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 1,800 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 |
|---|---|---|---|---|---|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
2,746
shares
|
$564,193
0.36% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
K2 Financial Inc.
Glendora, CA |
Oct 16, 2025 Q3 2025 |
2,742
shares
|
$563,371
0.46% of portfolio
|
Q3 2025
Added 12.75%
|
|
|
Potentia Wealth
San Jose, CA |
Nov 12, 2025 Q3 2025 |
2,739
shares
|
$562,754
0.22% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Nov 14, 2025 Q3 2025 |
2,733
shares
|
$561,522
0.26% of portfolio
|
Q3 2025
Added 3.41%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Nov 14, 2025 Q3 2025 |
2,720
shares
|
$558,851
0.5% of portfolio
|
Q4 2022
New holding
|
|
|
Investmark Advisory Group LLC
|
Oct 23, 2025 Q3 2025 |
2,716
shares
|
$558,029
0.26% of portfolio
|
Q3 2025
Added 4.46%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Oct 29, 2025 Q3 2025 |
2,703
shares
|
$555,358
0.54% of portfolio
|
Q3 2025
Added 15.71%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
2,703
shares
|
$555,358
0.33% of portfolio
|
Q4 2024
Added 4.4%
|
|
|
Fny Investment Advisers, LLC
|
Dec 15, 2025 Q3 2025 |
2,700
shares
|
$554,742
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Nov 14, 2025 Q3 2025 |
2,700
shares
|
$554,742
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
2,670
shares
|
$548,578
0.14% of portfolio
|
Q3 2025
Reduced 10.61%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Oct 22, 2025 Q3 2025 |
2,661
shares
|
$546,729
0.13% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 17, 2025 Q3 2025 |
2,660
shares
|
$546,523
0.07% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
2,658
shares
|
$546,112
0.41% of portfolio
|
Q3 2025
Added 5.9%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Nov 13, 2025 Q3 2025 |
2,655
shares
|
$545,496
0.18% of portfolio
|
Q2 2025
Added 124.05%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
2,652
shares
|
$544,879
0.01% of portfolio
|
Q3 2025
Added 14.56%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Oct 27, 2025 Q3 2025 |
2,638
shares
|
$542,003
0.41% of portfolio
|
Q3 2025
Added 29.57%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
2,631
shares
|
$540,565
0.05% of portfolio
|
Q3 2025
Reduced 20.15%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
2,620
shares
|
$538,305
0.05% of portfolio
|
Q3 2025
Reduced 7.26%
|
|
|
Wellington Capital Management, Inc.
Bethesda, MD |
Aug 15, 2025 Q2 2025 |
2,612
shares
|
$536,661
0.76% of portfolio
|
Q2 2025
New holding
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Oct 20, 2025 Q3 2025 |
2,608
shares
|
$535,839
0.18% of portfolio
|
Q3 2025
Added 9.58%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
Nov 10, 2025 Q3 2025 |
2,606
shares
|
$535,428
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
2,604
shares
|
$535,017
0.05% of portfolio
|
Q3 2025
Reduced 9.08%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2026 Q4 2025 |
2,602
shares
|
$534,606
0.28% of portfolio
|
Q2 2024
New holding
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 27, 2025 Q3 2025 |
2,601
shares
|
$534,401
0.28% of portfolio
|
Q2 2025
Reduced 0.61%
|
|