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 |
|---|---|---|---|---|---|
|
Veery Capital, LLC
|
Oct 14, 2025 Q3 2025 |
53,910
shares
|
$11.1 Million
3.59% of portfolio
|
Q3 2025
Added 3.23%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
53,657
shares
|
$11 Million
2.71% of portfolio
|
Q3 2022
Added 0.24%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
53,603
shares
|
$11 Million
0.03% of portfolio
|
Q3 2025
Reduced 7.61%
|
|
|
Sepio Capital, LP
|
Nov 13, 2025 Q3 2025 |
53,357
shares
|
$11 Million
1.04% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
53,129
shares
|
$10.9 Million
0.03% of portfolio
|
Q3 2025
Reduced 13.22%
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
Oct 27, 2025 Q3 2025 |
52,884
shares
|
$10.9 Million
6.44% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
52,221
shares
|
$10.7 Million
0.03% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Lansing Street Advisors
|
Nov 10, 2025 Q3 2025 |
51,716
shares
|
$10.6 Million
3.07% of portfolio
|
Q3 2025
Added 6.46%
|
|
|
Firestone Capital Management
|
Nov 05, 2025 Q3 2025 |
51,514
shares
|
$10.6 Million
2.43% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Oct 24, 2025 Q3 2025 |
51,041
shares
|
$10.5 Million
0.47% of portfolio
|
Q3 2025
Reduced 12.88%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
50,629
shares
|
$10.4 Million
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Highland Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
50,513
shares
|
$10.4 Million
0.54% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
50,316
shares
|
$10.3 Million
0.39% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Bishop & CO Investment Management, LLC
|
Oct 30, 2025 Q3 2025 |
50,013
shares
|
$10.3 Million
3.49% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
Oct 16, 2025 Q3 2025 |
49,910
shares
|
$10.3 Million
7.48% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Capital Advantage, Inc.
|
Oct 22, 2025 Q3 2025 |
49,714
shares
|
$10.2 Million
1.73% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
49,701
shares
|
$10.2 Million
0.18% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
49,695
shares
|
$10.2 Million
0.62% of portfolio
|
Q3 2025
Reduced 4.59%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Nov 12, 2025 Q3 2025 |
49,445
shares
|
$10.2 Million
3.87% of portfolio
|
Q3 2025
Added 3.92%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
49,223
shares
|
$10.1 Million
0.99% of portfolio
|
Q4 2023
Added 1.65%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
48,620
shares
|
$9.99 Million
0.31% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Oct 24, 2025 Q3 2025 |
48,423
shares
|
$9.95 Million
3.1% of portfolio
|
Q3 2025
Added 4.54%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
47,365
shares
|
$9.73 Million
0.14% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Jb Global.Com LLC
New York, NY |
Oct 06, 2025 Q3 2025 |
46,661
shares
|
$9.59 Million
9.92% of portfolio
|
Q3 2025
Reduced 10.91%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
46,642
shares
|
$9.58 Million
0.77% of portfolio
|
Q3 2025
Added 0.04%
|
|