Who owns Vanguard Small-Cap Value ETF?
- Ticker: VBR
- CUSIP Number: 922908611
Tip: Access positions for across all investors
Analyze quarterly positions in Vanguard Small-Cap Value ETF with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Vanguard Small-Cap Value ETF stock
Who bought or sold Vanguard Small-Cap Value ETF this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Bank of America Corporation | 13M | $2.9B | 100% | Mar 2026 |
|
| Assetmark | 4.1M | $886M | -7% | Mar 2026 |
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| Morgan Stanley | 3.8M | $830M | 1% | Mar 2026 |
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| Betterment | 3.0M | $640M | -3% | Dec 2025 |
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| Aspiriant | 1.7M | $378M | 7% | Mar 2026 |
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| Wells Fargo & Company | 1.7M | $367M | -1% | Mar 2026 |
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| Envestnet Asset Management | 1.6M | $351M | 20% | Mar 2026 |
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| Sei Investments | 1.5M | $323M | 0% | Mar 2026 |
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| LPL Financial | 1.5M | $322M | 3% | Mar 2026 |
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| UBS Group | 1.5M | $321M | 6% | Mar 2026 |
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| Captrust Financial Advisors | 1.2M | $262M | 1% | Dec 2025 |
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| Cetera Investment Advisers | 1.2M | $253M | 3% | Mar 2026 |
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| Raymond James Financial | 1.1M | $223M | 11% | Dec 2025 |
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| Colony | 850k | $180M | 54% | Dec 2025 |
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| Pnc Financial Services | 846k | $184M | 3% | Mar 2026 |
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| Jones Financial Companies, L.L | 846k | $179M | -7% | Dec 2025 |
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| Hanson McClain Advisors | 823k | $174M | 2% | Dec 2025 |
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| Rsm Us Wealth Management | 822k | $179M | 3% | Mar 2026 |
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| HighTower Advisors | 771k | $168M | -5% | Mar 2026 |
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| Ameriprise Financial | 675k | $147M | -5% | Mar 2026 |
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| Tiaa-cref Individual & Institutional Services | 653k | $142M | 100% | Mar 2026 |
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| Mather Group | 630k | $137M | -1% | Mar 2026 |
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| Advisor Group Holdings | 609k | $129M | -31% | Dec 2025 |
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| Commonwealth Equity Services | 563k | $122M | -4% | Mar 2026 |
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| Adviser Investments | 523k | $114M | 5% | Mar 2026 |
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| Park Avenue Securities | 518k | $112M | 100% | Mar 2026 |
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| Moneta Group Investment Advisors | 495k | $108M | 6% | Mar 2026 |
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| Mill Creek Capital Advisors | 483k | $102M | 0% | Dec 2025 |
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| Royal Bank of Canada | 483k | $105M | 0% | Mar 2026 |
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| Mariner Wealth Advisors | 474k | $103M | 0% | Mar 2026 |
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| Rockefeller Capital Management | 464k | $101M | -2% | Mar 2026 |
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| Stephens Group Asset Management | 463k | $101M | 21% | Mar 2026 |
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| Efficient Advisors | 398k | $87M | -30% | Mar 2026 |
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| Retirement Investment Advisors | 394k | $83M | 0% | Mar 2026 |
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| JMG Financial Group | 392k | $85M | 1% | Mar 2026 |
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| Retirement Systems of Alabama | 383k | $83M | 0% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 380k | $83M | 4% | Mar 2026 |
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| Bank Of Montreal | 374k | $81M | 100% | Mar 2026 |
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| Stifel Financial | 371k | $81M | 4% | Mar 2026 |
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| SOA Wealth Advisors | 356k | $7.2M | 0% | Mar 2026 |
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| CI Private Wealth | 340k | $74M | -1% | Mar 2026 |
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| Modera Wealth Management | 339k | $74M | -2% | Mar 2026 |
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| Mokosak Advisory Group | 325k | $71M | 0% | Mar 2026 |
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| Rodgers & Associates | 317k | $69M | -1% | Mar 2026 |
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| Cresset Asset Management | 317k | $69M | 3% | Mar 2026 |
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| Creative Planning | 315k | $69M | 1% | Mar 2026 |
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| Goodman & Company, Investment Counsel | 302k | $64M | 0% | Dec 2025 |
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| Bragg Financial Advisors | 296k | $64M | 0% | Mar 2026 |
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| Mason Investment Advisory Services | 285k | $60M | 1% | Dec 2025 |
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| Financial Advisory Corp | 285k | $62M | 0% | Mar 2026 |
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| Savant Capital Management | 278k | $60M | -1% | Mar 2026 |
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| Stephens | 274k | $60M | 2% | Mar 2026 |
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| United Capital Financial Advisers | 271k | $59M | -12% | Mar 2026 |
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| HPM Partners | 267k | $58M | 0% | Mar 2026 |
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| Goldman Sachs Group | 264k | $57M | -17% | Mar 2026 |
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| Burns Wealth Management | 255k | $56M | -3% | Mar 2026 |
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| Bailard | 254k | $55M | 2% | Mar 2026 |
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| Wit | 250k | $53M | 0% | Dec 2025 |
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| Branch Banking & Trust Company | 248k | $54M | 9% | Mar 2026 |
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| Charles Schwab Investment Management | 247k | $52M | -3% | Dec 2025 |
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| Thompson, Siegel, & Walmsley | 238k | $52M | -1% | Mar 2026 |
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| Discipline Wealth Solutions | 238k | $52M | 172% | Mar 2026 |
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| Zhang Financial | 227k | $49M | 0% | Mar 2026 |
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| Fifth Third Bancorp | 223k | $49M | 165% | Mar 2026 |
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| Summit Financial | 216k | $47M | 10% | Mar 2026 |
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| Abacus Planning Group | 213k | $46M | -1% | Mar 2026 |
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| Sontag Advisory | 205k | $45M | 4% | Mar 2026 |
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| Opal Wealth Advisors | 198k | $43M | 3% | Mar 2026 |
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| Kestra Advisory Services | 194k | $42M | 9% | Mar 2026 |
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| Foster Group | 187k | $41M | 0% | Mar 2026 |
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| Comprehensive Financial Management | 184k | $39M | 0% | Dec 2025 |
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| Mercer Global Advisors | 181k | $39M | 11% | Mar 2026 |
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| Strategies Wealth Advisors | 180k | $38M | 4% | Dec 2025 |
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| Cambridge Investment Research Advisors | 176k | $38M | 6% | Mar 2026 |
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| Mml Investors Services | 174k | $38M | -14% | Mar 2026 |
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| CWM | 174k | $37M | 227% | Dec 2025 |
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| Sanctuary Advisors | 169k | $37M | 1% | Mar 2026 |
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| Natixis Asset Management Advisors | 160k | $35M | 0% | Mar 2026 |
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| Beacon Pointe Advisors | 158k | $33M | 59% | Dec 2025 |
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| Waller Financial Planning Group | 157k | $34M | 7% | Mar 2026 |
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| Waldron | 157k | $34M | -3% | Mar 2026 |
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| Pathstone Holdings | 157k | $34M | 7% | Mar 2026 |
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| Us Bancorp | 156k | $33M | 3% | Dec 2025 |
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| Goss Wealth Management | 154k | $33M | 4% | Mar 2026 |
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| Equitable Holdings | 152k | $32M | -21% | Mar 2026 |
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| Aaron Wealth Advisors | 151k | $33M | 9% | Mar 2026 |
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| Asset Managment | 150k | $32M | 1% | Dec 2025 |
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| Marotta Asset Management | 148k | $32M | 3% | Mar 2026 |
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| FMR | 144k | $30M | 8% | Dec 2025 |
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| Baird Financial | 144k | $31M | 5% | Dec 2025 |
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| Merit Financial Group | 141k | $31M | -2% | Mar 2026 |
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| Grove Street Fiduciary | 138k | $30M | -3% | Mar 2026 |
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| Northwest Quadrant Wealth Management | 137k | $30M | 1% | Mar 2026 |
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| Kuehl Shepherd Kozlowski & Associates | 135k | $31M | -2% | Mar 2026 |
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| Brian McDonald | 134k | $28M | -1% | Dec 2025 |
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| McAdam | 134k | $29M | 0% | Mar 2026 |
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| Buckingham Strategic Partners | 132k | $29M | -1% | Mar 2026 |
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| Wealth Architects | 132k | $29M | -1% | Mar 2026 |
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| 25 | 131k | $29M | -1% | Mar 2026 |
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| Plante Moran Financial Advisors | 131k | $28M | -4% | Mar 2026 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 129k | $28M | -2% | Mar 2026 |
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| BHK Investment Advisors | 125k | $27M | -5% | Mar 2026 |
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| Brickley Wealth Management | 125k | $27M | 0% | Mar 2026 |
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| Grey Fox Wealth Advisors | 124k | $27M | 1% | Mar 2026 |
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| Pensionmark Financial Group | 123k | $27M | -2% | Mar 2026 |
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| Shakespeare Wealth Management | 115k | $25M | 1% | Mar 2026 |
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| Silver Coast Investments | 108k | $24M | 3% | Mar 2026 |
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| Whitaker-Myers Wealth Managers | 108k | $23M | 4% | Mar 2026 |
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| Strategic Investment Advisors / MI | 105k | $23M | 19% | Mar 2026 |
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| Johnson Investment Counsel | 103k | $22M | 8% | Mar 2026 |
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| Partners in Financial Planning | 102k | $22M | 0% | Mar 2026 |
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| Private Advisor | 102k | $22M | -30% | Mar 2026 |
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| Pasadena Private Wealth | 102k | $22M | -14% | Mar 2026 |
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| Integrys Wealth Advisors | 100k | $22M | -20% | Mar 2026 |
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| PDS Planning | 99k | $22M | 0% | Mar 2026 |
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| Performa | 99k | $21M | 12% | Mar 2026 |
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| Atria Investments | 98k | $21M | -13% | Mar 2026 |
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| OpenArc Corporate Advisory | 98k | $21M | 100% | Mar 2026 |
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| Efficient Wealth Management | 95k | $21M | -1% | Mar 2026 |
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| TrueWealth Financial Partners | 95k | $21M | 100% | Mar 2026 |
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| Nelson, Van Denburg & Campbell Wealth Management | 94k | $20M | 0% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 92k | $20M | 11% | Dec 2025 |
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| Checchi Capital Advisers | 91k | $20M | 48% | Mar 2026 |
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| SRS Capital Advisors | 88k | $19M | 133% | Mar 2026 |
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| AQR Capital Management | 87k | $19M | 37% | Mar 2026 |
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| Glenmede Trust Company | 86k | $19M | 4% | Mar 2026 |
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| Brooklyn FI | 86k | $19M | 7% | Mar 2026 |
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| Marmo Financial Group | 85k | $19M | 0% | Mar 2026 |
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| Willis Investment Counsel | 84k | $18M | 6% | Mar 2026 |
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| Benjamin Edwards | 83k | $18M | 11% | Mar 2026 |
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| Capital Wealth Management | 82k | $18M | 7% | Mar 2026 |
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| D.A. Davidson & Co. | 80k | $17M | 5% | Mar 2026 |
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| Presilium Private Wealth | 79k | $17M | 3% | Mar 2026 |
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| Studio Investment Management | 79k | $17M | -2% | Mar 2026 |
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| MAI Wealth Advisors | 79k | $17M | 1% | Mar 2026 |
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| Hillman | 78k | $17M | 0% | Mar 2026 |
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| Gallagher Fiduciary Advisors | 76k | $17M | -10% | Mar 2026 |
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| Meridian Wealth Management | 76k | $17M | 3% | Mar 2026 |
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| LMG Wealth Partners | 76k | $16M | 0% | Mar 2026 |
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| Family CFO | 74k | $16M | -3% | Mar 2026 |
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| Black Diamond Financial | 74k | $16M | 2% | Mar 2026 |
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| Steward Partners Investment Advisory | 74k | $16M | -2% | Mar 2026 |
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| Sequoia Financial Advisors | 72k | $16M | -4% | Mar 2026 |
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| Advisory Services Network | 72k | $15M | 12% | Dec 2025 |
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| Arvest Investments | 71k | $16M | 0% | Mar 2026 |
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| Steele Capital Management | 71k | $15M | 35% | Mar 2026 |
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| Vestmark Advisory Solutions | 70k | $15M | 7% | Mar 2026 |
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| Cullen Frost Bankers | 69k | $15M | -6% | Mar 2026 |
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| Traveka Wealth | 69k | $15M | -4% | Mar 2026 |
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| Peapack Gladstone Financial Corp | 68k | $15M | -1% | Mar 2026 |
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| Umb Bank N A | 68k | $15M | -4% | Mar 2026 |
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| Tradition Wealth Management | 68k | $14M | -2% | Dec 2025 |
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| Coastline Trust | 59k | $13M | -39% | Mar 2026 |
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| DiMeo Schneider & Associates | 59k | $13M | -44% | Mar 2026 |
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| Tiaa Trust, National Association | 45k | $9.8M | -94% | Mar 2026 |
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| Shufro Rose & Co | 45k | $9.8M | -72% | Mar 2026 |
|
| Total Wealth Planning | 5.9k | $1.2M | -95% | Dec 2025 |
|
Who sold out of Vanguard Small-Cap Value ETF?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 727k | $152M |
| Wealth Enhancement Advisory Services | Dec 2025 | 455k | $100M |
| Empowered Funds | Sep 2025 | 96k | $20M |
| Quest Investment Management | Dec 2025 | 74k | $16M |