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 2,339 institutions that hold shares in the stock, with a total of 160 Million shares, which have been reported (via 13F filing form) to have a value of $35.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northeast Investment Management
|
Jan 28, 2025 Q4 2024 |
102,679
shares
|
$22.8 Million
1.13% of portfolio
|
Q4 2024
Added 16.54%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
100,625
shares
|
$22.3 Million
1.81% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Feb 13, 2025 Q4 2024 |
99,481
shares
|
$22 Million
3.83% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Advocacy Wealth Management Services, LLC
|
Feb 14, 2025 Q4 2024 |
99,113
shares
|
$22 Million
1.95% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
98,834
shares
|
$21.9 Million
0.35% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
98,014
shares
|
$21.7 Million
1.19% of portfolio
|
Q4 2024
Added 13.31%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
97,669
shares
|
$21.6 Million
1.77% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
97,644
shares
|
$21.6 Million
9.1% of portfolio
|
Q2 2024
Reduced 0.63%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
96,944
shares
|
$21.5 Million
7.16% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 02, 2025 Q4 2024 |
96,532
shares
|
$21.4 Million
4.33% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
96,398
shares
|
$21.4 Million
0.05% of portfolio
|
Q4 2024
Added 24.37%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
95,228
shares
|
$21.1 Million
0.54% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
94,750
shares
|
$21 Million
1.2% of portfolio
|
Q2 2022
Added 36.85%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
94,486
shares
|
$20.9 Million
0.19% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
94,386
shares
|
$20.9 Million
7.79% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
93,885
shares
|
$20.8 Million
0.24% of portfolio
|
Q4 2024
Added 8.25%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
93,663
shares
|
$20.8 Million
2.1% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
93,502
shares
|
$20.7 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
92,867
shares
|
$20.6 Million
1.36% of portfolio
|
Q3 2022
Added 1.93%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
92,824
shares
|
$20.6 Million
2.17% of portfolio
|
Q3 2022
Added 7.86%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
92,350
shares
|
$20.5 Million
0.56% of portfolio
|
Q4 2024
Added 6.13%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
89,872
shares
|
$19.9 Million
0.18% of portfolio
|
Q4 2024
Reduced 4.66%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
89,593
shares
|
$19.9 Million
0.36% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
89,061
shares
|
$19.7 Million
1.06% of portfolio
|
Q4 2024
Added 5.69%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
86,851
shares
|
$19.2 Million
0.38% of portfolio
|
Q4 2024
Reduced 16.04%
|