VBR institutional holders

Vanguard Morningstar Small-Cap Value ETF · 1,836 reporting institutions · $20.1B reported value

Funds that can replace VBR · VBR return decomposition

Institutional holdings

Institutions reporting VBR, largest first
InstitutionReported positionAdvisors at firmReport period
Bank of America Corp /de$3.3B02026-06-30
Assetmark, Inc$1.2B2202026-06-30
Morgan Stanley$938.8M23,1852026-06-30
Aspiriant, LLC$424.2M732026-06-30
Wells Fargo & Company/mn$407.3M02026-06-30
Envestnet Pmc$387.2M602026-06-30
Lpl Financial LLC$375.2M23,4582026-06-30
Sei Investments Co$368.2M02026-06-30
UBS Group AG$356.4M02026-06-30
Captrust Financial Advisors$314.5M9622026-06-30
Cetera Investment Advisers$292M10,3702026-06-30
Jones Financial Companies LLLP$251.3M02026-06-30
Raymond James Financial Inc$249.2M02026-06-30
Osaic Holdings, Inc.$207.8M02026-06-30
PNC Financial Services Group, Inc.$205.2M02026-06-30
Focus Partners Wealth$202.5M1,0482026-06-30
Choreo, LLC$198.1M1482026-06-30
Savant Wealth Management$187.8M4052026-06-30
Hightower Advisors, LLC$184.9M1,0462026-06-30
Jpmorgan Chase & Co$170.6M02026-06-30
Ameriprise Financial Inc$164.1M02026-06-30
Allworth Financial, LP$160M3172026-06-30
Pathstone Holdings, LLC$155.3M02026-06-30
Mather Group, Llc.$152.2M1102026-06-30
TIAA-CREF Individual & Institutional Services, LLC$150.1M1,7212026-06-30
Commonwealth Equity Services, LLC$133.9M2,8632026-06-30
Rwa Wealth Partners, LLC$130.1M722026-06-30
Moneta Group Investment Advisors LLC$123.7M2562026-06-30
Royal Bank of Canada$117.9M02026-06-30
Mariner, LLC$115.3M02026-06-30
Rockefeller Capital Management LP$113.8M3462026-06-30
Stephens Group Asset Management, LLC$112.5M32026-06-30
Mill Creek Capital Advisors, LLC$106.1M02026-03-31
Retirement Investment Advisors, Inc.$96.3M82026-06-30
Northwestern Mutual Wealth Management Co$93.8M02026-06-30
Bank of Montreal /can$93.1M02026-06-30
Retirement Systems of Alabama$92.9M02026-06-30
Jmg Financial Group, Ltd.$92.3M482026-06-30
Stifel Financial Corp$89.3M02026-06-30
Efficient Advisors, LLC$86.5M02026-03-31
Creative Planning$83.1M1,1712026-06-30
Modera Wealth Management, LLC$80.6M1352026-06-30
Mokosak Advisory Group, LLC$79.7M42026-06-30
Cresset Asset Management, LLC$78.8M2122026-06-30
Rodgers & Associates, Ltd$78.3M122026-06-30
Wealth Enhancement Advisory Services, LLC$76.8M1,0262026-06-30
Stephens Inc /ar$73.6M2432026-06-30
1832 Asset Management LP$72.3M02026-06-30
Bragg Financial Advisors Inc$70.6M152026-06-30
Mason Investment Advisory Services, Inc.$68.6M312026-06-30
Goldman Sachs Group Inc$63.5M02026-06-30
Financial Advisory Corporation$62.8M92026-06-30
United Capital Financial Advisors, LLC$62.7M1662026-06-30
Bailard, Inc.$62.6M402026-06-30
Everhart Financial Group, Inc.$62.1M362026-06-30
Cerity Partners LLC$60.4M7772026-06-30
Discipline Wealth Solutions, Inc.$60.3M192026-06-30
Wit, LLC$58.9M02026-06-30
Exencial Wealth Advisors, LLC$55.5M02026-03-31
Zhang Financial LLC$54.9M202026-06-30
Summit Financial, LLC$54.3M2292026-06-30
Abacus Planning Group, Inc.$53.8M152026-06-30
Fifth Third Bancorp$53M02026-06-30
Wealthspire Advisors, LLC$52.8M2372026-06-30
Corient Private Wealth LP$51.2M6742026-06-30
Opal Wealth Advisors, LLC$48.5M102026-06-30
Beacon Pointe Advisors, LLC$47.6M4662026-06-30
Kestra Advisory Services, LLC$46.9M1,4792026-06-30
US Bancorp$45.7M02026-06-30
MML Investors Services, LLC$45.5M5,1202026-06-30
Foster Group, Inc.$44.9M582026-06-30
Comprehensive Financial Management LLC$44.8M02026-06-30
Mercer Global Advisors Inc /adv$44.1M02026-06-30
Sanctuary Advisors, LLC$42.5M4012026-06-30
Truist Financial Corp$41.4M02026-06-30
Fmr LLC$40.6M02026-06-30
Cwm, LLC$40M6672026-03-31
Baird Financial Group, Inc.$39.1M02026-06-30
Newedge Advisors$38.4M6012026-06-30
Equitable Holdings, Inc.$37.7M02026-06-30
Glenmede Trust Co NA$37.6M62026-06-30
Strategies Wealth Advisors, LLC$37.1M182026-06-30
Asset Management Group, Inc.$36.5M22026-06-30
Marotta Asset Management$35.9M92026-06-30
Waller Financial Planning Group, Inc$35.6M62026-06-30
Waldron Private Wealth$35.2M422026-06-30
Aaron Wealth Advisors LLC$34.5M102026-06-30
Northwest Quadrant Wealth Management, LLC$34M22026-06-30
Charles Schwab Investment Management Inc$33.9M372026-06-30
Grove Street Fiduciary, LLC$32.8M22026-06-30
Verus Financial Partners, Inc.$32.2M122026-06-30
25 Financial$31.9M92026-06-30
Empirical Financial Services, LLC D.b.a. Empirical Wealth Management$31.9M02026-06-30
Grey Fox Wealth Advisors, LLC$31.7M112026-06-30
Wealth Architects, LLC$31.4M152026-06-30
Merit Financial Group, LLC$30.9M2952026-06-30
Brickley Wealth Management$30.6M62026-06-30
&partners$30.5M5552026-06-30
Bhk Investment Advisors, LLC$30.3M52026-06-30
Comerica Bank$28.4M02025-12-31
McAdam LLC$28.2M1352026-06-30
Plante Moran Financial Advisors$28.2M1312026-06-30
Focus Partners Advisor Solutions, LLC$27.9M422026-06-30
Whitaker-Myers Wealth Managers, Ltd.$27.9M162026-06-30
Johnson Investment Counsel Inc$27.8M652026-06-30
Performa Ltd (US), LLC$27M02026-06-30
World Investment Advisors$26.9M3592026-06-30
Openarc Corporate Advisory, LLC$26.4M1232026-06-30
Strategic Investment Advisors / Mi$26.1M02026-06-30
Silver Coast Investments LLC$25.7M112026-06-30
Atria Investments, Inc$25.6M62026-06-30
Hillman Co$25.4M02026-06-30
Pasadena Private Wealth, LLC$25M02026-06-30
Partners In Financial Planning$24.2M72026-06-30
E&R Wealth Management, LLC$24.2M22026-06-30
Pds Planning, Inc$23.8M102026-06-30
Truewealth Financial Partners$23.3M52026-06-30
Retirement Planning Group, LLC$22.2M02026-06-30
Avior Wealth Management, LLC$22M692026-06-30
Aqr Capital Management LLC$21.7M12026-06-30
Brooklyn Fi, LLC$21.5M152026-06-30
Mai Capital Management$21.3M3082026-06-30
Benjamin Edwards Inc$21M02026-06-30
Capital Wealth Management, LLC$20.4M122026-06-30
Robinswood Financial LLC$20.1M62026-06-30
Inspirion Wealth Advisors, LLC$19.8M102026-06-30
Presilium Private Wealth, LLC$19.6M52026-06-30
Gallagher Fiduciary Advisors, LLC$19.3M1262026-06-30
Hb Wealth Management, LLC$19.2M1692026-06-30
St. Louis Trust Co$19.1M02026-06-30
Black Diamond Financial, LLC$19M122026-06-30
Meridian Wealth Management, LLC$18.9M582026-06-30
D.A. Davidson & Co.$18.8M6892026-06-30
Marmo Financial Group, LLC$18.5M02026-03-31
Lees Monsour Group$18.5M32026-06-30
Studio Investment Management LLC$18.2M42026-06-30
Arax Advisory Partners$18M2322026-06-30
Family Cfo Inc$17.8M02026-06-30
Steward Partners Investment Advisory, LLC$17.8M4812026-06-30
Arvest Investments, Inc.$17.8M2042026-06-30
Sequoia Financial Group, LLC$17.1M2582026-06-30
Tradition Wealth Management, LLC$17.1M232026-06-30
Checchi Capital Advisers, LLC$16.7M82026-06-30
Traveka Wealth, LLC$16.6M32026-06-30
Baltimore-Washington Financial Advisors, Inc.$16.5M132026-06-30
Cullen/frost Bankers, Inc.$16.5M02026-06-30
Blair William & Co/il$16.4M3292026-06-30
Yale Capital Corp.$16.4M52026-06-30
CIBC Bancorp USA Inc.$16.2M02026-06-30
Steele Capital Management, Inc.$16.1M152026-06-30
Victory Financial Group, LLC$16M562026-06-30
Compound Planning, Inc.$16M752026-06-30
Fiducient Advisors LLC$15.9M692026-06-30
Umb Bank, N.A.$15.8M02026-06-30
Payne Capital Management, LLC$15.7M72026-06-30
Flywheel Private Wealth LLC$15.7M22026-06-30
Jacobsen Capital Management$15.6M32026-06-30
Advisory Services Network$15.3M2532026-06-30
Bancfirst Trust & Investment Management$15.2M02026-06-30
Apella Capital, LLC$15M1042026-06-30
Weinberger Asset Management, Inc$14.9M32026-06-30
Bartlett & Co. Wealth Management LLC$14.8M322026-06-30
Jmac Enterprises LLC$14.7M32026-06-30
Ancora Advisors LLC$14.5M102026-06-30
Coastline Trust Co$14.4M02026-06-30
Financial Synergies Wealth Advisors, Inc.$14.3M172026-06-30
Quantinno Capital Management LP$14.2M02026-06-30
Harbour Investments, Inc.$14.1M2472026-06-30
Pure Financial Advisors, LLC$14M882026-06-30
Eagle Strategies LLC$14M2,4962026-06-30
Bank of New York Mellon Corp$14M02026-06-30
Veery Capital, LLC$14M82026-06-30
Praetorian Wealth Management, Inc.$14M72026-06-30
Peak Retirement Planning, Inc.$13.7M142026-06-30
Center for Financial Planning Inc$13.6M172026-06-30
Capital Advantage, Inc.$13.4M82026-06-30
Inlight Wealth$13.4M52026-06-30
Concurrent Investment Advisors, LLC$13.2M3492026-06-30
Firestone Capital Management$13.2M62026-06-30
Forbes Financial Planning, Inc.$13.1M12026-06-30
Kohmann Bosshard Financial Services, Llc.$12.8M32026-06-30
Gladwyn Financial Advisors, Inc.$12.7M22026-06-30
Sepio Capital, LP$12.7M192026-06-30
Oath Planning, LLC$12.6M62026-06-30
Fee-Only Financial Planning, L.C.$12.6M32026-06-30
Lansing Street Advisors$12.5M62026-06-30
Private Advisor Group, LLC$12.4M9272026-06-30
Balance Wealth$12.3M92026-06-30
M&T Bank Corp$12.3M02026-06-30
Cherry Tree Wealth Management, LLC$12.2M92026-03-31
Clear Wave Wealth Management LLC$12.1M22026-06-30
Mayport Wealth Management$12.1M32026-06-30
Phillips Financial Management, LLC$12M152026-06-30
Joel Isaacson & Co., LLC$12M152026-06-30
Atlas Capital Advisors Inc.$11.9M82026-06-30
Ae Wealth Management LLC$11.9M4712026-06-30
Advisory Alpha, LLC$11.8M662026-06-30
Ep Wealth Advisors, LLC$11.6M3382026-06-30
Family Wealth Partners, LLC$11.5M02026-06-30
Clayton Financial Group LLC$11.4M32026-06-30
Spectrum Investment Advisors, Inc.$11.4M232026-06-30
Global Retirement Partners LLC$11.3M4912026-06-30
Old National Bancorp /in$11.3M02026-06-30
Sage Financial Group Inc$11.3M202026-06-30
Relyea Zuckerberg Hanson LLC$11.2M72026-06-30
TIAA Trust, National Association$11.2M02026-06-30
Parallel Advisors, LLC$11.1M752026-06-30
Noble Family Wealth, LLC$11M62026-06-30
Fifth Third Securities, Inc.$11M1,0142026-06-30
Farther Finance Advisors, LLC$11M3342026-06-30
Shepherd Financial Partners LLC$11M82026-06-30
Kestra Private Wealth Services, LLC$10.9M2062026-06-30
Hegarty Advisors, LLC$10.9M22026-06-30
San Luis Wealth Advisors$10.9M72026-06-30
Wrenne Financial Planning LLC$10.9M72026-06-30
Lmcg Investments, LLC$10.9M72026-06-30
Pinnacle Financial Partners, Inc.$10.8M02026-06-30
Bip Wealth, LLC$10.8M622026-06-30
Davenport & Co LLC$10.8M3392026-06-30
Mainsail Financial Group, LLC$10.7M62026-06-30
Shufro Rose & Co LLC$10.6M122026-06-30
Arkadios Wealth Advisors$10.4M2262026-06-30
Brown Advisory Inc$10.3M02026-06-30
Jbglobal.com LLC$10.3M12026-06-30
Cardiff Park Advisors, LLC$10.2M12026-06-30
Alliancebernstein LP$10M5172026-06-30
Thrive Capital Management, LLC$10M172026-06-30
Prosperity Planning, Inc.$10M112026-06-30
Vestmark Advisory Solutions, Inc.$9.9M82026-06-30
Wharton Business Group, LLC$9.8M32026-06-30
Elgethun Capital Management$9.7M102026-06-30
Silvia McColl Wealth Management, LLC$9.7M22026-06-30
Garde Capital, Inc.$9.7M92026-06-30
Elevation Point Wealth Partners, LLC$9.6M562026-06-30
Fortis Capital Management LLC$9.6M152026-06-30
Ifrah Financial Services, Inc.$9.5M92026-06-30
Pinnacle Financial Partners Inc$9.4M02025-09-30
Courier Capital LLC$9.4M142026-06-30
Bluespring Wealth Management, LLC$9.3M502026-06-30
Nicholas Hoffman & Company, Llc.$9.3M132026-06-30
Cornerstone Wealth Advisors, Inc.$9.3M52026-06-30
Quent Capital, LLC$9.3M02026-06-30
CIBC Private Wealth Group LLC$9.3M02025-12-31
Fairway Financial, LLC$9.1M22026-06-30
Elevatus Welath Management$9.1M52026-06-30
Diversified Management Inc$9.1M62026-06-30
Symmetry Partners, LLC$9M232026-06-30
Portside Wealth Group, LLC$9M562026-06-30
Towerpoint Wealth, LLC$8.9M52026-06-30
White Lighthouse Investment Management Inc.$8.9M62026-06-30

The 250 largest of 1,836 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30