VANGUARD SMALL-CAP VALUE ETF

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VBR·922908611·US·ETF·Unknown - Unknown

VBR (VANGUARD SMALL-CAP VALUE ETF) is held by 136 institutional investors as of Q2 2026. Largest holders: BANK OF AMERICA CORP /DE/ ($3.3B), ASSETMARK, INC ($1.2B), MORGAN STANLEY ($938.8M). Net institutional sentiment: Mixed.

136

Holders

(26 Elite)

$13B

Total Value

58% (132)

Consensus

77 buying - 55 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)29

Insider (Form 4)38

Activist (13D/13G)81

Congressional (STOCK Act)59

Holder Quality

83

★★★★★

Elite

59

★★★★

Strong

11

★★★

Solid

49

★★

Below

76

★

Weak

Held by 136 funds

26 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for VBR.

Top Holders

Top Holders (136)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BANK OF AMERICA CORP /DE/	Increased	13.7M(+2.1%)	$3.3B	0.2%	+26.26%	39
ASSETMARK, INC	Increased	4.9M(+19.5%)	$1.2B	2.0%	+56.57%	65
MORGAN STANLEY	Increased	3.9M(+1.2%)	$938.8M	0.0%	+37.92%	32
WELLS FARGO & COMPANY/MN	Decreased	1.7M(-0.8%)	$407.3M	0.1%	+55.94%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	1.6M(-1.2%)	$387.2M	0.1%	+79.26%	0
LPL Financial LLC	Increased	1.5M(+4.2%)	$375.2M	0.1%	+76.15%	32
SEI INVESTMENTS CO	Increased	1.5M(+1.9%)	$368.2M	0.3%	+65.43%	38
UBS Group AG	Decreased	1.5M(-0.7%)	$356.4M	0.0%	+72.34%	0
CAPTRUST FINANCIAL ADVISORS	Increased	1.3M(+0.3%)	$314.5M	0.5%	+27.14%	37
Cetera Investment Advisers	Increased	1.2M(+3.2%)	$292M	0.3%	+31.66%	38
JONES FINANCIAL COMPANIES LLLP	Increased	1M(+5.2%)	$251.3M	0.1%	+98.62%	39
RAYMOND JAMES FINANCIAL INC	Increased	1M(+0.2%)	$249.2M	0.1%	+25.90%	31
OSAIC HOLDINGS, INC.	Increased	854,208(+5.5%)	$207.8M	0.2%	+33.83%	39
PNC FINANCIAL SERVICES GROUP, INC.	Decreased	844,489(-0.2%)	$205.2M	0.1%	+76.74%	0
FWFocus Partners Wealth	Increased	833,299(+0.5%)	$202.5M	0.2%	+26.56%	37
Savant Capital, LLC	Increased	794,000(+185.6%)	$187.8M	0.6%	+16.63%	69
HighTower Advisors, LLC	Decreased	761,123(-1.3%)	$184.9M	0.2%	+55.56%	0
JPMORGAN CHASE & CO	Decreased	702,244(-6.7%)	$170.6M	0.0%	+23.42%	0
AMERIPRISE FINANCIAL INC	Decreased	675,077(-0.1%)	$164.1M	0.0%	+69.46%	0
Allworth Financial LP	Decreased	658,265(-19.5%)	$160M	0.7%	+85.46%	0

Showing 1-20 of 141

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VBRVANGUARD SMALL-CAP VALUE ETF

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Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer