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 2,131 institutions that hold shares in the stock, with a total of 150 Million shares, which have been reported (via 13F filing form) to have a value of $37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 06, 2024 Q3 2024 |
42,444
shares
|
$10.5 Million
6.15% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
42,429
shares
|
$10.5 Million
3.3% of portfolio
|
Q1 2023
Added 0.84%
|
|
|
Lokken Investment Group LLC
|
Nov 12, 2024 Q3 2024 |
42,185
shares
|
$10.5 Million
4.43% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
42,173
shares
|
$10.5 Million
0.32% of portfolio
|
Q3 2024
Reduced 30.41%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
42,021
shares
|
$10.4 Million
1.01% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Parkside Advisors LLC
|
Jan 13, 2025 Q4 2024 |
41,982
shares
|
$10.4 Million
2.38% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
41,710
shares
|
$10.4 Million
2.35% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
41,698
shares
|
$10.4 Million
3.94% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
41,662
shares
|
$10.4 Million
1.3% of portfolio
|
Q3 2024
Reduced 5.49%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Jan 15, 2025 Q4 2024 |
41,464
shares
|
$10.3 Million
2.98% of portfolio
|
Q4 2024
Added 5.49%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
41,339
shares
|
$10.3 Million
0.93% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
41,063
shares
|
$10.2 Million
1.7% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Northstar Asset Management LLC
|
Oct 30, 2024 Q3 2024 |
40,884
shares
|
$10.2 Million
2.28% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Nov 12, 2024 Q3 2024 |
40,710
shares
|
$10.1 Million
3.51% of portfolio
|
Q3 2024
Added 2.57%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 14, 2024 Q3 2024 |
40,671
shares
|
$10.1 Million
0.21% of portfolio
|
Q1 2024
Reduced 30.96%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
40,607
shares
|
$10.1 Million
0.51% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Compass Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
40,585
shares
|
$10.1 Million
4.79% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
39,488
shares
|
$9.81 Million
0.26% of portfolio
|
Q3 2024
Reduced 36.24%
|
|
|
Culbertson A N & CO Inc
|
Jan 16, 2025 Q4 2024 |
39,470
shares
|
$9.81 Million
1.53% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
39,464
shares
|
$9.81 Million
0.32% of portfolio
|
Q3 2024
Reduced 5.68%
|
|
|
Kearns & Associates LLC
|
Oct 29, 2024 Q3 2024 |
39,458
shares
|
$9.81 Million
6.17% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
39,088
shares
|
$9.71 Million
1.0% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
39,055
shares
|
$9.71 Million
0.1% of portfolio
|
Q3 2024
Added 44.08%
|
|
|
Smith & Howard Wealth Management, LLC
|
Oct 23, 2024 Q3 2024 |
39,001
shares
|
$9.69 Million
2.62% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
38,988
shares
|
$9.69 Million
0.72% of portfolio
|
Q4 2024
Added 3.33%
|