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 1,163 institutions that hold shares in the stock, with a total of 43.5 Million shares, which have been reported (via 13F filing form) to have a value of $12.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
81,051
shares
|
$23.6 Million
1.25% of portfolio
|
Q4 2024
Added 5.96%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
80,402
shares
|
$23.4 Million
0.04% of portfolio
|
Q3 2024
Reduced 29.86%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
80,032
shares
|
$23.3 Million
0.05% of portfolio
|
Q3 2023
Reduced 8.03%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
78,713
shares
|
$23 Million
0.25% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
74,933
shares
|
$21.8 Million
0.26% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
74,438
shares
|
$21.7 Million
0.73% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
74,140
shares
|
$21.6 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
73,202
shares
|
$21.3 Million
3.7% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
72,786
shares
|
$21.2 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
68,020
shares
|
$19.8 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
67,141
shares
|
$19.6 Million
4.11% of portfolio
|
Q4 2024
Added 9.57%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
65,392
shares
|
$19.1 Million
0.23% of portfolio
|
Q3 2024
Added 6.31%
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
65,317
shares
|
$19 Million
2.11% of portfolio
|
Q3 2024
Reduced 12.31%
|
|
|
Congress Asset Management CO
|
Jan 30, 2025 Q4 2024 |
64,989
shares
|
$18.9 Million
0.13% of portfolio
|
Q4 2024
Added 68.04%
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
63,843
shares
|
$18.6 Million
2.96% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
62,395
shares
|
$18.2 Million
2.37% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
61,650
shares
|
$18 Million
1.39% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
61,578
shares
|
$18 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
59,788
shares
|
$17.4 Million
3.42% of portfolio
|
Q3 2024
Added 5.65%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
59,678
shares
|
$17.4 Million
2.52% of portfolio
|
Q4 2022
Added 26.18%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
59,678
shares
|
$17.4 Million
2.52% of portfolio
|
Q4 2022
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
58,221
shares
|
$17 Million
0.05% of portfolio
|
Q4 2024
Added 7.53%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
57,274
shares
|
$16.7 Million
9.32% of portfolio
|
Q1 2024
Added 1.03%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
56,646
shares
|
$16.5 Million
0.22% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
Adventist Health System
Roseville, CA |
Nov 13, 2024 Q3 2024 |
55,720
shares
|
$16.2 Million
2.31% of portfolio
|
Q2 2024
New holding
|