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 1,797 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 |
|---|---|---|---|---|---|
|
Stegner Investment Associates Inc.
|
Nov 06, 2025 Q3 2025 |
1,346
shares
|
$276,549
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Dearborn Partners LLC
|
Nov 10, 2025 Q3 2025 |
1,339
shares
|
$275,110
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
1,334
shares
|
$274,083
0.01% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Legacy Bridge, LLC
|
Nov 12, 2025 Q3 2025 |
1,326
shares
|
$272,439
0.13% of portfolio
|
Q3 2025
Added 20.77%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 14, 2025 Q3 2025 |
1,325
shares
|
$272,234
0.06% of portfolio
|
Q2 2025
Reduced 10.17%
|
|
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
Oct 27, 2025 Q3 2025 |
1,323
shares
|
$271,823
0.13% of portfolio
|
Q3 2025
Reduced 11.51%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
1,319
shares
|
$271,001
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Gilman Hill Asset Management, LLC
|
Oct 15, 2025 Q3 2025 |
1,318
shares
|
$270,796
0.04% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Claris Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
1,315
shares
|
$270,179
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
My Personal Cfo, LLC
|
Oct 20, 2025 Q3 2025 |
1,312
shares
|
$269,563
0.11% of portfolio
|
Q3 2025
Reduced 14.97%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Oct 20, 2025 Q3 2025 |
1,312
shares
|
$269,563
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 12, 2025 Q3 2025 |
1,310
shares
|
$269,152
0.09% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
1,308
shares
|
$268,741
0.01% of portfolio
|
Q2 2025
Reduced 16.63%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
1,307
shares
|
$268,536
0.13% of portfolio
|
Q2 2023
Reduced 4.32%
|
|
|
Advocacy Wealth Management Services, LLC
|
Nov 14, 2025 Q3 2025 |
1,305
shares
|
$268,125
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
1,301
shares
|
$267,303
0.03% of portfolio
|
Q3 2025
Reduced 18.23%
|
|
|
Brandes Investment Partners, LP
La Jolla, CA |
Nov 14, 2025 Q3 2025 |
1,301
shares
|
$267,303
0.0% of portfolio
|
Q3 2025
Reduced 85.43%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
1,296
shares
|
$266,276
0.02% of portfolio
|
Q1 2025
Reduced 11.48%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
1,292
shares
|
$265,454
0.06% of portfolio
|
Q3 2025
Added 326.4%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Oct 20, 2025 Q3 2025 |
1,289
shares
|
$264,837
0.11% of portfolio
|
Q3 2025
Reduced 3.01%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
1,287
shares
|
$264,427
0.19% of portfolio
|
Q1 2023
New holding
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Oct 15, 2025 Q3 2025 |
1,282
shares
|
$263,399
0.05% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 07, 2025 Q3 2025 |
1,281
shares
|
$263,194
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Murphy Pohlad Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
1,280
shares
|
$262,988
0.11% of portfolio
|
Q3 2025
Added 12.18%
|
|
|
Axim Planning & Wealth
Dayton, OH |
Nov 05, 2025 Q3 2025 |
1,272
shares
|
$261,345
0.22% of portfolio
|
Q3 2025
Reduced 2.75%
|
|