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 |
|---|---|---|---|---|---|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jan 14, 2026 Q4 2025 |
5,277
shares
|
$1.08 Million
0.54% of portfolio
|
Q4 2025
Added 0.29%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
5,277
shares
|
$1.08 Million
0.05% of portfolio
|
Q3 2025
Added 27.8%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 07, 2025 Q3 2025 |
5,265
shares
|
$1.08 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Acorn Financial Advisory Services Inc
|
Oct 24, 2025 Q3 2025 |
5,264
shares
|
$1.08 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
5,220
shares
|
$1.07 Million
0.58% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jan 14, 2026 Q4 2025 |
5,204
shares
|
$1.07 Million
0.13% of portfolio
|
Q4 2025
Reduced 0.78%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Nov 14, 2025 Q3 2025 |
5,200
shares
|
$1.07 Million
0.1% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jul 29, 2025 Q2 2025 |
5,196
shares
|
$1.07 Million
0.24% of portfolio
|
Q1 2024
Reduced 2.48%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
5,191
shares
|
$1.07 Million
0.09% of portfolio
|
Q3 2022
Reduced 0.42%
|
|
|
Shuttleworth & CO
Powell, OH |
Nov 14, 2025 Q3 2025 |
5,144
shares
|
$1.06 Million
0.97% of portfolio
|
Q3 2025
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
5,124
shares
|
$1.05 Million
0.28% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Dentgroup LLC
|
Oct 03, 2025 Q3 2025 |
5,111
shares
|
$1.05 Million
0.76% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
5,106
shares
|
$1.05 Million
0.08% of portfolio
|
Q3 2025
Reduced 4.15%
|
|
|
Sherman Wealth Management LLC
Gaithersburg, MD |
Jan 13, 2026 Q4 2025 |
5,103
shares
|
$1.05 Million
1.06% of portfolio
|
Q4 2025
Added 9.68%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
5,097
shares
|
$1.05 Million
0.02% of portfolio
|
Q1 2025
Added 6.79%
|
|
|
Harpswell Capital Advisors, LLC
Yarmouth, ME |
Nov 06, 2025 Q3 2025 |
5,086
shares
|
$1.04 Million
1.02% of portfolio
|
Q3 2025
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
5,068
shares
|
$1.04 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
5,065
shares
|
$1.04 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
5,055
shares
|
$1.04 Million
0.02% of portfolio
|
Q3 2022
Added 195.1%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
4,995
shares
|
$1.03 Million
0.11% of portfolio
|
Q3 2025
Reduced 10.69%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 15, 2025 Q3 2025 |
4,993
shares
|
$1.03 Million
0.33% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
American Financial Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
4,986
shares
|
$1.02 Million
0.14% of portfolio
|
Q3 2025
Added 2.45%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
4,907
shares
|
$1.01 Million
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jan 13, 2026 Q4 2025 |
4,905
shares
|
$1.01 Million
0.21% of portfolio
|
Q4 2025
Added 291.15%
|
|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Nov 03, 2025 Q3 2025 |
4,899
shares
|
$1.01 Million
0.59% of portfolio
|
Q3 2025
Added 0.23%
|
|