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 2,346 institutions that hold shares in the stock, with a total of 162 Million shares, which have been reported (via 13F filing form) to have a value of $35.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
9,587
shares
|
$1.98 Million
0.09% of portfolio
|
Q3 2022
Added 0.75%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Feb 05, 2025 Q4 2024 |
9,564
shares
|
$1.98 Million
3.34% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
9,561
shares
|
$1.98 Million
0.04% of portfolio
|
Q1 2025
Added 38.28%
|
|
|
First Hawaiian Bank
|
Apr 03, 2025 Q1 2025 |
9,555
shares
|
$1.98 Million
0.07% of portfolio
|
Q1 2025
Added 201.8%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
9,553
shares
|
$1.98 Million
0.36% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
9,485
shares
|
$1.96 Million
0.06% of portfolio
|
Q1 2025
Reduced 6.51%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
9,395
shares
|
$1.94 Million
0.12% of portfolio
|
Q3 2022
Added 2.04%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Jan 13, 2025 Q4 2024 |
9,363
shares
|
$1.94 Million
2.82% of portfolio
|
Q4 2024
Reduced 17.56%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
9,323
shares
|
$1.93 Million
0.0% of portfolio
|
Q4 2024
Added 123.9%
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
9,320
shares
|
$1.93 Million
2.7% of portfolio
|
Q3 2023
Reduced 1.83%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Feb 04, 2025 Q4 2024 |
9,296
shares
|
$1.92 Million
1.47% of portfolio
|
Q4 2024
Added 105.16%
|
|
|
Private Client Services, LLC
Louisville, KY |
Apr 08, 2025 Q1 2025 |
9,246
shares
|
$1.91 Million
1.01% of portfolio
|
Q1 2025
Added 62.78%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
9,202
shares
|
$1.9 Million
0.38% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Feb 13, 2025 Q4 2024 |
9,187
shares
|
$1.9 Million
0.79% of portfolio
|
Q4 2024
Added 70.07%
|
|
|
Paulson Wealth Management Inc.
|
Feb 13, 2025 Q4 2024 |
9,139
shares
|
$1.89 Million
0.6% of portfolio
|
Q4 2024
Reduced 22.4%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
9,114
shares
|
$1.89 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
9,084
shares
|
$1.88 Million
0.08% of portfolio
|
Q1 2024
Reduced 33.31%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
9,077
shares
|
$1.88 Million
0.26% of portfolio
|
Q4 2024
Added 11.39%
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
9,024
shares
|
$1.87 Million
0.3% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Market Street Wealth Management Advisors LLC
|
Apr 18, 2025 Q1 2025 |
9,004
shares
|
$1.86 Million
0.38% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
9,001
shares
|
$1.86 Million
0.22% of portfolio
|
Q4 2023
Added 0.46%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
9,000
shares
|
$1.86 Million
0.01% of portfolio
|
Q4 2024
Added 509.76%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
8,930
shares
|
$1.85 Million
0.06% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
8,841
shares
|
$1.83 Million
0.32% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Apr 14, 2025 Q1 2025 |
8,828
shares
|
$1.83 Million
1.98% of portfolio
|
Q1 2025
Added 0.3%
|