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Vanguard Small-Cap Value ETF (VBR) Institutional Ownership

Vanguard Small-Cap Value ETF logo
$201.72 +1.05 (+0.52%)
As of 07/3/2025 05:00 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Number of
Institutional Buyers
(last 12 months)
1034
Total
Institutional Inflows
(last 12 months)
$4.46B
Number of
Institutional Sellers
(last 12 months)
758
Total
Institutional Outflows
(last 12 months)
$1.74B
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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
7/3/2025 Arvest Investments Inc.69,582$13.57M2.0%+0.5%0.046%
7/3/2025 Lam Group Inc.25,195$4.91M3.3%-1.1%0.017%
7/3/2025 Garde Capital Inc.58,860$11.48M0.6%-0.3%0.039%
7/3/2025 Collective Family Office LLC38,475$7.50M1.9%+1.8%0.025%
7/3/2025 McLean Asset Management Corp3,730$749K0.2%+4.6%0.002%
7/3/2025 Trust Co of the South13,928$2.72M0.5%+57.6%0.009%
7/3/2025 JBGlobal.com LLC52,374$10.21M10.6%-28.5%0.035%
7/3/2025 Fiduciary Financial Group LLC16,548$3.29M0.6%+3.8%0.011%
7/2/2025 Dentgroup LLC5,114$997K0.7%-10.0%0.003%
7/2/2025 Marotta Asset Management133,063$25.95M5.2%-2.9%0.088%
7/2/2025 Waller Financial Planning Group Inc.3,819$745K0.2%-6.2%0.003%
7/1/2025 Harbor Investment Advisory LLC2,858$557K0.0%+9.9%0.002%
7/1/2025 First National Bank Sioux Falls2,514$490K0.2%+3.5%0.002%
7/1/2025 BancFirst Trust & Investment Management63,055$12.34M5.7%+8.0%0.042%
6/3/2025Invst LLC6,216$1.16M0.2%-80.4%0.001%
6/2/2025Modern Wealth Management LLC2,849$531K0.0%+8.9%0.001%
5/29/2025Plum Street Advisors LLC39,621$7.38M3.6%-0.5%0.007%
5/29/2025Apeiron RIA LLC3,014$561K0.2%+2.7%0.001%
5/28/2025Jones Financial Companies Lllp1,311,587$243.41M0.2%-45.4%0.245%
5/27/2025Jacobi Capital Management LLC4,292$799K0.1%-4.6%0.001%
5/23/2025SWAN Capital LLC27,418$5.11M2.4%+30.5%0.005%
5/23/2025Triune Financial Partners LLC9,211$1.72M0.5%-3.1%0.002%
5/21/2025McAdam LLC126,938$23.65M1.5%-0.8%0.024%
5/21/2025Geneos Wealth Management Inc.21,786$4.06M0.1%+43.3%0.004%
5/20/2025Tenret Co LLC25,809$4.81M2.9%-6.5%0.005%
5/20/2025Fortis Capital Advisors LLC6,958$1.30M0.3%+309.5%0.001%
5/20/2025Belpointe Asset Management LLC12,569$2.34M0.1%+62.6%0.002%
5/20/2025Focus Partners Wealth667,709$124.39M0.3%+41.5%0.125%
5/20/2025Integrity Alliance LLC.27,512$5.13M0.2%+928.5%0.005%
5/19/2025SageView Advisory Group LLC6,006$1.12M0.0%+6.7%0.001%
5/19/2025Advisory Alpha LLC28,792$5.36M0.2%-12.4%0.005%
5/19/2025SCS Capital Management LLC1,331$248K0.0%N/A0.000%
5/16/2025Empowered Funds LLC5,143$958K0.0%-2.6%0.001%
5/16/2025Ascent Group LLC18,578$3.46M0.1%+45.3%0.003%
5/16/2025Coppell Advisory Solutions LLC1,825$330K0.0%+12.9%0.000%
5/16/2025Arete Wealth Advisors LLC5,276$983K0.1%-12.8%0.001%
5/16/2025Bell Investment Advisors Inc2,327$434K0.1%+3.8%0.000%
5/16/2025Signature Estate & Investment Advisors LLC18,154$3.38M0.1%+1.6%0.003%
5/16/2025Everstar Asset Management LLC1,815$338K0.1%N/A0.000%
5/16/2025Ashton Thomas Private Wealth LLC37,434$6.97M0.3%+2.6%0.007%
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5/16/2025Goldman Sachs Group Inc.327,501$61.01M0.0%+1.5%0.217%
5/16/2025Kestra Investment Management LLC1,288$240K0.0%-98.9%0.000%
5/16/2025Jones Financial Companies Lllp1,144,263$211.94M0.2%-52.3%0.214%
5/16/2025Coordinated Financial Services Inc. CO5,366$1M0.8%N/A0.001%
5/16/2025Talon Private Wealth LLC13,759$2.58M0.3%+54.5%0.003%
5/16/2025Sepio Capital LP136,478$25.42M2.0%+6.8%0.026%
5/16/2025Rise Advisors LLC263$49K0.0%-33.9%0.000%
5/16/2025Punch & Associates Investment Management Inc.1,152$215K0.0%-5.0%0.000%
5/16/2025Plancorp LLC12,726$2.37M0.1%+0.7%0.002%
5/16/2025NewEdge Advisors LLC141,903$26.44M0.2%+0.8%0.027%
5/16/2025Integrated Wealth Concepts LLC21,725$4.05M0.0%-1.7%0.004%
5/16/2025Jentner Corp6,137$1.14M0.3%-1.1%0.001%
5/16/2025KDT Advisors LLC4,010$747K1.1%+181.4%0.001%
5/16/2025Greenline Partners LLC4,804$895K0.1%+77.3%0.001%
5/16/2025Clark Capital Management Group Inc.1,690$315K0.0%+6.6%0.000%
5/16/2025Beaird Harris Wealth Management LLC10,090$1.88M0.2%+0.8%0.002%
5/16/2025AQR Capital Management LLC15,403$2.87M0.0%+65.8%0.003%
5/16/2025Ancora Advisors LLC61,743$11.50M0.3%-1.3%0.012%
5/15/2025Federation des caisses Desjardins du Quebec13,233$2.47M0.0%-1.3%0.002%
5/15/2025EP Wealth Advisors LLC44,829$8.35M0.1%-3.1%0.008%
5/15/2025First Manhattan CO. LLC.30,471$5.68M0.0%-7.1%0.006%
5/15/2025Obsido Oy19,838$3.70M3.2%N/A0.004%
5/15/2025Focus Partners Advisor Solutions LLC140,545$26.18M0.4%+5.3%0.026%
5/15/2025Flputnam Investment Management Co.7,694$1.43M0.0%-51.7%0.001%
5/15/2025Royal Bank of Canada485,487$90.44M0.0%+2.5%0.091%
5/15/2025Betterment LLC3,353,053$624.64M1.5%-5.5%0.627%
5/15/2025Weitzel Financial Services Inc.5,679$1.01M0.5%+12.9%0.001%
5/15/2025MAI Capital Management54,010$10.06M0.1%-1.3%0.010%
5/15/2025Texas Bank & Trust Co7,505$1.40M0.6%-1.4%0.001%
5/15/2025Connecticut Wealth Management LLC1,224$228K0.0%N/A0.000%
5/15/2025Baird Financial Group Inc.140,346$26.15M0.1%-8.3%0.026%
5/15/2025WPG Advisers LLC1,080$201K0.2%N/A0.000%
5/15/2025Mission Creek Capital Partners Inc.19,450$3.62M0.8%-40.4%0.004%
5/14/2025Wealth Preservation Advisors LLC3,746$698K0.5%N/A0.001%
5/14/2025Ieq Capital LLC22,504$4.19M0.0%+11.5%0.004%
5/14/2025CreativeOne Wealth LLC19,736$3.68M0.1%-2.4%0.004%
5/14/2025Quadcap Wealth Management LLC30,165$5.62M0.8%-8.1%0.006%
5/14/2025CSM Advisors LLC20,846$3.88M0.2%-13.2%0.004%
5/14/2025Kayne Anderson Rudnick Investment Management LLC2,745$511K0.0%-51.9%0.001%
5/14/2025Comerica Bank140,535$26.18M0.1%-0.3%0.026%
5/14/2025Synovus Financial Corp10,674$1.99M0.0%-0.7%0.002%
5/14/2025Systematic Financial Management LP664$124K0.0%-89.1%0.000%
5/14/2025Ally Invest Advisors Inc.15,640$2.91M0.2%+11.4%0.003%
5/14/2025Smartleaf Asset Management LLC2,869$533K0.1%+80.9%0.001%
5/14/2025Northwestern Mutual Wealth Management Co.336,371$62.66M0.1%+6.5%0.063%
5/14/2025Sax Wealth Advisors LLC2,844$530K0.0%+10.7%0.001%
5/14/2025Strategies Wealth Advisors LLC170,901$31.84M3.9%+3.6%0.032%
5/14/2025Kestra Advisory Services LLC111,432$20.76M0.1%+3.8%0.021%
5/14/2025OFC Financial Planning LLC9,309$1.73M2.0%+1.4%0.002%
5/14/2025Wescott Financial Advisory Group LLC5,403$1.01M0.1%-10.9%0.001%
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5/14/20251832 Asset Management L.P.299,276$55.75M0.1%+5.8%0.056%
5/14/2025Compound Planning Inc.66,932$12.47M0.6%+325.9%0.013%
5/14/2025Ameriprise Financial Inc.779,514$145.19M0.0%+3.0%0.146%
5/14/2025Bragg Financial Advisors Inc290,993$54.21M2.2%+4.8%0.054%
5/14/2025Guidance Point Advisors LLC8,907$1.66M0.5%+0.7%0.002%
5/14/2025CW Advisors LLC94,134$17.55M0.2%+44.1%0.018%
5/14/2025Summit Financial LLC191,374$35.65M1.0%-3.1%0.036%
5/14/2025PGIM Custom Harvest LLC2,532$472K0.0%+47.0%0.000%
5/14/2025TFB Advisors LLC28,138$5.24M1.5%-2.4%0.005%
5/14/2025Dorsey & Whitney Trust CO LLC3,535$659K0.0%-10.6%0.001%
(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, 1,614 institutional investors and hedge funds held shares of Vanguard Small-Cap Value ETF. The most heavily invested institutionals were Bank of America Corp DE ($3.66B), Assetmark Inc. ($777.72M), Betterment LLC ($624.64M), Morgan Stanley ($619.27M), Wells Fargo & Company MN ($353.00M), Captrust Financial Advisors ($335.72M), and Envestnet Asset Management Inc. ($330.40M).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 1,391 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: Bishop & Co Investment Management LLC ($20.23M), Brooklyn FI LLC ($4.41M), World Investment Advisors LLC ($1.52M), Captrust Financial Advisors ($1.49M), Strategic Financial Concepts LLC ($1.28M), Essex Financial Services Inc. ($1.21M), and Raymond James Financial Inc. ($982.87K).

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

Institutional investors have bought a total of 22,881,300 shares in the last 24 months. This purchase volume represents approximately $4.46B in transactions.

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

Of the 758 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 ($2.35M), Essex Financial Services Inc. ($1.20M), Mather Group LLC. ($593.79K), Symmetry Partners LLC ($427.63K), Betterment LLC ($344.73K), PDS Planning Inc ($278.66K), and Foster Group Inc. ($190.34K).

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

Institutional investors have sold a total of 9,041,939 shares in the last 24 months. This volume of shares sold represents approximately $1.74B in transactions.


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This page (NYSEARCA:VBR) was last updated on 7/5/2025 by MarketBeat.com Staff
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