Who owns VBR?
Vanguard Morningstar Small-Cap Value ETF · Vanguard
1,762 institutions reported holding VBR, worth $20.8B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of VBR
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Bank of America Corp. | Charlotte, NC | $3.3B | 13,679,532 | +278,538 shares |
| Assetmark, Inc. | Concord, CA | $1.2B | 4,872,925 | +793,924 shares |
| Morgan Stanley | New York, NY | $938.8M | 3,863,641 | +46,984 shares |
| Betterment LLC | New York, NY | $683.5M | 2,812,964 | −104,164 shares |
| Aspiriant, LLC | San Francisco, CA | $424.2M | 1,745,538 | +6,009 shares |
| Wells Fargo & Company | San Francisco, CA | $407.3M | 1,676,389 | −13,623 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $387.2M | 1,593,329 | −19,828 shares |
| LPL Financial LLC | Fort Mill, SC | $375.2M | 1,544,049 | +62,839 shares |
| SEI Investments Co | Oaks, PA | $368.2M | 1,515,431 | +28,870 shares |
| UBS Group AG | Zurich, Switzerland | $356.4M | 1,466,671 | −9,734 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns VBR?
1,762 institutional managers reported holding VBR in Form 13F filings for June 30, 2026, worth $20.8B in total. The largest reported position was held by Bank of America Corp., at $3.3B.
Did institutions buy or sell VBR last quarter?
Reported 13F value rose 15.4% from March 31, 2026, which includes price moves as well as buying and selling. 159 firms reported a new position and 56 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is VBR ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.