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Vanguard Small-Cap Value ETF (VBR) Institutional Ownership

Vanguard Small-Cap Value ETF logo
$246.92 +1.41 (+0.57%)
As of 04:10 PM Eastern
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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)
$2.86B
Number of
Institutional Sellers
(last 12 months)
740
Total
Institutional Outflows
(last 12 months)
$1.77B
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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
9/2/2026 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%
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%
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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%
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%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC5,551$1.35M0.0%-53.0%0.004%
8/19/2026 Field & Main Bank600$146K0.0%N/A0.000%
8/18/2026 FSA Advisors Inc.875$213K0.1%N/A0.001%
8/17/2026 McMill Wealth Management605,531$147.14M3.0%+23,929.0%0.399%
8/17/2026 Corient Private Wealth LP217,580$52.87M0.0%-36.0%0.143%
8/15/2026 Port Capital LLC825$200K0.0%N/A0.001%
8/15/2026 Gallagher Fiduciary Advisors LLC79,492$19.32M0.6%+4.2%0.052%
8/15/2026 Western Wealth Management LLC4,337$1.05M0.0%-3.1%0.003%
8/15/2026 Invst LLC1,491$362K0.0%-20.4%0.001%
8/15/2026 First Bancorp Inc ME188$46K0.0%N/A0.000%
8/15/2026 Roberts Glore & Co. Inc. IL11,291$2.74M0.7%-7.0%0.007%
8/15/2026 MorganRosel Wealth Management LLC3,317$806K0.3%+12.8%0.002%
8/15/2026 Merited Wealth LLC3,024$735K0.5%-5.2%0.002%
8/14/2026 Ancora Advisors LLC59,556$14.47M0.3%-9.0%0.039%
8/14/2026 American Trust2,850$692K0.1%-7.5%0.002%
8/14/2026 Jones Financial Companies Lllp1,035,273$251.34M0.1%+5.2%0.682%
8/14/2026 Veratis Advisors Inc.1,141$277K0.2%N/A0.001%
8/14/2026 Verity Asset Management Inc.15,223$3.70M1.4%+6.1%0.010%
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8/14/2026 Fiduciary 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%


VBR Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,776 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 1,509 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 13,400,088 shares in the last 24 months. This purchase volume represents approximately $2.86B in transactions.

Of the 739 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), Osaic Holdings Inc. ($276.45K), Northwestern Mutual Wealth Management Co. ($260.55K), Corient Private Wealth LP ($251.47K), UBS Group AG ($242.76K), and Mather Group LLC. ($238.52K).

Institutional investors have sold a total of 8,235,488 shares in the last 24 months. This volume of shares sold represents approximately $1.77B 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 9/2/2026. New 13F filings are added each quarter as they're published.
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