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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Oct 09, 2025 Q3 2025 |
1,431
shares
|
$294,013
0.08% of portfolio
|
Q3 2025
Reduced 10.56%
|
|
|
Roman Butler Fullerton & CO
|
Nov 05, 2025 Q3 2025 |
1,428
shares
|
$293,396
0.09% of portfolio
|
Q3 2025
Added 2.44%
|
|
|
Sage Financial Management Group, Inc.
|
Oct 23, 2025 Q3 2025 |
1,427
shares
|
$293,191
0.09% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
1,427
shares
|
$293,191
0.03% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
1,423
shares
|
$292,369
0.01% of portfolio
|
Q3 2025
Added 10.91%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Nov 05, 2025 Q3 2025 |
1,423
shares
|
$292,369
0.11% of portfolio
|
Q3 2025
Reduced 4.05%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Nov 10, 2025 Q3 2025 |
1,423
shares
|
$292,369
0.23% of portfolio
|
Q3 2025
Reduced 10.84%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
1,421
shares
|
$291,958
0.03% of portfolio
|
Q4 2023
Added 2.01%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
1,420
shares
|
$291,753
0.01% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
1,419
shares
|
$291,547
0.03% of portfolio
|
Q3 2025
Reduced 17.69%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,418
shares
|
$291,342
0.02% of portfolio
|
Q4 2023
Added 45.73%
|
|
|
Holland Advisory Services, Inc.
|
Jan 12, 2026 Q4 2025 |
1,417
shares
|
$291,136
0.4% of portfolio
|
Q4 2025
Added 0.43%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
1,417
shares
|
$291,136
0.02% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
1,417
shares
|
$291,136
0.14% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
1,410
shares
|
$289,698
0.26% of portfolio
|
Q3 2025
Reduced 7.42%
|
|
|
Evensky & Katz LLC
|
Nov 13, 2025 Q3 2025 |
1,404
shares
|
$288,465
0.02% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Nov 05, 2025 Q3 2025 |
1,400
shares
|
$287,644
0.19% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
1,399
shares
|
$287,438
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
1,398
shares
|
$287,233
0.06% of portfolio
|
Q3 2025
Reduced 9.46%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
1,398
shares
|
$287,233
0.01% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
1,388
shares
|
$285,178
0.05% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
1,385
shares
|
$284,562
0.05% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
1,382
shares
|
$283,945
0.04% of portfolio
|
Q3 2025
Reduced 51.08%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
1,373
shares
|
$282,096
0.06% of portfolio
|
Q1 2024
New holding
|
|