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 1,209 institutions that hold shares in the stock, with a total of 44.8 Million shares, which have been reported (via 13F filing form) to have a value of $11.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rodgers & Associates, LTD
|
Apr 22, 2025 Q1 2025 |
125,433
shares
|
$33.1 Million
3.86% of portfolio
|
Q1 2025
Added 4.36%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
120,778
shares
|
$31.9 Million
4.32% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
115,731
shares
|
$30.5 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.08%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
115,677
shares
|
$30.5 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
113,858
shares
|
$30 Million
0.18% of portfolio
|
Q1 2025
Reduced 4.04%
|
|
|
Inspirion Wealth Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
112,632
shares
|
$29.7 Million
3.99% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
109,398
shares
|
$28.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
One Day In July LLC
|
Apr 29, 2025 Q1 2025 |
104,873
shares
|
$27.7 Million
2.64% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
103,922
shares
|
$27.4 Million
0.14% of portfolio
|
Q2 2023
Reduced 5.14%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Apr 30, 2025 Q1 2025 |
102,390
shares
|
$27 Million
3.77% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Brickley Wealth Management
|
Apr 29, 2025 Q1 2025 |
99,955
shares
|
$26.4 Million
5.22% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Jentner Corp
|
May 15, 2025 Q1 2025 |
99,820
shares
|
$26.3 Million
10.4% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
94,982
shares
|
$25.1 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
93,905
shares
|
$24.8 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
93,624
shares
|
$24.7 Million
1.12% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
90,397
shares
|
$23.8 Million
0.13% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
84,340
shares
|
$22.3 Million
0.04% of portfolio
|
Q1 2025
Added 13.57%
|
|
|
Congress Asset Management CO
|
Apr 11, 2025 Q1 2025 |
83,348
shares
|
$22 Million
0.16% of portfolio
|
Q1 2025
Added 28.25%
|
|
|
Bhk Investment Advisors, LLC
|
May 01, 2025 Q1 2025 |
82,772
shares
|
$21.8 Million
8.81% of portfolio
|
Q1 2025
Reduced 9.77%
|
|
|
Mc Adam, LLC
|
May 21, 2025 Q1 2025 |
81,070
shares
|
$21.4 Million
1.28% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
80,032
shares
|
$21.1 Million
0.05% of portfolio
|
Q3 2023
Reduced 8.03%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
76,181
shares
|
$20.1 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
73,864
shares
|
$19.5 Million
3.85% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
72,790
shares
|
$19.2 Million
4.06% of portfolio
|
Q1 2025
Added 8.41%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
72,065
shares
|
$19 Million
0.86% of portfolio
|
Q1 2025
Reduced 6.92%
|