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Vanguard Small-Cap Value ETF (VBR) Institutional Ownership

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$191.11
+0.94 (+0.49%)
(As of 05/15/2024 ET)
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Institutional Ownership Changes (13F Filings) for Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Number of
Institutional Buyers
(last 12 months)
855
Total
Institutional Inflows
(last 12 months)
$5.41B
Number of
Institutional Sellers
(last 12 months)
646
Total
Institutional Outflows
(last 12 months)
$1.16B
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VBR Institutional Buying and Selling by Quarter

Vanguard Small-Cap Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2024Captrust Financial Advisors201,362$38.64M0.1%-60.0%0.133%
5/15/2024Ascent Group LLC11,122$2.13M0.2%-3.5%0.007%
5/15/2024SVB Wealth LLC5,807$1.11M0.0%-23.2%0.004%
5/15/2024Beaird Harris Wealth Management LLC10,597$2.03M0.2%-2.3%0.007%
5/15/2024BOKF NA8,261$1.57M0.0%+5.5%0.005%
5/15/2024Kestra Advisory Services LLC105,849$20.31M0.1%+6.2%0.070%
5/15/2024 LRI Investments LLC1,108$209K0.0%N/A0.001%
5/15/2024 1832 Asset Management L.P.312,028$59.87M0.0%-2.5%0.207%
5/15/2024 Linscomb Wealth Inc.14,153$2.72M0.1%-2.1%0.009%
5/14/2024 JT Stratford LLC2,314$444K0.1%-30.7%0.002%
5/14/2024 Sheaff Brock Investment Advisors LLC1,964$377K0.0%-11.2%0.001%
5/14/2024 Cadence Bank2,012$386K0.0%-6.2%0.001%
5/14/2024 Axxcess Wealth Management LLC2,979$572K0.0%-35.5%0.002%
5/14/2024 EP Wealth Advisors LLC36,162$6.94M0.1%-0.6%0.024%
5/14/2024 Freestone Capital Holdings LLC2,057$395K0.0%+25.0%0.001%
5/14/2024 CreativeOne Wealth LLC21,161$4.06M0.2%+65.5%0.014%
5/14/2024 TFO Wealth Partners LLC3,271$628K0.1%-3.9%0.002%
5/14/2024 Sax Wealth Advisors LLC2,446$469K0.1%+59.1%0.002%
5/14/2024 Northwest Wealth Management LLC17,087$3.28M0.9%-3.9%0.011%
5/14/2024 Kraft Asset Management LLC10,298$1.98M1.6%-3.9%0.007%
5/14/2024 Elgethun Capital Management11,994$2.29M0.6%+17.1%0.008%
5/14/2024 Evermay Wealth Management LLC11,600$2.23M0.3%+263.1%0.008%
5/14/2024 Burns Matteson Capital Management LLC6,763$1.30M0.7%-18.4%0.004%
5/14/2024 InterOcean Capital Group LLC21,392$4.11M0.1%+3.7%0.014%
5/14/2024 Oxford Financial Group LTD. LLC524$101K0.0%+74.7%0.000%
5/13/2024 Bessemer Group Inc.5,884$1.13M0.0%-8.8%0.004%
5/13/2024 Index Fund Advisors Inc.19,689$3.78M0.2%+0.4%0.013%
5/13/2024 Goepper Burkhardt LLC31,376$5.91M2.7%-4.5%0.021%
5/13/2024 Shakespeare Wealth Management LLC86,522$16.60M4.8%+0.8%0.057%
5/13/2024 O Shaughnessy Asset Management LLC5,765$1.11M0.0%+51.4%0.004%
5/13/2024 Rockport Wealth LLC2,617$502K0.2%N/A0.002%
5/13/2024 PAX Financial Group LLC3,061$587K0.1%-2.6%0.002%
5/11/2024 Trustmark National Bank Trust Department20,194$3.88M0.3%+2.0%0.013%
5/11/2024 Resurgent Financial Advisors LLC9,477$1.82M1.0%+102.2%0.006%
5/11/2024 Exencial Wealth Advisors LLC332,480$63.80M2.4%-2.6%0.220%
5/11/2024 Jacobi Capital Management LLC5,629$1.08M0.1%-3.9%0.004%
5/11/2024 Retirement Financial Solutions LLC84,877$16.29M8.4%+9.9%0.056%
5/10/2024 Osaic Holdings Inc.723,260$138.87M0.3%-22.7%0.479%
5/10/2024 Blue Barn Wealth LLC12,143$2.33M1.3%-1.6%0.008%
5/10/2024 Rodgers & Associates LTD295,571$56.71M7.3%-0.2%0.196%
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5/10/2024 TIAA Trust National Association679,484$130.38M0.4%+4.4%0.450%
5/10/2024 Vanguard Group Inc.29,411$5.64M0.0%+6.6%0.019%
5/10/2024 Nicolet Advisory Services LLC1,898$359K0.0%-59.1%0.001%
5/10/2024 First Foundation Advisors1,330$255K0.0%-4.9%0.001%
5/10/2024 ARK & TLK Investments LLC6,809$1.31M0.4%+24.8%0.005%
5/10/2024 Tocqueville Asset Management L.P.18,351$3.52M0.1%-4.4%0.012%
5/10/2024 Motco190$36K0.0%N/A0.000%
5/10/2024 Truepoint Inc.27,463$5.27M0.1%+33.3%0.018%
5/9/2024 Forum Financial Management LP14,824$2.84M0.0%-67.9%0.010%
5/9/2024 Dorsey & Whitney Trust CO LLC4,915$943K0.1%+13.9%0.003%
5/9/2024 Brighton Jones LLC24,473$4.70M0.2%-0.4%0.016%
5/9/2024 ProVise Management Group LLC9,544$1.83M0.2%-7.2%0.006%
5/9/2024 Private Portfolio Partners LLC68,774$13.20M2.8%+4.1%0.046%
5/9/2024 Orion Portfolio Solutions LLC10,711$2.06M0.0%+21.0%0.007%
5/9/2024 Blair William & Co. IL44,803$8.60M0.0%-21.3%0.030%
5/9/2024 HBK Sorce Advisory LLC2,074$398K0.0%-51.9%0.001%
5/9/2024 Kingsview Wealth Management LLC7,090$1.36M0.0%-2.4%0.005%
5/9/2024 Planning Directions Inc.9,167$1.76M1.2%+1.6%0.006%
5/9/2024 SageView Advisory Group LLC470,292$82.43M3.9%+10,480.2%0.311%
5/9/2024 MB Generational Wealth LLC6,015$1.15M1.0%-41.9%0.004%
5/9/2024 Camelot Portfolios LLC2,105$404K0.4%-26.2%0.001%
5/9/2024 BHK Investment Advisors LLC134,032$25.72M9.9%+32.3%0.089%
5/9/2024 Hudson Value Partners LLC5,687$1.09M0.5%+10.9%0.004%
5/9/2024 WP Advisors LLC13,466$2.58M0.8%+0.5%0.009%
5/9/2024 Koshinski Asset Management Inc.27,311$5.24M0.5%+182.3%0.018%
5/8/2024 Schneider Downs Wealth Management Advisors LP1,218$234K0.1%-7.8%0.001%
5/8/2024 Baltimore Washington Financial Advisors Inc.50,977$9.78M0.6%+3.0%0.034%
5/8/2024 Bleakley Financial Group LLC2,765$531K0.0%-4.2%0.002%
5/8/2024 Avantax Advisory Services Inc.64,528$12.38M0.1%-4.0%0.043%
5/8/2024 US Bancorp DE137,675$26.42M0.0%-5.3%0.091%
5/8/2024 Russell Investments Group Ltd.1,081$207K0.0%+119.7%0.001%
5/8/2024 Roffman Miller Associates Inc. PA2,921$560K0.0%-2.2%0.002%
5/8/2024 QRG Capital Management Inc.1,505$289K0.0%-16.8%0.001%
5/8/2024 Tranquility Partners LLC9,899$1.90M0.7%+0.7%0.007%
5/8/2024 Watershed Private Wealth LLC1,442$277K0.1%-18.6%0.001%
5/8/2024 Verus Financial Partners Inc.293,449$56.31M6.6%+0.8%0.194%
5/8/2024 Williams Jones Wealth Management LLC.2,178$418K0.0%+38.4%0.001%
5/8/2024 Inspire Advisors LLC2,837$544K0.1%-5.5%0.002%
5/8/2024 Thoroughbred Financial Services LLC6,421$1.23M0.1%-14.3%0.004%
5/7/2024 NorthRock Partners LLC2,898$556K0.0%+27.4%0.002%
5/7/2024 Choate Investment Advisors24,432$4.69M0.1%N/A0.016%
5/7/2024 Fiduciary Family Office LLC17,574$3.37M1.3%-1.3%0.012%
5/7/2024 Sei Investments Co.1,266,835$243.09M0.4%+4.9%0.839%
5/7/2024 SilverOak Wealth Management LLC1,203$231K0.1%N/A0.001%
5/7/2024 Concurrent Investment Advisors LLC46,090$8.84M0.4%-1.2%0.031%
5/7/2024 Atomi Financial Group Inc.7,539$1.45M0.1%+10.8%0.005%
5/7/2024 Smithfield Trust Co5,111$980K0.1%+4.7%0.003%
5/7/2024 Facet Wealth Inc.57,456$10.71M0.4%+13.6%0.038%
5/7/2024 Highland Capital Management LLC56,529$10.85M0.6%-3.1%0.037%
5/7/2024 Windward Private Wealth Management Inc.9,958$1.91M0.8%-14.9%0.007%
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5/7/2024 Oppenheimer & Co. Inc.5,254$1.01M0.0%+4.3%0.003%
5/7/2024 PFG Advisors20,571$3.95M0.3%+7.6%0.014%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management116,827$22.42M0.7%-1.2%0.077%
5/7/2024 Hilltop National Bank7,208$1.38M0.5%N/A0.005%
5/7/2024 Wealthspire Advisors LLC102,677$19.70M0.3%-0.4%0.068%
5/7/2024 Roof Eidam Maycock Peralta LLC16,567$3.18M0.9%+3.7%0.011%
5/7/2024 Spectrum Investment Advisors Inc.39,194$7.52M5.6%+2.6%0.026%
5/7/2024 Empowered Funds LLC94,696$18.17M0.3%+4,441.8%0.063%
5/7/2024 Stokes Family Office LLC20,345$3.90M0.5%+1.3%0.013%
5/6/2024 Envestnet Portfolio Solutions Inc.17,209$3.30M0.0%-6.0%0.011%
(Data available from 1/1/2016 forward)

VBR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VBR shares?

During the previous two years, 1,393 institutional investors and hedge funds held shares of Vanguard Small-Cap Value ETF. The most heavily invested institutionals were Aspire Private Capital LLC ($20.64B), Bank of America Corp DE ($1.82B), Betterment LLC ($1.28B), Morgan Stanley ($619.27M), Assetmark Inc. ($597.34M), Jones Financial Companies Lllp ($585.85M), and Envestnet Asset Management Inc. ($464.11M).Learn more on VBR's institutional investors.

Which institutional investors have been buying Vanguard Small-Cap Value ETF stock?

Of the 1,200 institutional investors that purchased Vanguard Small-Cap Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bishop & Co Investment Management LLC ($20.23M), Bank of America Corp DE ($1.77M), Bank of Montreal Can ($1.07M), Envestnet Asset Management Inc. ($792.98K), TIAA Trust National Association ($679.48K), Betterment LLC ($476.09K), and SageView Advisory Group LLC ($465.85K).

How much institutional buying is happening at Vanguard Small-Cap Value ETF?

Institutional investors have bought a total of 46,811,951 shares in the last 24 months. This purchase volume represents approximately $7.68B in transactions.

Which Vanguard Small-Cap Value ETF major shareholders have been selling company stock?

Of the 889 institutional investors that sold Vanguard Small-Cap Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Aaron Wealth Advisors LLC ($8.07M), Jones Financial Companies Lllp ($1.53M), Envestnet Asset Management Inc. ($621.26K), Captrust Financial Advisors ($483.55K), UBS Group AG ($420.05K), EP Wealth Advisors LLC ($403.28K), and Allworth Financial LP ($386.05K).

How much institutional selling is happening at Vanguard Small-Cap Value ETF?

Institutional investors have sold a total of 22,352,849 shares in the last 24 months. This volume of shares sold represents approximately $3.52B in transactions.


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This page (NYSEARCA:VBR) was last updated on 5/16/2024 by MarketBeat.com Staff

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