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 |
|---|---|---|---|---|---|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
64,069
shares
|
$13.2 Million
0.21% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
63,546
shares
|
$13.1 Million
0.29% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
62,945
shares
|
$12.9 Million
0.08% of portfolio
|
Q3 2025
Added 16.54%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
62,778
shares
|
$12.9 Million
1.41% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
61,593
shares
|
$12.7 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Oct 15, 2025 Q3 2025 |
61,012
shares
|
$12.5 Million
4.61% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
Payne Capital Management, LLC
New York, NY |
Dec 01, 2025 Q3 2025 |
60,372
shares
|
$12.4 Million
4.06% of portfolio
|
Q3 2025
Added 13.78%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
60,303
shares
|
$12.4 Million
0.58% of portfolio
|
Q3 2025
Added 16.17%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 27, 2025 Q3 2025 |
59,624
shares
|
$12.3 Million
1.26% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
59,019
shares
|
$12.1 Million
0.4% of portfolio
|
Q3 2025
Added 3.17%
|
|
|
Jmac Enterprises LLC
|
Oct 30, 2025 Q3 2025 |
58,592
shares
|
$12 Million
2.54% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
58,536
shares
|
$12 Million
5.68% of portfolio
|
Q2 2025
Reduced 9.39%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
58,512
shares
|
$12 Million
1.25% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
58,402
shares
|
$12 Million
2.68% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Oct 14, 2025 Q3 2025 |
58,341
shares
|
$12 Million
1.91% of portfolio
|
Q3 2025
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
58,024
shares
|
$11.9 Million
1.3% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 16, 2025 Q3 2025 |
57,789
shares
|
$11.9 Million
0.6% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
57,571
shares
|
$11.8 Million
1.25% of portfolio
|
Q3 2023
Added 6.43%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Oct 14, 2025 Q3 2025 |
57,287
shares
|
$11.8 Million
9.34% of portfolio
|
Q3 2025
Added 7.37%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
56,854
shares
|
$11.7 Million
1.6% of portfolio
|
Q3 2025
Added 19.65%
|
|
|
Praetorian Wealth Management, Inc.
|
Oct 14, 2025 Q3 2025 |
56,621
shares
|
$11.6 Million
2.47% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
56,174
shares
|
$11.5 Million
0.19% of portfolio
|
Q3 2025
Added 3.56%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
55,036
shares
|
$11.3 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.22%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2025 Q3 2025 |
54,721
shares
|
$11.2 Million
0.49% of portfolio
|
Q3 2025
Reduced 2.81%
|
|
|
Willis Investment Counsel
Gainesville, GA |
Nov 05, 2025 Q3 2025 |
54,448
shares
|
$11.2 Million
0.63% of portfolio
|
Q3 2025
Added 89.4%
|
|