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VBR Institutional Ownership & 13F Holders | SmartMoneyDB

VBRVANGUARD INDEX FDS

SM CP VAL ETF · CUSIP 922908611

Smart Money Ownership

Of the 9 tracked institutions holding VBR, 4 have a 3-year clone track record — 4 of them beat the S&P. Average holder's clone alpha: +6.4pt. It's a gauge of who owns the name, not just how many.

Gotham Asset Management, LLC

$1.3M

+2.5pt

VBR (VANGUARD INDEX FDS) Institutional Ownership Summary

Among the 9 tracked institutional investors we monitor, VBR (VANGUARD INDEX FDS) is held with a combined value of $74.65M across 344,442 shares. The largest holder is FMR LLC with a position worth $34.76M. 2 funds opened new positions in the most recent quarter. 5 funds increased their holdings. 1 fund reduced its position.

Total Institutional Value

$74.65M

Total Shares Held

344,442

Institutional Holders

This Quarter's Biggest Movers

Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.

Biggest Buyers

AQR CAPITAL MANAGEMENT LLC+37% shares~$5.1M FMR LLC+11% shares~$3.5M Gotham Asset Management, LLCNew position~$1.3M CITADEL ADVISORS LLC+18% shares~$954.0K BlackRock, Inc.+14% shares~$525.0K

13F Institutional Holders

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FMR LLC

0.00% of book+11.1%

$34.76M

AQR CAPITAL MANAGEMENT LLC

WELLINGTON MANAGEMENT GROUP LLP

0.00% of book-

$1.35M

Gotham Asset Management, LLC

0.00% of bookNew

$1.27M

Fisher Asset Management, LLC

0.00% of book-6.5%

$361.39K

RENAISSANCE TECHNOLOGIES LLC

0.00% of bookNew

$260.70K

#	Fund	Value↓	Shares	Portfolio %	Change
1	FMR LLC	$34.76M	159,980	0.00%	+11.1%
2	AQR CAPITAL MANAGEMENT LLC	$18.85M	86,785	0.01%	+36.7%
3	VANGUARD GROUP INC	$7.15M	33,770	0.00%	+3.1%
4	CITADEL ADVISORS LLC	$6.34M	29,200	0.00%	+17.7%
5	BlackRock, Inc.	$4.30M	19,800	0.00%	+13.9%
6	WELLINGTON MANAGEMENT GROUP LLP	$1.35M	6,197	0.00%	-
7	Gotham Asset Management, LLC	$1.27M	5,847	0.00%	New
8	Fisher Asset Management, LLC	$361.39K	1,663	0.00%	-6.5%
9	RENAISSANCE TECHNOLOGIES LLC	$260.70K	1,200	0.00%	New

Frequently Asked Questions

Which institutional investors own the most VBR stock?

As of the latest SEC 13F filings, FMR LLC is the largest institutional holder of VBR with a position worth $34.76M, representing 0.00% of their portfolio. In total, 9 institutional investors hold VBR with a combined value of $74.65M.

Are hedge funds buying or selling VBR?

In the most recent quarter, 2 funds opened a new position in VBR. Additionally, 5 increased their holdings and 1 reduced their positions.

What percentage of VBR is owned by institutional investors?

Institutional investors hold $74.65M worth of VBR stock across 9 positions. The largest institutional holder is FMR LLC with $34.76M in holdings.

What is a 13F filing and why does it matter for VBR?

A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For VBR, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.

Track VBR institutional moves

Get notified when hedge funds change their VBR positions.