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 2022Renaissance Technologies LLCSell-1,7003,100$545
Q1 2022Sequoia Financial AdvisorsBuy1,0705,898$1,038
Q4 2021Sequoia Financial AdvisorsBuy2,0124,828$863
Q4 2021Renaissance Technologies LLCBuy7004,800$858
Q3 2021Renaissance Technologies LLCSell-6,4004,100$694
Q3 2021Sequoia Financial AdvisorsSell-1,3442,816$477
Q3 2021Matrix Private Capital GroupBuy11181$31
Q2 2021Sequoia Financial AdvisorsSell-6174,160$722
Q1 2021Renaissance Technologies LLCBuy3,00010,500$1,739
Q1 2021Sequoia Financial AdvisorsSell-184,777$791
Q4 2020Sequoia Financial AdvisorsSell-64,795$682
Q3 2020Sequoia Financial AdvisorsBuy4,8014,801$531
Q3 2020Renaissance Technologies LLCSell-8007,500$830
Q3 2020Matrix Private Capital GroupSell-97170$19
Q2 2020Renaissance Technologies LLCBuy5,4008,300$887
Q2 2020Sequoia Financial AdvisorsSell-3,9280$638
Q2 2020Matrix Private Capital GroupBuy20267$29
Q1 2020Sequoia Financial AdvisorsBuy5363,928$349
Q1 2020Matrix Private Capital GroupSell-57247$22
Q4 2019Matrix Private Capital GroupBuy304304$42
Q4 2019Sequoia Financial AdvisorsSell-2073,392$465
Q3 2019Renaissance Technologies LLCSell-9,2012,900$374
Q3 2019Sequoia Financial AdvisorsSell-33,599$464
Q2 2019Renaissance Technologies LLCBuy2,50012,101$1,580
Q2 2019Sequoia Financial AdvisorsSell-93,602$470
Q1 2019Renaissance Technologies LLCBuy5,5009,601$1,236
Q1 2019Sequoia Financial AdvisorsBuy913,611$465
Q4 2018Sequoia Financial AdvisorsSell-3643,520$401
Q3 2018Renaissance Technologies LLCSell-6,1004,101$572
Q3 2018Sequoia Financial AdvisorsBuy183,884$541

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.