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 |
|---|---|---|---|---|---|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Nov 07, 2025 Q3 2025 |
1,121
shares
|
$230,320
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,117
shares
|
$229,498
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Prospect Financial Services LLC
Melville, NY |
Nov 07, 2025 Q3 2025 |
1,116
shares
|
$229,293
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
1,116
shares
|
$229,293
0.09% of portfolio
|
Q3 2025
Added 115.86%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
1,109
shares
|
$227,855
0.16% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
1,108
shares
|
$227,649
0.0% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,106
shares
|
$227,238
0.12% of portfolio
|
Q2 2022
Added 0.18%
|
|
|
Burney CO
Reston, VA |
Oct 16, 2025 Q3 2025 |
1,106
shares
|
$227,238
0.01% of portfolio
|
Q3 2025
Reduced 21.62%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
1,101
shares
|
$226,211
0.08% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
1,101
shares
|
$226,211
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Rfg Holdings, Inc.
|
Oct 15, 2025 Q3 2025 |
1,098
shares
|
$225,595
0.06% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
1,098
shares
|
$225,595
0.08% of portfolio
|
Q3 2025
Added 2.91%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
1,098
shares
|
$225,595
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
1,096
shares
|
$225,184
0.0% of portfolio
|
Q3 2025
Reduced 9.57%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 15, 2025 Q3 2025 |
1,091
shares
|
$224,156
0.08% of portfolio
|
Q3 2025
Reduced 60.23%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 12, 2025 Q3 2025 |
1,089
shares
|
$223,745
0.06% of portfolio
|
Q3 2025
Reduced 65.15%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
1,085
shares
|
$222,924
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 10, 2025 Q3 2025 |
1,085
shares
|
$222,924
0.02% of portfolio
|
Q3 2025
Added 3.63%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 30, 2025 Q3 2025 |
1,080
shares
|
$221,896
0.04% of portfolio
|
Q2 2025
Reduced 8.47%
|
|
|
Compass Investment Advisers LLC
Portland, OR |
Apr 09, 2025 Q4 2024 |
1,080
shares
|
$221,896
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
1,077
shares
|
$221,280
0.16% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Nov 12, 2025 Q3 2025 |
1,075
shares
|
$220,869
0.05% of portfolio
|
Q2 2025
Reduced 33.97%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
1,073
shares
|
$220,458
0.0% of portfolio
|
Q3 2025
Added 12.0%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 03, 2025 Q3 2025 |
1,073
shares
|
$220,458
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
1,064
shares
|
$218,609
0.0% of portfolio
|
Q3 2025
New holding
|
|