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 1,796 institutions that hold shares in the stock, with a total of 91.8 Million shares, which have been reported (via 13F filing form) to have a value of $18.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
322,615
shares
|
$66.3 Million
0.11% of portfolio
|
Q3 2025
Added 62.13%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
316,472
shares
|
$65 Million
0.01% of portfolio
|
Q3 2025
Reduced 11.38%
|
|
|
Rodgers & Associates, LTD
|
Nov 05, 2025 Q3 2025 |
314,416
shares
|
$64.6 Million
6.79% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Mokosak Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
309,726
shares
|
$63.6 Million
16.91% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
307,216
shares
|
$63.1 Million
0.05% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
302,556
shares
|
$62.2 Million
0.12% of portfolio
|
Q3 2025
Reduced 4.21%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
294,047
shares
|
$60.4 Million
2.08% of portfolio
|
Q3 2025
Reduced 4.07%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Oct 08, 2025 Q3 2025 |
282,758
shares
|
$58.1 Million
8.69% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Nov 12, 2025 Q3 2025 |
281,484
shares
|
$57.8 Million
2.93% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
268,397
shares
|
$55.1 Million
0.75% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
267,656
shares
|
$55 Million
1.88% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
255,634
shares
|
$52.5 Million
0.09% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
255,384
shares
|
$52.5 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.71%
|
|
|
Wit, LLC
District Of Columbia, DC |
Nov 14, 2025 Q3 2025 |
250,167
shares
|
$51.4 Million
1.24% of portfolio
|
Q2 2025
New holding
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
247,841
shares
|
$50.9 Million
1.16% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2025 Q3 2025 |
239,216
shares
|
$49.1 Million
0.81% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
236,207
shares
|
$48.5 Million
2.03% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
232,171
shares
|
$47.7 Million
0.56% of portfolio
|
Q3 2023
Reduced 1.22%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
224,362
shares
|
$46.1 Million
6.03% of portfolio
|
Q3 2025
Reduced 3.26%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
214,208
shares
|
$44 Million
0.06% of portfolio
|
Q3 2025
Added 5.26%
|
|
|
Abacus Planning Group, Inc.
|
Oct 21, 2025 Q3 2025 |
212,793
shares
|
$43.7 Million
6.66% of portfolio
|
Q3 2025
Added 3.42%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
210,170
shares
|
$43.2 Million
0.34% of portfolio
|
Q3 2025
Added 11.73%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
207,143
shares
|
$42.6 Million
0.42% of portfolio
|
Q2 2024
Reduced 3.02%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
205,133
shares
|
$42.1 Million
1.77% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
204,984
shares
|
$42.1 Million
0.13% of portfolio
|
Q3 2025
Reduced 16.4%
|
|