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 2,388 institutions that hold shares in the stock, with a total of 166 Million shares, which have been reported (via 13F filing form) to have a value of $39.9 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
477,756
shares
|
$115 Million
1.38% of portfolio
|
Q2 2025
Added 2.45%
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
460,609
shares
|
$111 Million
0.17% of portfolio
|
Q1 2025
Added 17.85%
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
449,593
shares
|
$108 Million
0.16% of portfolio
|
Q2 2025
Reduced 7.09%
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
441,387
shares
|
$106 Million
1.59% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
Gibraltar Capital Management, Inc.
|
Aug 05, 2025 Q2 2025 |
440,412
shares
|
$106 Million
15.98% of portfolio
|
Q2 2025
Added 57.77%
|
|
Efficient Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
434,073
shares
|
$104 Million
6.13% of portfolio
|
Q2 2025
Added 8.54%
|
|
Fusion Family Wealth LLC
|
Jul 30, 2025 Q2 2025 |
412,456
shares
|
$99 Million
8.31% of portfolio
|
Q2 2025
Added 3.97%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
396,389
shares
|
$95.2 Million
0.27% of portfolio
|
Q2 2025
Added 3.73%
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
389,142
shares
|
$93.4 Million
0.47% of portfolio
|
Q2 2023
Reduced 9.17%
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
385,547
shares
|
$92.6 Million
1.29% of portfolio
|
Q2 2025
Added 0.75%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
384,718
shares
|
$92.4 Million
0.16% of portfolio
|
Q2 2025
Added 53.26%
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
383,669
shares
|
$92.1 Million
0.0% of portfolio
|
Q2 2025
Added 31.0%
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Aug 14, 2025 Q2 2025 |
382,721
shares
|
$91.9 Million
0.02% of portfolio
|
Q2 2025
Added 10388.38%
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
381,556
shares
|
$91.6 Million
2.49% of portfolio
|
Q2 2025
Added 0.09%
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
356,700
shares
|
$85.7 Million
0.48% of portfolio
|
Q2 2025
Added 2.57%
|
|
Invictus Private Wealth, LLC
Denver, CO |
Jul 24, 2025 Q2 2025 |
348,766
shares
|
$83.7 Million
5.66% of portfolio
|
Q2 2025
Added 5.51%
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
345,967
shares
|
$83.1 Million
9.01% of portfolio
|
Q2 2025
Added 1.41%
|
|
Millburn Ridgefield Corp
|
Jul 29, 2025 Q2 2025 |
341,352
shares
|
$82 Million
1.95% of portfolio
|
Q2 2025
Reduced 6.5%
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
341,352
shares
|
$82 Million
1.66% of portfolio
|
Q2 2025
Reduced 6.5%
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
336,725
shares
|
$80.9 Million
5.53% of portfolio
|
Q2 2025
Reduced 11.28%
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
333,977
shares
|
$80.2 Million
0.45% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
333,092
shares
|
$80 Million
0.18% of portfolio
|
Q3 2023
Reduced 16.01%
|
|
Janus Henderson Group PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
332,896
shares
|
$79.9 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
327,277
shares
|
$78.6 Million
0.24% of portfolio
|
Q2 2025
Reduced 14.37%
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
325,006
shares
|
$78 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.98%
|