Institutional Ownership Vanguard Small Cap Growth ETF (VBK)
This table provides information about the institutional ownership of Vanguard Small Cap Growth ETF (VBK). We have compiled data on the 1,115 institutions that hold shares in the stock, with a total of 42.3 Million shares, which have been reported (via 13F filing form) to have a value of $12.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Juncture Wealth Strategies, LLC
|
Oct 09, 2024 Q3 2024 |
13,155
shares
|
$3.79 Million
1.36% of portfolio
|
Q3 2024
Added 7.79%
|
|
|
Dopkins Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
12,957
shares
|
$3.74 Million
2.88% of portfolio
|
Q3 2024
Reduced 13.8%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
12,733
shares
|
$3.67 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
12,614
shares
|
$3.64 Million
0.65% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
12,600
shares
|
$3.63 Million
0.29% of portfolio
|
Q3 2024
Reduced 7.05%
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
12,577
shares
|
$3.63 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
12,563
shares
|
$3.62 Million
0.33% of portfolio
|
Q3 2024
Added 16.62%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
12,489
shares
|
$3.6 Million
0.69% of portfolio
|
Q3 2024
Added 7.8%
|
|
|
Tag Stone Capital, Inc.
|
Nov 08, 2024 Q3 2024 |
12,092
shares
|
$3.49 Million
1.69% of portfolio
|
Q3 2024
Added 3.64%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 21, 2024 Q3 2024 |
11,959
shares
|
$3.45 Million
1.42% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Nov 01, 2024 Q3 2024 |
11,645
shares
|
$3.36 Million
0.7% of portfolio
|
Q1 2024
Added 0.74%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
11,557
shares
|
$3.33 Million
0.19% of portfolio
|
Q3 2024
Reduced 3.99%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
11,493
shares
|
$3.31 Million
0.15% of portfolio
|
Q3 2024
Reduced 4.71%
|
|
|
Zeit Capital LLC
|
Oct 10, 2024 Q3 2024 |
11,359
shares
|
$3.28 Million
2.33% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
11,348
shares
|
$3.27 Million
0.01% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
11,337
shares
|
$3.27 Million
0.69% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Shelton Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
11,324
shares
|
$3.27 Million
1.68% of portfolio
|
Q3 2024
Added 9.36%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
11,189
shares
|
$3.23 Million
0.08% of portfolio
|
Q3 2024
Reduced 33.4%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
11,149
shares
|
$3.22 Million
0.17% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
11,147
shares
|
$3.21 Million
1.08% of portfolio
|
Q3 2024
Added 55.19%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
11,132
shares
|
$3.21 Million
1.53% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
11,093
shares
|
$3.2 Million
0.19% of portfolio
|
Q3 2024
Added 17.91%
|
|
|
Mtc Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
11,086
shares
|
$3.2 Million
1.35% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
11,069
shares
|
$3.19 Million
0.06% of portfolio
|
Q3 2024
Added 7.41%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
11,058
shares
|
$3.19 Million
0.11% of portfolio
|
Q3 2024
Added 27.84%
|