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 |
|---|---|---|---|---|---|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Oct 15, 2025 Q3 2025 |
74,236
shares
|
$15.6 Million
5.4% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
73,949
shares
|
$15.5 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Oct 21, 2025 Q3 2025 |
73,710
shares
|
$15.4 Million
2.92% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
72,688
shares
|
$15.2 Million
0.15% of portfolio
|
Q2 2025
Reduced 22.78%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
72,561
shares
|
$15.2 Million
0.18% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
71,868
shares
|
$15.1 Million
2.65% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Oct 17, 2025 Q3 2025 |
71,492
shares
|
$15 Million
6.66% of portfolio
|
Q3 2025
Reduced 6.4%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
71,099
shares
|
$14.9 Million
0.23% of portfolio
|
Q2 2024
Reduced 4.88%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
70,654
shares
|
$14.8 Million
0.58% of portfolio
|
Q3 2025
Added 5.31%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Oct 14, 2025 Q3 2025 |
70,561
shares
|
$14.8 Million
2.11% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
70,228
shares
|
$14.7 Million
3.16% of portfolio
|
Q3 2024
Added 5.65%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
69,640
shares
|
$14.6 Million
0.76% of portfolio
|
Q3 2025
Added 25.46%
|
|
|
Symmetry Partners, LLC
|
Oct 15, 2025 Q3 2025 |
69,126
shares
|
$14.5 Million
1.58% of portfolio
|
Q3 2025
Added 27.71%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
69,035
shares
|
$14.5 Million
1.2% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Black Diamond Financial, LLC
|
Nov 05, 2025 Q3 2025 |
68,848
shares
|
$14.4 Million
1.62% of portfolio
|
Q3 2025
Added 66.84%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
68,260
shares
|
$14.3 Million
0.19% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Jacobsen Capital Management
|
Oct 27, 2025 Q3 2025 |
68,089
shares
|
$14.3 Million
4.85% of portfolio
|
Q3 2025
Reduced 4.67%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
68,043
shares
|
$14.3 Million
0.98% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
67,849
shares
|
$14.2 Million
0.45% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
66,678
shares
|
$14 Million
0.18% of portfolio
|
Q3 2025
Added 4.43%
|
|
|
Banc First Trust & Investment Management
Oklahoma City, OK |
Oct 01, 2025 Q3 2025 |
65,865
shares
|
$13.8 Million
5.31% of portfolio
|
Q3 2025
Added 4.46%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
65,592
shares
|
$13.7 Million
1.88% of portfolio
|
Q3 2025
Added 7.04%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
65,378
shares
|
$13.7 Million
1.81% of portfolio
|
Q3 2024
Added 13.61%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
65,073
shares
|
$13.6 Million
0.32% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
64,897
shares
|
$13.6 Million
4.23% of portfolio
|
Q1 2023
Added 0.19%
|