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 1,796 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 |
|---|---|---|---|---|---|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
96,149
shares
|
$19.8 Million
0.1% of portfolio
|
Q2 2023
Reduced 69.16%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
94,038
shares
|
$19.3 Million
4.21% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
93,804
shares
|
$19.3 Million
0.1% of portfolio
|
Q2 2025
Added 25.81%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
93,655
shares
|
$19.2 Million
0.66% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
True Wealth Financial Partners
|
Nov 20, 2025 Q3 2025 |
93,357
shares
|
$19.2 Million
10.05% of portfolio
|
Q3 2025
Added 5.16%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
90,078
shares
|
$18.5 Million
0.08% of portfolio
|
Q3 2025
Reduced 3.28%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
86,615
shares
|
$17.8 Million
0.15% of portfolio
|
Q3 2025
Added 2.79%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
86,220
shares
|
$17.7 Million
0.67% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
85,498
shares
|
$17.6 Million
3.56% of portfolio
|
Q3 2025
Reduced 8.47%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
85,084
shares
|
$17.5 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.83%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Oct 24, 2025 Q3 2025 |
84,273
shares
|
$17.3 Million
8.52% of portfolio
|
Q3 2025
New holding
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
82,989
shares
|
$17.1 Million
5.94% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
82,863
shares
|
$17 Million
0.12% of portfolio
|
Q3 2025
Added 18.47%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
82,391
shares
|
$16.9 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
82,092
shares
|
$16.9 Million
3.91% of portfolio
|
Q3 2025
Added 10.21%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
81,435
shares
|
$16.7 Million
0.08% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
81,022
shares
|
$16.6 Million
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
78,715
shares
|
$16.2 Million
3.12% of portfolio
|
Q3 2022
Added 1.77%
|
|
|
Hillman CO
|
Oct 23, 2025 Q3 2025 |
78,406
shares
|
$16.1 Million
5.63% of portfolio
|
Q2 2025
Reduced 18.61%
|
|
|
Performa LTD (Us), LLC
|
Nov 04, 2025 Q3 2025 |
77,500
shares
|
$15.9 Million
4.29% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
77,132
shares
|
$15.8 Million
0.23% of portfolio
|
Q4 2023
Reduced 1.86%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
75,929
shares
|
$15.6 Million
2.03% of portfolio
|
Q2 2024
Reduced 0.67%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Nov 12, 2025 Q3 2025 |
75,554
shares
|
$15.5 Million
2.93% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
74,308
shares
|
$15.3 Million
0.1% of portfolio
|
Q3 2025
Added 23.06%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
74,298
shares
|
$15.3 Million
1.91% of portfolio
|
Q1 2022
Reduced 14.05%
|
|