Go Pro
→ Do NOT Buy SpaceX – Do This Instead (From Stansberry Research) (Ad)tc pixel Free VBR Stock Alerts

Vanguard Small-Cap Value ETF (VBR) Institutional Ownership

Vanguard Small-Cap Value ETF logo
$243.22 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Number of
Institutional Buyers
(last 12 months)
1075
Total
Institutional Inflows
(last 12 months)
$3.24B
Number of
Institutional Sellers
(last 12 months)
858
Total
Institutional Outflows
(last 12 months)
$2.51B
Get VBR Insider Trade Alerts

Want to know when executives and insiders are buying or selling Vanguard Small-Cap Value ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

VBR Institutional Buying and Selling by Quarter

Vanguard Small-Cap Value ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/2/2026 Gladwyn Financial Advisors Inc.52,261$12.70M7.9%+2.4%0.034%
7/2/2026 MassMutual Private Wealth & Trust FSB26,279$6.39M0.2%-6.0%0.017%
7/2/2026 Atmos Advisory LLC34,671$8.43M4.4%+1.4%0.023%
7/2/2026 Collective Family Office LLC35,395$8.60M1.8%-2.1%0.023%
7/2/2026 Hilltop National Bank20,695$5.03M1.1%+0.6%0.014%
7/2/2026 CX Institutional30,196$7.34M0.2%+2.0%0.020%
7/1/2026 Eastern Bank1,509$367K0.0%-4.7%0.001%
7/1/2026 Trust Co of the South13,458$3.27M0.5%+8.3%0.009%
6/24/2026Basecamp Wealth Advisors LLC466$101K0.0%N/A0.000%
6/24/2026Redwood Investment Management LLC38,917$8.46M1.0%+19.0%0.026%
6/22/2026Sapient Capital LLC8,478$1.84M0.0%+1.9%0.006%
6/22/2026Vilga Financial Planning LLC1,301$283K0.3%N/A0.001%
6/18/2026Western Wealth Management LLC4,474$972K0.0%-1.0%0.003%
6/11/2026E Wealth Partners LLC32,102$6.97M5.6%+7.5%0.021%
6/10/2026FAS Wealth Partners Inc.16,908$3.67M0.2%-0.6%0.011%
6/8/2026Pine Valley Investments Ltd Liability Co8,872$1.93M0.1%-1.0%0.006%
6/3/2026Parallel Advisors LLC45,722$9.93M0.2%-0.5%0.030%
6/3/2026NewEdge Advisors LLC153,935$33.44M0.1%+4.3%0.103%
6/1/2026Dala Group LLC2,601$563K0.5%N/A0.002%
6/1/2026Keel Point LLC1,481$322K0.0%-4.9%0.001%
5/29/2026Ipsen Advisor Group LLC942$205K0.1%N/A0.001%
5/29/2026Asset Dedication LLC4,175$907K0.1%-40.2%0.003%
5/28/2026Cozad Asset Management Inc.2,875$624K0.0%+17.6%0.002%
5/27/2026Tenret Co LLC24,246$5.27M2.5%+4.3%0.016%
5/26/2026Serenity Investment Advisors31,831$7.41M2.8%+5.4%0.021%
5/26/2026Glenmede Trust Co. NA86,099$18.71M0.1%+3.9%0.057%
5/22/2026WNY Asset Management LLC1,186$258K0.0%N/A0.001%
5/22/2026Wellington Grp LLC509$111K0.0%+129.3%0.000%
5/22/2026Verus Capital Partners LLC11,526$2.50M0.2%+169.8%0.008%
5/21/2026Compass Capital Management Inc.2,035$442K0.0%-4.9%0.001%
5/21/2026Essential Partners LLC1,733$376K0.1%+3.5%0.001%
5/21/2026J. Derek Lewis & Associates Inc.4,087$888K0.2%+1.1%0.003%
5/20/2026RMR Capital Management LLC10,129$2.20M1.6%+2.0%0.007%
5/20/2026SOA Wealth Advisors LLC.355,538$77.24M8.3%+0.0%0.237%
5/20/2026TrueWealth Financial Partners94,707$20.58M8.2%N/A0.063%
5/19/2026McIlrath & Eck LLC649$141K0.0%-46.8%0.000%
5/19/2026NewEdge Advisors LLC52,400$11.38M0.2%-64.5%0.035%
5/19/2026Bank of America Corp DE13,400,994$2.91B0.2%-16.2%8.939%
5/19/2026Genesis Financial Group LLC6,925$1.51M1.0%+3.4%0.005%
5/19/2026Vestwell Advisors LLC9,154$1.99M0.5%+11.2%0.006%
The $15 Gold Fund That Pays Up to $1,152/Month (Ad)

Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required. Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away.tc pixel

Discover the gold income fund before the next payout date
5/19/2026Cassady Wealth & Retirement Planning LLC2,684$624K0.3%-11.0%0.002%
5/19/2026Strategic Investment Advisors MI105,370$22.91M1.6%+19.5%0.070%
5/19/2026Arkadios Wealth Advisors42,467$9.23M0.2%+3.6%0.028%
5/18/2026EverSource Wealth Advisors LLC25,228$5.48M0.2%+55.2%0.017%
5/18/2026Talon Private Wealth LLC20,088$4.36M0.6%N/A0.013%
5/18/2026Royal Bank of Canada482,517$104.83M0.0%-0.7%0.322%
5/18/2026Empowered Funds LLC7,866$1.71M0.0%+31.1%0.005%
5/16/2026Quantinno Capital Management LP49,253$10.70M0.0%+10.8%0.033%
5/15/2026Cardiff Park Advisors LLC48,075$10.44M0.8%+5.0%0.032%
5/15/2026Gateway Wealth Partners LLC21,790$4.73M0.2%+1,323.3%0.015%
5/15/2026Quadcap Wealth Management LLC28,577$6.21M0.7%-2.1%0.019%
5/15/2026Van Diest Capital LLC1,134$246K0.2%N/A0.001%
5/15/2026Bradley Foster & Sargent Inc. CT33,531$7.29M0.1%-9.7%0.022%
5/15/2026Matrix Private Capital Group LLC190$41K0.0%N/A0.000%
5/15/2026Waverly Advisors LLC27,123$5.89M0.0%+26.2%0.018%
5/15/2026Asset Management Group Inc.152,663$33.17M5.4%+1.8%0.102%
5/15/2026Wealth Alliance LLC5,628$1.22M0.1%-10.3%0.004%
5/15/2026St. Louis Trust Co4,959$1.08M0.1%-10.9%0.003%
5/14/2026Renaissance Technologies LLC1,200$261K0.0%N/A0.001%
5/14/2026Rockbridge Investment Management LCC18,000$3.91M0.4%-11.7%0.012%
5/14/2026Pennington Partners & CO. LLC2,711$589K0.2%+146.9%0.002%
5/14/2026Compound Planning Inc.60,558$13.16M0.4%+6.2%0.040%
5/14/2026Klingman & Associates LLC7,838$1.70M0.1%-2.4%0.005%
5/14/2026Modern Wealth Management LLC2,987$652K0.0%-4.4%0.002%
5/14/2026Systematic Financial Management LP242$52K0.0%-41.0%0.000%
5/14/2026American Financial Advisors LLC4,689$1.02M0.1%-6.7%0.003%
5/14/2026Sei Investments Co.1,486,561$322.96M0.3%-0.4%0.992%
5/14/2026Lido Advisors LLC17,784$3.86M0.0%-23.5%0.012%
5/14/2026Monograph Wealth Advisors LLC29,245$6.35M0.6%+4.4%0.020%
5/13/2026Cetera Investment Advisers1,164,853$253.06M0.3%+2.8%0.777%
5/13/2026Wealthspire Retirement LLC11,325$2.46M0.1%-2.8%0.008%
5/13/2026American Investment Services Inc.30,794$6.69M1.5%+0.5%0.021%
5/13/2026Aureus Asset Management LLC1,641$357K0.0%N/A0.001%
5/13/2026NewEdge Wealth LLC16,513$3.59M0.0%-0.6%0.011%
5/13/2026Goepper Burkhardt LLC11,620$2.52M0.8%-33.0%0.008%
5/13/2026Alesco Advisors LLC An ESL Co6,643$1.44M0.0%-1.5%0.004%
5/13/2026First Trust Advisors LP40,612$8.82M0.0%+1,899.6%0.027%
5/12/2026Insight Advisors LLC PA5,756$1.25M0.2%-1.1%0.004%
5/12/2026Fortis Capital Management LLC39,528$8.59M0.9%+0.4%0.026%
5/8/2026PNC Financial Services Group Inc.846,309$183.86M0.1%+2.6%0.565%
5/8/2026Burling Wealth Partners LLC2,290$498K0.1%+15.1%0.002%
5/8/2026Atlantic Private Wealth LLC479$104K0.1%-28.9%0.000%
5/8/2026Glenview Trust Co2,860$621K0.0%+6.5%0.002%
5/8/2026One Charles Private Wealth Services LLC9,780$2.13M0.5%-2.2%0.007%
5/8/2026JMG Financial Group Ltd.392,210$85.21M2.3%+1.1%0.262%
5/7/2026Florida Financial Advisors LLC1,434$312K0.1%N/A0.001%
5/7/2026AlTi Global Inc.3,225$701K0.0%N/A0.002%
5/7/2026Earned Wealth Advisors LLC9,183$2.00M0.1%-17.7%0.006%
5/7/2026Hollencrest Capital Management615$134K0.0%-56.7%0.000%
5/7/2026Meeder Advisory Services Inc.1,078$234K0.0%-9.5%0.001%
Iran War Shock: What I Was Told In That Private Meeting (Ad)

You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially the reasons why we’re bombing the country.tc pixel

Because THIS is the real reason.
5/7/2026Wells Financial Advisors INC304$66K0.3%-60.2%0.000%
5/7/2026Parallel Advisors LLC45,722$9.93M0.2%-0.5%0.030%
5/7/2026Greenwood Gearhart LLC3,089$671K0.0%N/A0.002%
5/7/2026World Equity Group Inc.1,124$244K0.1%-14.8%0.001%
5/7/2026Precision Wealth Strategies LLC6,428$1.40M0.5%-9.0%0.004%
5/7/2026Performa Ltd US LLC98,553$21.41M4.8%+12.5%0.066%
5/7/2026Crescent Grove Advisors LLC926$201K0.0%N/A0.001%
5/6/2026Sterling Financial Planning Inc.10,412$2.26M0.7%-9.2%0.007%
5/6/2026Ceera Investments LLC2,093$455K0.2%+5.8%0.001%
5/6/2026Bartlett & CO. Wealth Management LLC61,499$14.12M0.2%-6.3%0.041%


VBR Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,780 institutional investors and hedge funds held shares of Vanguard Small-Cap Value ETF. The most heavily invested institutionals were Bank of America Corp DE ($2.91B), Assetmark Inc. ($886.16M), Morgan Stanley ($799.05M), Betterment LLC ($639.54M), Wells Fargo & Company MN ($362.24M), Envestnet Asset Management Inc. ($346.43M), and Aspiriant LLC ($343.25M).Learn more on Vanguard Small-Cap Value ETF's institutional investors.

Of the 1,521 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 ($4.35M), Valpey Financial Services LLC ($4.27M), Captrust Financial Advisors ($1.59M), World Investment Advisors LLC ($1.52M), Strategic Financial Concepts LLC ($1.28M), Essex Financial Services Inc. ($1.21M), and Raymond James Financial Inc. ($1.11M).

Institutional investors have bought a total of 15,574,194 shares in the last 24 months. This purchase volume represents approximately $3.24B in transactions.

Of the 858 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: Bank of America Corp DE ($4.37M), Captrust Financial Advisors ($615.64K), Assetmark Inc. ($394.89K), Betterment LLC ($333.39K), Osaic Holdings Inc. ($276.45K), Northwestern Mutual Wealth Management Co. ($260.55K), and UBS Group AG ($242.76K).

Institutional investors have sold a total of 12,140,299 shares in the last 24 months. This volume of shares sold represents approximately $2.51B in transactions.


Related Companies

This page (NYSEARCA:VBR) was last updated on 7/5/2026 by MarketBeat.com Staff.
From Our Partners
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Do NOT Buy SpaceX – Do This Instead
SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in coul...
Stansberry Research | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Trump just signed it
A recent policy development is drawing attention from income-focused investors. According to one analyst, c...
Investors Alley | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel