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 91.3 Million shares, which have been reported (via 13F filing form) to have a value of $19.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
15,438,804
shares
|
$3.24 Billion
0.23% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
4,266,021
shares
|
$894 Million
1.95% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
3,830,880
shares
|
$803 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
3,100,066
shares
|
$650 Million
1.28% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,776,642
shares
|
$372 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
1,659,874
shares
|
$348 Million
0.11% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
1,527,300
shares
|
$320 Million
9.93% of portfolio
|
Q3 2025
Added 2.96%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
1,452,261
shares
|
$304 Million
0.34% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
1,452,124
shares
|
$304 Million
2.67% of portfolio
|
Q3 2024
Added 7.59%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,449,131
shares
|
$304 Million
0.05% of portfolio
|
Q3 2025
Reduced 11.31%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
1,430,106
shares
|
$300 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
1,136,586
shares
|
$238 Million
0.51% of portfolio
|
Q2 2025
Reduced 35.13%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
1,070,900
shares
|
$224 Million
0.28% of portfolio
|
Q3 2025
Added 21.58%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
923,880
shares
|
$194 Million
0.06% of portfolio
|
Q2 2025
Reduced 4.53%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
906,506
shares
|
$190 Million
0.13% of portfolio
|
Q3 2025
Reduced 14.72%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
885,454
shares
|
$186 Million
0.28% of portfolio
|
Q3 2025
Added 9.01%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
855,498
shares
|
$179 Million
0.44% of portfolio
|
Q3 2025
Added 9.33%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
823,826
shares
|
$173 Million
0.11% of portfolio
|
Q3 2025
Added 5.55%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
815,198
shares
|
$171 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
794,775
shares
|
$167 Million
0.77% of portfolio
|
Q2 2025
Added 6.59%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
785,889
shares
|
$165 Million
2.12% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 07, 2025 Q3 2025 |
727,231
shares
|
$152 Million
0.01% of portfolio
|
Q3 2025
Added 12.06%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
726,669
shares
|
$152 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
637,311
shares
|
$134 Million
1.36% of portfolio
|
Q3 2025
Reduced 27.04%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
623,414
shares
|
$131 Million
0.37% of portfolio
|
Q2 2023
Added 1.34%
|