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Vanguard Small-Cap Value ETF (VBR) Institutional Ownership

Vanguard Small-Cap Value ETF logo
$236.83 -1.91 (-0.80%)
Closing price 09/23/2026 04:10 PM Eastern
Extended Trading
$236.93 +0.10 (+0.04%)
As of 08:48 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Number of
Institutional Buyers
(last 12 months)
955
Total
Institutional Inflows
(last 12 months)
$2.81B
Number of
Institutional Sellers
(last 12 months)
742
Total
Institutional Outflows
(last 12 months)
$1.82B
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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
9/23/2026 QRG Capital Management Inc.4,079$991K0.0%+9.2%0.003%
9/23/2026 Envestnet Portfolio Solutions Inc.2,344$570K0.0%+6.5%0.002%
9/23/2026 Envestnet Asset Management Inc.1,593,329$387.16M0.1%-1.2%1.049%
9/18/2026 Security National Bank of SO Dak2,107$512K0.2%+6.2%0.001%
9/18/2026 Security National Bank of Sioux City Iowa IA1,836$446K0.2%+57.5%0.001%
9/15/2026 Anchor Investment Management LLC3,668$891K0.1%-12.2%0.002%
9/15/2026 Cherry Tree Wealth Management LLC55,851$13.57M2.5%-0.5%0.037%
9/11/2026 Talon Private Wealth LLC23,880$5.80M0.7%+18.9%0.016%
9/9/2026 Tortoise Investment Management LLC19,299$4.69M0.4%-5.5%0.013%
9/9/2026 Sequoia Financial Advisors LLC70,397$17.11M0.1%-2.3%0.046%
9/9/2026 MCF Advisors LLC19,331$4.70M0.2%+22.2%0.013%
9/9/2026 Archford Capital Strategies LLC8,555$2.08M0.2%-2.8%0.006%
9/9/2026 Capital Analysts LLC5,188$1.26M0.0%-24.4%0.003%
9/9/2026 Summit Financial Strategies Inc.1,675$407K0.0%-7.1%0.001%
9/9/2026 Capital Advantage Inc.55,290$13.44M1.6%+1.6%0.036%
9/9/2026 Pinnacle Wealth Management Advisory Group LLC1,117$271K0.0%-24.8%0.001%
9/9/2026 NorthRock Partners LLC10,316$2.51M0.0%-9.8%0.007%
9/9/2026 Integrated Wealth Concepts LLC23,524$5.72M0.0%-5.2%0.015%
9/9/2026 RFG Advisory LLC25,512$6.20M0.1%-39.8%0.017%
9/9/2026 NewEdge Advisors LLC158,217$38.45M0.1%+2.8%0.104%
9/9/2026 IFP Advisors Inc19,208$4.67M0.1%+12.0%0.013%
9/9/2026 Baird Financial Group Inc.160,911$39.10M0.1%+5.9%0.106%
9/9/2026 Performa Ltd US LLC111,091$26.99M4.1%+12.7%0.073%
9/9/2026 XY Planning Network Inc.11,169$2.71M0.3%+358.5%0.007%
9/8/2026 Allworth Financial LP658,265$159.95M0.7%-19.5%0.434%
9/8/2026 Waverly Advisors LLC28,200$6.85M0.0%+4.0%0.019%
9/8/2026 Murphy Pohlad Asset Management LLC1,092$265K0.1%-32.8%0.001%
9/4/2026 Parkside Financial Bank & Trust10,500$2.55M0.2%+20.6%0.007%
9/2/2026 Kinetic Wealth Investment Advisors LLC35,241$8.56M4.0%N/A0.023%
9/2/2026 Range Advisory LLC2,117$514K0.1%+17.9%0.001%
8/27/2026 Corient Private Wealth LP210,635$51.18M0.1%-38.0%0.139%
8/26/2026 HORAN Wealth LLC1,131$275K0.0%N/A0.001%
8/26/2026 Principia Wealth Advisory LLC2,432$591K0.1%-11.0%0.002%
8/26/2026 Schulz Wealth LTD.932$227K0.1%N/A0.001%
8/26/2026 HighTower Advisors LLC761,123$184.95M0.2%-1.3%0.501%
8/25/2026 Tobias Financial Advisors Inc.9,216$2.24M0.3%-1.4%0.006%
8/24/2026 Serenity Investment Advisors32,475$8.04M3.4%+2.0%0.021%
8/23/2026 Tanager Wealth Management LLP838$204K0.0%N/A0.001%
8/23/2026 Studio Investment Management LLC75,052$18.24M3.1%-6.7%0.049%
8/23/2026 Washington Trust Advisors Inc.2,567$624K0.0%+27.0%0.002%
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8/23/2026 Ameritas Advisory Services LLC28,483$6.92M0.1%-15.9%0.019%
8/23/2026 Guardian Wealth Advisors LLC NC1,234$300K0.0%-29.7%0.001%
8/23/2026 Straight Path Wealth Management1,097$267K0.1%+7.8%0.001%
8/23/2026 Wedmont Private Capital20,206$4.89M0.1%-4.3%0.013%
8/23/2026 Kintra Wealth LLC12,265$3.08M0.2%-30.2%0.008%
8/23/2026 Echo45 Advisors LLC17,886$4.35M2.2%+1.1%0.012%
8/23/2026 Beaird Harris Wealth Management LLC11,366$2.76M0.2%-7.6%0.007%
8/23/2026 Insight Inv LLC585$142K0.1%-40.7%0.000%
8/23/2026 Operose Advisors LLC898$218K0.0%-11.3%0.001%
8/23/2026 Guardian Wealth Management Inc.2,547$619K0.3%+1.8%0.002%
8/23/2026 HB Wealth Management LLC79,220$19.25M0.1%+24.6%0.052%
8/23/2026 Angeles Wealth Management LLC2,323$564K0.0%+147.1%0.002%
8/22/2026 Advisory Solutions Group LLC1,112$270K0.1%N/A0.001%
8/22/2026 Compass Financial Management LLC401$99K0.0%N/A0.000%
8/22/2026 NBH Bank225$55K0.0%N/A0.000%
8/22/2026 Markowski Investments4,802$1.17M0.3%N/A0.003%
8/22/2026 SeedSafe Financial LLC1,893$460K0.3%-59.8%0.001%
8/22/2026 Highland Investment Advisors LLC1,167$283K0.1%N/A0.001%
8/22/2026 Timbuktu Capital Management LLC831$202K0.3%N/A0.001%
8/22/2026 TOP Private Wealth LLC.131$32K0.0%N/A0.000%
8/22/2026 Strive Financial Group LLC255$62K0.0%+41.7%0.000%
8/22/2026 Invested Advisors848$206K0.2%N/A0.001%
8/22/2026 MOR Wealth Management LLC1,277$310K0.1%-17.9%0.001%
8/22/2026 Nabity Jensen Investment Management Inc34,819$8.46M5.2%-0.5%0.023%
8/22/2026 Investor s Fiduciary Advisor Network LLC5,279$1.28M0.4%-16.8%0.003%
8/22/2026 Legacy Wealth Managment LLC ID1,109$269K0.1%+5.6%0.001%
8/22/2026 LifePlan Investment Advisors Inc.25,925$6.30M2.2%-1.3%0.017%
8/22/2026 Sapient Capital LLC8,609$2.09M0.0%+1.5%0.006%
8/22/2026 Concurrent Investment Advisors LLC54,237$13.18M0.1%+6.8%0.036%
8/21/2026 Fairway Financial LLC37,525$9.12M6.2%+0.7%0.025%
8/21/2026 Athena Investment Management1,898$461K0.3%-5.0%0.001%
8/21/2026 Mayport LLC49,609$12.06M1.9%+3.0%0.033%
8/21/2026 Rodgers & Associates LTD322,177$78.29M5.9%+1.5%0.212%
8/21/2026 Continuum Advisory LLC2,859$695K0.1%-11.1%0.002%
8/21/2026 Weitzel Financial Services Inc.6,144$1.49M0.5%-7.1%0.004%
8/21/2026 Round Rock Advisors LLC2,199$534K0.1%-4.8%0.001%
8/21/2026 Coppell Advisory Solutions LLC4,511$1.10M0.2%N/A0.003%
8/21/2026 Firestone Capital Management54,147$13.16M2.5%+4.0%0.036%
8/21/2026 Atticus Wealth Management LLC2,380$578K0.1%-3.2%0.002%
8/21/2026 SkyOak Wealth LLC30,101$7.31M1.2%-4.4%0.020%
8/21/2026 Beacon Financial Advisory LLC4,746$1.15M0.2%+3.0%0.003%
8/21/2026 Symphony Financial Ltd. Co.864$210K0.0%N/A0.001%
8/21/2026 Capital Wealth Management LLC84,066$20.43M4.2%+2.0%0.055%
8/21/2026 Triumph Capital Management2,410$586K0.1%-14.5%0.002%
8/20/2026 Nwam LLC28,057$6.82M0.3%-0.6%0.018%
8/20/2026 NorthLanding Financial Partners LLC14,295$3.47M2.9%+1.9%0.009%
8/20/2026 Gill Capital Partners LLC361$88K0.0%-14.0%0.000%
8/20/2026 JNBA Financial Advisors125$30K0.0%-38.7%0.000%
8/20/2026 Camelot Portfolios LLC883$215K0.1%-6.8%0.001%
8/20/2026 Rothschild Capital Partners LLC1,897$461K0.1%+50.8%0.001%
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8/20/2026 Ancora Advisors LLC59,556$14.47M0.3%-9.0%0.039%
8/20/2026 Sigma Planning Corp28,769$6.99M0.2%+8.5%0.019%
8/20/2026 Two Sigma Securities LLC4,784$1.16M0.1%N/A0.003%
8/20/2026 B & T Capital Management DBA Alpha Capital Management956$232K0.0%N/A0.001%
8/20/2026 Benjamin Edwards Inc.86,349$20.98M0.2%+3.5%0.057%
8/20/2026 GTS Securities LLC2,137$519K0.0%N/A0.001%
8/20/2026 Flputnam Investment Management Co.5,873$1.43M0.0%-5.4%0.004%
8/20/2026 Northwestern Mutual Wealth Management Co.385,819$93.75M0.1%+1.6%0.254%
8/20/2026 Wedbush Securities Inc.5,142$1.25M0.0%+1.4%0.003%
8/20/2026 Spinnaker Trust35,813$8.70M0.4%-0.9%0.024%


VBR Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,778 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), Envestnet Asset Management Inc. ($387.16M), Wells Fargo & Company MN ($362.24M), and Aspiriant LLC ($343.25M).Learn more on Vanguard Small-Cap Value ETF's institutional investors.

Of the 1,510 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), Raymond James Financial Inc. ($1.11M), Strategic Financial Concepts LLC ($1.03M), and Aspiriant LLC ($857.82K).

Institutional investors have bought a total of 13,116,447 shares in the last 24 months. This purchase volume represents approximately $2.81B in transactions.

Of the 742 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 ($2.60M), Assetmark Inc. ($394.89K), Allworth Financial LP ($318.81K), Osaic Holdings Inc. ($276.45K), Northwestern Mutual Wealth Management Co. ($260.55K), Corient Private Wealth LP ($251.47K), and UBS Group AG ($242.76K).

Institutional investors have sold a total of 8,438,227 shares in the last 24 months. This volume of shares sold represents approximately $1.82B in transactions.


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Institutional ownership data for NYSEARCA:VBR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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