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Vanguard Small-Cap Value ETF (VBR) Institutional Ownership

Vanguard Small-Cap Value ETF logo
$191.57 -0.87 (-0.45%)
Closing price 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)
962
Total
Institutional Inflows
(last 12 months)
$4.27B
Number of
Institutional Sellers
(last 12 months)
682
Total
Institutional Outflows
(last 12 months)
$1.31B
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VBR Institutional Buying and Selling by Quarter

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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
3/24/2025Avant Financial Advisors LLC3,018$598K0.5%N/A0.001%
3/24/2025Mascagni Wealth Management Inc.9,150$1.81M1.6%N/A0.002%
3/18/2025Objective Capital Management LLC3,302$654K0.4%-6.9%0.001%
3/18/2025CWC Advisors LLC.17,807$3.53M3.5%+1.2%0.003%
3/17/2025 Wealth Enhancement Advisory Services LLC331,345$65.67M0.1%+5.1%0.062%
3/13/2025Silver Oak Wealth Advisors Services LLC1,815$360K0.3%N/A0.000%
3/12/2025 Centaurus Financial Inc.2,941$583K0.0%+2.4%0.001%
3/11/2025 Campbell Deegan Wealth Management LLC1,672$331K0.4%N/A0.000%
3/11/2025 Anchor Pointe Wealth Management LLC10,029$1.98M2.6%N/A0.002%
3/7/2025 Aegis Wealth Management LLC10,069$2.00M1.3%N/A0.002%
3/6/2025 Copia Wealth Management2,070$410K0.4%N/A0.000%
3/6/2025 Elite Financial Inc.25,157$4.99M2.7%N/A0.005%
3/5/2025 Probity Advisors Inc.8,639$1.71M0.3%-10.9%0.002%
3/4/2025 Comprehensive Money Management Services LLC2,866$568K0.5%N/A0.001%
3/3/2025 Fluent Financial LLC7,394$1.47M0.6%N/A0.001%
3/3/2025 American Investment Services Inc.35,589$7.05M1.2%-0.4%0.007%
2/28/2025 Park Square Financial Group LLC190$38K0.0%N/A0.000%
2/28/2025 Menard Financial Group LLC290$57K0.0%N/A0.000%
2/28/2025 Brooklyn FI LLC68,304$13.54M2.2%+0.7%0.013%
2/27/2025 Fidelity D & D Bancorp Inc.5,098$1.01M0.7%+2.4%0.001%
2/27/2025Jefferies Financial Group Inc.7,249$1.44M0.0%+1.3%0.001%
2/27/2025 XY Planning Network Inc.1,185$235K0.2%N/A0.000%
2/26/2025 Financial Advisory Corp246,091$48.77M8.5%N/A0.047%
2/26/2025 Discipline Wealth Solutions LLC6,012$1.19M0.6%-9.9%0.001%
2/25/2025 SWAN Capital LLC21,002$4.16M2.0%-19.8%0.004%
2/25/2025 Heck Capital Advisors LLC1,568$311K0.0%N/A0.000%
2/25/2025 B. Riley Wealth Advisors Inc.23,796$4.72M0.2%-5.2%0.005%
2/25/2025 Shufro Rose & Co. LLC45,717$9.06M0.7%+13.0%0.009%
2/25/2025 Garde Capital Inc.61,072$12.10M0.8%-2.3%0.012%
2/24/2025 Hall Capital Management Co. Inc.6,577$1.30M0.6%N/A0.004%
2/24/2025 Ameriflex Group Inc.434$89K0.0%N/A0.000%
2/24/2025 United Advisor Group LLC4,419$876K0.2%-32.0%0.003%
2/22/2025 American Trust3,181$630K0.0%+179.0%0.002%
2/21/2025 Ascent Group LLC12,790$2.54M0.2%-3.5%0.008%
2/21/2025 WNY Asset Management LLC1,662$329K0.0%+19.8%0.001%
2/21/2025 Fidelity D & D Bancorp Inc.5,098$1.01M0.7%+2.4%0.003%
2/21/2025 Vermillion Wealth Management Inc.265$52K0.0%N/A0.000%
2/20/2025 Forum Financial Management LP14,920$2.96M0.0%+4.3%0.010%
2/20/2025 Michels Family Financial LLC6,670$1.32M1.2%N/A0.004%
2/20/2025 Westfuller Advisors LLC2,884$572K0.4%N/A0.002%
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2/20/2025 Peak Retirement Planning Inc.17,257$3.42M2.3%N/A0.011%
2/20/2025 Revisor Wealth Management LLC4,221$846K0.8%+67.0%0.003%
2/19/2025 Richmond Investment Services LLC1,951$387K0.2%N/A0.001%
2/19/2025 North Star Asset Management Inc.1,250$248K0.0%-87.9%0.001%
2/19/2025 Invst LLC31,761$6.29M0.8%+1.9%0.021%
2/19/2025 Pinney & Scofield Inc.192$38K0.0%N/A0.000%
2/18/2025 Hudson Value Partners LLC8,794$1.74M0.6%+6.9%0.006%
2/18/2025 Fourth Dimension Wealth LLC2,285$453K0.2%N/A0.002%
2/18/2025 Stonebridge Financial Planning Group LLC4,105$814K0.4%+30.1%0.003%
2/18/2025 Retirement Planning Group LLC5,544$1.10M0.1%-29.3%0.004%
2/18/2025 Headinvest LLC1,475$292K0.1%+34.1%0.001%
2/18/2025 JT Stratford LLC3,713$736K0.1%+4.8%0.002%
2/18/2025 Cornerstone Advisory LLC30,191$6.14M0.7%+2.1%0.020%
2/18/2025 Mosaic Family Wealth Partners LLC32,187$6.38M0.9%+1.7%0.021%
2/18/2025 Pinnacle Financial Group LLC IL22,353$4.43M1.7%+3.1%0.015%
2/18/2025 Orion Capital Management LLC196$39K0.0%N/A0.000%
2/18/2025 Novak & Powell Financial Services Inc.5,950$1.18M0.7%+125.3%0.004%
2/18/2025 JDM Financial Group LLC341$68K0.0%+143.6%0.000%
2/18/2025 Monograph Wealth Advisors LLC29,183$5.78M0.8%-8.0%0.019%
2/18/2025 10Elms LLP722$143K0.1%N/A0.000%
2/18/2025 MidWestOne Financial Group Inc.3,248$644K0.1%-25.9%0.002%
2/18/2025 Focus Partners Advisor Solutions LLC133,476$26.45M0.4%+30.3%0.088%
2/18/2025 First Heartland Consultants Inc.1,665$330K0.0%-11.6%0.001%
2/18/2025 Glen Eagle Advisors LLC1,104$219K0.0%+153.2%0.001%
2/18/2025 White Knight Strategic Wealth Advisors LLC1,130$224K0.1%N/A0.001%
2/17/2025 Vance Wealth LLC10,797$2.14M0.8%-6.5%0.007%
2/17/2025 Waverly Advisors LLC14,249$2.82M0.0%+7.7%0.009%
2/17/2025 Weitzel Financial Services Inc.5,032$1.01M0.5%+6.2%0.003%
2/17/2025 Williams Jones Wealth Management LLC.2,251$446K0.0%+9.4%0.001%
2/17/2025 Visionary Wealth Advisors3,676$729K0.0%-2.0%0.002%
2/17/2025 Vivaldi Capital Management LP2,825$582K0.1%+2.7%0.002%
2/17/2025 Texas Bank & Trust Co7,613$1.51M0.6%N/A0.005%
2/17/2025 Triune Financial Partners LLC9,505$1.88M0.6%-0.7%0.006%
2/17/2025 TrueWealth Financial Partners85,321$16.91M10.5%+1.6%0.056%
2/17/2025 Studio Investment Management LLC102,045$20.22M4.3%-1.8%0.068%
2/17/2025 Systematic Financial Management LP6,112$1.21M0.0%+16,877.8%0.004%
2/17/2025 Salus Financial Advisors LLC1,564$310K0.2%N/A0.001%
2/17/2025 Snowden Capital Advisors LLC3,776$748K0.0%+2.8%0.002%
2/17/2025 Silvercrest Asset Management Group LLC3,171$629K0.0%+41.5%0.002%
2/17/2025 Royal Bank of Canada473,800$93.90M0.0%+1.6%0.314%
2/17/2025 Quadcap Wealth Management LLC32,841$6.51M1.0%+0.2%0.022%
2/17/2025 Quantinno Capital Management LP6,784$1.34M0.0%+66.3%0.004%
2/17/2025 Pathstone Holdings LLC67,609$13.40M0.1%-0.6%0.045%
2/17/2025 NorthRock Partners LLC3,198$634K0.0%+16.5%0.002%
2/17/2025 Northwest Quadrant Wealth Management LLC133,827$26.52M6.0%+2.7%0.089%
2/17/2025 LifePlan Investment Advisors Inc.24,878$4.93M3.0%-3.4%0.016%
2/17/2025 Investor s Fiduciary Advisor Network LLC11,102$2.20M0.8%N/A0.007%
2/17/2025Jefferies Financial Group Inc.7,249$1.44M0.0%+1.3%0.005%
2/17/2025 Guardian Wealth Advisors LLC NC1,182$234K0.0%-16.2%0.001%
2/17/2025 Focus Partners Wealth472,015$101.60M0.3%-8.0%0.312%
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2/17/2025 Ellevest Inc.66,737$13.21M0.8%-0.4%0.044%
2/17/2025 Elyxium Wealth LLC3,689$731K0.4%+86.5%0.002%
2/17/2025 Fiduciary Trust Co1,767$350K0.0%-7.1%0.001%
2/17/2025 First Manhattan CO. LLC.32,806$6.50M0.0%-9.8%0.022%
2/17/2025 Clark Capital Management Group Inc.1,586$314K0.0%+10.2%0.001%
2/17/2025 EP Wealth Advisors LLC46,243$9.16M0.1%+3.8%0.031%
2/17/2025 Colonial Trust Co SC1,547$307K0.0%+5.2%0.001%
2/17/2025 Comprehensive Financial Management LLC184,376$36.54M1.0%-43.2%0.122%
2/17/2025 CoreCap Advisors LLC1,453$288K0.0%+60.4%0.001%
2/17/2025 Cresset Asset Management LLC294,504$58.37M0.3%+3.7%0.195%
(Data available from 1/1/2016 forward)

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VBR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VBR shares?

During the previous two years, 1,564 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 ($3.66B), Assetmark Inc. ($792.37M), Betterment LLC ($702.90M), Morgan Stanley ($619.27M), Jones Financial Companies Lllp ($475.75M), and Envestnet Asset Management Inc. ($372.26M).Learn more on VBR's institutional investors.

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

Of the 1,337 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), Brooklyn FI LLC ($4.42M), 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 55,206,660 shares in the last 24 months. This purchase volume represents approximately $9.80B in transactions.

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

Of the 958 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: Essex Financial Services Inc. ($1.21M), Envestnet Asset Management Inc. ($663.26K), Symmetry Partners LLC ($645.59K), Mather Group LLC. ($628.34K), EP Wealth Advisors LLC ($404.60K), Allworth Financial LP ($386.05K), and First Republic Investment Management Inc. ($356.20K).

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

Institutional investors have sold a total of 13,605,106 shares in the last 24 months. This volume of shares sold represents approximately $2.46B in transactions.


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This page (NYSEARCA:VBR) was last updated on 3/25/2025 by MarketBeat.com Staff
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