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 |
|---|---|---|---|---|---|
|
Foster Group, Inc.
|
Oct 14, 2025 Q3 2025 |
198,947
shares
|
$40.9 Million
1.37% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
194,255
shares
|
$39.9 Million
0.68% of portfolio
|
Q3 2025
Reduced 4.43%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
192,369
shares
|
$39.5 Million
6.44% of portfolio
|
Q4 2022
Added 4.2%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
192,369
shares
|
$39.5 Million
6.42% of portfolio
|
Q4 2022
New holding
|
|
|
25 LLC
St. Louis, MO |
Oct 16, 2025 Q3 2025 |
192,208
shares
|
$39.5 Million
13.66% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 24, 2025 Q3 2025 |
187,821
shares
|
$38.6 Million
11.31% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
187,477
shares
|
$38.5 Million
0.09% of portfolio
|
Q3 2023
Reduced 7.17%
|
|
|
Comprehensive Financial Management LLC
Los Gatos, CA |
Nov 14, 2025 Q3 2025 |
184,376
shares
|
$37.9 Million
1.07% of portfolio
|
Q4 2024
Reduced 43.16%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
172,619
shares
|
$35.5 Million
3.75% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
170,530
shares
|
$35 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.32%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
168,115
shares
|
$34.5 Million
0.1% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Waldron Private Wealth LLC
|
Oct 29, 2025 Q3 2025 |
166,158
shares
|
$34.1 Million
1.41% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
160,742
shares
|
$33 Million
0.35% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
152,877
shares
|
$31.4 Million
0.12% of portfolio
|
Q3 2025
Reduced 5.89%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
151,611
shares
|
$31.1 Million
0.04% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
148,957
shares
|
$30.6 Million
0.2% of portfolio
|
Q4 2024
Added 9.97%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
148,685
shares
|
$30.5 Million
5.14% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
145,188
shares
|
$29.8 Million
0.16% of portfolio
|
Q3 2025
Added 15.19%
|
|
|
Verus Financial Partners, Inc.
|
Oct 30, 2025 Q3 2025 |
144,562
shares
|
$29.7 Million
2.93% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
144,361
shares
|
$29.7 Million
0.15% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
142,807
shares
|
$29.3 Million
0.15% of portfolio
|
Q3 2025
Added 18.46%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
137,590
shares
|
$28.3 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Marotta Asset Management
|
Oct 16, 2025 Q3 2025 |
137,510
shares
|
$28.3 Million
5.44% of portfolio
|
Q3 2025
Added 3.34%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
136,680
shares
|
$28.1 Million
1.73% of portfolio
|
Q3 2025
Added 41.53%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
135,364
shares
|
$27.8 Million
0.11% of portfolio
|
Q3 2025
Reduced 4.09%
|
|