Who Owns VBR?
Vanguard Small-Cap Value ETF — Institutional Ownership & 13F Holdings
$230.81
-0.65 (-0.28%)
Market Cap
$64.5B
Shares Outstanding
262,504,940
Institutional Holders
1,497
Total Inst. Value
$13.1B
% of Float Held
—
QoQ Holder Change
+729
Institutional data as of Q1 2025
New Positions
443
Closed Positions
113
Increased
434
Decreased
434
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $3.2B | 17,000,309 |
| 2 | MORGAN STANLEY | $732.6M | 3,932,705 |
| 3 | Betterment LLC | $624.6M | 3,353,053 |
| 4 | WELLS FARGO & COMPANY/MN | $335.0M | 1,798,046 |
| 5 | UBS Group AG | $311.3M | 1,670,851 |
| 6 | ASPIRIANT, LLC | $287.2M | 1,541,432 |
| 7 | SEI INVESTMENTS CO | $258.1M | 1,385,332 |
| 8 | JONES FINANCIAL COMPANIES LLLP | $211.9M | 1,144,263 |
| 9 | RAYMOND JAMES FINANCIAL INC | $180.3M | 967,699 |
| 10 | MATHER GROUP, LLC. | $163.3M | 876,639 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +75K | $732.6M |
| WELLS FARGO & COMPANY/MN | +17K | $335.0M |
| ASPIRIANT, LLC | +317K | $287.2M |
| SEI INVESTMENTS CO | +70K | $258.1M |
| MATHER GROUP, LLC. | +18K | $163.3M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Brooklyn FI, LLC | -4.3M | $13.6M |
| BANK OF AMERICA CORP /DE/ | -1.5M | $3.2B |
| JONES FINANCIAL COMPANIES LLLP | -1.3M | $211.9M |
| OSAIC HOLDINGS, INC. | -209K | $90.7M |
| Betterment LLC | -194K | $624.6M |
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Frequently Asked Questions
How many institutional investors hold VBR?
As of Q1 2025, 1497 institutional investors report holding VBR (Vanguard Small-Cap Value ETF) in their 13F filings.
Which hedge fund owns the most VBR?
The largest institutional holder of VBR is BANK OF AMERICA CORP /DE/ with $3.2B in shares.
Are institutions buying or selling VBR?
This quarter, 443 institutions opened new positions in VBR and 113 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.