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Vanguard Small-Cap Value ETF (VBR) Institutional Ownership

Vanguard Small-Cap Value ETF logo
$208.75 -1.93 (-0.92%)
Closing price 04:10 PM Eastern
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$209.44 +0.69 (+0.33%)
As of 07:17 PM 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)
1125
Total
Institutional Inflows
(last 12 months)
$4.57B
Number of
Institutional Sellers
(last 12 months)
836
Total
Institutional Outflows
(last 12 months)
$2.47B
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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
10/7/2025Canandaigua National Bank & Trust Co.4,362$910K0.1%-1.2%0.003%
10/7/2025Stephens Group Asset Management LLC378,525$79.00M5.3%-16.6%0.251%
10/7/2025Ervin Investment Management LLC24,017$5.01M2.9%+0.8%0.016%
10/7/2025Thrive Wealth Management LLC1,860$388K0.1%-5.3%0.001%
10/6/2025Destiny Wealth Partners LLC3,282$685K0.1%+2.8%0.002%
10/6/2025ARS Wealth Advisors Group LLC45,160$9.43M0.9%-56.4%0.030%
10/6/2025JBGlobal.com LLC46,661$9.74M9.9%-10.9%0.031%
10/6/2025Collective Family Office LLC38,575$8.05M1.9%+0.3%0.026%
10/6/2025Heartwood Wealth Advisors LLC15,282$3.19M0.3%+1.6%0.010%
10/6/2025Inspirion Wealth Advisors LLC224,362$45.05M6.6%-3.3%0.149%
10/6/2025Grove Bank & Trust8,767$1.83M0.2%+0.7%0.006%
10/6/2025Cambridge Financial Group LLC22,433$4.68M1.5%+4.6%0.015%
10/3/2025 Aaron Wealth Advisors LLC136,680$28.53M1.7%+41.5%0.091%
10/3/2025 HFG Wealth Management LLC3,170$618K0.3%N/A0.002%
10/3/2025 Breakwater Investment Management323$67K0.0%-16.3%0.000%
10/2/2025 InvesTrust8,449$1.76M0.6%+1.6%0.006%
10/2/2025 Investors Research Corp407$85K0.0%-25.5%0.000%
10/1/2025 BancFirst Trust & Investment Management65,865$13.70M5.2%+4.5%0.044%
9/29/2025Vestwell Advisors LLC6,678$1.30M0.5%N/A0.004%
9/26/2025Corient Private Wealth LLC198,986$38.83M0.1%-9.9%0.132%
9/23/2025RS Crum Inc.4,245$828K0.2%-2.3%0.003%
9/22/2025GatePass Capital LLC1,035$202K0.1%-34.6%0.001%
9/22/2025Caldwell Trust Co3,673$716K0.1%N/A0.002%
9/12/2025Valeo Financial Advisors LLC30,771$6.00M0.1%+8.0%0.020%
9/9/2025Cambridge Financial Group LLC21,453$4.18M1.6%-6.5%0.014%
9/9/2025NWF Advisory Services Inc.2,010$392K0.0%-7.8%0.001%
9/5/2025Prospera Capital Management LLC4,514$884K0.3%+10.6%0.003%
9/4/2025Osaic Holdings Inc.812,288$156.32M0.3%+67.1%0.539%
9/3/2025American Trust2,648$516K0.0%N/A0.002%
9/3/2025Ballentine Capital Advisors Inc2,022$394K0.2%-10.7%0.001%
8/29/2025Total Investment Management Inc.857$167K0.0%-50.2%0.001%
8/28/2025Prospera Capital Management LLC4,514$884K0.2%+10.6%0.003%
8/28/2025Midwestern Financial LLC IA15,812$3.08M2.9%N/A0.010%
8/27/2025Orion Porfolio Solutions LLC7,431$1.45M0.0%+26.8%0.005%
8/26/2025Zeit Capital LLC24,294$4.74M3.4%+0.7%0.016%
8/26/2025Thrivent Financial for Lutherans13,402$2.61M0.0%-50.3%0.009%
8/25/2025Silverlake Wealth Management LLC5,442$1.06M0.3%+4.7%0.004%
8/22/2025TT Capital Management LLC19,240$3.57M1.2%N/A0.013%
8/20/2025Forefront Wealth Partners LLC2,906$576K0.4%+6.6%0.002%
8/20/2025Coppell Advisory Solutions LLC1,985$389K0.0%+8.8%0.001%
8/19/2025B. Riley Wealth Advisors Inc.11,938$2.33M0.1%N/A0.008%
8/19/2025Advisory Services Network LLC62,308$12.35M0.2%-0.4%0.041%
8/18/2025Tyler Stone Wealth Management2,485$485K0.1%-2.4%0.002%
8/18/2025Tactive Advisors LLC2,895$564K0.2%N/A0.002%
8/18/2025N.E.W. Advisory Services LLC989$193K0.0%-30.3%0.001%
8/18/2025Geneos Wealth Management Inc.25,783$5.03M0.1%+18.3%0.017%
8/18/2025Hollencrest Capital Management1,421$277K0.0%N/A0.001%
8/18/2025Wellington Capital Management Inc.2,612$509K0.7%N/A0.002%
8/18/2025Rexford Capital Inc.1,900$371K0.3%N/A0.001%
8/18/2025Front Row Advisors LLC177$35K0.0%N/A0.000%
8/15/2025Strategic Investment Advisors MI85,269$16.66M1.6%+12.7%0.057%
8/15/2025Nikulski Financial Inc.14,303$2.79M0.8%+1.5%0.009%
8/15/2025Tower Research Capital LLC TRC 16,150$3.15M0.1%N/A0.011%
8/15/2025Binnacle Investments Inc1,834$358K0.2%+4.6%0.001%
8/15/2025Corient Private Wealth LLC505,618$98.65M0.1%+128.8%0.335%
8/15/2025Equitable Holdings Inc.188,102$36.68M0.3%+2.3%0.125%
8/15/2025Northeast Financial Consultants Inc17,637$3.44M0.1%-6.9%0.012%
8/15/2025Chapman Financial Group LLC1,945$379K0.3%N/A0.001%
8/15/2025Captrust Financial Advisors1,136,586$221.65M0.5%-35.1%0.754%
8/15/2025Keel Point LLC1,501$293K0.0%-14.8%0.001%
8/15/2025Fidelity D & D Bancorp Inc.2,223$434K0.3%-56.4%0.001%
8/15/2025Cooksen Wealth LLC7,430$1.45M1.2%-22.9%0.005%
8/15/2025Visionary Wealth Advisors5,121$999K0.1%+39.2%0.003%
8/15/2025Two Sigma Securities LLC3,994$779K0.1%N/A0.003%
8/15/2025Smartleaf Asset Management LLC2,117$415K0.0%-26.2%0.001%
8/15/2025Snowden Capital Advisors LLC3,530$692K0.0%-5.5%0.002%
8/15/2025Redwood Investment Management LLC2,190$427K0.0%N/A0.001%
8/15/2025Obsido Oy20,939$4.08M3.1%+5.5%0.014%
8/15/2025Orion Porfolio Solutions LLC7,431$1.45M0.0%+26.8%0.005%
8/15/2025MML Investors Services LLC245,196$47.82M0.1%+0.9%0.163%
8/15/2025Monograph Wealth Advisors LLC28,557$5.60M0.7%-2.1%0.019%
8/15/2025Mission Creek Capital Partners Inc.17,683$3.45M0.7%-9.1%0.012%
8/15/2025Modern Wealth Management LLC2,768$540K0.0%-2.8%0.002%
8/15/2025HRT Financial LP8,042$1.57M0.0%N/A0.005%
8/15/2025IHT Wealth Management LLC22,535$4.40M0.1%+0.3%0.015%
8/15/2025Great Valley Advisor Group Inc.6,988$1.36M0.0%-14.2%0.005%
8/15/2025Gallagher Fiduciary Advisors LLC87,206$17.01M0.0%-2.9%0.058%
8/15/2025EP Wealth Advisors LLC46,333$9.04M0.1%+3.4%0.031%
8/15/2025Envision Financial Planning LLC3,977$776K0.4%N/A0.003%
8/15/2025Curi Capital LLC1,283$251K0.0%N/A0.001%
8/15/2025Benjamin Edwards Inc.73,341$14.30M0.2%+2.4%0.049%
8/15/2025BNP Paribas Financial Markets47,400$9.24M0.0%+30.2%0.031%
8/15/2025Bishop & Co Investment Management LLC48,697$9.50M3.4%-0.9%0.032%
8/15/2025Bank of America Corp DE15,229,662$2.97B0.2%-10.4%10.105%
8/15/2025Ameriprise Financial Inc.739,019$144.56M0.0%-5.2%0.490%
8/14/2025Connecticut Wealth Management LLC1,131$220K0.0%-7.6%0.001%
8/14/2025Vista Capital Partners Inc.1,865$364K0.0%-4.7%0.001%
8/14/2025Bragg Financial Advisors Inc306,523$59.78M2.1%+5.3%0.203%
8/14/2025Ausdal Financial Partners Inc.27,231$5.31M0.4%-4.9%0.018%
8/14/2025Financial Advisors Network Inc.15,818$3.09M0.5%+7.6%0.010%
8/14/2025Raymond James Financial Inc.923,880$180.17M0.1%-4.5%0.613%
8/14/2025Betterment LLC3,200,471$624.12M1.3%-4.6%2.124%
8/14/2025Quantinno Capital Management LP11,060$2.16M0.0%-19.2%0.007%
8/14/2025Diversify Wealth Management LLC16,132$3.27M0.2%-0.9%0.011%
8/14/2025Diversify Advisory Services LLC4,728$958K0.0%+3.3%0.003%
8/14/2025Peapack Gladstone Financial Corp63,847$12.45M0.2%-0.3%0.042%
8/14/2025Tennessee Valley Asset Management Partners2,872$560K0.1%+2.5%0.002%
8/14/2025Operose Advisors LLC922$180K0.1%+15.5%0.001%
8/14/2025HUB Investment Partners LLC3,978$776K0.0%-4.0%0.003%
8/14/2025Ieq Capital LLC23,430$4.57M0.0%+4.1%0.016%
(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, 1,674 institutional investors and hedge funds held shares of Vanguard Small-Cap Value ETF. The most heavily invested institutionals were Bank of America Corp DE ($2.97B), Assetmark Inc. ($850.34M), Betterment LLC ($624.12M), Morgan Stanley ($619.27M), Wells Fargo & Company MN ($353.00M), Envestnet Asset Management Inc. ($332.09M), and Aspiriant LLC ($289.29M).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 1,437 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: 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), Raymond James Financial Inc. ($982.87K), and Assetmark Inc. ($870.34K).

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

Institutional investors have bought a total of 23,237,715 shares in the last 24 months. This purchase volume represents approximately $4.57B in transactions.

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

Of the 836 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), Bank of America Corp DE ($1.77M), Essex Financial Services Inc. ($1.21M), Captrust Financial Advisors ($615.64K), Mather Group LLC. ($596.93K), Betterment LLC ($497.31K), and Symmetry Partners LLC ($443.85K).

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

Institutional investors have sold a total of 12,727,070 shares in the last 24 months. This volume of shares sold represents approximately $2.47B in transactions.


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This page (NYSEARCA:VBR) was last updated on 10/7/2025 by MarketBeat.com Staff
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