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 |
|---|---|---|---|---|---|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
1,204
shares
|
$247,373
0.02% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
1,200
shares
|
$246,552
0.02% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
1,197
shares
|
$245,935
0.02% of portfolio
|
Q3 2025
Added 67.18%
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 10, 2025 Q3 2025 |
1,194
shares
|
$245,319
0.04% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
1,190
shares
|
$244,497
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
1,190
shares
|
$244,497
0.05% of portfolio
|
Q3 2022
Added 0.25%
|
|
|
Harbour Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
1,187
shares
|
$243,881
0.06% of portfolio
|
Q2 2025
Reduced 4.04%
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
1,181
shares
|
$242,648
0.07% of portfolio
|
Q3 2025
Reduced 29.45%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Oct 24, 2025 Q3 2025 |
1,181
shares
|
$242,648
0.04% of portfolio
|
Q2 2024
Reduced 1.83%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
1,179
shares
|
$242,237
0.05% of portfolio
|
Q3 2025
Added 14.24%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
1,178
shares
|
$242,031
0.01% of portfolio
|
Q3 2025
Reduced 7.82%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Nov 14, 2025 Q3 2025 |
1,173
shares
|
$241,004
0.02% of portfolio
|
Q3 2025
Reduced 27.05%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2025 Q3 2025 |
1,165
shares
|
$239,360
0.01% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 17, 2025 Q3 2025 |
1,163
shares
|
$238,949
0.14% of portfolio
|
Q2 2025
Added 4.49%
|
|
|
Gilbert & Cook, Inc.
|
Nov 12, 2025 Q3 2025 |
1,161
shares
|
$238,539
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Andrews, Lucia Wealth Management LLC
|
Oct 08, 2025 Q3 2025 |
1,160
shares
|
$238,333
0.15% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
1,154
shares
|
$237,100
0.09% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 24, 2025 Q3 2025 |
1,151
shares
|
$236,484
0.05% of portfolio
|
Q3 2025
Added 4.35%
|
|
|
Insight Inv LLC
El Segundo, CA |
Oct 28, 2025 Q3 2025 |
1,143
shares
|
$234,840
0.14% of portfolio
|
Q4 2024
Added 24.51%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
1,142
shares
|
$234,635
0.05% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
1,135
shares
|
$233,197
0.03% of portfolio
|
Q3 2025
Added 2.71%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
1,134
shares
|
$232,991
0.02% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
1,126
shares
|
$231,347
0.01% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
1,125
shares
|
$231,142
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Defined Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
1,124
shares
|
$230,937
0.14% of portfolio
|
Q3 2025
Reduced 5.31%
|
|