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 1,115 institutions that hold shares in the stock, with a total of 42.3 Million shares, which have been reported (via 13F filing form) to have a value of $12.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
6,167
shares
|
$1.84 Million
0.05% of portfolio
|
Q3 2024
Added 75.1%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
6,106
shares
|
$1.82 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Oct 23, 2024 Q3 2024 |
6,102
shares
|
$1.82 Million
1.53% of portfolio
|
Q3 2024
Reduced 12.93%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Nov 13, 2024 Q3 2024 |
6,087
shares
|
$1.81 Million
0.24% of portfolio
|
Q2 2024
Reduced 3.05%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
6,069
shares
|
$1.81 Million
0.29% of portfolio
|
Q4 2022
Added 8.2%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
6,034
shares
|
$1.8 Million
0.11% of portfolio
|
Q3 2024
Reduced 5.24%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
6,027
shares
|
$1.8 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.89%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
5,952
shares
|
$1.77 Million
0.36% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
5,926
shares
|
$1.77 Million
0.11% of portfolio
|
Q3 2024
Added 4.31%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
5,894
shares
|
$1.76 Million
0.31% of portfolio
|
Q3 2022
Reduced 1.16%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
5,838
shares
|
$1.74 Million
0.52% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
5,831
shares
|
$1.74 Million
0.02% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
5,822
shares
|
$1.73 Million
0.07% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 15, 2024 Q3 2024 |
5,822
shares
|
$1.73 Million
1.04% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
5,803
shares
|
$1.73 Million
0.03% of portfolio
|
Q3 2024
Reduced 13.12%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,785
shares
|
$1.72 Million
0.05% of portfolio
|
Q3 2024
Added 3.8%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Oct 15, 2024 Q3 2024 |
5,774
shares
|
$1.72 Million
1.28% of portfolio
|
Q3 2024
Added 6.67%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
5,759
shares
|
$1.72 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Oct 23, 2024 Q3 2024 |
5,758
shares
|
$1.72 Million
0.71% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
5,740
shares
|
$1.71 Million
0.13% of portfolio
|
Q1 2024
Added 53.43%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 22, 2024 Q3 2024 |
5,702
shares
|
$1.7 Million
0.11% of portfolio
|
Q1 2024
Reduced 1.47%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
5,687
shares
|
$1.69 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
5,650
shares
|
$1.68 Million
0.0% of portfolio
|
Q3 2024
Reduced 16.91%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
5,647
shares
|
$1.68 Million
0.35% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Goepper Burkhardt LLC
|
Nov 12, 2024 Q3 2024 |
5,628
shares
|
$1.68 Million
0.63% of portfolio
|
Q3 2024
Reduced 8.38%
|