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 1,799 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 |
|---|---|---|---|---|---|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
15,064
shares
|
$3.1 Million
0.88% of portfolio
|
Q1 2023
Added 10.89%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
15,057
shares
|
$3.09 Million
0.06% of portfolio
|
Q3 2025
Added 4.21%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
15,018
shares
|
$3.09 Million
0.22% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
15,004
shares
|
$3.08 Million
0.19% of portfolio
|
Q3 2025
Added 3.48%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2025 Q3 2025 |
15,000
shares
|
$3.08 Million
0.88% of portfolio
|
Q4 2023
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
14,971
shares
|
$3.08 Million
0.02% of portfolio
|
Q3 2025
Added 13.15%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 20, 2025 Q3 2025 |
14,902
shares
|
$3.06 Million
1.6% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
14,897
shares
|
$3.06 Million
0.99% of portfolio
|
Q3 2022
Added 0.85%
|
|
|
Olio Financial Planning
|
Oct 16, 2025 Q3 2025 |
14,834
shares
|
$3.05 Million
0.91% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jan 07, 2026 Q4 2025 |
14,778
shares
|
$3.04 Million
1.65% of portfolio
|
Q4 2025
Reduced 4.45%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 10, 2025 Q3 2025 |
14,767
shares
|
$3.03 Million
0.87% of portfolio
|
Q3 2025
Added 19.95%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
14,684
shares
|
$3.02 Million
0.16% of portfolio
|
Q3 2025
Added 15.2%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 05, 2025 Q3 2025 |
14,630
shares
|
$3.01 Million
0.13% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
14,583
shares
|
$3 Million
0.01% of portfolio
|
Q4 2022
Added 16.69%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
14,489
shares
|
$2.98 Million
0.13% of portfolio
|
Q3 2025
Reduced 43.96%
|
|
|
Nikulski Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
14,316
shares
|
$2.94 Million
0.78% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
14,287
shares
|
$2.94 Million
0.8% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Sonata Capital Group Inc
|
Nov 12, 2025 Q3 2025 |
13,942
shares
|
$2.86 Million
1.07% of portfolio
|
Q3 2025
Added 3.68%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
13,905
shares
|
$2.86 Million
0.05% of portfolio
|
Q3 2025
Reduced 5.4%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
13,784
shares
|
$2.83 Million
0.24% of portfolio
|
Q3 2025
Added 1.86%
|
|
|
Northwest Wealth Management, LLC
|
Jan 14, 2026 Q4 2025 |
13,776
shares
|
$2.83 Million
0.46% of portfolio
|
Q4 2025
Reduced 10.46%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
13,683
shares
|
$2.81 Million
0.16% of portfolio
|
Q3 2025
Reduced 7.86%
|
|
|
Eclectic Associates Inc
|
Oct 09, 2025 Q3 2025 |
13,676
shares
|
$2.81 Million
0.62% of portfolio
|
Q3 2025
Reduced 3.57%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
13,672
shares
|
$2.81 Million
0.1% of portfolio
|
Q4 2025
Added 0.96%
|
|
|
North Landing Financial Partners, LLC
Rochester, NY |
Oct 28, 2025 Q3 2025 |
13,631
shares
|
$2.8 Million
2.62% of portfolio
|
Q3 2025
Reduced 0.22%
|
|