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. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Sequoia Financial Advisors, Renaissance Technologies LLC, and Matrix Private Capital Group.

Related VBR Institutional Insights

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Sequoia Financial AdvisorsSell-8,98272,040$15,650,826
Q1 2026Renaissance Technologies LLCSell-1,6001,200$260,700
Q3 2025Renaissance Technologies LLCSell-11,6002,800$584,388
Q3 2025Sequoia Financial AdvisorsSell-64881,022$16,910,123
Q2 2025Sequoia Financial AdvisorsSell-58,73481,670$15,926,380
Q1 2025Sequoia Financial AdvisorsSell-40,849140,404$26,155,822
Q1 2025Renaissance Technologies LLCBuy2,50014,400$2,682,576
Q4 2024Sequoia Financial AdvisorsBuy170,238181,253$35,920,655
Q4 2024Renaissance Technologies LLCBuy8,40011,900$2,358,342
Q3 2024Renaissance Technologies LLCBuy7003,500$702,730
Q3 2024Sequoia Financial AdvisorsBuy64511,015$2,211,603
Q2 2024Sequoia Financial AdvisorsBuy1,81310,370$1,892,663
Q1 2024Renaissance Technologies LLCSell-5,5002,800$537
Q1 2024Matrix Private Capital GroupSell-411190$36,457
Q1 2024Sequoia Financial AdvisorsSell-668,557$1,641,844
Q4 2023Sequoia Financial AdvisorsBuy2,6748,623$1,551,956
Q4 2023Matrix Private Capital GroupBuy20601$108,162
Q3 2023Renaissance Technologies LLCBuy3,8008,300$1,324
Q3 2023Sequoia Financial AdvisorsSell-1215,949$948,782
Q2 2023Sequoia Financial AdvisorsBuy1176,070$1,004,033
Q2 2023Matrix Private Capital GroupSell-70581$96,097
Q1 2023Matrix Private Capital GroupBuy400651$103,353
Q1 2023Sequoia Financial AdvisorsSell-345,953$945,133
Q4 2022Sequoia Financial AdvisorsBuy3,7015,987$950,663
Q4 2022Renaissance Technologies LLCBuy7004,500$715
Q3 2022Renaissance Technologies LLCSell-5,3003,800$545
Q3 2022Sequoia Financial AdvisorsSell-462,286$328
Q2 2022Renaissance Technologies LLCBuy6,0009,100$1,363
Q2 2022Sequoia Financial AdvisorsSell-3,5662,332$349
Q2 2022Matrix Private Capital GroupBuy70251$38

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.