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 |
|---|---|---|---|---|---|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
1,531
shares
|
$314,559
0.04% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 03, 2025 Q3 2025 |
1,529
shares
|
$314,148
0.23% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Nov 04, 2025 Q3 2025 |
1,523
shares
|
$312,915
0.06% of portfolio
|
Q3 2025
Added 4.46%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
1,519
shares
|
$312,093
0.0% of portfolio
|
Q3 2025
Reduced 10.01%
|
|
|
Bcr Wealth Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
1,514
shares
|
$311,066
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Thrive Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
1,510
shares
|
$310,244
0.05% of portfolio
|
Q4 2025
Reduced 18.82%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,507
shares
|
$309,628
0.22% of portfolio
|
Q4 2024
Reduced 4.68%
|
|
|
Stewardship Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
1,504
shares
|
$309,011
0.08% of portfolio
|
Q4 2025
Added 2.38%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 13, 2026 Q4 2025 |
1,504
shares
|
$309,011
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
1,500
shares
|
$308,190
0.02% of portfolio
|
Q3 2025
Added 34.53%
|
|
|
My Personal Cfo, LLC
|
Jan 15, 2026 Q4 2025 |
1,496
shares
|
$307,368
0.14% of portfolio
|
Q4 2025
Added 14.02%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Jan 14, 2026 Q4 2025 |
1,482
shares
|
$304,491
0.04% of portfolio
|
Q3 2025
Reduced 5.61%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
1,478
shares
|
$303,669
0.05% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Oct 15, 2025 Q3 2025 |
1,475
shares
|
$303,053
0.18% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
1,471
shares
|
$302,231
0.04% of portfolio
|
Q3 2025
Added 41.04%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
1,461
shares
|
$300,177
0.01% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
1,458
shares
|
$299,560
0.03% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Signature Securities Group Corporation
|
Jan 13, 2026 Q4 2025 |
1,457
shares
|
$299,355
0.1% of portfolio
|
Q4 2025
Reduced 6.06%
|
|
|
Jeppson Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
1,455
shares
|
$298,944
0.1% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
1,453
shares
|
$298,533
0.02% of portfolio
|
Q2 2025
Added 4.61%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
1,448
shares
|
$297,506
0.03% of portfolio
|
Q3 2025
Added 31.64%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jan 16, 2026 Q4 2025 |
1,447
shares
|
$297,300
0.09% of portfolio
|
Q4 2025
Reduced 2.03%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
1,444
shares
|
$296,684
0.11% of portfolio
|
Q3 2025
Reduced 5.5%
|
|
|
Snider Financial Group
Bellevue, WA |
Nov 07, 2025 Q3 2025 |
1,438
shares
|
$295,451
0.08% of portfolio
|
Q2 2025
Reduced 4.58%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 27, 2025 Q3 2025 |
1,436
shares
|
$295,040
0.1% of portfolio
|
Q3 2025
Added 0.42%
|
|