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 |
|---|---|---|---|---|---|
|
Omega Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
1,062
shares
|
$218,198
0.07% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Gg Group Ventures, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
1,053
shares
|
$216,349
0.28% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Perfromance Wealth Partners, LLC
|
Nov 07, 2025 Q3 2025 |
1,051
shares
|
$215,938
0.01% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
1,045
shares
|
$214,705
0.17% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
1,044
shares
|
$214,500
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 22, 2025 Q3 2025 |
1,043
shares
|
$214,294
0.07% of portfolio
|
Q3 2025
Reduced 49.93%
|
|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
1,037
shares
|
$213,062
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
1,037
shares
|
$213,062
0.08% of portfolio
|
Q4 2024
Added 3.8%
|
|
|
Northstar Group, Inc.
|
Oct 22, 2025 Q3 2025 |
1,035
shares
|
$212,651
0.03% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Satovsky Asset Management LLC
|
Nov 14, 2025 Q3 2025 |
1,029
shares
|
$211,418
0.04% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
1,029
shares
|
$211,418
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
1,027
shares
|
$211,007
0.01% of portfolio
|
Q3 2025
Reduced 44.4%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Oct 14, 2025 Q3 2025 |
1,024
shares
|
$210,391
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Encompass Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
1,018
shares
|
$209,158
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
1,016
shares
|
$208,747
0.03% of portfolio
|
Q3 2025
Reduced 21.6%
|
|
|
Aimz Investment Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1,015
shares
|
$208,541
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Oct 27, 2025 Q3 2025 |
1,014
shares
|
$208,336
0.06% of portfolio
|
Q3 2025
Reduced 9.87%
|
|
|
Gate Pass Capital, LLC
Independence, OH |
Oct 29, 2025 Q3 2025 |
1,012
shares
|
$207,925
0.12% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
1,010
shares
|
$207,514
0.02% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Investment Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
1,008
shares
|
$207,103
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Nov 04, 2025 Q3 2025 |
1,005
shares
|
$206,487
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Nov 07, 2025 Q3 2025 |
1,002
shares
|
$205,870
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,000
shares
|
$205,460
0.02% of portfolio
|
Q1 2023
Reduced 9.5%
|
|
|
United Bank
Vienna, VA |
Nov 07, 2025 Q3 2025 |
1,000
shares
|
$205,460
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Oct 28, 2025 Q3 2025 |
1,000
shares
|
$205,460
0.07% of portfolio
|
Q3 2025
New holding
|
|