Vanguard Small-Cap Value ETF (VBR) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling VBR?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for Vanguard Small-Cap Value ETF, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on VBR?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for Vanguard Small-Cap Value ETF.

Is institutional money flowing into VBR?

135 institutional investors hold Vanguard Small-Cap Value ETF (VBR). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about VBR?

Track institutional sentiment and conviction scores for Vanguard Small-Cap Value ETF (VBR) including Smart Money Verdict and position changes on HoldingsIntel.

Vanguard Small-Cap Value ETF

VBR·922908611·US·etf·Unknown - Unknown

SM CP VAL ETF

VBR (Vanguard Small-Cap Value ETF) is held by 135 institutional investors as of Q4 2025. Largest holders: BANK OF AMERICA CORP /DE/ ($3.4B), ASSETMARK, INC ($927.5M), MORGAN STANLEY ($799M). Net institutional sentiment: Mixed.

135

Holders

Avg rating(18 Elite)

$11.7B

Total Value

53% (146)

Fund Consensus

74 buying - 65 selling

Smart Money VerdictView all

64Mixed MomentumSingle Source

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See how VBR's score breaks down across 4 SEC sources

Held by 135 funds

18 elite

No recent insider, activist, or congressional trades found for this stock

13F: Dec 31, 2025Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BANK OF AMERICA CORP /DE/	Increased	16M(+3.6%)	$3.4B	0.2%	+16.84%	40
ASSETMARK, INC	Increased	4.4M(+2.7%)	$927.5M	1.9%	+61.15%	51
MORGAN STANLEY	Decreased	3.8M(-1.5%)	$799M	0.0%	+27.97%	0
WELLS FARGO & COMPANY/MN	Decreased	1.7M(-3.7%)	$362.2M	0.1%	+43.58%	0
SEI INVESTMENTS CO	Increased	1.5M(+2.8%)	$316.2M	0.3%	+54.24%	38
LPL Financial LLC	Increased	1.4M(+0.6%)	$304.7M	0.1%	+70.80%	31
UBS Group AG	Decreased	1.4M(-4.0%)	$294.6M	0.0%	+64.60%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	1.3M(-18.8%)	$285.3M	0.1%	+89.36%	0
CAPTRUST FINANCIAL ADVISORS	Increased	1.2M(+0.9%)	$261.8M	0.5%	+18.04%	37
Cetera Investment Advisers	Increased	1.1M(+5.8%)	$240M	0.3%	+23.14%	39
RAYMOND JAMES FINANCIAL INC	Increased	1.1M(+10.8%)	$223.3M	0.1%	+15.97%	34
Focus Partners Wealth	Increased	849,534(+53.8%)	$179.9M	0.2%	+19.32%	51
JONES FINANCIAL COMPANIES LLLP	Decreased	845,509(-6.7%)	$179.1M	0.1%	+126.80%	0
PNC FINANCIAL SERVICES GROUP, INC.	Increased	825,195(+0.2%)	$174.8M	0.1%	+65.38%	30
Allworth Financial LP	Increased	822,944(+1.7%)	$174.3M	0.7%	+70.77%	44
HighTower Advisors, LLC	Decreased	811,935(-0.4%)	$172M	0.2%	+43.23%	0
JPMORGAN CHASE & CO	Increased	748,345(+2.9%)	$158.5M	0.0%	+17.36%	31
TIAA TRUST, NATIONAL ASSOCIATION	Decreased	741,951(-13.3%)	$157.1M	0.4%	+38.66%	0
AMERIPRISE FINANCIAL INC	Decreased	713,304(-1.8%)	$151.1M	0.0%	+56.03%	0
MATHER GROUP, LLC.	Decreased	634,982(-0.4%)	$134.5M	1.4%	+103.31%	0
OSAIC HOLDINGS, INC.	Decreased	609,009(-31.2%)	$129.2M	0.2%	+36.88%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	585,914(-0.6%)	$124.1M	0.2%	+65.39%	0
RWA WEALTH PARTNERS, LLC	Increased	496,724(+2.7%)	$105.2M	1.1%	+40.15%	48
ROYAL BANK OF CANADA	Increased	486,145(+0.5%)	$103M	0.0%	+17.47%	30
Rockefeller Capital Management L.P.	Increased	474,874(+5.2%)	$100.6M	0.2%	+54.78%	38
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	455,082(-1.3%)	$100.1M	0.1%	+36.10%	0
Mariner, LLC	Increased	471,283(+2.4%)	$99.8M	0.1%	+58.70%	37
MONETA GROUP INVESTMENT ADVISORS LLC	Increased	468,700(+4.3%)	$99.3M	0.8%	+33.95%	44
Retirement Systems of Alabama	Unchanged	382,480	$81M	0.3%	+130.36%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	366,780(-0.2%)	$77.7M	0.0%	+59.73%	0
STIFEL FINANCIAL CORP	Increased	357,653(+5.4%)	$75.8M	0.1%	+60.24%	31
BANK OF MONTREAL /CAN/	Increased	349,503	$74M	0.0%	+17.38%	30
Corient Private Wealth LLC	Increased	342,596(+6.2%)	$72M	0.1%	+24.09%	32
GOLDMAN SACHS GROUP INC	Increased	316,670(+0.1%)	$67.1M	0.0%	+17.49%	29
Creative Planning	Increased	312,049(+1.6%)	$66.1M	0.0%	+52.20%	30
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Decreased	308,452(-11.8%)	$65.3M	0.4%	+104.88%	0
Cresset Asset Management, LLC	Decreased	308,069(-4.8%)	$65.2M	0.3%	+38.26%	0
1832 Asset Management L.P.	Decreased	301,566(-0.3%)	$63.9M	0.0%	+30.37%	0
Savant Capital, LLC	Decreased	281,708(-21.7%)	$59.7M	0.3%	+55.67%	0
Cerity Partners LLC	Increased	266,186(+4.1%)	$56.4M	0.1%	+36.35%	31
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Decreased	246,488(-3.5%)	$52.2M	0.0%	+49.43%	0
TRUIST FINANCIAL CORP	Increased	227,217(+6.1%)	$48.1M	0.1%	+56.85%	31
MML INVESTORS SERVICES, LLC	Decreased	202,263(-1.3%)	$42.8M	0.1%	+71.40%	0
Wealthspire Advisors, LLC	Decreased	197,999(-44.9%)	$41.9M	0.3%	+28.36%	0
Equitable Holdings, Inc.	Decreased	193,127(-8.1%)	$40.9M	0.3%	+44.42%	0
Kestra Advisory Services, LLC	Increased	177,635(+24.4%)	$37.6M	0.2%	+34.89%	42
Sanctuary Advisors, LLC	Increased	168,373(+9.6%)	$35.7M	0.2%	+23.99%	38
MERCER GLOBAL ADVISORS INC /ADV	Decreased	162,435(-4.8%)	$34.4M	0.1%	+44.22%	0
Beacon Pointe Advisors, LLC	Increased	157,913(+58.7%)	$33.4M	0.2%	+25.97%	49
US BANCORP \DE\	Increased	155,486(+2.6%)	$32.9M	0.0%	+49.44%	30
NewEdge Advisors, LLC	Increased	147,636(+2.3%)	$31.3M	0.1%	+52.12%	35
Pathstone Holdings, LLC	Decreased	147,425(-3.6%)	$31.2M	0.1%	+23.98%	0
Private Advisor Group, LLC	Increased	146,032(+0.6%)	$30.9M	0.1%	+49.26%	35
FMR LLC	Increased	143,985(+8.0%)	$30.5M	0.0%	+16.40%	31
Baird Financial Group, Inc.	Increased	143,982(+4.7%)	$30.5M	0.0%	+51.54%	30
Merit Financial Group, LLC	Decreased	143,889(-10.5%)	$30.5M	0.2%	+21.17%	0
COMERICA BANK	Decreased	133,866(-1.1%)	$28.4M	0.1%	+45.60%	0
M&T BANK CORP	Increased	106,909(+94.3%)	$20.4M	0.1%	+24.41%	45
JOHNSON INVESTMENT COUNSEL INC	Increased	95,786(+10.6%)	$20.3M	0.2%	+62.71%	38
&PARTNERS	Increased	92,191(+11.3%)	$19.5M	0.1%	+18.06%	38
FIFTH THIRD BANCORP	Decreased	84,411(-0.8%)	$17.9M	0.1%	+88.05%	0
GLENMEDE TRUST CO NA	Increased	82,878(+0.6%)	$17.6M	0.1%	+81.35%	28
MAI Capital Management	Increased	77,508(+23.1%)	$16.4M	0.1%	+21.63%	34
D.A. DAVIDSON & CO.	Increased	75,445(+1.5%)	$16M	0.1%	+41.32%	29
BENJAMIN EDWARDS INC	Increased	75,189(+3.6%)	$15.9M	0.2%	+16.32%	35
Steward Partners Investment Advisory, LLC	Increased	75,015(+1.4%)	$15.9M	0.1%	+49.70%	29
Sequoia Financial Advisors, LLC	Decreased	74,677(-7.8%)	$15.8M	0.1%	+18.65%	0
CULLEN/FROST BANKERS, INC.	Increased	73,363(+68.2%)	$15.5M	0.2%	+12.54%	50
HB Wealth Management, LLC	Increased	64,301(+4.4%)	$13.6M	0.1%	+33.52%	29
AQR CAPITAL MANAGEMENT LLC	Increased	63,473(+47.3%)	$13.4M	0.0%	+10.47%	38
Bank of New York Mellon Corp	Decreased	62,314(-6.2%)	$13.2M	0.0%	+49.61%	0
BLAIR WILLIAM & CO/IL	Increased	58,483(+12.0%)	$12.4M	0.0%	+48.66%	31
Pinnacle Financial Partners, Inc.	New	53,487	$11.3M	0.1%	+6.23%	39
BRANDES INVESTMENT PARTNERS, LP	Increased	48,934(+3661.3%)	$10.4M	0.1%	+6.50%	45
EP Wealth Advisors, LLC	Decreased	46,055(-0.6%)	$9.8M	0.1%	+35.17%	0
AE Wealth Management LLC	Increased	45,950(+4.9%)	$9.7M	0.1%	+47.53%	29
DAVENPORT & Co LLC	Increased	45,866(+0.8%)	$9.7M	0.1%	+54.76%	28
Quantinno Capital Management LP	Increased	44,447(+143.8%)	$9.4M	0.0%	+10.02%	45
CIBC Private Wealth Group LLC	Increased	43,750(+303.0%)	$9.3M	0.0%	+14.17%	45
ALLIANCEBERNSTEIN L.P.	Decreased	42,941(-0.3%)	$9.1M	0.0%	+42.45%	0
BROWN ADVISORY INC	Decreased	41,576(-1.2%)	$8.8M	0.0%	+28.77%	0
WHITTIER TRUST CO	Decreased	36,143(-0.1%)	$8M	0.1%	+61.49%	0
Farther Finance Advisors, LLC	Increased	36,932(+2.4%)	$7.8M	0.1%	+33.13%	28
VANGUARD GROUP INC	Increased	33,770(+3.0%)	$7.2M	0.0%	+16.12%	28
PRUDENTIAL FINANCIAL INC	Unchanged	32,961	$7.1M	0.0%	+43.51%	0
IEQ CAPITAL, LLC	Decreased	32,435(-29.6%)	$6.9M	0.0%	+17.22%	0
Wealthfront Advisers LLC	Decreased	30,976(-2.1%)	$6.6M	0.0%	+32.46%	0
AGF MANAGEMENT LTD	Decreased	30,200(-0.4%)	$6.4M	0.0%	+51.50%	0
FIRST MANHATTAN CO. LLC.	Decreased	30,104(-1.6%)	$6.4M	0.0%	+59.65%	0
REGIONS FINANCIAL CORP	Increased	29,026(+12.0%)	$6.1M	0.0%	+26.93%	30
NORTHERN TRUST CORP	Decreased	27,533(-0.6%)	$5.8M	0.0%	+57.30%	0
OneDigital Investment Advisors LLC	Decreased	25,919(-3.9%)	$5.5M	0.1%	+41.10%	0
COMMERCE BANK	Increased	24,919(+5.8%)	$5.3M	0.0%	+52.81%	29
Lido Advisors, LLC	Increased	23,242(+0.1%)	$4.9M	0.0%	+24.78%	27
Waverly Advisors, LLC	Increased	21,491(+67.9%)	$4.6M	0.0%	+26.45%	40
SCOTIA CAPITAL INC.	Increased	20,176(+3.2%)	$4.3M	0.0%	+35.28%	28
CANTOR FITZGERALD, L. P.	New	18,936	$4M	0.1%	+6.23%	37
BlackRock, Inc.	Increased	17,391(+292.0%)	$3.7M	0.0%	+8.47%	43
Integrated Wealth Concepts LLC	Decreased	17,188(-22.5%)	$3.6M	0.0%	+39.76%	0
NewEdge Wealth, LLC	Increased	16,609(+2.6%)	$3.5M	0.0%	+24.48%	27
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Decreased	14,935(-0.2%)	$3.2M	0.0%	+23.47%	0
Financial Engines Advisors L.L.C.	Decreased	13,513(-0.6%)	$2.9M	0.0%	+38.04%	0
CITIGROUP INC	Decreased	13,475(-35.2%)	$2.9M	0.0%	+17.57%	0
Federation des caisses Desjardins du Quebec	Decreased	13,016(-0.4%)	$2.8M	0.0%	+102.58%	0
HUNTINGTON NATIONAL BANK	Increased	11,657(+66.5%)	$2.5M	0.0%	+19.92%	38
KEYBANK NATIONAL ASSOCIATION/OH	Decreased	10,528(-1.3%)	$2.2M	0.0%	+91.27%	0
VICTORY CAPITAL MANAGEMENT INC	Unchanged	8,408	$1.8M	0.0%	+87.70%	0
Orion Porfolio Solutions, LLC	Increased	6,909(+6.6%)	$1.5M	0.0%	+31.43%	27
CIBC WORLD MARKET INC.	Increased	6,473(+9.2%)	$1.4M	0.0%	+38.83%	28
WELLINGTON MANAGEMENT GROUP LLP	Unchanged	6,197	$1.3M	0.0%	+54.28%	0
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	Increased	6,084(+721.0%)	$1.3M	0.0%	+7.64%	41
Empowered Funds, LLC	Decreased	6,000(-93.8%)	$1.3M	0.0%	+17.03%	0
Empower Advisory Group, LLC	Decreased	5,862(-12.2%)	$1.2M	0.0%	+48.12%	0
FRANKLIN RESOURCES INC	Increased	3,723(+4.4%)	$788,494	0.0%	+36.91%	26
Envestnet Portfolio Solutions, Inc.	Decreased	3,612(-41.2%)	$764,950	0.0%	+26.01%	0
Boston Partners	Increased	3,585(+7.0%)	$759,187	0.0%	+9.55%	26
QRG CAPITAL MANAGEMENT, INC.	Increased	3,097(+35.4%)	$655,929	0.0%	+22.78%	32
NATIONAL BANK OF CANADA /FI/	Increased	3,022(+2.6%)	$640,029	0.0%	+20.93%	25
SILVERCREST ASSET MANAGEMENT GROUP LLC	Increased	2,905(+45.7%)	$615,374	0.0%	+22.61%	33
SCS Capital Management LLC	Decreased	2,753(-5.1%)	$583,071	0.0%	+20.53%	0
Russell Investments Group, Ltd.	Increased	2,583(+2.7%)	$547,087	0.0%	+24.65%	25
Aptus Capital Advisors, LLC	Decreased	2,408(-3.8%)	$509,990	0.0%	+38.99%	0
TD Waterhouse Canada Inc.	Unchanged	2,169	$459,373	0.0%	+24.05%	0
FIRST TRUST ADVISORS LP	Increased	2,031(+2.1%)	$430,144	0.0%	+9.71%	24
Rathbones Group PLC	Unchanged	2,000	$423,580	0.0%	+141.45%	0
PRINCIPAL FINANCIAL GROUP INC	New	1,950	$413,052	0.0%	+6.23%	33
BROWN BROTHERS HARRIMAN & CO	Increased	1,917(+78.7%)	$406,001	0.0%	+27.78%	36
Fisher Asset Management, LLC	Decreased	1,778(-37.1%)	$376,588	0.0%	+18.96%	0
HSBC HOLDINGS PLC	New	1,670	$353,689	0.0%	+6.23%	33
EXCHANGE TRADED CONCEPTS, LLC	Decreased	1,611(-6.1%)	$341,194	0.0%	+17.72%	0
AXXCESS WEALTH MANAGEMENT, LLC	Decreased	1,526(-29.6%)	$323,192	0.0%	+17.72%	0
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	New	1,457	$308,578	0.0%	+6.23%	32
Clark Capital Management Group, Inc.	Decreased	1,384(-10.8%)	$293,050	0.0%	+24.44%	0
LAZARD ASSET MANAGEMENT LLC	Unchanged	610	$129,192	0.0%	+101.69%	0
Qube Research & Technologies Ltd	Decreased	11(-97.9%)	$2,330	0.0%	+26.66%	0
BARCLAYS PLC	Exited	0(-100.0%)	$50,090	0.0%	+43.61%	0
CITADEL ADVISORS LLC	Exited	0(-100.0%)	$930,847	0.0%	+11.13%	0
Vanguard Personalized Indexing Management, LLC	Exited	0(-100.0%)	$423,264	0.0%	+20.50%	0
BNP PARIBAS FINANCIAL MARKETS	Exited	0(-100.0%)	$6.7M	0.0%	+17.07%	0
Neuberger Berman Group LLC	Exited	0(-100.0%)	$813,086	0.0%	+44.72%	0
RENAISSANCE TECHNOLOGIES LLC	Exited	0(-100.0%)	$584,388	0.0%	+3.35%	0
Kovitz Investment Group Partners, LLC	Exited	0(-100.0%)	$18.8M	0.0%	+11.16%	0
ROYCE & ASSOCIATES LP	Exited	0(-100.0%)	$8.6M	0.0%	+3.35%	0
TWO SIGMA INVESTMENTS, LP	Exited	0(-100.0%)	$5.3M	0.0%	+3.35%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Exited	0(-100.0%)	$2.5M	0.0%	+16.46%	0
Capitolis Liquid Global Markets LLC	Exited	0(-100.0%)	$3.3M	0.0%	+3.35%	0

Vanguard Small-Cap Value ETF

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