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Vanguard Small-Cap Value ETF (VBR) Institutional Ownership

Vanguard Small-Cap Value ETF logo
$233.05 -2.57 (-1.09%)
As of 03:14 PM Eastern
This is a fair market value 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)
954
Total
Institutional Inflows
(last 12 months)
$2.80B
Number of
Institutional Sellers
(last 12 months)
745
Total
Institutional Outflows
(last 12 months)
$1.80B
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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
10/14/2026First Citizens Bank & Trust Co.1,224$283K0.0%N/A0.001%
10/14/2026Fearless Solutions LLC dba Best Invest4,091$945K0.4%+2.3%0.003%
10/14/2026Stone Summit Wealth LLC19,191$4.43M1.2%-4.1%0.013%
10/14/2026XY Planning Network Inc.11,989$2.77M0.3%+7.3%0.008%
10/14/2026KMG Fiduciary Partners LLC1,922$444K0.0%-14.0%0.001%
10/14/2026Signal Advisors Wealth LLC10,694$2.47M0.1%+88.2%0.007%
10/14/2026Ifrah Financial Services Inc.38,152$8.81M2.2%-1.9%0.025%
10/14/2026Foster Group Inc.178,865$41.32M1.1%-3.2%0.118%
10/14/2026B. Riley Wealth Advisors Inc.9,123$2.11M0.1%+14.9%0.006%
10/14/2026Krilogy Financial LLC17,684$4.15M0.1%-1.9%0.012%
10/13/2026Fluent Financial LLC25,582$5.91M2.1%+44.9%0.017%
10/13/2026Financial Planning Hawaii Inc.899$208K0.1%N/A0.001%
10/13/2026McGlone Suttner Wealth Management Inc.8,058$1.86M0.2%+3.0%0.005%
10/13/2026Level Financial Advisors4,331$1.00M0.2%-4.9%0.003%
10/13/2026Compass Financial Group INC SD4,142$957K0.1%-15.6%0.003%
10/13/2026Cooksen Wealth LLC5,316$1.25M0.8%-3.2%0.003%
10/13/2026Sax Wealth Advisors LLC8,521$1.97M0.1%-44.4%0.006%
10/13/2026Grove Street Fiduciary LLC121,329$28.03M12.8%-10.1%0.080%
10/13/2026Fermata Advisors LLC3,781$873K0.2%-7.8%0.002%
10/13/2026JBGlobal.com LLC40,255$9.30M8.3%-4.7%0.026%
10/13/2026Baldwin Wealth Partners LLC MA13,344$3.08M0.2%-2.6%0.009%
10/10/2026Councilor Wealth LLC18,129$4.19M1.7%-3.1%0.012%
10/10/2026RTD Financial Advisors Inc.34,888$8.06M0.9%-3.1%0.023%
10/10/2026Gilpin Wealth Management LLC2,510$580K0.4%-1.7%0.002%
10/10/2026Friday Financial7,920$1.84M0.4%+16.2%0.005%
10/9/2026Fell Capital Management ADV1,264$292K0.2%-3.8%0.001%
10/9/2026Kaizen Financial Strategies907$210K0.1%N/A0.001%
10/9/2026Sound Income Strategies LLC1,277$299K0.0%-3.7%0.001%
10/9/2026Balefire LLC3,569$825K0.1%-9.4%0.002%
10/9/2026Riversedge Advisors LLC7,298$1.69M0.2%-6.9%0.005%
10/9/2026Wedmont Private Capital17,798$4.16M0.1%-11.9%0.012%
10/9/2026Stephens Group Asset Management LLC466,502$107.78M6.2%+0.7%0.307%
10/9/2026Koenig Investment Advisory LLC3,262$754K0.5%-1.5%0.002%
10/9/2026Cadent Capital Advisors LLC6,014$1.39M0.3%-2.0%0.004%
10/9/2026WoodTrust Financial Corp2,456$567K0.1%-7.2%0.002%
10/9/2026Paragon Capital Management Ltd7,986$1.85M0.3%-3.4%0.005%
10/9/2026Graves Light Lenhart Wealth Inc.4,290$991K0.1%-1.7%0.003%
10/9/2026Breakwater Capital Group8,481$1.96M0.2%-0.6%0.006%
10/9/2026Prosperity Planning Inc.39,813$9.20M2.1%-3.2%0.026%
10/9/2026Hardin Capital Partners LLC2,534$585K0.3%+10.1%0.002%
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10/9/2026Post Resch Tallon Group Inc.1,047$242K0.2%+7.1%0.001%
10/9/2026Inspirion Wealth Advisors LLC80,304$18.55M2.1%-1.3%0.053%
10/9/2026Eclectic Associates Inc. ADV19,068$4.41M0.5%-1.9%0.013%
10/9/2026LifeGoal Investments LLC23,572$5.45M1.7%N/A0.016%
10/9/2026MKD Wealth Coaches LLC1,860$430K0.4%N/A0.001%
10/9/2026Market Street Wealth Management Advisors LLC6,028$1.39M0.2%-12.7%0.004%
10/9/2026Diversified Management Inc.36,924$8.53M1.5%-1.0%0.024%
10/9/2026Acropolis Investment Management LLC15,306$3.54M0.1%+7.2%0.010%
10/9/2026First Heartland Consultants Inc.947$219K0.0%-24.4%0.001%
10/9/2026Galvin Gaustad & Stein LLC2,079$480K0.0%-9.6%0.001%
10/8/2026Grove Bank & Trust9,235$2.13M0.2%+0.7%0.006%
10/8/2026Factor Wealth Management LTD10,630$2.46M0.4%+2.0%0.007%
10/8/2026Financial Enhancement Group LLC9,110$2.12M0.2%+13.1%0.006%
10/8/2026Conrad Siegel Investment Advisors Inc.4,427$1.02M0.2%+1.1%0.003%
10/8/2026Farther Finance Advisors LLC50,074$11.57M0.1%+10.5%0.033%
10/8/2026CoreCap Advisors LLC1,918$443K0.0%-3.4%0.001%
10/8/2026Atwood & Palmer Inc.651$150K0.0%+44.3%0.000%
10/8/2026Apeiron RIA LLC2,043$475K0.1%N/A0.001%
10/8/2026Titleist Asset Management LLC1,372$317K0.0%+11.9%0.001%
10/8/2026Apella Capital LLC60,050$13.94M0.2%-3.2%0.039%
10/8/2026Everhart Financial Group Inc.275,370$63.62M3.9%+7.8%0.181%
10/8/2026Avidian Wealth Enterprises LLC25,074$5.79M0.2%-1.0%0.016%
10/8/2026Valeo Financial Advisors LLC27,654$6.39M0.1%-5.3%0.018%
10/8/2026Tactive Advisors LLC2,372$548K0.1%-8.9%0.002%
10/8/2026New Covenant Trust Company N.A.1,296$299K0.2%-12.3%0.001%
10/8/2026Veery Capital LLC58,722$13.57M3.6%+2.1%0.039%
10/8/2026Winebrenner Capital Management LLC3,943$911K0.6%-2.7%0.003%
10/8/2026MJT & Associates Financial Advisory Group Inc.5,114$1.18M0.8%-3.4%0.003%
10/7/2026Venture Visionary Partners LLC893$206K0.0%N/A0.001%
10/7/2026Elevation Wealth Partners LLC1,959$453K0.1%-3.0%0.001%
10/7/2026Canandaigua National Bank & Trust Co.3,665$847K0.1%-5.4%0.002%
10/7/2026Exchange Bank3,200$739K0.5%+14.7%0.002%
10/7/2026Investors Research Corp291$67K0.0%-14.7%0.000%
10/7/2026Wealth Enhancement Trust Services Inc.450$104K0.0%-17.4%0.000%
10/7/2026Echo45 Advisors LLC18,074$4.18M1.9%+1.1%0.012%
10/7/2026Silvia Mccoll Wealth Management LLC40,565$9.37M5.6%+1.8%0.027%
10/7/2026Worth Asset Management LLC4,246$981K0.3%N/A0.003%
10/7/2026Asempa Wealth Advisors4,731$1.10M0.9%-52.7%0.003%
10/7/2026Pathway Financial Advisors LLC15,081$3.48M0.4%-0.3%0.010%
10/7/2026Waller Financial Planning Group Inc.154,175$35.62M7.2%+5.1%0.101%
10/6/2026Bangor Savings Bank18,071$4.18M0.3%-2.9%0.012%
10/6/2026Atmos Advisory LLC34,878$8.06M4.3%+0.6%0.023%
10/6/2026Legacy Private Trust Co.2,423$560K0.0%+3.1%0.002%
10/5/2026Gladwyn Financial Advisors Inc.51,362$11.87M7.6%-1.7%0.034%
10/5/2026Park National Corp OH12,386$2.86M0.1%-27.6%0.008%
10/5/2026Eastern Bank1,589$367K0.0%+5.3%0.001%
10/5/2026Heartwood Wealth Advisors LLC20,695$4.78M0.4%+0.5%0.014%
10/5/2026Collective Family Office LLC35,016$8.09M1.7%-1.1%0.023%
10/5/2026MassMutual Private Wealth & Trust FSB25,056$5.79M0.1%-4.7%0.017%
10/2/2026 Marotta Asset Management148,437$34.29M5.7%+0.4%0.098%
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10/2/2026 CX Institutional32,187$7.44M0.2%+6.6%0.021%
10/1/2026 Coastline Trust Co59,018$13.64M1.3%-0.6%0.039%
9/23/2026QRG Capital Management Inc.4,079$991K0.0%+9.2%0.003%
9/23/2026Envestnet Portfolio Solutions Inc.2,344$570K0.0%+6.5%0.002%
9/23/2026Envestnet Asset Management Inc.1,593,329$387.16M0.1%-1.2%1.049%
9/18/2026Security National Bank of SO Dak2,107$512K0.2%+6.2%0.001%
9/18/2026Security National Bank of Sioux City Iowa IA1,836$446K0.2%+57.5%0.001%
9/15/2026Anchor Investment Management LLC3,668$891K0.1%-12.2%0.002%
9/15/2026Cherry Tree Wealth Management LLC55,851$13.57M2.5%-0.5%0.037%
9/11/2026Talon Private Wealth LLC23,880$5.80M0.7%+18.9%0.016%


VBR Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,775 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 1,509 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 13,037,231 shares in the last 24 months. This purchase volume represents approximately $2.80B in transactions.

Of the 738 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 8,296,832 shares in the last 24 months. This volume of shares sold represents approximately $1.80B in transactions.


Related Companies

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 10/14/2026. New 13F filings are added each quarter as they're published.
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