VANGUARD SMALL-CAP VALUE ETF (VBR) Institutional Ownership Changes & 13F Activity
VANGUARD SMALL-CAP VALUE ETF (VBR). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Envestnet Asset Management Inc, Corient Private Wealth Llc, Mercer Global Advisors Inc, Cherry Tree Wealth Management, Llc, and Serenity Investment Advisors.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Cx Institutional | Buy | +1,991 | +6.6% | 32,187 | $7.44K | Q3 2026 | Oct 02, 2026 |
| Marotta Asset Management | Buy | +631 | +0.4% | 148,437 | $34.29M | Q3 2026 | Oct 02, 2026 |
| Versant Capital Management, Inc | Buy | +1 | +0.0% | 2,181 | $503.85K | Q3 2026 | Oct 02, 2026 |
| Coastline Trust Co | Sell | -332 | -0.6% | 59,018 | $13.63M | Q3 2026 | Oct 01, 2026 |
| Doliver Advisors, Lp | Buy | +17 | +0.8% | 2,125 | $490.94K | Q3 2026 | Oct 01, 2026 |
| Envestnet Asset Management Inc | Sell | -1,593,329 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Qrg Capital Management, Inc. | Sell | -4,079 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Sell | -2,344 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Security National Bank Of So Dak | Sell | -2,107 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 18, 2026 |
| Security National Bank Of Sioux City Iowa | Sell | -1,836 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 18, 2026 |
| Cherry Tree Wealth Management, Llc | Sell | -55,851 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 15, 2026 |
| Anchor Investment Management, Llc | Sell | -3,668 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 15, 2026 |
| Talon Private Wealth, Llc | Sell | -23,880 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 11, 2026 |
| Integrated Wealth Concepts Llc | Sell | -23,524 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Sell | -10,500 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 04, 2026 |
| Cornerstone Financial Management Llc | Sell | -888 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 28, 2026 |
| Corient Private Wealth Llc | Sell | -210,635 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 27, 2026 |
| Horan Wealth, Llc | Sell | -1,131 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 26, 2026 |
| Tobias Financial Advisors, Inc. | Sell | -9,216 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 25, 2026 |
| Serenity Investment Advisors | Sell | -32,475 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 24, 2026 |
| Strategic Financial Services, Inc. | Sell | -1,405 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 24, 2026 |
| Bernard Wealth Management Corp. | Sell | -47 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 21, 2026 |
| Rehmann Capital Advisory Group | Sell | -1,479 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 20, 2026 |
| Forefront Wealth Partners, Llc | Sell | -935 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 20, 2026 |
| Gill Capital Partners, Llc | Sell | -361 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Sell | -181,462 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Sell | -10,926 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Archer Investment Corp | Sell | -5,091 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Wilson & Boucher Capital Management, Llc | Sell | -2,021 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Field & Main Bank | Sell | -600 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
Frequently asked questions about VBR activity
Which institutional owners are buying VBR?
Institutional owners buying VBR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in VBR activity?
"Buy" means an investor increased their reported position in VBR compared to the prior reporting period. This reflects growing exposure to VANGUARD SMALL-CAP VALUE ETF (VBR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in VBR increasing?
Institutional interest in VBR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.