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S&P 500   4,050.83
DOW   32,859.03
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Is SoFi Technologies a Buy in the Midst of a Banking Crisis?
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3 Companies That Just Started Paying Dividends
CloudFlare's Chart Shows Bullish Moving-Average Crossover
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The Squeeze Is On For EVGo, Rally To Follow 
Alibaba Just Changed The Game For Chinese Tech Conglomerates
Modern Day Options Trading For Beginners! (Ad)pixel
Analysts Upgrade Ciena Corp to Strong Buy
Closing prices for crude oil, gold and other commodities
S&P 500   4,050.83
DOW   32,859.03
QQQ   315.68
Is SoFi Technologies a Buy in the Midst of a Banking Crisis?
Modern Day Options Trading For Beginners! (Ad)pixel
3 Companies That Just Started Paying Dividends
CloudFlare's Chart Shows Bullish Moving-Average Crossover
Modern Day Options Trading For Beginners! (Ad)pixel
The Squeeze Is On For EVGo, Rally To Follow 
Alibaba Just Changed The Game For Chinese Tech Conglomerates
Modern Day Options Trading For Beginners! (Ad)pixel
Analysts Upgrade Ciena Corp to Strong Buy
Closing prices for crude oil, gold and other commodities
S&P 500   4,050.83
DOW   32,859.03
QQQ   315.68
Is SoFi Technologies a Buy in the Midst of a Banking Crisis?
Modern Day Options Trading For Beginners! (Ad)pixel
3 Companies That Just Started Paying Dividends
CloudFlare's Chart Shows Bullish Moving-Average Crossover
Modern Day Options Trading For Beginners! (Ad)pixel
The Squeeze Is On For EVGo, Rally To Follow 
Alibaba Just Changed The Game For Chinese Tech Conglomerates
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Analysts Upgrade Ciena Corp to Strong Buy
Closing prices for crude oil, gold and other commodities
NYSEARCA:VBR

Vanguard Small-Cap Value ETF - VBR Institutional Ownership

$156.17
+0.24 (+0.15%)
(As of 03/30/2023 12:00 AM ET)
Add
Compare
Today's Range
$155.62
▼
$157.61
50-Day Range
$150.22
▼
$177.69
52-Week Range
$142.48
▼
$181.16
Volume
494,222 shs
Average Volume
530,287 shs
Market Capitalization
$23.44 billion
Assets Under Management
$23.48 billion
Dividend Yield
2.07%
Net Expense Ratio
0.07%

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

Number of
Institutional Buyers
(last 12 months)
900
Total
Institutional Inflows
(last 12 months)
$29.15 B
Number of
Institutional Sellers
(last 12 months)
620
Total
Institutional Outflows
(last 12 months)
$3.12 B
Skip Chart & View Institutional Buying and Selling Data

VBR Institutional Buying and Selling by Quarter

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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
3/28/2023Werba Rubin Papier Wealth Management19,956$3.17M1.3%N/A0.013%
3/28/2023Prostatis Group LLC52,045$59K0.0%+10.5%0.035%
3/27/2023Ratio Wealth Group19,987$3.17M0.9%-10.6%0.013%
3/23/2023Prostatis Group LLC52,045$59K0.0%+10.5%0.035%
3/15/2023Milestone Investment Advisors LLC1,351$0.22M0.1%N/A0.001%
3/15/2023B. Riley Wealth Advisors Inc.35,852$5.69M0.1%+9.5%0.024%
3/10/2023Mather Group LLC.1,455,249$231.09M4.4%+1.7%0.969%
3/10/2023Financial Alternatives Inc4,606$0.73M0.7%N/A0.003%
3/6/2023Rockefeller Capital Management L.P.246,132$39.09M0.2%-1.8%0.164%
3/1/2023Smithbridge Asset Management Inc. DE1,385$0.22M0.1%N/A0.001%
3/1/2023Lakewood Asset Management LLC1,990$0.32M0.3%N/A0.001%
3/1/2023Panoramic Investment Advisors LLC4,882$0.78M0.8%N/A0.003%
3/1/2023Investments & Financial Planning LLC31,128$4.94M4.8%N/A0.021%
2/27/2023Gallagher Benefit Services Inc.192,369$30.55M6.4%N/A0.128%
2/27/2023Kalos Management Inc.192$30K0.1%N/A0.000%
2/27/2023Rebalance LLC12,321$1.96M0.2%N/A0.008%
2/24/2023SRS Capital Advisors Inc.53,407$8.48M1.2%+41.6%0.036%
2/24/2023Garde Capital Inc.37,756$6M0.7%-1.5%0.025%
2/24/2023Bbjs Financial Advisors LLC71,076$11.29M5.1%N/A0.047%
2/22/2023Kovack Advisors Inc.4,379$0.70M0.1%-7.6%0.003%
2/22/2023CVA Family Office LLC35,564$5.65M1.4%-9.2%0.024%
2/21/2023DGS Capital Management LLC1,394$0.22M0.1%N/A0.001%
2/21/2023Ruedi Wealth Management Inc.174$49K0.0%N/A0.000%
2/21/2023Northwestern Mutual Wealth Management Co.454,090$72.11M0.1%+24.7%0.302%
2/21/2023B. Riley Wealth Advisors Inc.36,022$5.72M0.1%+10.1%0.024%
2/17/2023Truist Financial Corp246,941$39.21M0.1%+5.6%0.164%
2/17/2023Coppell Advisory Solutions Corp.1,405$0.22M0.1%N/A0.001%
2/17/2023Ascent Group LLC14,660$2.33M0.3%-37.5%0.010%
2/16/2023GHP Investment Advisors Inc.2,055$0.33M0.0%+17.9%0.001%
2/16/2023Axxcess Wealth Management LLC3,621$0.58M0.0%+118.1%0.002%
2/16/2023American Trust4,584$0.73M0.1%+7.8%0.003%
2/16/2023Moneta Group Investment Advisors LLC33,490$25.16M0.6%-72.0%0.022%
2/16/2023Alliancebernstein L.P.36,482$5.79M0.0%+14.7%0.024%
2/16/2023AlphaQ Advisors LLC5,804$0.92M0.8%N/A0.004%
2/16/2023Certified Advisory Corp2,737$0.44M0.1%+11.6%0.002%
2/16/2023CreativeOne Wealth LLC9,561$1.52M0.1%+276.9%0.006%
2/16/2023Financial Advocates Investment Management21,362$3.39M0.3%-10.9%0.014%
2/16/2023Personal Capital Advisors Corp14,583$2.32M0.0%+16.7%0.010%
2/16/2023Probity Advisors Inc.9,540$1.52M0.3%+2.7%0.006%
2/16/2023RFG Advisory LLC3,890$0.69M0.0%-18.4%0.003%
2/16/2023Resurgent Financial Advisors LLC6,455$1.03M0.5%+80.0%0.004%
2/16/2023United Capital Financial Advisers LLC985,686$156.53M0.9%+0.8%0.657%
2/16/2023Harbour Investments Inc.11,861$1.88M0.1%+6.7%0.008%
2/16/2023One Capital Management LLC10,957$1.74M0.1%+40.9%0.007%
2/16/2023CoreFirst Bank & Trust648$0.10M0.1%N/A0.000%
2/16/2023Silverlake Wealth Management LLC3,906$0.62M0.4%N/A0.003%
2/15/2023Retirement Group LLC674$0.11M0.1%-26.8%0.000%
2/15/2023Steward Partners Investment Advisory LLC67,816$10.77M0.2%-14.2%0.045%
2/15/2023CI Private Wealth LLC102,727$16.53M0.1%N/A0.068%
2/15/2023Moneta Group Investment Advisors LLC158,432,286$25.16B0.6%+132,288.8%105.537%
2/15/2023Atlas Capital Advisors LLC17,414$2.77M0.5%+9.6%0.012%
2/15/2023Salem Investment Counselors Inc.2,321$0.37M0.0%-16.6%0.002%
2/15/2023Apollon Wealth Management LLC23,729$3.77M0.3%+7.2%0.016%
2/15/2023Systematic Financial Management LP2,427$0.39M0.0%N/A0.002%
2/15/2023Captrust Financial Advisors245,913$39.05M0.2%+37.8%0.164%
2/15/2023IHT Wealth Management LLC25,807$4.10M0.3%+3.6%0.017%
2/15/2023Bragg Financial Advisors Inc208,079$33.04M2.0%+0.1%0.139%
2/15/2023TFB Advisors LLC19,305$3.07M2.6%N/A0.013%
2/15/2023Retirement Investment Advisors Inc.37,992$6.03M3.9%N/A0.025%
2/15/2023SageView Advisory Group LLC20,592$3.27M0.3%N/A0.014%
2/15/20231832 Asset Management L.P.322,187$51.16M0.1%-3.6%0.215%
2/15/2023Waverly Advisors LLC7,113$1.13M0.1%+3.4%0.005%
2/15/2023Cahill Financial Advisors Inc.14,184$2.25M0.4%-27.2%0.009%
2/15/2023Kraft Davis & Associates LLC43,174$7.44M2.9%N/A0.029%
2/15/2023Cerity Partners LLC101,557$16.58M0.1%+271.8%0.068%
2/15/2023Signet Financial Management LLC25,608$4.07M0.7%-3.4%0.017%
2/15/2023Staley Capital Advisers Inc.5,917$0.94M0.1%+13.2%0.004%
2/15/2023Studio Investment Management LLC100,198$15.91M5.2%+1.0%0.067%
2/15/2023SeaCrest Wealth Management LLC2,968$0.47M0.1%+15.1%0.002%
2/15/2023Shepherd Financial Partners LLC161,557$25.66M4.6%+5.8%0.108%
2/15/2023Stokes Family Office LLC28,710$4.56M0.6%+12.6%0.019%
2/15/2023Linscomb & Williams Inc.20,152$3.20M0.2%+7.3%0.013%
2/15/2023Lokken Investment Group LLC13,224$2.10M1.7%-0.5%0.009%
2/15/2023MBB Public Markets I LLC326,430$51.84M1.4%+32.9%0.217%
2/15/2023Money Concepts Capital Corp1,120$0.18M0.0%+51.1%0.001%
2/15/2023Morgan Stanley4,244,530$674.03M0.1%+1.7%2.827%
2/15/2023Mosaic Family Wealth Partners LLC30,610$4.86M1.4%N/A0.020%
2/15/2023Mariner LLC355,347$56.43M0.2%-1.9%0.237%
2/15/2023Meridian Wealth Management LLC9,209$1.46M0.1%-2.5%0.006%
2/15/2023Evergreen Capital Management LLC2,096$0.33M0.0%-5.4%0.001%
2/15/2023Exencial Wealth Advisors LLC343,491$54.55M2.9%+1.7%0.229%
2/15/2023Equitable Holdings Inc.209,693$33.30M0.6%+46.6%0.140%
2/15/2023Evergreen Wealth Management LLC12,098$1.92M1.8%N/A0.008%
2/15/2023First Manhattan Co.38,405$6.10M0.0%+22.3%0.026%
2/15/2023FinTrust Capital Advisors LLC11,055$1.76M0.4%+10.7%0.007%
2/15/2023Financial Freedom LLC12,554$1.99M1.3%N/A0.008%
2/15/2023Forest Hill Capital LLC6,900$1.10M0.5%+9.5%0.005%
2/15/2023Fortis Capital Advisors LLC2,283$0.36M0.2%N/A0.002%
2/15/2023Alps Advisors Inc.127,245$20.21M0.2%-1.0%0.085%
2/15/2023Ambassador Advisors LLC15,194$2.41M0.5%-2.4%0.010%
2/15/2023Ancora Advisors LLC75,767$12.03M0.3%+7.5%0.050%
2/15/2023Asset Management Group Inc.134,573$21.37M5.0%+2.2%0.090%
2/15/2023Bradley Foster & Sargent Inc. CT54,125$8.60M0.2%+1.4%0.036%
2/15/2023RF&L Wealth Management LLC22,607$3.59M3.7%N/A0.015%
2/15/2023Axxcess Wealth Management LLC3,621$0.58M0.0%+118.1%0.002%
2/15/2023Jefferies Financial Group Inc.5,714$0.91M0.0%N/A0.004%
2/14/2023Advisor Partners II LLC2,247$0.36M0.0%-27.7%0.001%
2/14/2023Lumature Wealth Partners LLC1,366$0.22M0.1%-8.3%0.001%
2/14/2023Cetera Advisor Networks LLC180,467$28.66M0.2%+28.0%0.120%
2/14/2023Cetera Investment Advisers142,871$22.69M0.2%+2.3%0.095%
(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, 1,352 institutional investors and hedge funds held shares of Vanguard Small-Cap Value ETF. The most heavily invested institutionals were Arete Wealth Advisors LLC ($1,237.75B), Private Advisor Group LLC ($5.56B), Bank of America Corp DE ($2.87B), Betterment LLC ($1.18B), Morgan Stanley ($674.03M), Jones Financial Companies Lllp ($514.64M), and Envestnet Asset Management Inc. ($502.06M).Learn more on VBR's institutional investors.

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

Of the 1,234 institutional investors that purchased Vanguard Small-Cap Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Moneta Group Investment Advisors LLC ($158.34M), Aaron Wealth Advisors LLC ($8.08M), Bank of America Corp DE ($3.95M), Envestnet Asset Management Inc. ($1.47M), Exencial Wealth Advisors LLC ($0.87M), HighTower Advisors LLC ($0.83M), and Royal Bank of Canada ($0.68M).

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

Institutional investors have bought a total of 201,656,074 shares in the last 24 months. This purchase volume represents approximately $32.43B in transactions.

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

Of the 800 institutional investors that sold Vanguard Small-Cap Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Aaron Wealth Advisors LLC ($8.07M), Jones Financial Companies Lllp ($5.95M), Exencial Wealth Advisors LLC ($0.83M), Comerica Bank ($0.59M), Aspiriant LLC ($0.41M), Prime Capital Investment Advisors LLC ($0.40M), and Envestnet Asset Management Inc. ($0.38M).

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

Institutional investors have sold a total of 27,115,110 shares in the last 24 months. This volume of shares sold represents approximately $4.37B in transactions.

This page (NYSEARCA:VBR) was last updated on 3/31/2023 by MarketBeat.com Staff