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 |
|---|---|---|---|---|---|
|
Efficient Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
615,422
shares
|
$126 Million
7.24% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
589,386
shares
|
$121 Million
0.16% of portfolio
|
Q3 2025
Reduced 11.46%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
526,298
shares
|
$108 Million
0.14% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
483,851
shares
|
$99.4 Million
1.17% of portfolio
|
Q3 2025
Added 3.52%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
483,663
shares
|
$99.4 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.95%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
482,541
shares
|
$99.1 Million
2.09% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
471,888
shares
|
$97 Million
0.77% of portfolio
|
Q3 2025
Added 17.33%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
460,904
shares
|
$94.7 Million
0.16% of portfolio
|
Q3 2025
Reduced 4.04%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
460,317
shares
|
$94.6 Million
0.13% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
451,626
shares
|
$92.8 Million
0.2% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
449,384
shares
|
$92.3 Million
0.76% of portfolio
|
Q3 2025
Added 2.82%
|
|
|
Jmg Financial Group, Ltd.
|
Nov 12, 2025 Q3 2025 |
394,828
shares
|
$81.1 Million
2.45% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Oct 28, 2025 Q3 2025 |
386,047
shares
|
$79.3 Million
6.7% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Retirement Systems Of Alabama
|
Oct 31, 2025 Q3 2025 |
382,480
shares
|
$78.6 Million
0.27% of portfolio
|
Q4 2020
Reduced 34.34%
|
|
|
Stephens Group Asset Management, LLC
|
Oct 07, 2025 Q3 2025 |
378,525
shares
|
$77.8 Million
5.34% of portfolio
|
Q3 2025
Reduced 16.58%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
377,358
shares
|
$77.5 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
367,568
shares
|
$75.5 Million
0.05% of portfolio
|
Q3 2025
Added 3.63%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
359,696
shares
|
$73.9 Million
0.42% of portfolio
|
Q3 2025
Reduced 5.14%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
359,466
shares
|
$73.9 Million
0.4% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
358,443
shares
|
$73.6 Million
0.89% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
355,121
shares
|
$73 Million
7.72% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
349,701
shares
|
$71.8 Million
0.54% of portfolio
|
Q3 2025
Reduced 6.21%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
349,500
shares
|
$71.8 Million
0.03% of portfolio
|
Q3 2025
Reduced 8.4%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
339,403
shares
|
$69.7 Million
0.07% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
323,701
shares
|
$66.5 Million
0.32% of portfolio
|
Q3 2025
Added 2.91%
|