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Public ownership evidence

Vanguard Morningstar Small-Cap Value ETF (VBR) Ownership Disclosures

Read VBR insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T02:54:47.600Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-29888$215,775None
Cornerstone Financial Management LLC2026-03-312026-08-29888$192,918None
Cornerstone Financial Management LLC2025-12-312026-08-291,096$232,122None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-2922,022$4,102,413None
Corient Private Wealth LP2026-06-302026-08-28210,635$51,182,579None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-28298$72,411None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-28298$64,741None
Legacy Edge Advisors, LLC2025-09-302026-08-275,025$1,048,768None
HORAN Wealth, LLC2026-06-302026-08-271,131$274,715None
Principia Wealth Advisory, LLC2026-06-302026-08-272,432$591,066None
Principia Wealth Advisory, LLC2026-03-312026-08-272,733$593,771None
Schulz Wealth, LTD.2026-06-302026-08-27932$226,560None
Dakota Wealth Management2025-09-302026-08-271,235$257,665None
Dakota Wealth Management2025-12-312026-08-271,570$332,420None
Dakota Wealth Management2026-03-312026-08-271,570$340,991None
Redwood Investment Management, LLC2025-06-302026-08-272,190$427,000None
Redwood Investment Management, LLC2025-09-302026-08-2728,673$5,984,000None
Redwood Investment Management, LLC2025-12-312026-08-2732,715$6,929,000None
TOBIAS FINANCIAL ADVISORS, INC.2026-06-302026-08-269,216$2,239,300None
Serenity Investment Advisors2026-06-302026-08-2532,475$8,037,352None
Strategic Financial Services, Inc.2026-06-302026-08-251,405$341,321None
Bernard Wealth Management Corp.2026-06-302026-08-2247$11,421None
Forefront Wealth Partners, LLC2026-06-302026-08-21935$227,258None
Rehmann Capital Advisory Group2026-06-302026-08-211,479$359,546None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-21361$87,728None
Bullock Wealth Management Group2026-06-302026-08-209$2,244None
Wilson & Boucher Capital Management, LLC2026-06-302026-08-202,021$491,083None
Kingsview Wealth Management, LLC2026-06-302026-08-2010,926$2,654,835None
Archer Investment Corp2026-06-302026-08-205,091$1,237,115None
Field & Main Bank2026-06-302026-08-20600$145,794None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20181,462$44,093,526None
Sankala Group LLC2026-06-302026-08-1930$7,444None
Beacon Pointe Advisors, LLC2026-06-302026-08-19196,061$47,640,924None
Copia Wealth Management2026-06-302026-08-192,092$508,335None
JDM Financial Group LLC2026-06-302026-08-19341$82,860None
Leo H. Evart, Inc.2026-06-302026-08-192,506$608,972None
Capasso Planning Partners LLC2026-06-302026-08-191,569$381,183None
Unconventional Investor, LLC2026-06-302026-08-193,148$764,914None
Orion Capital Management LLC2026-06-302026-08-19196$47,626None
Glenview Trust Co2026-06-302026-08-192,635$640,278None
E-Wealth Partners, LLC2026-06-302026-08-1834,384$8,354,913None
Jacobs Equity LLC2026-06-302026-08-188,597$2,088,985None
Legacy Edge Advisors, LLC2025-06-302026-08-186,103$1,190,146None
Legacy Edge Advisors, LLC2025-03-312026-08-184,219$785,958None
Legacy Edge Advisors, LLC2024-09-302026-08-185,823$1,169,142None
Legacy Edge Advisors, LLC2024-06-302026-08-186,597$1,204,084None
Legacy Edge Advisors, LLC2024-03-312026-08-187,443$1,428,163None
Legacy Edge Advisors, LLC2024-12-312026-08-184,278$845,461None
Legacy Edge Advisors, LLC2023-12-312026-08-1811,350$2,042,685None
Strive Financial Group ,LLC2026-06-302026-08-18255$61,962None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗Legacy Edge Advisors, LLC ↗HORAN Wealth, LLC ↗Principia Wealth Advisory, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.