Follow-The-Filings

Security

VBR

Vanguard Index Fds · SM CP VAL ETF

Equity holders as of 2026 Q1 (each manager’s latest book)

10 owners 4 new 1 exit max 0.3% (Ancora Advisors LLC)

owners 10
max % 0.3%
tracked value $86M
qoq N 4 A 4 R 2 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Ancora Advisors LLC 2026 Q1 0.3% Add +0.03 pp 65,433 $14M hist
Natixis Advisors, LLC 2026 Q1 0.1% Add +0.01 pp 160,387 $35M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 86,785 $19M hist
Arnold Van Den Berg - Van Den Berg Management I, Inc. 2026 Q1 0.0% Reduce -0.01 pp 34 $7M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Add 0.00 pp 33,770 $7M hist
Kentucky Trust Co. 2026 Q2 stale 0.0% New 0.0% 7 $2M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% New 0.0% 5,847 $1M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Reduce 0.00 pp 1,663 $361 hist
Renaissance Technologies LLC 2026 Q1 0.0% New 0.0% 1,200 $261 hist
Murray Stahl - Horizon Kinetics Asset Management LLC 2026 Q1 0.0% New 0.0% 135 $29 hist
Two Sigma Investments, LP exited 2025 Q4 last 2025 Q3 0.0% Exit -0.01 pp 25,300 $5M hist

ownership over time

filing count by report period · click a bar for that quarter’s holders