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Vanguard Small-Cap Value ETF (VBR) Institutional Ownership

Vanguard Small-Cap Value ETF logo
$207.75 +3.14 (+1.53%)
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)
827
Total
Institutional Inflows
(last 12 months)
$2.57B
Number of
Institutional Sellers
(last 12 months)
659
Total
Institutional Outflows
(last 12 months)
$1.10B
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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
1/21/2025High Net Worth Advisory Group LLC5,030$998K0.3%+11.3%0.003%
1/21/2025OLIO Financial Planning16,935$3.36M1.2%-57.6%0.011%
1/21/2025Petix & Botte Co6,665$1.32M0.3%-7.8%0.004%
1/21/20251834 Investment Advisors Co.7,105$1.41M0.2%-9.9%0.005%
1/21/2025Baron Financial Group LLC1,061$210K0.1%N/A0.001%
1/21/2025Rockwood Wealth Management LLC3,255$643K0.1%+5.1%0.002%
1/21/2025RTD Financial Advisors Inc.33,828$6.70M0.9%-1.3%0.022%
1/21/2025Park Edge Advisors LLC1,725$342K0.1%-6.7%0.001%
1/21/2025Team Hewins LLC2,271$450K0.2%N/A0.002%
1/21/2025Archford Capital Strategies LLC21,528$4.27M0.6%-33.2%0.014%
1/21/2025Precedent Wealth Partners LLC3,682$730K0.2%+4.9%0.002%
1/21/2025Insight Inv LLC1,143$227K0.2%+24.5%0.001%
1/21/2025Stewardship Advisors LLC1,263$250K0.1%+16.9%0.001%
1/21/2025Nikulski Financial Inc.14,002$2.78M0.8%+1.1%0.009%
1/21/2025Grange Capital LLC7,463$1.48M1.6%N/A0.005%
1/21/2025Geneos Wealth Management Inc.15,206$3.01M0.1%+1.3%0.010%
1/21/2025Accel Wealth Management1,515$300K0.1%+27.0%0.001%
1/21/2025Fifth Third Bancorp101,962$20.21M0.1%-9.7%0.068%
1/21/2025DGS Capital Management LLC2,222$440K0.1%+10.7%0.001%
1/21/2025Cornerstone Wealth Advisors Inc.43,521$8.63M2.4%+4.7%0.029%
1/21/2025Eclectic Associates Inc. ADV14,086$2.79M0.8%-2.9%0.009%
1/21/2025Goelzer Investment Management Inc.4,430$878K0.1%-4.2%0.003%
1/21/2025Curated Wealth Partners LLC1,986$394K0.0%N/A0.001%
1/21/2025Wolff Financial Management LLC16,651$3.30M0.9%-0.7%0.011%
1/21/2025Midwest Financial Group LLC11,178$2.22M1.3%+0.5%0.007%
1/21/2025Exchange Traded Concepts LLC1,260$250K0.0%+500.0%0.001%
1/21/2025CX Institutional27,525$5.46M0.2%+24.7%0.018%
1/21/2025Rodgers & Associates LTD293,771$58.22M6.9%-1.9%0.194%
1/21/2025Patriot Investment Management Group Inc.11,880$2.35M0.2%-1.0%0.008%
1/21/2025LexAurum Advisors LLC1,380$274K0.1%N/A0.001%
1/21/2025RFG Advisory LLC21,455$4.25M0.1%+2.4%0.014%
1/21/2025McGlone Suttner Wealth Management Inc.8,439$1.67M0.3%+10.2%0.006%
1/21/2025Wells Trecaso Financial Group LLC15,085$2.99M1.0%+1.5%0.010%
1/21/2025Cornerstone Wealth Management LLC37,245$7.38M0.5%-22.1%0.025%
1/21/2025Brighton Jones LLC23,239$4.61M0.1%+1.9%0.015%
1/17/2025 Apeiron RIA LLC2,936$582K0.2%+4.0%0.002%
1/17/2025 Galvin Gaustad & Stein LLC4,031$799K0.1%-11.3%0.003%
1/17/2025 Avior Wealth Management LLC96,344$19.09M0.7%+30.5%0.064%
1/17/2025 Mutual Advisors LLC7,028$1.43M0.0%+1.3%0.005%
1/17/2025 First PREMIER Bank1,060$210K0.1%+16.5%0.001%
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1/17/2025 Echo45 Advisors LLC15,968$3.19M2.1%+8.8%0.011%
1/17/2025 Wesbanco Bank Inc.9,378$1.86M0.1%+2.1%0.006%
1/17/2025 Janney Montgomery Scott LLC86,584$17.16M0.0%+14.5%0.057%
1/17/2025 Bartlett & CO. Wealth Management LLC74,493$14.76M0.2%-1.6%0.049%
1/17/2025 Kraft Asset Management LLC9,541$1.93M1.5%-1.0%0.006%
1/17/2025 Paragon Financial Partners Inc.1,105$219K0.2%N/A0.001%
1/17/2025 Magnus Financial Group LLC13,868$2.75M0.3%+30.7%0.009%
1/17/2025 Daymark Wealth Partners LLC1,810$359K0.0%+3.7%0.001%
1/17/2025 Investment Advisory Group LLC1,108$220K0.1%-10.5%0.001%
1/17/2025 Advisory Alpha LLC32,876$6.52M0.2%-1.0%0.022%
1/17/2025 West Branch Capital LLC8,736$1.73M0.6%-1.0%0.006%
1/17/2025 NorthLanding Financial Partners LLC12,045$2.39M2.4%+2.4%0.008%
1/17/2025 Simon Quick Advisors LLC7,477$1.48M0.1%-12.2%0.005%
1/17/2025 Octavia Wealth Advisors LLC5,528$1.10M0.1%-4.3%0.004%
1/17/2025 JBGlobal.com LLC80,173$15.89M16.8%N/A0.053%
1/17/2025 Atomi Financial Group Inc.15,714$3.11M0.2%+218.0%0.010%
1/17/2025 Prosperity Planning Inc.50,744$10.06M3.2%-13.7%0.034%
1/16/2025 First United Bank & Trust12,064$2.39M0.9%+2.1%0.008%
1/16/2025 Lmcg Investments LLC55,988$11.10M0.7%-1.5%0.037%
1/16/2025 Aspiriant LLC1,224,131$242.60M8.8%+42.1%0.810%
1/16/2025 Martel Wealth Advisors Inc19,288$3.82M0.7%-3.6%0.013%
1/16/2025 Culbertson A N & Co. Inc.18,254$3.62M0.6%+8.1%0.012%
1/16/2025 Pure Financial Advisors LLC31,683$6.28M0.1%+6.6%0.021%
1/16/2025 Koshinski Asset Management Inc.42,303$8.38M0.0%+25.4%0.028%
1/16/2025 Harbor Investment Advisory LLC2,405$477K0.0%+21.5%0.002%
1/16/2025 Zhang Financial LLC242,628$48.08M2.8%-0.1%0.161%
1/16/2025 MassMutual Private Wealth & Trust FSB37,586$7.45M0.2%-3.2%0.025%
1/16/2025 AMI Investment Management Inc.1,589$315K0.1%-3.5%0.001%
1/16/2025 Ervin Investment Management LLC24,517$4.86M3.2%-2.7%0.016%
1/16/2025 UMB Bank n.a.18,122$3.59M0.1%-1.5%0.012%
1/16/2025 Capital Wealth Management LLC68,484$13.57M5.8%-1.3%0.045%
1/16/2025 Thrive Wealth Management LLC1,811$359K0.1%-5.6%0.001%
1/16/2025 Willner & Heller LLC4,109$814K0.7%-5.0%0.003%
1/16/2025 Financial Freedom LLC13,629$2.70M1.4%+0.6%0.009%
1/16/2025 Diversify Advisory Services LLC4,560$890K0.0%-15.1%0.003%
1/16/2025 Diversify Wealth Management LLC15,301$2.99M0.2%+0.6%0.010%
1/16/2025 City Holding Co.4,413$875K0.1%+2.4%0.003%
1/16/2025 RoundAngle Advisors LLC10,687$2.12M2.0%N/A0.007%
1/16/2025 Annex Advisory Services LLC1,035$205K0.0%N/A0.001%
1/16/2025 Evanson Asset Management LLC12,445$2.47M0.2%+8.8%0.008%
1/16/2025 Client 1ST Advisory Group LLC1,806$358K0.1%N/A0.001%
1/16/2025 Kaydan Wealth Management Inc.142,408$28.22M9.4%-1.5%0.094%
1/16/2025 Grove Bank & Trust8,416$1.67M0.2%+0.8%0.006%
1/16/2025 Brady Martz Wealth Solutions LLC1,285$257K0.1%N/A0.001%
1/16/2025 Arbor Trust Wealth Advisors LLC5,846$1.16M0.5%-3.2%0.004%
1/15/2025 Aaron Wealth Advisors LLC96,128$19.05M2.2%+9.9%0.064%
1/15/2025 Whitaker Myers Wealth Managers LTD.77,468$15.35M4.5%+4.1%0.051%
1/15/2025 Bowman & Co S.C.4,489$890K0.5%-3.1%0.003%
1/15/2025 Riversedge Advisors LLC14,231$2.82M0.6%+11.2%0.009%
1/15/2025 Veery Capital LLC46,823$9.28M3.6%+20.7%0.031%
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1/15/2025 Taylor & Morgan Wealth Management LLC2,345$465K0.3%-2.9%0.002%
1/15/2025 Ameritas Advisory Services LLC21,897$4.34M0.1%+14.2%0.014%
1/15/2025 HB Wealth Management LLC48,593$9.63M0.1%+1.3%0.032%
1/15/2025 Trust Co. of Vermont9,232$1.83M0.1%+18.0%0.006%
1/15/2025 Monument Group Wealth Advisors LLC5,725$1.14M0.8%-7.5%0.004%
1/15/2025 CGN Advisors LLC25,086$4.97M0.5%-0.5%0.017%
1/15/2025 Alhambra Investment Management LLC40,676$8.06M4.1%+31.4%0.027%
1/15/2025 Arkadios Wealth Advisors7,146$1.42M0.1%+5.6%0.005%
1/15/2025 Selective Wealth Management Inc.2,516$503K0.2%+4.1%0.002%
1/15/2025 LongView Wealth Management5,649$1.12M0.3%-4.2%0.004%
(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, 1,434 institutional investors and hedge funds held shares of Vanguard Small-Cap Value ETF. The most heavily invested institutionals were Aspire Private Capital LLC ($20.64B), Bank of America Corp DE ($1.82B), Betterment LLC ($1.28B), Assetmark Inc. ($766.49M), Morgan Stanley ($619.27M), Jones Financial Companies Lllp ($585.85M), and Envestnet Asset Management Inc. ($399.47M).Learn more on VBR's institutional investors.

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

Of the 1,223 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: Bishop & Co Investment Management LLC ($20.23M), World Investment Advisors LLC ($1.52M), Captrust Financial Advisors ($1.34M), Essex Financial Services Inc. ($1.21M), Bank of Montreal Can ($995.36K), Bank of America Corp DE ($746.46K), and TIAA Trust National Association ($682.74K).

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

Institutional investors have bought a total of 47,966,878 shares in the last 24 months. This purchase volume represents approximately $8.21B in transactions.

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

Of the 936 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: Symmetry Partners LLC ($645.59K), Envestnet Asset Management Inc. ($621.26K), Mather Group LLC. ($425.44K), EP Wealth Advisors LLC ($404.60K), Allworth Financial LP ($386.05K), First Republic Investment Management Inc. ($356.20K), and Morgan Stanley ($311.63K).

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

Institutional investors have sold a total of 12,030,348 shares in the last 24 months. This volume of shares sold represents approximately $2.11B in transactions.


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This page (NYSEARCA:VBR) was last updated on 1/21/2025 by MarketBeat.com Staff
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