Institutional Ownership Vanguard Small Cap ETF (VB)
This table provides information about the institutional ownership of Vanguard Small Cap ETF (VB). We have compiled data on the 2,109 institutions that hold shares in the stock, with a total of 150 Million shares, which have been reported (via 13F filing form) to have a value of $36.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
33,842
shares
|
$8.25 Million
1.5% of portfolio
|
Q1 2024
Added 3.96%
|
|
|
Harbor Advisory Corp
|
Oct 21, 2024 Q3 2024 |
33,802
shares
|
$8.24 Million
2.63% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Integral Investment Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
33,790
shares
|
$8.24 Million
2.21% of portfolio
|
Q3 2024
Added 44.69%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
33,700
shares
|
$8.22 Million
3.61% of portfolio
|
Q2 2023
Reduced 4.2%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 30, 2024 Q3 2024 |
33,605
shares
|
$8.2 Million
1.44% of portfolio
|
Q3 2024
Added 8.68%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Nov 12, 2024 Q3 2024 |
33,598
shares
|
$8.2 Million
0.2% of portfolio
|
Q4 2022
New holding
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
33,518
shares
|
$8.18 Million
0.24% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Bridges Investment Management Inc
|
Nov 01, 2024 Q3 2024 |
32,903
shares
|
$8.03 Million
0.11% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 08, 2024 Q3 2024 |
32,818
shares
|
$8 Million
4.55% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Dec 06, 2024 Q3 2024 |
32,747
shares
|
$7.99 Million
0.33% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Tria Gen Wealth Management LLC
|
Oct 18, 2024 Q3 2024 |
32,672
shares
|
$7.97 Million
2.83% of portfolio
|
Q3 2024
Added 4.81%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
32,447
shares
|
$7.91 Million
1.12% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
32,417
shares
|
$7.91 Million
3.95% of portfolio
|
Q3 2024
Added 41.25%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
32,377
shares
|
$7.9 Million
0.15% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
32,126
shares
|
$7.84 Million
0.1% of portfolio
|
Q3 2024
Added 11.22%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2024 Q3 2024 |
32,052
shares
|
$7.82 Million
2.68% of portfolio
|
Q3 2024
Added 25.33%
|
|
|
Leeward Financial Partners, LLC
|
Oct 29, 2024 Q3 2024 |
32,029
shares
|
$7.81 Million
2.89% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 10, 2024 Q3 2024 |
32,008
shares
|
$7.81 Million
1.21% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
31,860
shares
|
$7.77 Million
3.01% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Oct 30, 2024 Q3 2024 |
31,800
shares
|
$7.76 Million
3.89% of portfolio
|
Q3 2024
Reduced 10.33%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Oct 24, 2024 Q3 2024 |
31,799
shares
|
$7.76 Million
2.08% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
31,780
shares
|
$7.75 Million
0.07% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
31,721
shares
|
$7.74 Million
0.15% of portfolio
|
Q3 2024
Added 33.35%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
31,684
shares
|
$7.73 Million
0.18% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
31,545
shares
|
$7.69 Million
0.32% of portfolio
|
Q3 2024
Reduced 2.4%
|