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Vanguard Small-Cap Value ETF (VBR) Institutional Ownership

Vanguard Small-Cap Value ETF logo
$211.71 +2.71 (+1.30%)
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)
1121
Total
Institutional Inflows
(last 12 months)
$4.57B
Number of
Institutional Sellers
(last 12 months)
838
Total
Institutional Outflows
(last 12 months)
$2.44B
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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
9/12/2025 Valeo Financial Advisors LLC30,771$6.00M0.1%+8.0%0.020%
9/9/2025 Cambridge Financial Group LLC21,453$4.18M1.6%-6.5%0.014%
9/9/2025 NWF Advisory Services Inc.2,010$392K0.0%-7.8%0.001%
9/5/2025 Prospera Capital Management LLC4,514$884K0.3%+10.6%0.003%
9/4/2025 Osaic Holdings Inc.812,288$156.32M0.3%+67.1%0.539%
9/3/2025 American Trust2,648$516K0.0%N/A0.002%
9/3/2025 Ballentine Capital Advisors Inc2,022$394K0.2%-10.7%0.001%
8/29/2025 Total Investment Management Inc.857$167K0.0%-50.2%0.001%
8/28/2025 Prospera Capital Management LLC4,514$884K0.2%+10.6%0.003%
8/28/2025 Midwestern Financial LLC IA15,812$3.08M2.9%N/A0.010%
8/27/2025 Orion Porfolio Solutions LLC7,431$1.45M0.0%+26.8%0.005%
8/26/2025 Zeit Capital LLC24,294$4.74M3.4%+0.7%0.016%
8/26/2025 Thrivent Financial for Lutherans13,402$2.61M0.0%-50.3%0.009%
8/25/2025 Silverlake Wealth Management LLC5,442$1.06M0.3%+4.7%0.004%
8/22/2025 TT Capital Management LLC19,240$3.57M1.2%N/A0.013%
8/20/2025 Forefront Wealth Partners LLC2,906$576K0.4%+6.6%0.002%
8/20/2025 Coppell Advisory Solutions LLC1,985$389K0.0%+8.8%0.001%
8/19/2025 B. Riley Wealth Advisors Inc.11,938$2.33M0.1%N/A0.008%
8/19/2025 Advisory Services Network LLC62,308$12.35M0.2%-0.4%0.041%
8/18/2025 Tyler Stone Wealth Management2,485$485K0.1%-2.4%0.002%
8/18/2025 Tactive Advisors LLC2,895$564K0.2%N/A0.002%
8/18/2025 N.E.W. Advisory Services LLC989$193K0.0%-30.3%0.001%
8/18/2025 Geneos Wealth Management Inc.25,783$5.03M0.1%+18.3%0.017%
8/18/2025 Hollencrest Capital Management1,421$277K0.0%N/A0.001%
8/18/2025 Wellington Capital Management Inc.2,612$509K0.7%N/A0.002%
8/18/2025 Rexford Capital Inc.1,900$371K0.3%N/A0.001%
8/18/2025 Front Row Advisors LLC177$35K0.0%N/A0.000%
8/15/2025 Strategic Investment Advisors MI85,269$16.66M1.6%+12.7%0.057%
8/15/2025 Nikulski Financial Inc.14,303$2.79M0.8%+1.5%0.009%
8/15/2025 Tower Research Capital LLC TRC 16,150$3.15M0.1%N/A0.011%
8/15/2025 Binnacle Investments Inc1,834$358K0.2%+4.6%0.001%
8/15/2025 Corient Private Wealth LLC505,618$98.65M0.1%+128.8%0.335%
8/15/2025 Equitable Holdings Inc.188,102$36.68M0.3%+2.3%0.125%
8/15/2025 Northeast Financial Consultants Inc17,637$3.44M0.1%-6.9%0.012%
8/15/2025 Chapman Financial Group LLC1,945$379K0.3%N/A0.001%
8/15/2025 Captrust Financial Advisors1,136,586$221.65M0.5%-35.1%0.754%
8/15/2025 Keel Point LLC1,501$293K0.0%-14.8%0.001%
8/15/2025 Fidelity D & D Bancorp Inc.2,223$434K0.3%-56.4%0.001%
8/15/2025 Cooksen Wealth LLC7,430$1.45M1.2%-22.9%0.005%
8/15/2025 Visionary Wealth Advisors5,121$999K0.1%+39.2%0.003%
8/15/2025 Two Sigma Securities LLC3,994$779K0.1%N/A0.003%
8/15/2025 Smartleaf Asset Management LLC2,117$415K0.0%-26.2%0.001%
8/15/2025 Snowden Capital Advisors LLC3,530$692K0.0%-5.5%0.002%
8/15/2025 Redwood Investment Management LLC2,190$427K0.0%N/A0.001%
8/15/2025 Obsido Oy20,939$4.08M3.1%+5.5%0.014%
8/15/2025 Orion Porfolio Solutions LLC7,431$1.45M0.0%+26.8%0.005%
8/15/2025 MML Investors Services LLC245,196$47.82M0.1%+0.9%0.163%
8/15/2025 Monograph Wealth Advisors LLC28,557$5.60M0.7%-2.1%0.019%
8/15/2025 Mission Creek Capital Partners Inc.17,683$3.45M0.7%-9.1%0.012%
8/15/2025 Modern Wealth Management LLC2,768$540K0.0%-2.8%0.002%
8/15/2025 HRT Financial LP8,042$1.57M0.0%N/A0.005%
8/15/2025 IHT Wealth Management LLC22,535$4.40M0.1%+0.3%0.015%
8/15/2025 Great Valley Advisor Group Inc.6,988$1.36M0.0%-14.2%0.005%
8/15/2025 Gallagher Fiduciary Advisors LLC87,206$17.01M0.0%-2.9%0.058%
8/15/2025 EP Wealth Advisors LLC46,333$9.04M0.1%+3.4%0.031%
8/15/2025 Envision Financial Planning LLC3,977$776K0.4%N/A0.003%
8/15/2025 Curi Capital LLC1,283$251K0.0%N/A0.001%
8/15/2025 Benjamin Edwards Inc.73,341$14.30M0.2%+2.4%0.049%
8/15/2025 BNP Paribas Financial Markets47,400$9.24M0.0%+30.2%0.031%
8/15/2025 Bishop & Co Investment Management LLC48,697$9.50M3.4%-0.9%0.032%
8/15/2025 Bank of America Corp DE15,229,662$2.97B0.2%-10.4%10.105%
8/15/2025 Ameriprise Financial Inc.739,019$144.56M0.0%-5.2%0.490%
8/14/2025 Connecticut Wealth Management LLC1,131$220K0.0%-7.6%0.001%
8/14/2025 Vista Capital Partners Inc.1,865$364K0.0%-4.7%0.001%
8/14/2025 Bragg Financial Advisors Inc306,523$59.78M2.1%+5.3%0.203%
8/14/2025 Ausdal Financial Partners Inc.27,231$5.31M0.4%-4.9%0.018%
8/14/2025 Financial Advisors Network Inc.15,818$3.09M0.5%+7.6%0.010%
8/14/2025 Raymond James Financial Inc.923,880$180.17M0.1%-4.5%0.613%
8/14/2025 Betterment LLC3,200,471$624.12M1.3%-4.6%2.124%
8/14/2025 Quantinno Capital Management LP11,060$2.16M0.0%-19.2%0.007%
8/14/2025 Diversify Wealth Management LLC16,132$3.27M0.2%-0.9%0.011%
8/14/2025 Diversify Advisory Services LLC4,728$958K0.0%+3.3%0.003%
8/14/2025 Peapack Gladstone Financial Corp63,847$12.45M0.2%-0.3%0.042%
8/14/2025 Tennessee Valley Asset Management Partners2,872$560K0.1%+2.5%0.002%
8/14/2025 Operose Advisors LLC922$180K0.1%+15.5%0.001%
8/14/2025 HUB Investment Partners LLC3,978$776K0.0%-4.0%0.003%
8/14/2025 Ieq Capital LLC23,430$4.57M0.0%+4.1%0.016%
8/14/2025 Glenview Trust co3,262$636K0.0%+38.9%0.002%
8/14/2025 FAS Wealth Partners Inc.17,173$3.35M0.2%-1.2%0.011%
8/14/2025 Sei Investments Co.1,426,827$278.32M0.3%+3.0%0.947%
8/14/2025 NewEdge Advisors LLC142,693$27.83M0.1%+0.6%0.095%
8/14/2025 Qube Research & Technologies Ltd557$109K0.0%-75.0%0.000%
8/14/2025 Hurley Capital LLC325$63K0.0%-43.0%0.000%
8/14/2025 SVB Wealth LLC1,115$217K0.0%N/A0.001%
8/14/2025 Transce3nd LLC4,134$807K0.3%+18.1%0.003%
8/14/2025 Ally Invest Advisors Inc.16,279$3.18M0.2%+4.1%0.011%
8/14/2025 Cary Street Partners Financial LLC23,277$4.54M0.1%+92.9%0.015%
8/14/2025 Cerity Partners LLC253,816$49.50M0.1%+5.1%0.168%
8/13/2025 PGIM Custom Harvest LLC1,525$297K0.0%-39.8%0.001%
8/13/2025 Victory Financial Group LLC61,280$11.95M1.9%+5.8%0.041%
8/13/2025 Shepherd Financial Partners LLC59,836$11.67M1.2%-11.2%0.040%
8/13/2025 StoneX Group Inc.3,133$613K0.0%+75.8%0.002%
8/13/2025 Vance Wealth LLC8,896$1.74M0.6%-9.4%0.006%
8/13/2025 Flow Traders U.S. LLC16,379$3.19M0.1%N/A0.011%
8/13/2025 SageView Advisory Group LLC5,096$1.03M0.0%-15.2%0.003%
8/13/2025 RFP Financial Group LLC4,880$952K0.4%-18.9%0.003%
8/13/2025 Cresset Asset Management LLC314,540$61.63M0.3%+1.9%0.209%
8/13/2025 Gateway Wealth Partners LLC1,507$294K0.1%N/A0.001%
8/13/2025 Capital Advisors Wealth Management LLC13,355$2.60M0.4%-73.3%0.009%
8/13/2025 Brown Advisory Inc.41,777$8.15M0.0%+12.3%0.028%
(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, 1,670 institutional investors and hedge funds held shares of Vanguard Small-Cap Value ETF. The most heavily invested institutionals were Bank of America Corp DE ($2.97B), Assetmark Inc. ($850.34M), Betterment LLC ($624.12M), Morgan Stanley ($619.27M), Wells Fargo & Company MN ($353.00M), Envestnet Asset Management Inc. ($332.09M), and Aspiriant LLC ($289.29M).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 1,435 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 ($4.36M), World Investment Advisors LLC ($1.52M), Captrust Financial Advisors ($1.49M), Strategic Financial Concepts LLC ($1.28M), Essex Financial Services Inc. ($1.21M), Raymond James Financial Inc. ($982.87K), and Assetmark Inc. ($870.34K).

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

Institutional investors have bought a total of 23,238,435 shares in the last 24 months. This purchase volume represents approximately $4.57B in transactions.

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

Of the 838 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), Bank of America Corp DE ($1.77M), Essex Financial Services Inc. ($1.21M), Captrust Financial Advisors ($615.64K), Mather Group LLC. ($596.93K), Betterment LLC ($497.31K), and Symmetry Partners LLC ($443.85K).

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

Institutional investors have sold a total of 12,586,046 shares in the last 24 months. This volume of shares sold represents approximately $2.44B in transactions.


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This page (NYSEARCA:VBR) was last updated on 9/18/2025 by MarketBeat.com Staff
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