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 |
|---|---|---|---|---|---|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Jan 13, 2026 Q4 2025 |
1,591
shares
|
$326,886
0.31% of portfolio
|
Q4 2025
Reduced 68.32%
|
|
|
Camelot Portfolios, LLC
|
Nov 17, 2025 Q3 2025 |
1,589
shares
|
$326,475
0.2% of portfolio
|
Q3 2025
Reduced 8.89%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
1,586
shares
|
$325,859
0.01% of portfolio
|
Q4 2023
Added 6.66%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
1,586
shares
|
$325,859
0.1% of portfolio
|
Q4 2023
Reduced 5.31%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
1,585
shares
|
$325,654
0.03% of portfolio
|
Q3 2025
Reduced 15.15%
|
|
|
1 St Source Bank
|
Nov 12, 2025 Q3 2025 |
1,583
shares
|
$325,243
0.02% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Nov 12, 2025 Q3 2025 |
1,580
shares
|
$324,626
0.11% of portfolio
|
Q1 2025
Reduced 29.31%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
1,572
shares
|
$322,983
0.25% of portfolio
|
Q2 2022
Reduced 9.76%
|
|
|
Dakota Wealth Management
|
Jan 13, 2026 Q4 2025 |
1,570
shares
|
$322,572
0.01% of portfolio
|
Q4 2025
Added 27.13%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
1,560
shares
|
$320,517
0.13% of portfolio
|
Q2 2025
Reduced 39.06%
|
|
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
Nov 07, 2025 Q3 2025 |
1,556
shares
|
$319,695
0.2% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Rovin Capital
|
Oct 29, 2025 Q3 2025 |
1,555
shares
|
$319,490
0.09% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Mor Wealth Management, LLC
Philadelphia, PA |
Jan 14, 2026 Q4 2025 |
1,555
shares
|
$319,490
0.15% of portfolio
|
Q4 2025
New holding
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
1,551
shares
|
$318,668
0.0% of portfolio
|
Q3 2025
Added 4.66%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
1,546
shares
|
$317,641
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
1,546
shares
|
$317,641
0.0% of portfolio
|
Q3 2025
Reduced 88.46%
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
Nov 13, 2025 Q3 2025 |
1,546
shares
|
$317,641
0.33% of portfolio
|
Q3 2025
Reduced 4.69%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
1,545
shares
|
$317,435
0.07% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jan 12, 2026 Q4 2025 |
1,545
shares
|
$317,435
0.19% of portfolio
|
Q4 2025
Reduced 2.71%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
1,544
shares
|
$317,230
0.02% of portfolio
|
Q3 2025
Added 2.86%
|
|
|
Lwm Advisors Inc
El Dorado Hills, CA |
Jan 08, 2026 Q4 2025 |
1,544
shares
|
$317,230
0.29% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Oct 22, 2025 Q3 2025 |
1,543
shares
|
$317,024
0.2% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
1,542
shares
|
$316,819
0.25% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Penobscot Wealth Management
|
Nov 19, 2025 Q3 2025 |
1,541
shares
|
$316,613
0.12% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 28, 2025 Q3 2025 |
1,536
shares
|
$315,586
0.1% of portfolio
|
Q3 2024
Reduced 0.84%
|
|