Vanguard Small-cap Value Etf (VBR) Held by Superinvestors
VANGUARD SMALL-CAP VALUE ETF (VBR) is currently held by 2 superinvestors tracked by InsiderSet, with a combined reported market value of approximately $17.15M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Sequoia Financial Advisors is currently the largest disclosed institutional shareholder of VBR tracked by InsiderSet, reporting ownership valued at approximately $17.11M in its June 30, 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 $17.14M, representing an estimated gain of +0.19% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed VBR value among the investors covered in this analysis. Major shareholders include Sequoia Financial Advisors, Matrix Private Capital Group, 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.
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sequoia Financial Advisors | 0.09% | 70,397 | $17,105,651 | $17,137,446 | +$31,795 | +0.19% | |
| Matrix Private Capital Group | Richard S. Fuld | 0.02% | 190 | $46,168 | $46,254 | +$86 | +0.19% |
Frequently asked questions about VBR
Who are the largest superinvestors holding VBR?
The largest superinvestors holding VBR in the latest SEC Form 13F filings include Sequoia Financial Advisors and Matrix Private Capital Group. InsiderSet ranks these superinvestors by their latest reported VBR position.
What does the VBR superinvestors page include?
This page tracks VBR positions reported by a curated group of notable institutional investors and fund managers through SEC Form 13F. VANGUARD SMALL-CAP VALUE ETF (VBR) on this page reflects disclosed 13F holdings among those superinvestors, not every institutional shareholder of the stock.
How many superinvestors hold VBR?
InsiderSet currently tracks 2 superinvestors reporting VBR holdings in the latest available 13F data. This is the curated set on this page, not the total number of institutions that own VBR.
How much VBR stock do superinvestors hold?
Superinvestors tracked by InsiderSet disclosed approximately $17.15M in VBR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value, and it covers the curated superinvestors on this page rather than every institutional filer.
When were VBR superinvestor holdings last updated?
The latest VBR superinvestor holdings on InsiderSet are based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time holdings.
Are superinvestor VBR holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by these superinvestors as of the end of the reporting quarter. A superinvestor may have changed its VBR position after the reporting date.
Are superinvestors buying or selling VBR?
Buying and selling can be analyzed by comparing VBR positions across consecutive 13F reporting periods. InsiderSet's VBR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View VBR ownership changes.
How have superinvestor VBR holdings changed over time?
InsiderSet tracks VBR holdings among these superinvestors across multiple 13F reporting periods, so holder counts, reported value, and reported shares can be compared over time.