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Vanguard Small-Cap Value ETF (VBR) Institutional Ownership

Vanguard Small-Cap Value ETF logo
$241.32 0.00 (0.00%)
As of 06/12/2026 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)
1075
Total
Institutional Inflows
(last 12 months)
$3.24B
Number of
Institutional Sellers
(last 12 months)
859
Total
Institutional Outflows
(last 12 months)
$2.51B
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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
6/11/2026 E Wealth Partners LLC32,102$6.97M5.6%+7.5%0.021%
6/10/2026 FAS Wealth Partners Inc.16,908$3.67M0.2%-0.6%0.011%
6/8/2026 Pine Valley Investments Ltd Liability Co8,872$1.93M0.1%-1.0%0.006%
6/3/2026 Parallel Advisors LLC45,722$9.93M0.2%-0.5%0.030%
6/3/2026 NewEdge Advisors LLC153,935$33.44M0.1%+4.3%0.103%
6/1/2026 Dala Group LLC2,601$563K0.5%N/A0.002%
6/1/2026 Keel Point LLC1,481$322K0.0%-4.9%0.001%
5/29/2026 Ipsen Advisor Group LLC942$205K0.1%N/A0.001%
5/29/2026 Asset Dedication LLC4,175$907K0.1%-40.2%0.003%
5/28/2026 Cozad Asset Management Inc.2,875$624K0.0%+17.6%0.002%
5/27/2026 Tenret Co LLC24,246$5.27M2.5%+4.3%0.016%
5/26/2026 Serenity Investment Advisors31,831$7.41M2.8%+5.4%0.021%
5/26/2026 Glenmede Trust Co. NA86,099$18.71M0.1%+3.9%0.057%
5/22/2026 WNY Asset Management LLC1,186$258K0.0%N/A0.001%
5/22/2026 Wellington Grp LLC509$111K0.0%+129.3%0.000%
5/22/2026 Verus Capital Partners LLC11,526$2.50M0.2%+169.8%0.008%
5/21/2026 Compass Capital Management Inc.2,035$442K0.0%-4.9%0.001%
5/21/2026 Essential Partners LLC1,733$376K0.1%+3.5%0.001%
5/21/2026 J. Derek Lewis & Associates Inc.4,087$888K0.2%+1.1%0.003%
5/20/2026 RMR Capital Management LLC10,129$2.20M1.6%+2.0%0.007%
5/20/2026 SOA Wealth Advisors LLC.355,538$77.24M8.3%+0.0%0.237%
5/20/2026 TrueWealth Financial Partners94,707$20.58M8.2%N/A0.063%
5/19/2026 McIlrath & Eck LLC649$141K0.0%-46.8%0.000%
5/19/2026 NewEdge Advisors LLC52,400$11.38M0.2%-64.5%0.035%
5/19/2026 Bank of America Corp DE13,400,994$2.91B0.2%-16.2%8.939%
5/19/2026 Genesis Financial Group LLC6,925$1.51M1.0%+3.4%0.005%
5/19/2026 Vestwell Advisors LLC9,154$1.99M0.5%+11.2%0.006%
5/19/2026 Cassady Wealth & Retirement Planning LLC2,684$624K0.3%-11.0%0.002%
5/19/2026 Strategic Investment Advisors MI105,370$22.91M1.6%+19.5%0.070%
5/19/2026 Arkadios Wealth Advisors42,467$9.23M0.2%+3.6%0.028%
5/18/2026 EverSource Wealth Advisors LLC25,228$5.48M0.2%+55.2%0.017%
5/18/2026 Talon Private Wealth LLC20,088$4.36M0.6%N/A0.013%
5/18/2026 Royal Bank of Canada482,517$104.83M0.0%-0.7%0.322%
5/18/2026 Empowered Funds LLC7,866$1.71M0.0%+31.1%0.005%
5/16/2026 Quantinno Capital Management LP49,253$10.70M0.0%+10.8%0.033%
5/15/2026 Cardiff Park Advisors LLC48,075$10.44M0.8%+5.0%0.032%
5/15/2026 Gateway Wealth Partners LLC21,790$4.73M0.2%+1,323.3%0.015%
5/15/2026 Quadcap Wealth Management LLC28,577$6.21M0.7%-2.1%0.019%
5/15/2026 Van Diest Capital LLC1,134$246K0.2%N/A0.001%
5/15/2026 Bradley Foster & Sargent Inc. CT33,531$7.29M0.1%-9.7%0.022%
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5/15/2026 Matrix Private Capital Group LLC190$41K0.0%N/A0.000%
5/15/2026 Waverly Advisors LLC27,123$5.89M0.0%+26.2%0.018%
5/15/2026 Asset Management Group Inc.152,663$33.17M5.4%+1.8%0.102%
5/15/2026 Wealth Alliance LLC5,628$1.22M0.1%-10.3%0.004%
5/15/2026 St. Louis Trust Co4,959$1.08M0.1%-10.9%0.003%
5/14/2026 Renaissance Technologies LLC1,200$261K0.0%N/A0.001%
5/14/2026 Rockbridge Investment Management LCC18,000$3.91M0.4%-11.7%0.012%
5/14/2026 Pennington Partners & CO. LLC2,711$589K0.2%+146.9%0.002%
5/14/2026 Compound Planning Inc.60,558$13.16M0.4%+6.2%0.040%
5/14/2026 Klingman & Associates LLC7,838$1.70M0.1%-2.4%0.005%
5/14/2026 Modern Wealth Management LLC2,987$652K0.0%-4.4%0.002%
5/14/2026 Systematic Financial Management LP242$52K0.0%-41.0%0.000%
5/14/2026 American Financial Advisors LLC4,689$1.02M0.1%-6.7%0.003%
5/14/2026 Sei Investments Co.1,486,561$322.96M0.3%-0.4%0.992%
5/14/2026 Lido Advisors LLC17,784$3.86M0.0%-23.5%0.012%
5/14/2026 Monograph Wealth Advisors LLC29,245$6.35M0.6%+4.4%0.020%
5/13/2026 Cetera Investment Advisers1,164,853$253.06M0.3%+2.8%0.777%
5/13/2026 Wealthspire Retirement LLC11,325$2.46M0.1%-2.8%0.008%
5/13/2026 American Investment Services Inc.30,794$6.69M1.5%+0.5%0.021%
5/13/2026 Aureus Asset Management LLC1,641$357K0.0%N/A0.001%
5/13/2026 NewEdge Wealth LLC16,513$3.59M0.0%-0.6%0.011%
5/13/2026 Goepper Burkhardt LLC11,620$2.52M0.8%-33.0%0.008%
5/13/2026 Alesco Advisors LLC An ESL Co6,643$1.44M0.0%-1.5%0.004%
5/13/2026 First Trust Advisors LP40,612$8.82M0.0%+1,899.6%0.027%
5/12/2026 Insight Advisors LLC PA5,756$1.25M0.2%-1.1%0.004%
5/12/2026 Fortis Capital Management LLC39,528$8.59M0.9%+0.4%0.026%
5/8/2026 PNC Financial Services Group Inc.846,309$183.86M0.1%+2.6%0.565%
5/8/2026 Burling Wealth Partners LLC2,290$498K0.1%+15.1%0.002%
5/8/2026 Atlantic Private Wealth LLC479$104K0.1%-28.9%0.000%
5/8/2026 Glenview Trust Co2,860$621K0.0%+6.5%0.002%
5/8/2026 One Charles Private Wealth Services LLC9,780$2.13M0.5%-2.2%0.007%
5/8/2026 JMG Financial Group Ltd.392,210$85.21M2.3%+1.1%0.262%
5/7/2026 Florida Financial Advisors LLC1,434$312K0.1%N/A0.001%
5/7/2026 AlTi Global Inc.3,225$701K0.0%N/A0.002%
5/7/2026 Earned Wealth Advisors LLC9,183$2.00M0.1%-17.7%0.006%
5/7/2026 Hollencrest Capital Management615$134K0.0%-56.7%0.000%
5/7/2026 Meeder Advisory Services Inc.1,078$234K0.0%-9.5%0.001%
5/7/2026 Wells Financial Advisors INC304$66K0.3%-60.2%0.000%
5/7/2026 Parallel Advisors LLC45,722$9.93M0.2%-0.5%0.030%
5/7/2026 Greenwood Gearhart LLC3,089$671K0.0%N/A0.002%
5/7/2026 World Equity Group Inc.1,124$244K0.1%-14.8%0.001%
5/7/2026 Precision Wealth Strategies LLC6,428$1.40M0.5%-9.0%0.004%
5/7/2026 Performa Ltd US LLC98,553$21.41M4.8%+12.5%0.066%
5/7/2026 Crescent Grove Advisors LLC926$201K0.0%N/A0.001%
5/6/2026 Sterling Financial Planning Inc.10,412$2.26M0.7%-9.2%0.007%
5/6/2026 Ceera Investments LLC2,093$455K0.2%+5.8%0.001%
5/6/2026 Bartlett & CO. Wealth Management LLC61,499$14.12M0.2%-6.3%0.041%
5/6/2026 Zhang Financial LLC226,556$49.22M1.7%-0.1%0.151%
5/6/2026 Centennial Bank AR 760$165K0.1%-28.3%0.001%
5/6/2026 Simon Quick Advisors LLC7,149$1.55M0.1%-2.1%0.005%
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5/6/2026 Aire Advisors LLC4,775$1.04M0.2%+5.5%0.003%
5/6/2026 Modera Wealth Management LLC339,227$73.70M0.9%-2.3%0.226%
5/6/2026 Townsend Asset Management Corp NC ADV3,039$660K0.2%+8.5%0.002%
5/6/2026 Assetmark Inc.4,079,001$886.16M1.8%-6.9%2.721%
5/6/2026 Main Street Group LTD460$100K0.0%N/A0.000%
5/6/2026 Angeles Wealth Management LLC940$204K0.0%+10.1%0.001%
5/6/2026 Bessemer Group Inc.10,166$2.21M0.0%+1.8%0.007%
5/6/2026 SteelPeak Wealth LLC937$204K0.0%N/A0.001%
5/6/2026 Independent Financial Group LLC14,936$3.25M0.1%N/A0.010%
5/5/2026 Wealthfront Advisers LLC33,203$7.21M0.0%+7.2%0.022%


VBR Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,779 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 1,519 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), Strategic Financial Concepts LLC ($1.28M), Essex Financial Services Inc. ($1.21M), and Raymond James Financial Inc. ($1.11M).

Institutional investors have bought a total of 15,574,497 shares in the last 24 months. This purchase volume represents approximately $3.24B in transactions.

Of the 859 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), Betterment LLC ($333.39K), Osaic Holdings Inc. ($276.45K), Northwestern Mutual Wealth Management Co. ($260.55K), and UBS Group AG ($242.76K).

Institutional investors have sold a total of 12,163,823 shares in the last 24 months. This volume of shares sold represents approximately $2.51B in transactions.


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This page (NYSEARCA:VBR) was last updated on 6/15/2026 by MarketBeat.com Staff.
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