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Vanguard Small-Cap ETF (VB) Institutional Ownership

Vanguard Small-Cap ETF logo
$216.15 -0.62 (-0.29%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Vanguard Small-Cap ETF (NYSEARCA:VB)

Number of
Institutional Buyers
(last 12 months)
1540
Total
Institutional Inflows
(last 12 months)
$7.18B
Number of
Institutional Sellers
(last 12 months)
1054
Total
Institutional Outflows
(last 12 months)
$2.02B
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VB Institutional Buying and Selling by Quarter

Vanguard Small-Cap ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2025Luminvest Wealth Management LLC1,786$396K0.2%-56.3%0.000%
4/30/2025Clarity Wealth Advisors LLC47,213$10.47M2.9%+1.3%0.005%
4/30/2025MJP Associates Inc. ADV2,709$601K0.1%-11.8%0.000%
4/30/2025 Bernardo Wealth Planning LLC19,713$4.37M1.0%+0.8%0.002%
4/30/2025Cerity Partners LLC577,434$128.05M0.3%+37.9%0.058%
4/30/2025Phillips Financial Management LLC12,607$2.80M0.2%+0.9%0.001%
4/30/2025TRU Independence Asset Management 2 LLC2,031$450K0.3%N/A0.000%
4/30/2025Hunter Associates Investment Management LLC7,573$1.68M0.3%-9.4%0.001%
4/30/2025Astra Wealth Partners LLC3,093$686K0.6%+3.8%0.000%
4/30/2025Financial Synergies Wealth Advisors Inc.83,614$18.54M2.3%+1.8%0.008%
4/30/2025Narus Financial Partners LLC17,081$3.79M1.3%+1.5%0.002%
4/30/2025Financial Gravity Asset Management Inc.134$30K0.0%N/A0.000%
4/30/2025Alps Advisors Inc.75,965$16.85M0.1%+1.2%0.008%
4/30/2025Round Rock Advisors LLC4,619$1.02M0.2%-5.3%0.000%
4/30/2025Allworth Financial LP61,724$13.29M0.1%+38.4%0.006%
4/30/2025Peoples Financial Services CORP.10,443$2.32M1.1%+0.8%0.001%
4/30/2025Parr Mcknight Wealth Management Group LLC1,460$324K0.0%-7.4%0.000%
4/30/2025Adapt Wealth Advisors LLC2,323$515K0.3%-11.5%0.000%
4/30/2025MainStreet Investment Advisors LLC1,270$282K0.0%-28.2%0.000%
4/30/2025Investments & Financial Planning LLC152,823$33.89M22.0%+0.5%0.015%
4/30/2025Peddock Capital Advisors LLC42,086$9.33M2.4%-4.3%0.004%
4/30/2025Index Fund Advisors Inc.21,347$4.73M0.3%-2.0%0.002%
4/30/2025Leavell Investment Management Inc.118,154$26.20M1.3%+2.2%0.012%
4/30/2025Bridges Investment Management Inc.33,366$7.40M0.1%+1.4%0.003%
4/30/2025Topsail Wealth Management LLC6,544$1.45M0.3%+2.5%0.001%
4/30/2025Moloney Securities Asset Management LLC1,192$264K0.0%+8.1%0.000%
4/30/2025Ramiah Investment Group24,464$5.43M5.9%N/A0.002%
4/30/2025Axxcess Wealth Management LLC105,934$23.49M0.6%+14.7%0.011%
4/30/2025Rehmann Capital Advisory Group31,740$7.04M0.4%+8.4%0.003%
4/30/2025John W. Brooker & Co. CPAs4,601$1.02M0.4%+15.8%0.000%
4/30/2025Brick & Kyle Associates35,930$7.88M3.6%-0.6%0.004%
4/30/2025Principal Securities Inc.47,618$11.44M0.3%+2.7%0.005%
4/30/2025Greenleaf Trust5,987$1.33M0.0%+3.1%0.001%
4/30/2025Optimum Investment Advisors3,430$761K0.4%-11.3%0.000%
4/30/2025New Insight Wealth Advisors2,131$473K0.2%+77.0%0.000%
4/30/2025Peterson Wealth Advisors LLC26,935$5.97M1.1%+43.6%0.003%
4/30/2025Silverlake Wealth Management LLC5,219$1.16M0.4%-3.1%0.001%
4/30/2025Valeo Financial Advisors LLC15,525$3.44M0.1%+6.9%0.002%
4/30/2025BXM Wealth LLC7,213$1.60M1.9%+5.0%0.001%
4/30/2025M&T Bank Corp280,465$62.19M0.2%-0.2%0.028%
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4/30/2025Stratos Wealth Partners LTD.43,308$9.60M0.1%+7.5%0.004%
4/30/2025Stratos Wealth Advisors LLC26,587$5.90M0.3%-4.5%0.003%
4/30/2025NTV Asset Management LLC2,080$461K0.1%+9.5%0.000%
4/30/2025Brown Financial Advisory100,508$22.29M13.9%+19.7%0.010%
4/30/2025Investment Partners LTD.6,691$1.48M0.6%-9.4%0.001%
4/30/2025Aurelius Family Office LLC24,078$5.34M2.7%-10.7%0.002%
4/30/2025Brown Advisory Inc.127,354$28.24M0.0%+20.3%0.013%
4/30/2025Alpha Cubed Investments LLC111,576$24.74M1.1%-7.0%0.011%
4/30/2025Davidson Investment Advisors166,243$36.86M1.8%+1.6%0.017%
4/30/2025Gibraltar Capital Management Inc.279,144$61.90M13.4%N/A0.028%
4/30/2025Planning Directions Inc.3,240$718K0.3%-4.1%0.000%
4/30/2025Lincoln National Corp280,663$62.24M2.0%+3.2%0.028%
4/30/2025Capital Management Associates Inc57,398$12.73M2.9%+95.7%0.006%
4/30/2025J Hagan Capital Inc.10,650$2.56M2.3%N/A0.001%
4/30/2025Synergy Investment Management LLC1,427$316K0.1%-5.2%0.000%
4/30/2025Washington Trust Bank25,068$5.56M0.6%+21.2%0.003%
4/29/2025 Fairway Wealth LLC5,459$1.21M0.4%+14.7%0.001%
4/29/2025 U.S. Capital Wealth Advisors LLC45,483$10.09M0.3%-1.3%0.005%
4/29/2025 Pacific Point Advisors LLC3,120$692K0.4%+7.3%0.000%
4/29/2025 Sightline Wealth Advisors LLC6,510$1.44M0.8%+9.0%0.001%
4/29/2025 Brass Tax Wealth Management Inc.134,850$29.90M6.3%+1.5%0.014%
4/29/2025 Security National Bank of SO Dak4,200$931K0.5%-7.2%0.000%
4/29/2025 Financial Counselors Inc.34,043$7.55M0.1%-6.3%0.003%
4/29/2025 Raleigh Capital Management Inc.834$185K0.1%-5.3%0.000%
4/29/2025 Liberty Square Wealth Partners LLC26,243$5.82M2.2%-0.6%0.003%
4/29/2025 TD Private Client Wealth LLC46,985$10.42M0.3%+16.3%0.005%
4/29/2025 Capital Advisors Inc. OK3,687$818K0.0%-93.4%0.000%
4/29/2025 Heritage Wealth Management Inc.4,765$1.06M0.4%-8.2%0.000%
4/29/2025 Envestnet Asset Management Inc.4,960,666$1.10B0.4%-5.7%0.500%
4/29/2025 Astoria Strategic Wealth Inc.6,827$1.51M0.4%+2.6%0.001%
4/29/2025 Penserra Capital Management LLC59,236$13.14M0.2%-31.8%0.006%
4/29/2025 Investor s Fiduciary Advisor Network LLC3,690$818K0.4%-1.7%0.000%
4/29/2025 Chilton Capital Management LLC42,005$9.32M0.4%-5.8%0.004%
4/29/2025 Financiere des Professionnels Fonds d investissement inc.269,200$59.70M3.9%+362.5%0.027%
4/29/2025 Traveka Wealth LLC9,614$2.13M1.2%-4.6%0.001%
4/29/2025 Cloud Capital Management LLC1,259$279K0.2%N/A0.000%
4/29/2025 Meridian Investment Counsel Inc.4,582$1.02M0.3%-1.3%0.000%
4/29/2025 Atlantic Edge Private Wealth Management LLC162$36K0.0%-53.3%0.000%
4/29/2025 Capital Planning LLC43,977$9.75M2.7%-2.1%0.004%
4/29/2025 Compass Wealth Management LLC416$92K0.0%+199.3%0.000%
4/29/2025 Viewpoint Capital Management LLC10,403$2.31M1.2%+1.2%0.001%
4/29/2025 One Day In July LLC14,226$3.16M0.3%+1.6%0.001%
4/29/2025 Proffitt & Goodson Inc.1,624$360K0.1%-78.2%0.000%
4/29/2025 NORTHSTAR ASSET MANAGEMENT Co LLC41,529$9.21M2.2%+1.3%0.004%
4/29/2025 Olistico Wealth LLC1,408$312K0.2%-32.2%0.000%
4/29/2025 Compton Wealth Advisory Group LLC72,939$16.17M4.5%+3.2%0.007%
4/29/2025 REDW Wealth LLC2,136$474K0.2%-40.2%0.000%
4/29/2025 Whelan Financial130,771$29.00M11.3%-0.6%0.013%
4/29/2025 Burke & Herbert Bank & Trust Co.1,967$436K0.1%N/A0.000%
4/29/2025 Sharp Financial Services LLC1,725$383K0.3%+94.9%0.000%
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4/29/2025 Stage Harbor Financial LLC20,464$4.54M3.8%-1.3%0.002%
4/29/2025 Acorn Financial Advisory Services Inc. ADV138,960$30.82M5.6%-9.3%0.014%
4/29/2025 Concurrent Investment Advisors LLC35,137$7.79M0.2%-22.4%0.004%
4/29/2025 Discipline Wealth Solutions LLC3,568$791K0.4%-5.4%0.000%
4/29/2025 Simmons Bank10,596$2.35M0.2%-1.5%0.001%
4/29/2025 HM Payson & Co.1,781$395K0.0%+4.3%0.000%
4/29/2025 DT Investment Partners LLC114$25K0.0%-99.9%0.000%
4/29/2025 Bank of New York Mellon Corp1,832,940$406.45M0.1%+7.6%0.185%
4/29/2025 Elite Financial Inc.33,405$7.41M3.9%+0.4%0.003%
4/29/2025 World Investment Advisors45,831$10.16M0.3%+25.7%0.005%
(Data available from 1/1/2016 forward)

VB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VB shares?

During the previous two years, 2,285 institutional investors and hedge funds held shares of Vanguard Small-Cap ETF. The most heavily invested institutionals were Bank of America Corp DE ($3.73B), Jones Financial Companies Lllp ($1.76B), Wells Fargo & Company MN ($1.36B), Morgan Stanley ($1.31B), Envestnet Asset Management Inc. ($1.10B), LPL Financial LLC ($910.50M), and UBS Group AG ($805.80M).Learn more on VB's institutional investors.

Which institutional investors have been buying Vanguard Small-Cap ETF stock?

Of the 2,008 institutional investors that purchased Vanguard Small-Cap ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($11.34M), Cerity Partners LLC ($5.77M), Strategic Financial Concepts LLC ($3.21M), Life Planning Partners Inc ($2.61M), Raymond James Financial Inc. ($2.20M), Bank of America Corp DE ($1.54M), and Brooklyn FI LLC ($1.53M).

How much institutional buying is happening at Vanguard Small-Cap ETF?

Institutional investors have bought a total of 66,489,750 shares in the last 24 months. This purchase volume represents approximately $14.30B in transactions.

Which Vanguard Small-Cap ETF major shareholders have been selling company stock?

Of the 1,420 institutional investors that sold Vanguard Small-Cap ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($9.75M), Wealthfront Advisers LLC ($1.46M), Annex Advisory Services LLC ($1.07M), Jones Financial Companies Lllp ($1.01M), Bank of New York Mellon Corp ($652.85K), LPL Financial LLC ($634.99K), and Signaturefd LLC ($627.33K).

How much institutional selling is happening at Vanguard Small-Cap ETF?

Institutional investors have sold a total of 27,305,183 shares in the last 24 months. This volume of shares sold represents approximately $5.74B in transactions.



This page (NYSEARCA:VB) was last updated on 4/30/2025 by MarketBeat.com Staff
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