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VBR · VANGUARD SMALL-CAP VALUE INDEX FUND ETF

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$247.11 +0.19 (+0.08%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 12
Total Value: $72,458,397
Total Shares: 298,195

Institutional Ownership Trend

9 quarters

Holder Concentration

Across 12 13F filers · Δ vs Mar 31, 2026
Top Holder
70.6%
Mar 2020 → Jun 2026 · range 15.1% – 100.0%
−16.3 pts
Top 5
96.9%
Mar 2020 → Jun 2026 · range 44.9% – 100.0%
−2.6 pts
Top 10
99.6%
Mar 2020 → Jun 2026 · range 55.3% – 100.0%
−0.4 pts
HHI
5,214
Mar 2020 → Jun 2026 · range 546 – 10,000
Highly concentrated−2,397

Quarterly Activity

vs Mar 31, 2026
New
8
Increased
1
Decreased
1
Sold Out
2
Unchanged
2
Holder count: +6
Institutional value: +495.8%
Shares held: +432.7%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
Range Advisory, LLC +321 2,117

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
Principia Wealth Advisory, LLC −301 2,432

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Corient Private Wealth LLC 210,635 $51,182,198
Kinetic Wealth Investment Advisors LLC 35,241 $8,563,210
CITADEL ADVISORS LLC 23,400 $5,685,966
Parkside Financial Bank & Trust 10,500 $2,551,395
TOBIAS FINANCIAL ADVISORS, INC. 9,216 $2,239,395

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
M&T Bank Corp 48,694 $10,578,769
Dakota Wealth Management 1,570 $341,082
Filter: New 8 Increased 1 Reduced 1 Sold out 2 Unchanged 2
Showing 13 of 13
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Corient Private Wealth LLC VBR $51,182,198 70.64% 210,635
Kinetic Wealth Investment Advisors LLC VBR $8,563,210 11.82% 35,241
CITADEL ADVISORS LLC VBR $3,644,850 5.03% 15,000
Parkside Financial Bank & Trust VBR $2,551,395 3.52% 10,500
TOBIAS FINANCIAL ADVISORS, INC. VBR $2,239,395 3.09% 9,216
CITADEL ADVISORS LLC VBR $2,041,116 2.82% 8,400
Principia Wealth Advisory, LLC VBR $590,951 0.82% 2,432
Range Advisory, LLC VBR $514,409 0.71% 2,117
Strategic Financial Services, Inc. VBR $341,400 0.47% 1,405
HORAN Wealth, LLC VBR $274,821 0.38% 1,131
Schulz Wealth, LTD. VBR $226,466 0.31% 932
Cornerstone Financial Management LLC VBR $215,775 0.30% 888
TUCKER ASSET MANAGEMENT LLC VBR $72,411 0.10% 298