VANGUARD SMALL-CAP VALUE ETF (VBR) Institutional Ownership and Insiders Activity
VANGUARD SMALL-CAP VALUE ETF (VBR) is widely held by institutional investors, with 2 tracked firms reporting positions valued at approximately $17.15M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Sequoia Financial Advisors is the largest disclosed holder, reporting approximately $17.11M in VBR holdings in its latest filing.
Institutional ownership among tracked investors remains highly concentrated, with Sequoia Financial Advisors representing the majority of disclosed value.
Institutional Holders
2
Total Reported Value
$17.15M
Largest Holder
Sequoia Financial Advisors
Largest Position
$17.11M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
0
Funds Exiting Positions
0
Top Institutional Owners
View all- Sequoia Financial Advisors$17.11M
- Matrix Private Capital Group$46,168
vbr News
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Aug 11, 2026 · valut.ai
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Aug 9, 2026 · valut.ai
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- Mokosak Advisory Group Q2 2026 Investment Activity
Aug 5, 2026 · valut.ai
- Studio Investment Management Llc Portfolio Changes in Q2 2026
Aug 4, 2026 · valut.ai
- Stirlingshire Investments Inc.'s Recent Activity: Q3 2026 Portfolio Changes
Aug 3, 2026 · valut.ai
- E&R Wealth Management Portfolio Concentration Analysis: Heavy Vanguard Exposure
Jul 30, 2026 · valut.ai
- Hegarty Advisors Increases Portfolio Exposure Amid Market Shifts
Jul 30, 2026 · valut.ai
Related VBR Institutional Insights:
- VBR Institutional Ownership & Insiders Activity
- VBR Institutional Ownership & 13F Activity
- VBR Top Institutional Shareholders
- VBR Institutional Buying Activity
- VBR Institutional Selling Activity
- Institutional Portfolio Overlap & Shared Holdings
- VBR Insider Trading & SEC Form 4 Activity
- VBR Articles
- Top Institutional Investor Stock Rankings