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 1,061 institutions that hold shares in the stock, with a total of 41.3 Million shares, which have been reported (via 13F filing form) to have a value of $11 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Wealthspire Advisors, LLC
New York, NY |
Aug 08, 2024 Q2 2024 |
118,306
shares
|
$31.7 Million
0.38% of portfolio
|
Q2 2024
Added 13.39%
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Jul 29, 2024 Q2 2024 |
116,541
shares
|
$31.2 Million
4.25% of portfolio
|
Q2 2024
Added 10.6%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
115,177
shares
|
$30.8 Million
0.21% of portfolio
|
Q2 2024
Added 5.88%
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
114,638
shares
|
$30.7 Million
0.06% of portfolio
|
Q2 2024
Added 0.43%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
111,969
shares
|
$30 Million
0.1% of portfolio
|
Q2 2024
Reduced 5.55%
|
|
Inspirion Wealth Advisors, LLC
|
Jul 12, 2024 Q2 2024 |
109,498
shares
|
$29.3 Million
4.21% of portfolio
|
Q2 2024
Added 2.47%
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
108,646
shares
|
$29.1 Million
0.18% of portfolio
|
Q2 2024
Added 12.42%
|
|
Jentner Corp
|
Aug 14, 2024 Q2 2024 |
104,338
shares
|
$27.9 Million
11.29% of portfolio
|
Q2 2024
Added 0.39%
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
103,922
shares
|
$27.8 Million
0.14% of portfolio
|
Q2 2023
Reduced 5.14%
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 06, 2024 Q2 2024 |
101,873
shares
|
$27.3 Million
4.1% of portfolio
|
Q2 2024
Added 1.47%
|
|
One Day In July LLC
|
Aug 12, 2024 Q2 2024 |
98,479
shares
|
$26.4 Million
3.07% of portfolio
|
Q2 2024
Added 1.83%
|
|
Vision Capital Management, Inc.
Portland, OR |
Aug 07, 2024 Q2 2024 |
97,209
shares
|
$26 Million
3.68% of portfolio
|
Q2 2024
Added 2.56%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
96,940
shares
|
$25.9 Million
1.08% of portfolio
|
Q2 2024
Added 9.04%
|
|
Creative Planning
Overland Park, KS |
Aug 15, 2024 Q2 2024 |
96,298
shares
|
$25.8 Million
0.03% of portfolio
|
Q2 2024
Reduced 2.79%
|
|
Waldron Private Wealth LLC
|
Jul 31, 2024 Q2 2024 |
95,675
shares
|
$25.6 Million
1.07% of portfolio
|
Q4 2023
Reduced 2.71%
|
|
Brickley Wealth Management
|
Jul 22, 2024 Q2 2024 |
95,591
shares
|
$25.6 Million
5.24% of portfolio
|
Q2 2024
Reduced 0.01%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
94,711
shares
|
$25.3 Million
0.06% of portfolio
|
Q2 2024
Added 1.73%
|
|
Bhk Investment Advisors, LLC
|
Aug 06, 2024 Q2 2024 |
94,296
shares
|
$25.2 Million
9.26% of portfolio
|
Q2 2024
Reduced 3.21%
|
|
Members Trust CO
|
Jul 29, 2024 Q2 2024 |
93,515
shares
|
$25 Million
0.71% of portfolio
|
Q2 2024
Reduced 3.27%
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
89,394
shares
|
$23.9 Million
0.09% of portfolio
|
Q2 2024
Added 4.09%
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
84,398
shares
|
$22.6 Million
1.46% of portfolio
|
Q2 2024
Added 9.85%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
80,032
shares
|
$21.4 Million
0.05% of portfolio
|
Q3 2023
Reduced 8.03%
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
77,681
shares
|
$20.8 Million
0.74% of portfolio
|
Q2 2024
Reduced 3.18%
|
|
Mc Adam, LLC
|
Jul 24, 2024 Q2 2024 |
77,609
shares
|
$20.8 Million
1.18% of portfolio
|
Q2 2024
Added 7.11%
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 19, 2024 Q2 2024 |
77,278
shares
|
$20.7 Million
0.6% of portfolio
|
Q2 2024
Added 6.23%
|