13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundHigh-convictionMulti-bagger
VBR

VANGUARD SMALL-CAP VALUE ETF

1,801 institutions still hold VANGUARD SMALL-CAP VALUE ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 922908611·Exchange Traded Fund·1,801 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 0.7%
vs prior quarter
13F value held
$8.9B
68.0% inst. owned
of float
Holders
1,801
+68 QoQ
filers reporting
Activity
+41 / −58
+756 added · −786 reduced
this quarter
Concentration
32.76%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

1,801 institutions reported VBR in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 32.8% of the visible book. +68 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$2.9B13.4M0.21%Q1 202602
ASSETMARK, INC
CIK 0001344551
$928M4.4M1.89%Q4 202503
MORGAN STANLEY
CIK 0000895421
$829M3.8M0.05%Q1 202604
ASPIRIANT, LLC
CIK 0001433541
$378M1.7M10.76%Q1 202605
WELLS FARGO & COMPANY/MN
CIK 0000072971
$367M1.7M0.07%Q1 202606
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$350M1.6M0.09%Q1 202607
SEI INVESTMENTS CO
CIK 0000350894
$323M1.5M0.30%Q1 202608
LPL Financial LLC
CIK 0001403438
$322M1.5M0.09%Q1 202609
UBS Group AG
CIK 0001610520
$321M1.5M0.05%Q1 202610
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$280M1.3M0.49%Q1 202611
Cetera Investment Advisers
CIK 0001666741
$253M1.2M0.27%Q1 202612
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$222M1.0M0.07%Q1 202613
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$210M984K0.10%Q1 202614
Focus Partners Wealth
CIK 0001542153
$180M850K0.20%Q4 202515
CHOREO, LLC
CIK 0001679031
$179M822K2.19%Q1 202616
Allworth Financial LP
CIK 0001555170
$178M818K0.72%Q1 202617
OSAIC HOLDINGS, INC.
CIK 0001677044
$176M809K0.26%Q1 202618
HighTower Advisors, LLC
CIK 0001462245
$167M771K0.18%Q1 202619
JPMORGAN CHASE & CO
CIK 0000019617
$160M753K0.01%Q1 202620
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$153M721K0.09%Q4 2025
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