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 1,137 institutions that hold shares in the stock, with a total of 42.7 Million shares, which have been reported (via 13F filing form) to have a value of $12.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
9,277,069
shares
|
$2.69 Billion
0.21% of portfolio
|
Q3 2024
Added 8.58%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
1,954,789
shares
|
$567 Million
0.54% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,709,446
shares
|
$496 Million
0.03% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
1,687,493
shares
|
$489 Million
4.13% of portfolio
|
Q3 2024
Added 7.53%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
1,407,770
shares
|
$408 Million
1.08% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
942,682
shares
|
$273 Million
0.36% of portfolio
|
Q3 2024
Added 3.6%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
873,573
shares
|
$253 Million
0.31% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
862,120
shares
|
$250 Million
0.05% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
773,865
shares
|
$224 Million
2.67% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
733,672
shares
|
$213 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
728,184
shares
|
$211 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
705,204
shares
|
$205 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
683,432
shares
|
$198 Million
0.08% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Cohen Klingenstein LLC
|
Jan 15, 2025 Q4 2024 |
675,080
shares
|
$196 Million
6.69% of portfolio
|
Q4 2024
Added 86.13%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
544,705
shares
|
$158 Million
6.71% of portfolio
|
Q3 2022
Added 3.58%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
507,869
shares
|
$147 Million
1.99% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
469,044
shares
|
$136 Million
1.36% of portfolio
|
Q3 2024
Added 4.7%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
408,307
shares
|
$118 Million
0.33% of portfolio
|
Q3 2024
Reduced 6.12%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
407,114
shares
|
$118 Million
0.97% of portfolio
|
Q3 2024
Added 37.47%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
377,997
shares
|
$110 Million
0.31% of portfolio
|
Q2 2023
Added 5.52%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
343,040
shares
|
$99.5 Million
0.33% of portfolio
|
Q3 2024
Added 24.26%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
325,397
shares
|
$94.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 10.26%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
314,630
shares
|
$91.2 Million
2.06% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
300,309
shares
|
$87.1 Million
1.01% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
297,420
shares
|
$86.3 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.02%
|