VANGUARD SMALL-CAP VALUE ETF VBR
$243.22
+0.2% 52w: $195.89 – $243.22
Latest 13F among current holders filed 21 hours ago (Sep 2, 2026)
Price — last 12 months
research preview data195.89219.55243.22
Aug 18, 2025 Jul 2, 2026
Institutional holders
1.7K
+55 QoQ
13F value
$18.48B
+0.4% QoQ
Smart-money holders
47
signal tier ≥ 2
New smart buyers
3
Q1 2026
Options barometer
3.2×
$12.6M calls / $3.9M puts
Institutional value by quarter
Number of holders
Who owns VBR?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 13.4M | $2.91B | 0.2% | -16.2% |
| ASSETMARK, INC | Wealth advisor | 4.1M | $886.2M | 1.8% | -6.9% |
| MORGAN STANLEY | Bank broker | 3.8M | $829.2M | 0.0% | +1.2% |
| Betterment LLC | Wealth advisor | 2.9M | $633.7M | 1.2% | -3.4% |
| ASPIRIANT, LLC | Wealth advisor | 1.7M | $377.9M | 10.8% | +7.3% |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.7M | $367.2M | 0.1% | -1.2% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.6M | $350.5M | 0.1% | +19.7% |
| SEI INVESTMENTS CO | Diversified mechanical | 1.5M | $323.0M | 0.3% | -0.4% |
| LPL Financial LLC | Bank broker | 1.5M | $321.8M | 0.1% | +3.0% |
| UBS Group AG | Bank broker | 1.5M | $320.7M | 0.1% | +6.1% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 1.3M | $280.2M | 0.5% | +4.4% |
| Cetera Investment Advisers | Wealth advisor | 1.2M | $253.1M | 0.3% | +2.8% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.0M | $222.3M | 0.1% | -3.0% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 984.4K | $209.9M | 0.1% | +16.4% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 846.3K | $183.9M | 0.1% | +2.6% |
| Focus Partners Wealth | Wealth advisor | 829.4K | $180.2M | 0.2% | -2.4% |
| CHOREO, LLC | Wealth advisor | 822.0K | $178.6M | 2.2% | +2.7% |
| Allworth Financial LP | Wealth advisor | 817.7K | $177.6M | 0.7% | -0.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 809.3K | $176.0M | 0.3% | +32.9% |
| HighTower Advisors, LLC | Diversified mechanical | 771.0K | $167.5M | 0.2% | -5.0% |
| JPMORGAN CHASE & CO | Bank broker | 752.6K | $159.8M | 0.0% | +0.6% |
| AMERIPRISE FINANCIAL INC | Bank broker | 675.4K | $146.8M | 0.0% | -5.3% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | Wealth advisor | 652.5K | $141.8M | 0.5% | — |
| MATHER GROUP, LLC. | Wealth advisor | 629.5K | $136.8M | 1.4% | -0.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 563.1K | $122.3M | 0.2% | -3.9% |
| RWA WEALTH PARTNERS, LLC | Wealth advisor | 522.8K | $113.6M | 1.2% | +5.3% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 517.5K | $112.4M | — | New |
| MONETA GROUP INVESTMENT ADVISORS LLC | Wealth advisor | 495.3K | $107.6M | 0.8% | +5.7% |
| Mill Creek Capital Advisors, LLC | Wealth advisor | 488.5K | $106.1M | 2.2% | +1.1% |
| ROYAL BANK OF CANADA | Bank broker | 482.5K | $104.8M | 0.0% | -0.7% |
| Mariner, LLC | Diversified mechanical | 473.6K | $102.8M | 0.1% | +0.5% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 464.3K | $100.9M | 0.2% | -2.2% |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | Wealth advisor | 462.8K | $100.5M | — | +21.4% |
| Efficient Advisors, LLC | Wealth advisor | 397.9K | $86.5M | — | -29.9% |
| JMG Financial Group, Ltd. | Wealth advisor | 392.2K | $85.2M | 2.3% | +1.1% |
| Retirement Investment Advisors, Inc. | Wealth advisor | 394.0K | $83.4M | 6.7% | +0.1% |
| Retirement Systems of Alabama | Other | 382.5K | $83.1M | — | Held |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 379.8K | $82.5M | 0.1% | +3.5% |
| BANK OF MONTREAL /CAN/ | Bank broker | 374.1K | $81.3M | 0.0% | +7.0% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 371.2K | $80.7M | 0.1% | +3.8% |
| Modera Wealth Management, LLC | Wealth advisor | 339.2K | $73.7M | 0.9% | -2.3% |
| Corient Private Wealth LLC | Diversified mechanical | 339.8K | $73.5M | 0.1% | -51.0% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 324.5K | $70.9M | — | -28.7% |
| Mokosak Advisory Group, LLC | Wealth advisor | 324.5K | $70.5M | — | +0.3% |
| Rodgers & Associates, LTD | Wealth advisor | 317.4K | $68.9M | — | -0.5% |
| Cresset Asset Management, LLC | Wealth advisor | 317.1K | $68.9M | 0.3% | +2.9% |
| Creative Planning | Wealth advisor | 315.1K | $68.5M | 0.0% | +1.0% |
| 1832 Asset Management L.P. | Other | 297.4K | $64.6M | 0.1% | -1.4% |
| Bragg Financial Advisors, Inc | Other | 296.4K | $64.4M | 2.0% | +0.4% |
| Financial Advisory Corp | Wealth advisor | 284.7K | $61.8M | 8.6% | 0.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.