VANGUARD SMALL-CAP VALUE ETF (VBR) Institutional Ownership

VBR is currently held by 3 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $15.95M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

The largest disclosed holder is Sequoia Financial Advisors, which reported ownership valued at approximately $15.65M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Sequoia Financial Advisors's VBR position is now estimated to be worth approximately $17.49M, representing an estimated gain of +11.73% since the filing period.

Major shareholders tracked on this page include Sequoia Financial Advisors, Renaissance Technologies LLC, Matrix Private Capital Group, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks fund ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward VANGUARD SMALL-CAP VALUE ETF (VBR).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20263$15,952,80473,430
Q4 20252$15,856,03274,867
Q3 20253$17,534,34284,012
Q2 20252$15,963,60581,860
Q1 20253$28,873,793154,994
Q4 20243$38,316,651193,343
Q3 20243$2,952,48114,705
Q2 20242$1,927,53510,560
Q1 20243$1,678,83811,547
Q4 20232$1,660,1189,224
Q3 20233$1,042,77014,830
Q2 20232$1,100,1306,651