Vanguard Morningstar Small-Cap Value ETF (VBR)
ETF ยท NYSE Arca
Vanguard Morningstar Small-Cap Value ETF (VBR) is an exchange-traded fund listed on NYSE Arca, where it has traded since January 26, 2004.
- Type
- Exchange-traded fund
- Listed On
- NYSE Arca
- Listed Since
- January 26, 2004
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 1,759 institutions reported holding VBR, with 85.2 million shares worth $20.6 billion in aggregate. The largest reported holder was Bank of America, with 13.7 million shares worth $3.3 billion. Of the 5 largest holders listed below, 4 added shares and 1 reduced its position during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Bank of America | 13,679,532 | $3.3B | Added 2.08% |
| Assetmark | 4,872,925 | $1.2B | Added 19.46% |
| Morgan Stanley | 3,863,641 | $939M | Added 1.23% |
| Betterment | 2,812,964 | $684M | Reduced 3.57% |
| Aspiriant | 1,745,538 | $424M | Added 0.35% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is VBR?
Vanguard Morningstar Small-Cap Value ETF (VBR) is an exchange-traded fund listed on NYSE Arca, where it has traded since January 26, 2004.
Who are the largest institutional holders of VBR?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of VBR were Bank of America, Assetmark and Morgan Stanley.
How many institutions own VBR?
1,759 institutions reported a position in VBR for the quarter ended June 30, 2026, worth $20.6 billion in total.
Did institutions buy or sell VBR last quarter?
Of the 5 largest reported holders, 4 added shares and 1 reduced its position during the quarter. Every reported holder and its change is on the SentiSense ownership page for VBR.
Every reported institutional holder, plus insider and congressional trades in VBR, on SentiSense.