VBR · VANGUARD SMALL-CAP VALUE INDEX FUND ETF
$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.
Holders: 12
Total Value: $72,458,397
Total Shares: 298,195
Institutional Ownership Trend
13 quarters
Holder Concentration
Across 12 13F filers · Δ vs Mar 31, 2026Top Holder
70.6%
−16.3 pts
Top 5
96.9%
−2.6 pts
Top 10
99.6%
−0.4 pts
HHI
5,214
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 |
|---|---|---|---|
| Small Range Advisory, LLC | +321 | 2,117 |
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Small Principia Wealth Advisory, LLC | −301 | 2,432 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 210,635 | $51,182,198 | |
| Small Kinetic Wealth Investment Advisors LLC | 35,241 | $8,563,210 | |
| Mega CITADEL ADVISORS LLC | 23,400 | $5,685,966 | |
| Mid Parkside Financial Bank & Trust | 10,500 | $2,551,395 | |
| Small TOBIAS FINANCIAL ADVISORS, INC. | 9,216 | $2,239,395 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large M&T Bank Corp | 48,694 | $10,578,769 | |
| Mid Dakota Wealth Management | 1,570 | $341,082 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC VBR | $51,182,198 | 70.64% | 210,635 | Shares | 2026-08-27 | |
| Small Kinetic Wealth Investment Advisors LLC VBR | $8,563,210 | 11.82% | 35,241 | Shares | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC VBR | $3,644,850 | 5.03% | 15,000 | Call | 2026-09-02 | |
| Mid Parkside Financial Bank & Trust Bank VBR | $2,551,395 | 3.52% | 10,500 | Shares | 2026-09-04 | |
| Small TOBIAS FINANCIAL ADVISORS, INC. VBR | $2,239,395 | 3.09% | 9,216 | Shares | 2026-08-25 | |
| Mega CITADEL ADVISORS LLC VBR | $2,041,116 | 2.82% | 8,400 | Put | 2026-09-02 | |
| Small Principia Wealth Advisory, LLC VBR | $590,951 | 0.82% | 2,432 | Shares | 2026-08-26 | |
| Small Range Advisory, LLC VBR | $514,409 | 0.71% | 2,117 | Shares | 2026-09-02 | |
| Mid Strategic Financial Services, Inc. VBR | $341,400 | 0.47% | 1,405 | Shares | 2026-08-24 | |
| Small HORAN Wealth, LLC VBR | $274,821 | 0.38% | 1,131 | Shares | 2026-08-26 | |
| Small Schulz Wealth, LTD. VBR | $226,466 | 0.31% | 932 | Shares | 2026-08-26 | |
| Small Cornerstone Financial Management LLC VBR | $215,775 | 0.30% | 888 | Shares | 2026-08-28 | |
| Small TUCKER ASSET MANAGEMENT LLC VBR | $72,411 | 0.10% | 298 | Shares | 2026-08-27 |