VANGUARD SMALL-CAP VALUE ETF (VBR) Institutional Shareholders
VANGUARD SMALL-CAP VALUE ETF (VBR) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $18.08B in VBR holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of VBR tracked by InsiderSet, reporting ownership valued at approximately $2.91B in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $3.28B, representing an estimated gain of +12.60% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 40% of the total disclosed VBR value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Assetmark, Inc, Morgan Stanley, and several other long-term asset managers with concentrated positions in VANGUARD SMALL-CAP VALUE ETF (VBR).
This page ranks the largest institutional VBR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
1,708
Total Reported Value
$18.08B
Largest Holder
Bank Of America Corp
Largest Position
$2.91B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
43
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.21% | 13,400,994 | $2,911,365,952 | $3,278,285,162 | +$366,919,210 | +12.60% | |
| Assetmark, Inc | 2.04% | 4,872,925 | $1,184,072,138 | $1,192,063,643 | +$7,991,505 | +0.67% | |
| Morgan Stanley | 0.05% | 3,816,657 | $829,169,167 | $933,668,802 | +$104,499,635 | +12.60% | |
| Aspiriant, Llc | 10.47% | 1,745,538 | $424,153,469 | $427,010,961 | +$2,857,492 | +0.67% | |
| Wells Fargo & Company/Mn | 0.07% | 1,690,012 | $367,155,103 | $413,427,636 | +$46,272,533 | +12.60% | |
| Envestnet Asset Management Inc | 0.09% | 1,613,157 | $350,458,462 | $394,626,597 | +$44,168,135 | +12.60% | |
| Sei Investments Co | 0.30% | 1,486,561 | $322,962,720 | $363,657,417 | +$40,694,697 | +12.60% | |
| Lpl Financial Llc | 0.09% | 1,481,210 | $321,792,751 | $362,348,402 | +$40,555,651 | +12.60% | |
| Ubs Group Ag | 0.06% | 1,476,405 | $320,748,987 | $361,172,955 | +$40,423,968 | +12.60% | |
| Captrust Financial Advisors | 0.49% | 1,289,920 | $280,210,868 | $315,553,130 | +$35,342,262 | +12.61% | |
| Cetera Investment Advisers | 0.27% | 1,164,853 | $253,064,351 | $284,957,989 | +$31,893,638 | +12.60% | |
| Raymond James Financial Inc | 0.07% | 1,023,425 | $222,339,110 | $250,360,458 | +$28,021,348 | +12.60% | |
| Jones Financial Companies Lllp | 0.10% | 984,444 | $209,882,251 | $240,824,536 | +$30,942,285 | +14.74% | |
| Focus Partners Wealth | 0.20% | 829,355 | $180,176,720 | $202,885,114 | +$22,708,394 | +12.60% | |
| Choreo, Llc | 2.19% | 822,036 | $178,584,425 | $201,094,667 | +$22,510,242 | +12.60% | |
| Allworth Financial Lp | 0.72% | 817,672 | $177,639,209 | $200,027,101 | +$22,387,892 | +12.60% | |
| Osaic Holdings, Inc. | 0.26% | 809,258 | $175,975,077 | $197,968,785 | +$21,993,708 | +12.50% | |
| Hightower Advisors, Llc | 0.18% | 770,962 | $167,496,100 | $188,600,434 | +$21,104,334 | +12.60% | |
| Pnc Financial Services Group, Inc. | 0.10% | 732,381 | $159,109,748 | $179,162,364 | +$20,052,616 | +12.60% | |
| Mather Group, Llc. | 1.33% | 626,525 | $152,239,346 | $153,266,811 | +$1,027,465 | +0.67% | |
| Ameriprise Financial Inc | 0.03% | 675,388 | $146,821,278 | $165,220,166 | +$18,398,888 | +12.53% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 0.55% | 652,542 | $141,764,750 | $159,631,349 | +$17,866,599 | +12.60% | |
| Commonwealth Equity Services, Llc | 0.17% | 550,938 | $133,872,526 | $134,775,963 | +$903,437 | +0.67% | |
| Rwa Wealth Partners, Llc | 1.24% | 522,808 | $113,579,987 | $127,894,521 | +$14,314,534 | +12.60% | |
| Stephens Group Asset Management, Llc | 6.36% | 463,142 | $112,538,875 | $113,298,427 | +$759,552 | +0.67% | |
| Moneta Group Investment Advisors Llc | 0.81% | 495,314 | $107,606,931 | $121,168,664 | +$13,561,733 | +12.60% | |
| Mill Creek Capital Advisors, Llc | 2.18% | 488,482 | $106,122,743 | $119,497,352 | +$13,374,609 | +12.60% | |
| Royal Bank Of Canada | 0.02% | 482,517 | $104,828,000 | $118,038,134 | +$13,210,134 | +12.60% | |
| Mariner, Llc | 0.12% | 473,557 | $102,821,617 | $115,846,249 | +$13,024,632 | +12.67% | |
| Rockefeller Capital Management L.P. | 0.18% | 464,272 | $100,863,369 | $113,574,859 | +$12,711,490 | +12.60% | |
| Robinswood Financial Llc | 5.50% | 510,098 | $99,240,909 | $124,785,274 | +$25,544,365 | +25.74% | |
| Retirement Investment Advisors, Inc. | 6.87% | 398,418 | $96,329,504 | $97,464,995 | +$1,135,491 | +1.18% | |
| Retirement Systems Of Alabama | 0.28% | 382,480 | $92,938,815 | $93,566,082 | +$627,267 | +0.67% | |
| Jmg Financial Group, Ltd. | 2.23% | 379,798 | $92,287,057 | $92,909,985 | +$622,928 | +0.67% | |
| Efficient Advisors, Llc | 6.14% | 397,932 | $86,450,645 | $97,346,105 | +$10,895,460 | +12.60% | |
| Northwestern Mutual Wealth Management Co | 0.05% | 379,793 | $82,510,134 | $92,908,762 | +$10,398,628 | +12.60% | |
| Bank Of Montreal | 0.03% | 374,081 | $81,269,103 | $91,511,435 | +$10,242,332 | +12.60% | |
| Stifel Financial Corp | 0.07% | 371,224 | $80,653,763 | $90,812,527 | +$10,158,764 | +12.60% | |
| Rodgers & Associates, Ltd | 7.11% | 322,177 | $78,285,794 | $78,814,160 | +$528,366 | +0.67% | |
| Wealth Enhancement Advisory Services, Llc | 0.13% | 317,453 | $76,839,437 | $77,658,527 | +$819,090 | +1.07% | |
| Modera Wealth Management, Llc | 0.88% | 339,227 | $73,697,005 | $82,985,101 | +$9,288,096 | +12.60% | |
| Stephens Inc | 0.82% | 302,916 | $73,605,551 | $74,102,341 | +$496,790 | +0.67% | |
| Corient Private Wealth Llc | 0.11% | 339,841 | $73,484,364 | $83,135,304 | +$9,650,940 | +13.13% | |
| Mokosak Advisory Group, Llc | 17.65% | 324,494 | $70,508,816 | $79,380,967 | +$8,872,151 | +12.58% | |
| Cresset Asset Management, Llc | 0.30% | 317,127 | $68,895,853 | $77,578,778 | +$8,682,925 | +12.60% | |
| Creative Planning | 0.05% | 315,100 | $68,455,594 | $77,082,913 | +$8,627,319 | +12.60% | |
| 1832 Asset Management L.P. | 0.09% | 297,406 | $64,611,454 | $72,754,430 | +$8,142,976 | +12.60% | |
| Bragg Financial Advisors, Inc | 2.04% | 296,360 | $64,384,125 | $72,498,547 | +$8,114,422 | +12.60% | |
| Financial Advisory Corp | 8.33% | 258,499 | $62,812,735 | $63,236,610 | +$423,875 | +0.67% | |
| Bailard, Inc. | 1.27% | 257,473 | $62,563,449 | $62,985,620 | +$422,171 | +0.67% |
Frequently asked questions about VBR
Who owns the most VBR stock?
The largest holders of VBR are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for VANGUARD SMALL-CAP VALUE ETF (VBR).
Is VBR widely held by superinvestors?
Many widely followed stocks like VBR appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly VBR is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.