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 |
|---|---|---|---|---|---|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
133,972
shares
|
$27.5 Million
2.9% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
133,429
shares
|
$27.4 Million
5.88% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
132,402
shares
|
$27.2 Million
5.42% of portfolio
|
Q1 2025
Added 4.87%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
132,274
shares
|
$27.2 Million
0.56% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
131,710
shares
|
$27.1 Million
0.59% of portfolio
|
Q3 2025
Added 1650.07%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
130,556
shares
|
$26.8 Million
0.33% of portfolio
|
Q3 2025
Reduced 6.47%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
130,500
shares
|
$26.8 Million
1.37% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Brickley Wealth Management
|
Oct 22, 2025 Q3 2025 |
124,278
shares
|
$25.5 Million
4.52% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
119,982
shares
|
$24.7 Million
5.13% of portfolio
|
Q3 2025
Added 4.54%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
118,432
shares
|
$24.3 Million
1.55% of portfolio
|
Q3 2025
Added 2.98%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Oct 23, 2025 Q3 2025 |
118,139
shares
|
$24.3 Million
4.3% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Bhk Investment Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
116,464
shares
|
$23.9 Million
9.11% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Oct 29, 2025 Q3 2025 |
114,502
shares
|
$23.5 Million
8.21% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
113,178
shares
|
$23.3 Million
0.03% of portfolio
|
Q3 2025
Added 13.11%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 04, 2025 Q3 2025 |
111,542
shares
|
$22.9 Million
5.36% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
108,675
shares
|
$22.3 Million
2.79% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
106,136
shares
|
$21.8 Million
0.27% of portfolio
|
Q3 2025
Added 2.91%
|
|
|
Fiducient Advisors LLC
|
Oct 30, 2025 Q3 2025 |
105,738
shares
|
$21.7 Million
2.62% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 15, 2025 Q3 2025 |
100,778
shares
|
$20.7 Million
4.59% of portfolio
|
Q3 2025
Added 7.73%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Oct 20, 2025 Q3 2025 |
100,413
shares
|
$20.6 Million
5.18% of portfolio
|
Q3 2025
New holding
|
|
|
Partners In Financial Planning
Salem, VA |
Nov 10, 2025 Q3 2025 |
100,216
shares
|
$20.6 Million
3.62% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
99,499
shares
|
$20.4 Million
0.18% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
99,014
shares
|
$20.3 Million
1.46% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Coastline Trust CO
|
Oct 21, 2025 Q3 2025 |
97,182
shares
|
$20 Million
2.19% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
96,186
shares
|
$19.8 Million
0.21% of portfolio
|
Q3 2025
Added 12.8%
|
|