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 1,215 institutions that hold shares in the stock, with a total of 46.3 Million shares, which have been reported (via 13F filing form) to have a value of $13.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
14,537
shares
|
$4.23 Million
0.54% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Jan 14, 2025 Q4 2024 |
14,321
shares
|
$4.17 Million
3.03% of portfolio
|
Q4 2023
Reduced 1.29%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Jan 16, 2025 Q4 2024 |
14,058
shares
|
$4.09 Million
0.77% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
14,016
shares
|
$4.08 Million
0.97% of portfolio
|
Q4 2023
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
13,992
shares
|
$4.07 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Meritage Portfolio Management
|
Jan 27, 2025 Q4 2024 |
13,896
shares
|
$4.04 Million
0.25% of portfolio
|
Q4 2024
Reduced 9.24%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
13,892
shares
|
$4.04 Million
0.76% of portfolio
|
Q4 2024
Added 11.23%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
13,888
shares
|
$4.04 Million
0.33% of portfolio
|
Q4 2024
Added 10.22%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
13,754
shares
|
$4 Million
1.03% of portfolio
|
Q4 2024
Added 23.39%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
13,739
shares
|
$4 Million
0.11% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Juncture Wealth Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
13,682
shares
|
$3.98 Million
1.43% of portfolio
|
Q4 2024
Added 4.01%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
13,496
shares
|
$3.93 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.32%
|
|
|
Curbstone Financial Management Corp
|
Jan 22, 2025 Q4 2024 |
13,370
shares
|
$3.89 Million
0.81% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
13,359
shares
|
$3.89 Million
0.69% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
13,232
shares
|
$3.85 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
13,048
shares
|
$3.8 Million
0.36% of portfolio
|
Q4 2024
Added 3.86%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
12,933
shares
|
$3.76 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Jan 27, 2025 Q4 2024 |
12,883
shares
|
$3.75 Million
3.82% of portfolio
|
Q4 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
12,807
shares
|
$3.73 Million
0.03% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 22, 2025 Q4 2024 |
12,772
shares
|
$3.72 Million
1.54% of portfolio
|
Q4 2024
Added 6.8%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jan 14, 2025 Q4 2024 |
12,471
shares
|
$3.63 Million
0.66% of portfolio
|
Q4 2024
Reduced 5.43%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
12,464
shares
|
$3.63 Million
0.66% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
12,447
shares
|
$3.62 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
12,357
shares
|
$3.59 Million
0.24% of portfolio
|
Q4 2024
Reduced 24.66%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
12,281
shares
|
$3.57 Million
0.04% of portfolio
|
Q4 2024
Added 76.02%
|