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Who Owns Vanguard Small-Cap Value ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Vanguard Small-Cap Value ETF.
Who crossed 5% of VBR →Managers holding
106
as of 2026-09-30
Reported value
$486.1M
summed across filings
Shares held
2.1M
Added vs trimmed
35 / 48
since each filer's last quarter
Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| STEPHENS GROUP ASSET MANAGEMENT, LLCMRNGSTR SML CP V466.5K shadded | $107.8M |
| Everhart Financial Group, Inc.MRNGSTR SML CP V275.4K shadded | $63.6M |
| WALLER FINANCIAL PLANNING GROUP, INCMRNGSTR SML CP V154.2K shadded | $35.6M |
| Whitaker-Myers Wealth Managers, LTD.MRNGSTR SML CP V116K shadded | $26.8M |
| INSPIRION WEALTH ADVISORS, LLCMRNGSTR SML CP V80.3K shtrimmed | $18.6M |
| Apella Capital, LLCMRNGSTR SML CP V60.1K shtrimmed | $13.9M |
| Veery Capital, LLCMRNGSTR SML CP V58.7K shadded | $13.6M |
| Gladwyn Financial Advisors, Inc.SM CP VAL ETF51.4K shtrimmed | $11.9M |
| Farther Finance Advisors, LLCETF50.1K shadded | $11.6M |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLCSM CP VAL ETF40.6K shadded | $9.4M |
| Prosperity Planning, Inc.MRNGSTR SML CP V39.8K shtrimmed | $9.2M |
| DIVERSIFIED MANAGEMENT INCMRNGSTR SML CP V36.9K shtrimmed | $8.5M |
| Arbor Wealth Advisors LLCMRNGSTR SML CP V36.2K shadded | $8.4M |
| General Partner, Inc.CL35.9K shheld | $8.3M |
| COLLECTIVE FAMILY OFFICE LLCSM CP VAL ETF35K shtrimmed | $8.1M |
| RTD Financial Advisors, Inc.MRNGSTR SML CP V34.9K shtrimmed | $8.1M |
| ATMOS ADVISORY, LLCSM CP VAL ETF34.9K shadded | $8.1M |
| Avidian Wealth Enterprises, LLCMRNGSTR SML CP V25.1K shtrimmed | $5.8M |
| MassMutual Private Wealth & Trust, FSBExchange Traded Fund25.1K shtrimmed | $5.8M |
| LifeGoal Investments, LLCMRNGSTR SML CP V23.6K sh— | $5.4M |
| Heartwood Wealth Advisors LLCETF20.7K shadded | $4.8M |
| Valeo Financial Advisors, LLCETF27.7K shtrimmed | $4.8M |
| ECLECTIC ASSOCIATES INC /ADVMRNGSTR SML CP V19.1K shtrimmed | $4.4M |
| Councilor Wealth, LLCMRNGSTR SML CP V18.1K shtrimmed | $4.2M |
| Echo45 Advisors LLCMRNGSTR SML CP V18.1K shadded | $4.2M |
| Bangor Savings BankSM CP VAL ETF18.1K shtrimmed | $4.2M |
| Wedmont Private CapitalMRNGSTR SML CP V17.8K shtrimmed | $4.2M |
| Acropolis Investment Management, LLCMRNGSTR SML CP V15.3K shadded | $3.5M |
| Pathway Financial Advisors LLCSM CP VAL ETF15.1K shtrimmed | $3.5M |
| Trust CoETF13.8K shadded | $3.2M |
| PARK NATIONAL CORP /OH/Com12.4K shtrimmed | $2.9M |
| Cambridge Financial Group, LLCMRNGSTR SML CP V11.2K shadded | $2.7M |
| Capital Advisors Wealth Management, LLCMRNGSTR SML CP V11.5K shtrimmed | $2.7M |
| Factor Wealth Management LTDMRNGSTR SML CP V10.6K shadded | $2.5M |
| Grove Bank & TrustSM CP VAL ETF9.2K shadded | $2.1M |
| Financial Enhancement Group LLCMRNGSTR SML CP V9.1K shadded | $2.1M |
| BAKER TILLY WEALTH MANAGEMENT, LLCSM CP VAL ETF9.1K shheld | $2.1M |
| CHAPIN DAVIS, INC.MRNGSTR SML CP V8.7K shadded | $2M |
| SAPIENT CAPITAL LLCMRNGSTR SML CP V8.7K shadded | $2M |
| Breakwater Capital GroupMRNGSTR SML CP V8.5K shtrimmed | $2M |
| Paragon Capital Management LtdMRNGSTR SML CP V8K shtrimmed | $1.8M |
| Friday FinancialMRNGSTR SML CP V7.9K shadded | $1.8M |
| Pioneer Wealth Management GroupMRNGSTR SML CP V8K shtrimmed | $1.8M |
| RIVERSEDGE ADVISORS, LLCMRNGSTR SML CP V7.3K shtrimmed | $1.7M |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLCSM CP VAL ETF6K shtrimmed | $1.4M |
| Cadent Capital Advisors, LLCMRNGSTR SML CP V6K shtrimmed | $1.4M |
| Strategic Financial Group, LLCMRNGSTR SML CP V5.4K shadded | $1.2M |
| MJT & Associates Financial Advisory Group, Inc.ETF5.1K shtrimmed | $1.2M |
| Asempa Wealth AdvisorsMRNGSTR SML CP V4.7K shtrimmed | $1.1M |
| Conrad Siegel Investment Advisors, Inc.MRNGSTR SML CP V4.4K shadded | $1M |
| Graves Light Lenhart Wealth, Inc.MRNGSTR SML CP V4.3K shtrimmed | $991K |
| Worth Asset Management, LLCETF4.2K sh— | $981K |
| WINEBRENNER CAPITAL MANAGEMENT LLCMRNGSTR SML CP V3.9K shtrimmed | $910.9K |
| CANANDAIGUA NATIONAL BANK & TRUST COCom3.7K shtrimmed | $846.7K |
| Balefire, LLCMRNGSTR SML CP V3.6K shtrimmed | $824.5K |
| Koenig Investment Advisory, LLCETF3.3K shtrimmed | $753.7K |
| Exchange BankMUTUAL FUNDS/EQ3.2K shadded | $739.3K |
| Hardin Capital Partners, LLCMRNGSTR SML CP V2.5K shadded | $585.5K |
| GILPIN WEALTH MANAGEMENT, LLCMRNGSTR SML CP V2.5K shtrimmed | $579.9K |
| WoodTrust Financial CorpOTHER2.5K shtrimmed | $567K |
| Legacy Private Trust Co.MRNGSTR SML CP V2.4K shadded | $559.8K |
| Tactive Advisors, LLCMRNGSTR SML CP V2.4K shtrimmed | $548K |
| CAMELOT TECHNOLOGY ADVISORS, INC.MRNGSTR SML CP V2.3K shadded | $539.8K |
| Taylor & Morgan Wealth Management, LLCMRNGSTR SML CP V2.2K shadded | $496.8K |
| Iowa State BankCom2.1K shheld | $484.9K |
| Dominguez Wealth Management Solutions, Inc.MRNGSTR SML CP V2.1K shtrimmed | $483.8K |
| Galvin, Gaustad & Stein, LLCMRNGSTR SML CP V2.1K shtrimmed | $480.4K |
| Apeiron RIA LLCMRNGSTR SML CP V2K shtrimmed | $475K |
| ELEVATION WEALTH PARTNERS, LLCMRNGSTR SML CP V2K shtrimmed | $452.7K |
| CoreCap Advisors, LLCETF1.9K shtrimmed | $443.1K |
| MKD WEALTH COACHES, LLCMRNGSTR SML CP V1.9K sh— | $429.7K |
| Ridgewood Investments LLCSM CP VAL ETF1.8K shtrimmed | $426.9K |
| EASTERN BANKSM CP VAL ETF1.6K shadded | $367.1K |
| LWM ADVISORS INCMRNGSTR SML CP V1.5K shadded | $353.9K |
| TITLEIST ASSET MANAGEMENT, LLCMRNGSTR SML CP V1.4K shadded | $317K |
| RFG - Bristol Wealth Advisors, LLCMRNGSTR SML CP V1.4K shadded | $316.3K |
| New Covenant Trust Company, N.A.MRNGSTR SML CP V1.3K shtrimmed | $299.4K |
| Sound Income Strategies, LLCMRNGSTR SML CP V1.3K shtrimmed | $298.6K |
| FELL CAPITAL MANAGEMENT /ADVMRNGSTR SML CP V1.3K shtrimmed | $292K |
| Crumly & Associates Inc.MRNGSTR SML CP V1.2K shheld | $286.9K |
| Intelligence Driven Advisers, LLCMRNGSTR SML CP V1.2K shadded | $282.7K |
| Cooper Financial GroupMRNGSTR SML CP V1.1K shtrimmed | $265.1K |
| Post Resch Tallon Group Inc.MRNGSTR SML CP V1K shadded | $241.9K |
| CYPRESS FINANCIAL PLANNING LLCMRNGSTR SML CP V1K shtrimmed | $240.7K |
| COLTON GROOME FINANCIAL ADVISORS, LLCSM CP VAL ETF1K shtrimmed | $233.9K |
| jvl associates llcSM CP VAL ETF963 shheld | $222.5K |
| First Heartland Consultants, Inc.SM CP VAL ETF947 shtrimmed | $218.8K |
| Kaizen Financial StrategiesMRNGSTR SML CP V907 sh— | $209.6K |
| Venture Visionary Partners LLCMRNGSTR SML CP V893 sh— | $206.3K |
| CogentBlue Wealth Advisors, LLCMRNGSTR SML CP V880 shheld | $203.3K |
| TOMPKINS FINANCIAL CORPSM CP VAL ETF844 shheld | $195K |
| ATWOOD & PALMER INCCOM651 shadded | $150.3K |
| GAMMA Investing LLCETF593 shheld | $137K |
| Wealth Enhancement Trust Services, Inc.SM CP VAL ETF450 shtrimmed | $104K |
| ARMSTRONG ADVISORY GROUP, INCMRNGSTR SML CP V314 shadded | $72.5K |
| Investors Research CorpMRNGSTR SML CP V291 shtrimmed | $67.2K |
| Horrell Capital Management, Inc.ETF232 shheld | $53.6K |
| TOTH FINANCIAL ADVISORY CORPMRNGSTR SML CP V168 shheld | $38.8K |
| Marquette Asset Management, LLCMRNGSTR SML CP V124 shheld | $28.6K |
| VALLEY WEALTH MANAGERS, INC.ETF89 shheld | $20.5K |
| Davis Capital ManagementETF49 shheld | $11.3K |
| FIRST COMMUNITY TRUST NAMRNGSTR SML CP V37 shheld | $8.5K |
| STEPH & COSM CP VAL ETF37 shheld | $8.5K |
| GK Wealth Management LLCMRNGSTR SML CP V32 sh— | $7.4K |
| Central Pacific Bank - Trust DivisionSM CP VAL ETF24 shheld | $5.5K |
| Bullock Wealth Management GroupETF9 shheld | $2.2K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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