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 |
|---|---|---|---|---|---|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
624
shares
|
$128,207
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
610
shares
|
$125,330
0.0% of portfolio
|
Q1 2020
Reduced 96.79%
|
|
|
Field & Main Bank
|
Nov 03, 2025 Q3 2025 |
600
shares
|
$123,276
0.04% of portfolio
|
Q1 2024
Reduced 14.29%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
593
shares
|
$121,837
0.01% of portfolio
|
Q2 2025
Added 5.89%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
588
shares
|
$120,810
0.01% of portfolio
|
Q3 2025
Reduced 35.95%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
565
shares
|
$116,084
0.0% of portfolio
|
Q3 2025
Reduced 43.22%
|
|
|
10 Elms LLP
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
562
shares
|
$115,468
0.11% of portfolio
|
Q1 2025
Reduced 22.16%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
552
shares
|
$113,413
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
544
shares
|
$111,770
0.01% of portfolio
|
Q3 2025
Added 18.52%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
537
shares
|
$110,332
0.01% of portfolio
|
Q1 2025
Reduced 52.01%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
524
shares
|
$107,661
0.01% of portfolio
|
Q3 2022
Reduced 17.61%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
520
shares
|
$106,839
0.0% of portfolio
|
Q3 2025
Reduced 6.64%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
517
shares
|
$106,222
0.02% of portfolio
|
Q3 2025
Reduced 22.37%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
517
shares
|
$106,222
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
513
shares
|
$105,400
0.04% of portfolio
|
Q1 2024
Reduced 11.4%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
506
shares
|
$103,962
0.06% of portfolio
|
Q1 2021
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
504
shares
|
$103,551
0.03% of portfolio
|
Q2 2025
Added 70.27%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
502
shares
|
$103,140
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 29, 2025 Q3 2025 |
500
shares
|
$102,730
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
500
shares
|
$102,730
0.01% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Oct 29, 2025 Q3 2025 |
494
shares
|
$101,497
0.05% of portfolio
|
Q3 2025
Reduced 60.23%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Nov 07, 2025 Q3 2025 |
467
shares
|
$95,949
0.04% of portfolio
|
Q2 2025
Added 128.92%
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
440
shares
|
$90,402
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
437
shares
|
$89,786
0.03% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
435
shares
|
$89,375
0.01% of portfolio
|
Q3 2025
Reduced 95.11%
|
|