Vanguard Morningstar Small-Cap Value ETF (VBR) Ownership & Trading Activity
Institutional holders, insider transactions, and congressional trades for VBR. 13F holdings as of 2026-06-30.
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.
Top Institutional Holders
| Institution | Shares | Value | Change |
|---|---|---|---|
| Bank of America | 13,679,532 | $3.3B | INCREASED |
| Assetmark | 4,872,925 | $1.2B | INCREASED |
| Morgan Stanley | 3,863,641 | $939M | INCREASED |
| Betterment | 2,812,964 | $684M | DECREASED |
| Aspiriant | 1,745,538 | $424M | INCREASED |
Full institutional holdings, insider history, and congressional trades for Vanguard Morningstar Small-Cap Value ETF on SentiSense.