million
0.2% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Wolff Financial Management LLC
|
Oct 20, 2025 Q3 2025 |
16,520
shares
|
$3.39 Million
0.82% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 22, 2025 Q3 2025 |
16,474
shares
|
$3.38 Million
1.03% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
16,449
shares
|
$3.38 Million
0.95% of portfolio
|
Q3 2025
Reduced 11.65%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
16,398
shares
|
$3.37 Million
0.0% of portfolio
|
Q3 2022
Reduced 3.79%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Nov 06, 2025 Q3 2025 |
16,276
shares
|
$3.34 Million
1.57% of portfolio
|
Q3 2025
Reduced 15.11%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
16,209
shares
|
$3.33 Million
0.25% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
16,195
shares
|
$3.33 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.37%
|
|