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 |
|---|---|---|---|---|---|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
435
shares
|
$89,375
0.03% of portfolio
|
Q3 2025
Reduced 11.22%
|
|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
428
shares
|
$87,936
0.02% of portfolio
|
Q2 2025
Reduced 8.35%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
425
shares
|
$87,320
0.01% of portfolio
|
Q3 2025
Reduced 4.28%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
423
shares
|
$86,909
0.0% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
407
shares
|
$83,622
0.02% of portfolio
|
Q3 2025
Reduced 25.46%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Oct 21, 2025 Q3 2025 |
404
shares
|
$83,005
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
401
shares
|
$82,389
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Mechanics Financial Corp
|
Nov 06, 2025 Q3 2025 |
400
shares
|
$82,184
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
400
shares
|
$82,184
0.01% of portfolio
|
Q3 2025
Reduced 95.6%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Oct 16, 2025 Q3 2025 |
400
shares
|
$82,184
0.0% of portfolio
|
Q4 2023
Reduced 33.33%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
396
shares
|
$81,362
0.02% of portfolio
|
Q1 2024
Added 26.04%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
382
shares
|
$78,485
0.01% of portfolio
|
Q3 2025
Added 5.23%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
379
shares
|
$77,869
0.03% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
377
shares
|
$77,458
0.04% of portfolio
|
Q3 2023
Reduced 45.83%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
375
shares
|
$77,047
0.04% of portfolio
|
Q1 2025
Added 87.5%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Nov 14, 2025 Q3 2025 |
369
shares
|
$75,814
0.02% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
364
shares
|
$74,787
0.04% of portfolio
|
Q2 2024
Reduced 40.13%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
354
shares
|
$72,732
0.03% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
345
shares
|
$70,883
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
342
shares
|
$70,267
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
341
shares
|
$70,061
0.03% of portfolio
|
Q4 2024
Added 143.57%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
335
shares
|
$68,829
0.02% of portfolio
|
Q3 2025
Added 6.35%
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
327
shares
|
$67,185
0.04% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
323
shares
|
$66,363
0.02% of portfolio
|
Q3 2025
Reduced 16.32%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
319
shares
|
$65,541
0.06% of portfolio
|
Q1 2025
Reduced 50.23%
|
|