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Vanguard Small-Cap Value ETF (VBR) Institutional Ownership

Vanguard Small-Cap Value ETF logo
$198.88 +0.73 (+0.37%)
Closing price 08/5/2025 04:10 PM Eastern
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$199.29 +0.41 (+0.21%)
As of 04:00 AM Eastern
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Institutional Ownership Changes (13F Filings) for Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Number of
Institutional Buyers
(last 12 months)
1079
Total
Institutional Inflows
(last 12 months)
$4.44B
Number of
Institutional Sellers
(last 12 months)
800
Total
Institutional Outflows
(last 12 months)
$1.91B
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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
8/5/2025Fourth Dimension Wealth LLC1,528$298K0.1%-31.7%0.001%
8/5/2025Arrowroot Family Office LLC3,527$688K0.3%N/A0.002%
8/5/2025Beckerman Institutional LLC3,023$590K0.4%-2.6%0.002%
8/5/2025GPS Wealth Strategies Group LLC1,724$336K0.0%-5.2%0.001%
8/5/2025Centennial Bank AR 1,560$304K0.1%-39.1%0.001%
8/5/2025TME Financial Inc.29,129$5.68M4.6%+57.1%0.019%
8/5/2025Integrity Wealth Solutions LLC17,538$3.42M1.7%-9.7%0.012%
8/5/2025Mason Investment Advisory Services Inc.281,121$54.82M3.0%-0.6%0.187%
8/5/2025Magnolia Capital Advisors LLC3,693$720K0.2%+8.8%0.002%
8/5/2025Huntington National Bank7,457$1.45M0.0%-9.5%0.005%
8/5/2025Marion Wealth Management4,261$831K0.2%N/A0.003%
8/5/2025Roffman Miller Associates Inc. PA2,660$519K0.0%-3.7%0.002%
8/5/2025Bank of New York Mellon Corp59,380$11.58M0.0%-9.7%0.039%
8/5/2025Access Investment Management LLC15,000$2.93M0.8%N/A0.010%
8/5/2025Verity Asset Management Inc.14,145$2.76M1.3%-51.6%0.009%
8/5/2025Retirement Financial Solutions LLC77,029$15.02M9.3%-8.9%0.051%
8/5/2025Texas Bank & Trust Co7,165$1.40M0.6%-4.5%0.005%
8/5/2025Bank of Montreal Can381,568$74.41M0.0%-7.2%0.253%
8/5/2025Intellectus Partners LLC7,290$1.43M0.3%-8.4%0.005%
8/5/2025Snider Financial Group1,438$280K0.1%-4.6%0.001%
8/5/2025Burney Co.1,411$275K0.0%-21.9%0.001%
8/5/2025Telos Capital Management Inc.11,831$2.31M0.2%+9.0%0.008%
8/5/2025Sigma Planning Corp23,696$4.62M0.1%+2.7%0.016%
8/5/2025Mission Wealth Management LP14,449$2.82M0.1%+215.1%0.010%
8/5/2025Integrity Financial Corp WA5,803$1.14M0.6%+7.8%0.004%
8/5/2025TIAA Trust National Association782,506$152.60M0.4%+1.0%0.520%
8/5/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors6,394$1.25M0.1%+5.5%0.004%
8/5/2025Elm Partners Management LLC3,034$592K0.0%-17.8%0.002%
8/5/2025Sebold Capital Management Inc.2,340$456K0.3%-5.0%0.002%
8/5/2025Lifeworks Advisors LLC1,029$201K0.0%N/A0.001%
8/5/2025Dravo Bay LLC7,184$1.36M0.7%-3.6%0.005%
8/4/2025 Center for Financial Planning Inc.58,544$11.42M1.3%-76.0%0.039%
8/4/2025 Saxony Capital Management LLC2,771$540K0.4%N/A0.002%
8/4/2025 Leeward Financial Partners LLC36,862$7.19M2.3%-0.2%0.024%
8/4/2025 Integrity Alliance LLC.28,825$5.62M0.3%+4.8%0.019%
8/4/2025 Partners in Financial Planning100,573$19.61M3.6%+2.2%0.067%
8/4/2025 Linscomb Wealth Inc.14,421$2.81M0.1%+0.9%0.010%
8/4/2025 Creative Financial Designs Inc. ADV15,801$3.08M0.2%+15.8%0.010%
8/4/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors5,564$1.09M0.1%-11.6%0.004%
8/4/2025 AMG National Trust Bank12,180$2.38M0.1%+1.3%0.008%
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8/4/2025 IFG Advisory LLC3,843$749K0.0%-75.3%0.003%
8/4/2025 FWG Investments LLC.2,336$456K0.3%N/A0.002%
8/4/2025 BLB&B Advisors LLC2,281$445K0.0%+4.7%0.002%
8/4/2025 UNIVEST FINANCIAL Corp2,790$544K0.0%-25.9%0.002%
8/4/2025 Silver Coast Investments LLC117,826$22.98M8.3%+73.5%0.078%
8/4/2025 One Day In July LLC7,184$1.40M0.1%+54.5%0.005%
8/4/2025 Atria Investments Inc103,130$20.11M0.2%-8.3%0.069%
8/4/2025 Spinnaker Trust36,793$7.18M0.4%-0.9%0.024%
8/4/2025 Savvy Advisors Inc.4,129$805K0.1%+22.1%0.003%
8/4/2025 Assetmark Inc.4,360,477$850.34M2.0%+4.4%2.896%
8/4/2025 HBK Sorce Advisory LLC2,118$413K0.0%-34.9%0.001%
8/4/2025 Spire Wealth Management13,986$2.73M0.1%-8.4%0.009%
8/4/2025 Arkadios Wealth Advisors18,212$3.55M0.1%+5.8%0.012%
8/4/2025 World Investment Advisors7,526$1.47M0.0%-90.8%0.005%
8/4/2025 Daymark Wealth Partners LLC1,979$386K0.0%+9.4%0.001%
8/4/2025 Bristlecone Advisors LLC2,151$419K0.0%+290.4%0.001%
8/4/2025 WNY Asset Management LLC1,709$333K0.0%+6.2%0.001%
8/4/2025 Evergreen Wealth Management LLC7,133$1.39M0.8%-2.2%0.005%
8/1/2025 Winebrenner Capital Management LLC3,877$756K0.6%+18.0%0.003%
8/1/2025 Milestone Asset Management Group LLC1,537$300K0.2%+19.1%0.001%
8/1/2025 James Investment Research Inc.19,146$3.73M0.4%-15.2%0.013%
8/1/2025 Planning Directions Inc.7,100$1.39M0.8%-29.6%0.005%
8/1/2025 Zhang Financial LLC236,780$46.17M2.1%-3.4%0.157%
8/1/2025 Capital Investment Counsel LLC1,296$253K0.0%N/A0.001%
8/1/2025 Integral Investment Advisors Inc.2,155$420K0.1%+36.0%0.001%
8/1/2025 Clark Asset Management LLC2,528$493K0.1%+112.3%0.002%
8/1/2025 Advisory Alpha LLC29,842$5.82M0.2%+3.6%0.020%
8/1/2025 Facet Wealth Inc.43,775$8.68M0.2%-12.9%0.029%
8/1/2025 Liberty Wealth Management LLC9,260$1.81M0.3%+19.9%0.006%
8/1/2025 Cobblestone Capital Advisors LLC NY1,308$255K0.0%-16.6%0.001%
8/1/2025 Penobscot Wealth Management1,560$304K0.1%N/A0.001%
8/1/2025 Bessemer Group Inc.10,595$2.07M0.0%-14.8%0.007%
8/1/2025 Financial Counselors Inc.13,148$2.56M3.6%-66.6%0.009%
8/1/2025 Yukon Wealth Management Inc.3,335$650K0.2%-25.6%0.002%
8/1/2025 First Command Advisory Services Inc.305$59K0.0%-36.2%0.000%
8/1/2025 Pasadena Private Wealth LLC117,238$22.86M3.9%-5.8%0.078%
8/1/2025 Ashton Thomas Private Wealth LLC11,063$2.17M0.1%-70.4%0.007%
8/1/2025 American Financial & Tax Strategies Inc.15,020$2.93M1.5%-0.9%0.010%
8/1/2025 MorganRosel Wealth Management LLC3,754$732K0.2%-88.4%0.002%
8/1/2025 Envestnet Asset Management Inc.1,703,138$332.09M0.1%-4.0%1.131%
7/31/2025 Wealthfront Advisers LLC34,150$6.66M0.0%+9.3%0.023%
7/31/2025 Whipplewood Advisors LLC914$178K0.1%+246.2%0.001%
7/31/2025 Schneider Downs Wealth Management Advisors LP12,350$2.41M0.4%+995.8%0.008%
7/31/2025 Brighton Jones LLC22,001$4.29M0.1%-2.8%0.015%
7/31/2025 Waldron Private Wealth LLC167,804$32.88M1.4%-0.2%0.111%
7/31/2025 Leavell Investment Management Inc.12,436$2.44M0.1%-2.4%0.008%
7/31/2025 CVA Family Office LLC8,447$1.65M0.2%-5.5%0.006%
7/31/2025 Brian Low Financial Group LLC1,406$274K0.3%N/A0.001%
7/31/2025 BIP Wealth LLC24,541$4.79M0.3%+6.8%0.016%
7/31/2025 City State Bank8,268$1.61M0.5%-2.1%0.005%
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7/31/2025 Focus Partners Advisor Solutions LLC139,592$27.22M0.4%-0.7%0.093%
7/31/2025 Curio Wealth LLC706$138K0.1%+23,433.3%0.000%
7/31/2025 Glass Jacobson Investment Advisors llc24,079$4.70M1.8%+2.0%0.016%
7/31/2025 Kathleen S. Wright Associates Inc.17,661$3.44M1.3%-17.9%0.012%
7/31/2025 3EDGE Asset Management LP6,665$1.30M0.1%N/A0.004%
7/31/2025 LJI Wealth Management LLC2,866$559K0.1%+150.5%0.002%
7/31/2025 Sharper & Granite LLC29,061$5.83M2.2%+1.6%0.019%
7/31/2025 Carnegie Investment Counsel2,315$451K0.0%-5.3%0.002%
7/31/2025 Cornerstone Management Inc.31,672$6.18M1.1%+0.5%0.021%
7/31/2025 Moser Wealth Advisors LLC58,536$11.42M5.5%-9.4%0.039%
(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, 1,644 institutional investors and hedge funds held shares of Vanguard Small-Cap Value ETF. The most heavily invested institutionals were Bank of America Corp DE ($3.66B), Assetmark Inc. ($850.34M), Betterment LLC ($624.64M), Morgan Stanley ($619.27M), Wells Fargo & Company MN ($353.00M), Captrust Financial Advisors ($335.72M), and Envestnet Asset Management Inc. ($332.09M).Learn more on Vanguard Small-Cap Value ETF's institutional investors.

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

Of the 1,416 institutional investors that purchased Vanguard Small-Cap Value ETF's 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), Brooklyn FI LLC ($4.36M), World Investment Advisors LLC ($1.52M), Captrust Financial Advisors ($1.49M), Strategic Financial Concepts LLC ($1.28M), Essex Financial Services Inc. ($1.21M), and Raymond James Financial Inc. ($982.87K).

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

Institutional investors have bought a total of 22,651,767 shares in the last 24 months. This purchase volume represents approximately $4.44B in transactions.

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

Of the 800 institutional investors that sold Vanguard Small-Cap Value ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jones Financial Companies Lllp ($2.35M), Essex Financial Services Inc. ($1.21M), Mather Group LLC. ($596.93K), Symmetry Partners LLC ($443.85K), Betterment LLC ($344.73K), PDS Planning Inc ($283.84K), and Envestnet Asset Management Inc. ($217.25K).

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

Institutional investors have sold a total of 9,875,540 shares in the last 24 months. This volume of shares sold represents approximately $1.91B in transactions.


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This page (NYSEARCA:VBR) was last updated on 8/6/2025 by MarketBeat.com Staff
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