VBR

VBR 13F Investor Activity Report

Vanguard Small-cap Value ETF

+$123.8M

Net Activity

Institutions Holding

1694

Popularity Rank

#181

Avg Weight

0.60%

Total Value

$18.5B

Ownership Trend

1694 institutions currently hold VBR, with 777 net buyers and 646 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

646

Net Buying Institutions

777

Key Holders

Key Holders

Top 5 by Value

Bank Of America CORP /de/

Top 5 by Conviction

Mokosak Advisory Group, LLC

Financial Advisory Corp

Rodgers & Associates, LTD

Retirement Investment Advisors, Inc.

View all 1694 holding institutions

Quarterly Activity

Recent Activity

+$8.5B

Total Buy Value

$10.8B

Total Sell Value

New buy115

Trim592

Add662

Sold out54

777

Net Buyers

646

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding VANGUARD SMALL-CAP VALUE ETF (VBR)?

Major stakeholders currently include Bank Of America CORP /de/ ($2.9B), Assetmark, INC ($886.2M), Morgan Stanley ($829.2M). Based on the latest 13F filings, there are a total of 1694 tracked investment funds and institutions maintaining positions in VBR.

What is the overall institutional sentiment toward VBR recently?

Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $123.8M, driven by 777 managers accumulating shares while 646 reduced their exposure.

Which institutions have been selling or reducing their VBR positions?

In the latest period, 592 funds trimmed their holdings, and 54 managers completely exited their positions. The aggregate reported sell value was $10.8B.

Are there any notable investors adding VBR to their portfolios?

Yes, buying activity remains notable. 115 institutions opened new positions in {ticker}, and 662 existing holders added to their shares. The total reported buy value for the quarter amounted to $8.5B.

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