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Vanguard Small-Cap ETF (VB) Institutional Ownership

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$216.56
+1.16 (+0.54%)
(As of 04/26/2024 ET)
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Institutional Ownership Changes (13F Filings) for Vanguard Small-Cap ETF (NYSEARCA:VB)

Number of
Institutional Buyers
(last 12 months)
1282
Total
Institutional Inflows
(last 12 months)
$7.15B
Number of
Institutional Sellers
(last 12 months)
933
Total
Institutional Outflows
(last 12 months)
$3.74B
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VB Institutional Buying and Selling by Quarter

Vanguard Small-Cap ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/26/2024Pinnacle Associates Ltd.416,154$95.13M1.5%+7.8%0.168%
4/26/2024McGuire Investment Group LLC4,254$972K0.1%-9.5%0.002%
4/26/2024BLB&B Advisors LLC142,636$32.61M1.8%-0.2%0.058%
4/26/2024Acorn Wealth Advisors LLC12,620$2.89M1.5%+6.6%0.005%
4/26/2024RCS Financial Planning LLC877$200K0.1%N/A0.000%
4/26/2024LifeSteps Financial Inc.208$48K0.0%N/A0.000%
4/26/2024Crestone Asset Management LLC2,155$493K0.1%+65.0%0.001%
4/26/2024JNBA Financial Advisors8,885$2.03M0.2%-6.2%0.004%
4/26/2024Schmidt P J Investment Management Inc.1,498$342K0.1%+6.2%0.001%
4/26/2024YHB Investment Advisors Inc.3,012$689K0.1%-11.1%0.001%
4/26/2024ZWJ Investment Counsel Inc.1,317$301K0.0%+20.4%0.001%
4/26/2024First National Trust Co7,546$1.73M0.1%-2.0%0.003%
4/26/2024Sage Rhino Capital LLC61,686$14.10M3.3%+0.2%0.025%
4/26/2024McKinley Carter Wealth Services Inc.13,243$3.03M0.2%-15.1%0.005%
4/26/2024Bond & Devick Financial Network Inc.35,834$8.19M4.4%+0.5%0.014%
4/26/2024SFG Wealth Management LLC.2,499$571K0.3%+13.3%0.001%
4/26/2024Clear Creek Financial Management LLC8,221$1.88M0.2%+7.4%0.003%
4/26/2024First Personal Financial Services205$47K0.0%-33.0%0.000%
4/26/2024Chicago Partners Investment Group LLC123,976$26.87M1.1%+8.0%0.050%
4/26/2024 Mesirow Financial Investment Management Inc.17,817$4.07M0.1%N/A0.007%
4/26/2024Carr Financial Group Corp9,173$2.10M0.7%+15.3%0.004%
4/26/2024MONECO Advisors LLC18,182$4.16M0.7%+11.0%0.007%
4/26/2024TI Trust Inc.18,872$4.31M3.2%+1.8%0.008%
4/26/2024Petredis Investment Advisors LLC45,457$10.39M1.2%+1.4%0.018%
4/26/2024Brown Financial Advisory72,357$16.54M12.9%-0.3%0.029%
4/26/2024Financial Insights Inc.15,889$3.63M1.0%-11.7%0.006%
4/26/2024AJ Advisors LLC66,635$15.23M8.4%+4.9%0.027%
4/26/2024Caliber Wealth Management LLC29,228$6.68M3.6%+3.3%0.012%
4/26/2024Checchi Capital Advisers LLC15,913$3.64M0.3%-12.0%0.006%
4/26/2024Tritonpoint Wealth LLC6,645$1.52M0.2%-7.2%0.003%
4/25/2024Bear Mountain Capital Inc.42,697$9.02M3.9%-5.4%0.017%
4/25/2024Jacobsen Capital Management14,001$3.20M1.5%N/A0.006%
4/25/2024Lindbrook Capital LLC18,210$4.16M0.4%-14.9%0.007%
4/25/2024One Day In July LLC16,000$3.66M0.5%+1.4%0.006%
4/25/2024Fee Only Financial Planning L.C.44,205$10.11M6.8%-1.0%0.018%
4/25/2024Center for Financial Planning Inc.140,835$32.19M4.8%+6.9%0.057%
4/25/2024Bank of New York Mellon Corp2,881,767$658.74M0.1%-13.9%1.164%
4/25/2024Gainplan LLC11,356$2.60M1.3%+8.3%0.005%
4/25/2024Osborne Partners Capital Management LLC909$208K0.0%N/A0.000%
4/25/2024Capital Investment Advisory Services LLC1,166$267K0.0%-50.2%0.000%
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4/25/2024Advocate Group LLC4,063$929K0.2%+7.2%0.002%
4/25/2024L.M. Kohn & Company1,264$289K0.1%-7.1%0.001%
4/25/202425 LLC48,958$11.19M5.5%-2.0%0.020%
4/25/2024MTM Investment Management LLC264$60K0.0%+725.0%0.000%
4/25/2024Aaron Wealth Advisors LLC4,659$1.07M0.2%+10.2%0.002%
4/25/2024 Valeo Financial Advisors LLC8,935$1.93M0.1%+34.4%0.004%
4/25/2024Eudaimonia Advisors LLC3,478$795K0.4%+6.8%0.001%
4/25/2024Randolph Co Inc120,531$27.55M3.4%+0.2%0.049%
4/25/2024Argus Investors Counsel Inc.1,480$338K0.2%N/A0.001%
4/25/2024 North Ridge Wealth Advisors Inc.915$209K0.2%-6.5%0.000%
4/25/2024 IFG Advisors LLC19,418$4.44M1.1%+0.9%0.008%
4/25/2024 Summit Financial LLC52,951$12.10M0.7%+2.3%0.021%
4/25/2024 Cambridge Investment Research Advisors Inc.374,736$85.66M0.3%-0.4%0.151%
4/25/2024 Intergy Private Wealth LLC2,250$514K0.2%-4.8%0.001%
4/24/2024 Private Trust Co. NA3,583$819K0.1%-31.4%0.001%
4/24/2024 Leavell Investment Management Inc.108,164$24.73M1.4%+1.5%0.044%
4/24/2024 Zhang Financial LLC5,562$1.27M0.1%+3.4%0.002%
4/24/2024 Wolff Financial Management LLC108,785$24.87M7.2%+1.2%0.044%
4/24/2024 CENTRAL TRUST Co203,371$46.49M1.2%-1.3%0.082%
4/24/2024 4Thought Financial Group Inc.1,179$270K0.2%+19.5%0.000%
4/24/2024 1900 Wealth Management LLC2,385$545K0.0%-20.7%0.001%
4/24/2024 Blue Bell Private Wealth Management LLC3,567$815K0.2%-24.1%0.001%
4/24/2024 Sightline Wealth Advisors LLC6,311$1.44M1.0%+19.1%0.003%
4/24/2024 Dakota Wealth Management14,560$3.33M0.1%+4.2%0.006%
4/24/2024 SOL Capital Management CO13,568$3.10M0.4%-1.9%0.005%
4/24/2024 Landmark Wealth Management LLC3,814$872K0.4%+15.3%0.002%
4/24/2024 Simplicity Wealth LLC54,184$12.39M0.3%N/A0.022%
4/24/2024 NBT Bank N A NY3,313$757K0.1%-31.9%0.001%
4/24/2024 GDS Wealth Management63,990$14.63M1.7%+2.7%0.026%
4/24/2024 Wells Trecaso Financial Group LLC3,696$845K0.3%-9.0%0.001%
4/24/2024 Spire Wealth Management42,935$9.82M0.4%-0.9%0.017%
4/24/2024 Buttonwood Financial Advisors Inc.2,397$548K0.3%-3.0%0.001%
4/24/2024 Gemmer Asset Management LLC71,244$16.29M1.9%+1.6%0.029%
4/24/2024 Financial Freedom LLC17,310$3.96M2.3%-1.1%0.007%
4/24/2024 Essex Financial Services Inc.21,933$5.01M0.5%+0.9%0.009%
4/24/2024 Capasso Planning Partners LLC5,835$1.33M0.6%+1.7%0.002%
4/24/2024 Bar Harbor Wealth Management1,864$426K0.0%+3.6%0.001%
4/23/2024 Charter Oak Capital Management LLC2,953$675K0.1%-5.6%0.001%
4/23/2024 James J. Burns & Company LLC19,216$4.29M1.5%-25.8%0.008%
4/23/2024Busey Bank1,205$275K0.0%-23.5%0.000%
4/23/2024 BSW Wealth Partners4,767$1.09M0.2%-6.7%0.002%
4/23/2024 Global Retirement Partners LLC31,965$7.31M0.3%+0.4%0.013%
4/23/2024 Twin Peaks Wealth Advisors LLC2,928$669K0.4%+25.8%0.001%
4/23/2024 TriaGen Wealth Management LLC30,047$6.87M2.8%+11.3%0.012%
4/23/2024 Fishman Jay A Ltd. MI30,166$6.90M0.8%-7.0%0.012%
4/23/2024 Morton Brown Family Wealth LLC8,619$1.97M0.8%-2.2%0.003%
4/23/2024 Sage Mountain Advisors LLC47,616$10.89M1.1%-2.5%0.019%
4/23/2024 WASHINGTON TRUST Co23,882$5.46M0.2%+3.7%0.010%
4/23/2024 Nations Financial Group Inc. IA ADV8,838$2.02M0.2%-26.8%0.004%
4/23/2024 Sugarloaf Wealth Management LLC2,106$481K0.1%+8.6%0.001%
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The next step of the Fed's control is here. Section 702 of the Foreign Intelligence Surveillance Act was renewed for two more years and passed into law earlier this week. Allowing the Fed to tighten its grip on your personal privacy and freedom.

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4/23/2024 Fifth Third Bancorp389,217$88.97M0.3%+1.2%0.157%
4/23/2024 Wesbanco Bank Inc.12,778$2.92M0.1%+25.4%0.005%
4/23/2024 McAdam LLC46,289$10.58M0.7%+5.6%0.019%
4/23/2024 Summit Trail Advisors LLC8,210$1.88M0.0%+8.0%0.003%
4/23/2024 Warner Financial Inc.14,987$3.43M1.7%+5.9%0.006%
4/23/2024 Principle Wealth Partners LLC11,627$2.66M0.2%+0.9%0.005%
4/23/2024 Strategic Blueprint LLC14,276$3.26M0.2%-7.3%0.006%
4/23/2024 Revisor Wealth Management LLC1,076$240K0.1%-14.9%0.000%
4/23/2024 Raymond James Financial Services Advisors Inc.1,284,927$293.72M0.4%+7.5%0.519%
4/23/2024 Stonegate Investment Group LLC1,080$247K0.0%+11.9%0.000%
(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, 1,921 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 ($1.41B), Morgan Stanley ($1.31B), Cerity Partners LLC ($1.22B), Envestnet Asset Management Inc. ($945.62M), Wells Fargo & Company MN ($913.95M), 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 1,723 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. ($11.21M), Bluestem Financial Advisors LLC ($5.63M), Cerity Partners LLC ($5.51M), Bank of America Corp DE ($2.48M), Orgel Wealth Management LLC ($1.17M), CIBC Private Wealth Group LLC ($1.15M), and Mercer Global Advisors Inc. ADV ($1.11M).

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

Institutional investors have bought a total of 62,249,291 shares in the last 24 months. This purchase volume represents approximately $11.98B in transactions.

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

Of the 1,269 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. ($9.57M), Bluestem Financial Advisors LLC ($5.62M), Jones Financial Companies Lllp ($3.45M), Orgel Wealth Management LLC ($1.12M), Annex Advisory Services LLC ($1.03M), Bank of New York Mellon Corp ($773.92K), and Bank of America Corp DE ($688.76K).

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

Institutional investors have sold a total of 35,822,960 shares in the last 24 months. This volume of shares sold represents approximately $6.83B in transactions.


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This page (NYSEARCA:VB) was last updated on 4/27/2024 by MarketBeat.com Staff

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