Free Trial
→ $30 stock to buy before Starlink goes public (WATCH NOW!) (From Paradigm Press) (Ad)tc pixel Free VBR Stock Alerts

Vanguard Small-Cap Value ETF (VBR) Institutional Ownership

Vanguard Small-Cap Value ETF logo
$232.13 +2.48 (+1.08%)
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)
1097
Total
Institutional Inflows
(last 12 months)
$3.44B
Number of
Institutional Sellers
(last 12 months)
886
Total
Institutional Outflows
(last 12 months)
$2.40B
Get VBR Insider Trade Alerts

Want to know when executives and insiders are buying or selling Vanguard Small-Cap Value ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

VBR Institutional Buying and Selling by Quarter

Vanguard Small-Cap Value ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Wealthfront Advisers LLC33,203$7.21M0.0%+7.2%0.022%
5/5/2026D.A. Davidson & CO.79,475$17.27M0.1%+5.3%0.053%
5/5/2026RFG Bristol Wealth Advisors LLC1,376$299K0.1%-32.4%0.001%
5/5/2026NerdWallet Wealth Partners LLC14,385$3.13M1.4%-9.3%0.010%
5/5/2026Bank of New York Mellon Corp62,093$13.49M0.0%-0.4%0.041%
5/5/2026truNorth Financial Services Inc.3,725$809K0.8%-11.0%0.002%
5/5/2026Theory Financial LLC22,428$4.87M1.7%+29.4%0.015%
5/5/2026SKY Mountain Capital Management Inc.7,901$1.72M1.2%+0.9%0.005%
5/5/2026Collaborative Wealth Managment Inc.2,606$566K0.3%-10.1%0.002%
5/5/2026Schwallier Wealth Management LLC4,329$941K0.7%-4.7%0.003%
5/5/2026Geneos Wealth Management Inc.16,634$3.61M0.1%+2.8%0.011%
5/5/2026Harel Insurance Investments & Financial Services Ltd.500$109K0.0%N/A0.000%
5/5/2026Ethos Financial Group LLC1,735$377K0.0%N/A0.001%
5/5/2026Signet Financial Management LLC12,967$2.82M0.3%-4.2%0.009%
5/5/2026SouthState Bank Corp12,661$2.75M0.1%+8.3%0.008%
5/5/2026Sanctuary Advisors LLC169,301$36.78M0.2%+0.6%0.113%
5/5/2026 Sigma Planning Corp26,507$5.76M0.2%+3.7%0.018%
5/5/2026 Cornerstone Advisory LLC26,005$5.65M0.5%-2.8%0.017%
5/5/2026 Checchi Capital Advisers LLC91,277$19.83M1.0%+47.6%0.061%
5/5/2026 MB Generational Wealth LLC9,461$2.06M1.1%+7.1%0.006%
5/5/2026 Roberts Glore & Co. Inc. IL12,142$2.64M0.7%-0.4%0.008%
5/5/2026 Nwam LLC28,218$6.13M0.4%+0.9%0.019%
5/5/2026 Avantax Planning Partners Inc.15,006$3.26M0.1%-1.0%0.010%
5/4/2026 AMG National Trust Bank13,489$2.93M0.1%+2.5%0.009%
5/4/2026 Retirement Planning Group LLC6,622$1.44M0.0%+41.9%0.004%
5/4/2026 Lutz Financial Services LLC24,033$5.22M0.4%-1.9%0.016%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management128,493$27.92M0.5%-1.9%0.086%
5/4/2026 Glassman Wealth Services3,776$820K0.1%+1.5%0.003%
5/4/2026 Integrity Wealth Solutions LLC17,316$3.76M1.5%+0.8%0.012%
5/4/2026 Archer Investment Corp4,974$1.08M0.2%+346.1%0.003%
5/4/2026 Center for Financial Planning Inc.55,764$12.12M1.3%-2.7%0.037%
5/4/2026 Principal Financial Group Inc.1,535$334K0.0%-21.3%0.001%
5/4/2026 Chicago Partners Investment Group LLC31,427$7.27M0.1%+1.9%0.021%
5/4/2026 Vantage Point Financial LLC1,534$333K0.1%-12.5%0.001%
5/4/2026 Uptick Partners LLC6,249$1.36M0.3%+1.0%0.004%
5/4/2026 Brindle & Bay Financial Advisors LLC20,629$4.48M2.8%+36.8%0.014%
5/4/2026 Tradewinds LLC.1,295$300K0.1%+12.8%0.001%
5/4/2026 Lifeworks Advisors LLC952$207K0.0%-6.8%0.001%
5/4/2026 Procyon Advisors LLC1,603$348K0.0%-42.2%0.001%
5/2/2026 Avion Wealth94,971$20.63M4.3%-0.7%0.063%
5/2/2026 International Assets Investment Management LLC1,048$229K0.0%-20.4%0.001%
5/2/2026 Anchor Investment Management LLC4,176$907K0.1%+3.4%0.003%
5/2/2026 Silver Oak Advisory Group Inc.4,642$1.01M0.4%+61.6%0.003%
5/2/2026 Associated Banc Corp33,889$7.36M0.2%+9.6%0.023%
5/2/2026 Strategic Wealth Advisors LLC30,489$6.62M5.3%-0.3%0.020%
5/2/2026 Diversify Wealth Management LLC17,005$3.89M0.1%+8.2%0.011%
5/2/2026 Carnegie Investment Counsel2,721$591K0.0%+16.0%0.002%
5/1/2026 180 Wealth Advisors LLC9,804$2.13M0.2%+0.8%0.007%
5/1/2026 Capital Squared Financial LLC6,639$1.44M1.1%+20.4%0.004%
5/1/2026 Citizens Financial Group Inc. RI4,161$904K0.0%-2.2%0.003%
5/1/2026 Midwest Trust Co25,066$5.45M0.1%-2.8%0.017%
5/1/2026 Fifth Third Bancorp223,342$48.52M0.1%+164.6%0.149%
5/1/2026 Sovran Advisors LLC1,293$301K0.0%-5.3%0.001%
5/1/2026 Rossmore Private Capital250$54K0.0%N/A0.000%
5/1/2026 American Trust3,081$669K0.1%+6.2%0.002%
5/1/2026 Financial Counselors Inc.7,999$1.74M2.5%-1.3%0.005%
5/1/2026 BCR Wealth Strategies LLC1,919$416K0.1%-37.8%0.001%
5/1/2026 WealthShield Partners LLC15,614$3.39M0.4%+0.3%0.010%
5/1/2026 Van Cleef Asset Management Inc33,588$7.30M0.8%+7.5%0.022%
5/1/2026 Simplicity Wealth LLC1,429$310K0.0%N/A0.001%
5/1/2026 Petix & Botte Co5,370$1.17M0.3%-2.5%0.004%
5/1/2026 Sequoia Financial Advisors LLC72,040$15.65M0.1%-3.5%0.048%
5/1/2026 Relyea Zuckerberg Hanson LLC36,948$8.03M0.8%+0.5%0.025%
5/1/2026 Carmel Capital Partners LLC1,021$222K0.1%N/A0.001%
4/30/2026 Graetz Wealth LLC5,551$1.21M1.1%-19.3%0.004%
4/30/2026 GreatBanc Trust CO2,390$519K0.4%-13.2%0.002%
4/30/2026 Texas Bank & Trust Co4,890$1.06M0.4%-18.1%0.003%
4/30/2026 Sonata Capital Group Inc.14,646$3.18M1.2%+3.0%0.010%
4/30/2026 Yukon Wealth Management Inc.3,074$668K0.4%-3.5%0.002%
4/30/2026 Financial Freedom LLC11,262$2.45M1.2%-11.5%0.008%
4/30/2026 Robinson Smith Wealth Advisors LLC1,287$280K0.2%-14.1%0.001%
4/30/2026 Hegarty Advisors LLC45,040$9.79M7.7%+0.5%0.030%
4/30/2026 SkyOak Wealth LLC31,480$6.84M1.3%+0.9%0.021%
4/30/2026 Team Hewins LLC1,390$302K0.1%-12.0%0.001%
4/30/2026 First Horizon Corp22,265$4.84M0.2%+0.3%0.015%
4/30/2026 Triune Financial Partners LLC8,607$1.87M0.4%-1.1%0.006%
4/30/2026 Mosaic Family Wealth Partners LLC35,434$7.70M0.8%+0.7%0.024%
4/30/2026 Kestra Advisory Services LLC193,564$42.05M0.2%+9.0%0.129%
4/30/2026 Cooksen Wealth LLC6,043$1.31M1.0%-14.6%0.004%
4/30/2026 Weitzel Financial Services Inc.6,612$1.44M0.5%+3.3%0.004%
4/30/2026 Efficient Advisors LLC397,932$86.45M6.1%-29.9%0.265%
4/30/2026 Farmers & Merchants Trust Co of Chambersburg PA56,580$12.29M3.3%+21.8%0.038%
4/29/2026 Lmcg Investments LLC46,494$10.10M0.6%-2.2%0.031%
4/29/2026 Rockwood Wealth Management LLC3,272$711K0.1%+5.5%0.002%
4/29/2026 Arbor Trust Wealth Advisors LLC2,739$595K0.3%-2.0%0.002%
4/29/2026 Marino Stram & Associates LLC9,645$2.10M0.4%+7.9%0.006%
4/29/2026 Nicholas Hoffman & Company LLC.38,116$8.28M0.2%+0.9%0.025%
4/29/2026 Horst & Graben Wealth Management LLC1,046$242K0.0%+8.7%0.001%
4/29/2026 Fee Only Financial Planning L.C.52,537$11.41M6.9%-0.3%0.035%
4/29/2026 K2 Financial Inc.2,953$683K0.5%+5.0%0.002%
4/29/2026 Downshift Financial LLC3,097$714K0.3%+4.0%0.002%
4/29/2026 Family CFO Inc74,220$16.12M7.2%-3.0%0.050%
4/29/2026 Canvas Wealth Advisors LLC3,434$746K0.1%+13.4%0.002%
4/29/2026 Grange Capital LLC4,549$988K1.0%-12.0%0.003%
4/28/2026 Arbor Investment Advisors LLC6,281$1.37M0.2%-1.8%0.004%
4/28/2026 Libra Wealth LLC3,479$756K0.2%-4.1%0.002%
4/28/2026 Kathmere Capital Management LLC2,577$560K0.0%-46.5%0.002%
4/28/2026 DGS Capital Management LLC3,237$703K0.1%+11.2%0.002%
4/28/2026 Ascentis Independent Advisors580$126K0.0%N/A0.000%
4/28/2026 Stephens Inc. AR273,733$59.47M0.7%+2.2%0.183%


VBR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VBR shares?

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 ($3.39B), Assetmark Inc. ($927.52M), 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.

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

Of the 1,516 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).

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

Institutional investors have bought a total of 16,693,362 shares in the last 24 months. This purchase volume represents approximately $3.43B in transactions.

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

Of the 883 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: Jones Financial Companies Lllp ($2.50M), Bank of America Corp DE ($1.77M), Captrust Financial Advisors ($615.64K), Betterment LLC ($527.11K), Osaic Holdings Inc. ($276.45K), Northwestern Mutual Wealth Management Co. ($260.55K), and UBS Group AG ($242.76K).

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

Institutional investors have sold a total of 12,048,035 shares in the last 24 months. This volume of shares sold represents approximately $2.40B in transactions.


Related Companies

This page (NYSEARCA:VBR) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
Sell 99% of Your Stocks, Do THIS Instead…
Millionaire Trader Exposes: "The Single Stock Income Plan" With over 6,000 stocks on the market to choose ...
The Oxford Club | Sponsoredtc pixel
Trade this between 9:30 and 10:45 am EST
The first 75 minutes of the trading day may be the most overlooked window for consistent opportunities.If you ...
Base Camp Trading | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Elon Unveils AI Passive Income Stream for Millions of Americans
During Tesla's last earnings call, Elon Musk outlined a new AI-driven approach he says could generate $30,000-...
InvestorPlace | Sponsoredtc pixel
Invest in SpaceX Before IPO
SpaceX is already one of the most valuable private companies on Earth, and some analysts believe its valuation...
NXT Wave Research | Sponsoredtc pixel
URGENT: $2 Gold Stock With Major Discovery
A $2 gold stock is said to quietly control what may be the largest gold deposit in the world - worth nearly $1...
Paradigm Press | Sponsoredtc pixel