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 |
|---|---|---|---|---|---|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
18
shares
|
$3,698
0.0% of portfolio
|
Q3 2022
Reduced 90.06%
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
17
shares
|
$3,492
0.0% of portfolio
|
Q1 2025
Reduced 5.56%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
16
shares
|
$3,287
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Running Point Capital Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
16
shares
|
$3,287
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
15
shares
|
$3,081
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
15
shares
|
$3,081
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
14
shares
|
$2,876
0.0% of portfolio
|
Q3 2025
Reduced 88.33%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Nov 14, 2025 Q3 2025 |
14
shares
|
$2,876
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
13
shares
|
$2,670
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2025 Q3 2025 |
13
shares
|
$2,670
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
American Wealth Advisors, LLC
Johns Creek, GA |
Nov 12, 2025 Q3 2025 |
13
shares
|
$2,670
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
12
shares
|
$2,465
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
12
shares
|
$2,465
0.0% of portfolio
|
Q2 2025
Reduced 83.78%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
12
shares
|
$2,465
0.0% of portfolio
|
Q2 2024
Added 500.0%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
12
shares
|
$2,465
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
9
shares
|
$1,849
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
9
shares
|
$1,849
0.0% of portfolio
|
Q3 2025
Reduced 99.94%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
9
shares
|
$1,849
0.0% of portfolio
|
Q2 2025
Reduced 99.79%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
7
shares
|
$1,438
0.0% of portfolio
|
Q3 2025
Reduced 96.8%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Nov 05, 2025 Q3 2025 |
7
shares
|
$1,438
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
7
shares
|
$1,438
0.0% of portfolio
|
Q2 2025
Reduced 79.41%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
6
shares
|
$1,232
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
5
shares
|
$1,027
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 02, 2025 Q3 2025 |
5
shares
|
$1,027
0.0% of portfolio
|
Q3 2025
Reduced 90.91%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Nov 05, 2025 Q3 2025 |
5
shares
|
$1,027
0.0% of portfolio
|
Q4 2024
New holding
|