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Vanguard Small-Cap Value ETF (VBR) Institutional Ownership

Vanguard Small-Cap Value ETF logo
$251.66 +0.66 (+0.26%)
As of 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)
956
Total
Institutional Inflows
(last 12 months)
$2.77B
Number of
Institutional Sellers
(last 12 months)
742
Total
Institutional Outflows
(last 12 months)
$2.18B
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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
8/14/2026Jones Financial Companies Lllp1,035,273$251.34M0.1%+5.2%0.682%
8/14/2026Veratis Advisors Inc.1,141$277K0.2%N/A0.001%
8/14/2026Verity Asset Management Inc.15,223$3.70M1.4%+6.1%0.010%
8/14/2026Fiduciary Financial Advisors11,919$2.89M0.3%N/A0.008%
8/14/2026 Ally Invest Advisors Inc.19,226$4.67M0.3%+2.3%0.013%
8/13/2026 Investor s Fiduciary Advisor Network LLC5,279$1.28M0.4%-16.8%0.003%
8/13/2026 Cibc World Market Inc.6,981$1.70M0.0%+3.4%0.005%
8/13/2026 Sanctuary Advisors LLC174,818$42.48M0.2%+3.3%0.115%
8/13/2026 Burk Holdings LLC317$77K0.0%+33.8%0.000%
8/13/2026 Kendall Capital Management1,323$321K0.1%N/A0.001%
8/12/2026 Compass Financial Management LLC401$99K0.0%N/A0.000%
8/12/2026 Elevation Point Wealth Partners LLC39,710$9.65M0.2%+0.8%0.026%
8/12/2026 Commerce Bank25,262$6.14M0.0%+0.6%0.017%
8/12/2026 Northwestern Mutual Wealth Management Co.385,819$93.75M0.1%+1.6%0.254%
8/12/2026 WealthShield Partners LLC10,795$2.62M0.4%-30.9%0.007%
8/12/2026 Madison Wealth Partners Inc4,051$984K0.1%-5.9%0.003%
8/12/2026 Ieq Capital LLC20,112$4.89M0.0%-27.7%0.013%
8/12/2026 Callan Family Office LLC1,224$297K0.0%-40.6%0.001%
8/11/2026 Thoroughbred Financial Services LLC11,968$2.67M0.1%-1.7%0.008%
8/11/2026 Allworth Financial LP658,265$159.95M0.7%-19.5%0.434%
8/11/2026 Advisors Capital Management LLC843$205K0.0%-26.6%0.001%
8/11/2026 Vise Technologies Inc.24,686$6.00M0.1%+15.1%0.016%
8/11/2026 MSH Capital Advisors LLC15,913$3.87M0.7%-1.8%0.010%
8/11/2026 MidAtlantic Capital Management Inc.3,963$963K0.6%-27.6%0.003%
8/11/2026 Retiremitten Financial LLC1,021$248K0.1%+201.2%0.001%
8/10/2026 Csenge Advisory Group4,217$1.03M0.0%-8.3%0.003%
8/10/2026 Planning Directions Inc.5,999$1.46M0.7%-2.3%0.004%
8/10/2026 AssuredPartners Investment Advisors LLC1,979$481K0.0%N/A0.001%
8/10/2026 Shepherd Financial Partners LLC45,136$10.97M0.9%-16.8%0.030%
8/10/2026 Tocqueville Asset Management L.P.20,761$5.05M0.1%+5.4%0.014%
8/10/2026 Addison Advisors LLC369$90K0.0%-51.2%0.000%
8/10/2026 Tacita Capital Inc34,568$8.40M4.6%+0.4%0.023%
8/10/2026 NewEdge Wealth LLC16,668$4.05M0.0%+0.9%0.011%
8/10/2026 Essential Partners LLC2,164$526K0.2%+24.9%0.001%
8/10/2026 Dala Group LLC1,572$382K0.3%-39.6%0.001%
8/10/2026 Richardson Financial Services Inc.7,944$1.93M1.1%+5.8%0.005%
8/10/2026 Pacific Sun Financial Corp5,376$1.31M0.5%-10.3%0.004%
8/10/2026 Stevens Capital Partners22,266$5.41M1.0%+11.3%0.015%
8/10/2026 Diversify Advisory Services LLC17,046$4.19M0.1%N/A0.011%
8/10/2026 Bonfire Financial1,517$369K0.2%+3.1%0.001%
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7/10/2026 Abound Wealth Management987$240K0.0%+9.1%0.001%
7/10/2026 Envision Financial LLC12,227$2.97M1.4%-8.9%0.008%
7/10/2026 Taylor & Morgan Wealth Management LLC2,147$522K0.3%-7.1%0.001%
7/10/2026 JFS Wealth Advisors LLC16,425$3.99M0.2%-0.3%0.011%
7/10/2026 Family Wealth Partners LLC47,274$11.49M3.5%-0.4%0.031%
7/10/2026 West Branch Capital LLC2,907$706K0.2%-19.7%0.002%
7/10/2026 Canvas Wealth Advisors LLC3,308$804K0.1%-3.7%0.002%
7/10/2026 Fiduciary Financial Group LLC17,735$4.31M0.5%-5.3%0.012%
7/10/2026 G&S Capital LLC2,536$616K0.2%N/A0.002%
7/10/2026 Doliver Advisors LP2,108$512K0.1%-4.5%0.001%
7/10/2026 Diversified Management Inc.37,294$9.06M1.9%-0.7%0.025%
7/10/2026 City Holding Co.4,321$1.05M0.1%+11.3%0.003%
7/10/2026 Prosperity Planning Inc.41,134$10.00M2.3%-2.0%0.027%
7/10/2026 Spinnaker Investment Group LLC3,886$944K0.2%-5.6%0.003%
7/10/2026 KMG Fiduciary Partners LLC2,235$543K0.1%+30.3%0.001%
7/10/2026 Sherman Wealth Management LLC6,221$1.51M1.1%+3.2%0.004%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors2,241$545K0.1%+14.6%0.001%
7/10/2026 Community Financial Services Group LLC5,097$1.24M0.2%-13.3%0.003%
7/10/2026 Fulton Bank N.A.7,104$1.73M0.1%+3.0%0.005%
7/10/2026 Wealthcare Advisory Partners LLC12,734$3.09M0.1%-29.5%0.008%
7/10/2026 Warner Financial Inc.18,114$4.40M1.3%+2.4%0.012%
7/9/2026 Financial Management Professionals Inc.1,127$274K0.0%N/A0.001%
7/9/2026 Key Client Fiduciary Advisors LLC2,402$584K0.2%-2.6%0.002%
7/9/2026 Bay Rivers Group24,048$5.84M2.0%-0.8%0.016%
7/9/2026 Financial Advisory Corp258,499$62.81M8.3%-9.2%0.170%
7/9/2026 Veery Capital LLC57,527$13.98M3.8%+2.5%0.038%
7/9/2026 Barry Investment Advisors LLC26,032$6.33M1.3%+1.7%0.017%
7/9/2026 Sapient Capital LLC8,609$2.09M0.0%+1.5%0.006%
7/9/2026 Focus Financial Network Inc.7,408$1.80M0.1%-5.5%0.005%
7/9/2026 Arbor Wealth Advisors LLC36,145$8.78M5.4%-0.2%0.024%
7/9/2026 Fluent Financial LLC17,655$4.29M1.5%+3.1%0.012%
7/9/2026 Capital Wealth Management LLC84,066$20.43M4.9%+2.0%0.055%
7/9/2026 Exchange Bank2,791$678K0.4%+21.7%0.002%
7/9/2026 Whitaker Myers Wealth Managers LTD.114,681$27.87M4.7%+6.3%0.076%
7/9/2026 Tactive Advisors LLC2,603$633K0.2%-3.5%0.002%
7/9/2026 Everhart Financial Group Inc.255,385$62.06M4.0%+352.8%0.168%
7/9/2026 Sax Wealth Advisors LLC15,313$3.72M0.1%+725.1%0.010%
7/9/2026 Chemistry Wealth Management LLC26,485$6.44M1.0%+0.6%0.017%
7/9/2026 Breakwater Capital Group8,529$2.07M0.2%+1.0%0.006%
7/9/2026 Valeo Financial Advisors LLC29,214$7.10M0.1%-0.8%0.019%
7/8/2026 Beaird Harris Wealth Management LLC11,366$2.76M0.2%-7.6%0.007%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.705$171K0.1%+10.3%0.000%
7/8/2026 Beacon Financial Strategies CORP235$57K0.0%N/A0.000%
7/8/2026 First Heartland Consultants Inc.1,252$304K0.0%-7.1%0.001%
7/8/2026 Cooper Financial Group1,163$282K0.0%+16.0%0.001%
7/8/2026 Factor Wealth Management LTD10,419$2.53M0.4%-14.8%0.007%
7/8/2026 Praetorian Wealth Management Inc.57,440$13.96M2.4%+0.4%0.038%
7/8/2026 NerdWallet Wealth Partners LLC14,263$3.46M1.2%-0.8%0.009%
7/8/2026 Elmwood Wealth Management Inc.832$202K0.1%N/A0.001%
7/8/2026 Apella Capital LLC62,058$15.04M0.2%-3.1%0.041%
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7/8/2026 Clark Asset Management LLC5,386$1.31M0.1%+43.4%0.004%
7/8/2026 Evanson Financial LLC14,052$3.42M0.2%N/A0.009%
7/8/2026 Eclectic Associates Inc. ADV19,431$4.72M0.5%-2.2%0.013%
7/8/2026 Shayne & Jacobs LLC10,892$2.65M0.8%-0.5%0.007%
7/8/2026 Hardin Capital Partners LLC2,301$560K0.3%+2.0%0.002%
7/7/2026 Pioneer Wealth Management Group8,593$2.09M0.5%-2.9%0.006%
7/7/2026 Fermata Advisors LLC4,100$996K0.2%-4.5%0.003%
7/7/2026 180 Wealth Advisors LLC9,509$2.31M0.2%-3.0%0.006%
7/7/2026 Foster Group Inc.184,812$44.91M1.2%-1.1%0.122%
7/7/2026 Balefire LLC3,939$957K0.2%-4.3%0.003%


VBR Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,756 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 1,496 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 13,107,359 shares in the last 24 months. This purchase volume represents approximately $2.77B in transactions.

Of the 734 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), Osaic Holdings Inc. ($276.45K), Northwestern Mutual Wealth Management Co. ($260.55K), UBS Group AG ($242.76K), and Mather Group LLC. ($238.52K).

Institutional investors have sold a total of 10,382,171 shares in the last 24 months. This volume of shares sold represents approximately $2.18B 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 8/14/2026. New 13F filings are added each quarter as they're published.
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