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Vanguard Small-Cap ETF (VB) Institutional Ownership

Vanguard Small-Cap ETF logo
$295.32 +0.57 (+0.19%)
As of 07/24/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
1606
Total
Institutional Inflows
(last 12 months)
$27.70B
Number of
Institutional Sellers
(last 12 months)
1153
Total
Institutional Outflows
(last 12 months)
$4.59B
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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
7/12/2026 First Community Trust NA2,835$859K0.4%+1.6%0.001%
7/12/2026 Ballast Inc.184,845$56.03M10.5%+7.6%0.069%
7/10/2026 GoalFusion Wealth Management LLC57,414$17.40M7.0%+1.3%0.021%
7/10/2026 Abound Wealth Management67,280$20.39M4.0%-0.1%0.025%
7/10/2026 Envision Financial LLC3,356$1.02M0.5%-72.2%0.001%
7/10/2026 Annex Advisory Services LLC25,011$7.58M0.1%-2.5%0.009%
7/10/2026 Financial Planning Fort Collins LLC11,297$3.37M2.6%-3.2%0.004%
7/10/2026 Heck Capital Advisors LLC3,686$1.12M0.1%+54.2%0.001%
7/10/2026 Taylor & Morgan Wealth Management LLC13,347$4.05M2.0%-0.7%0.005%
7/10/2026 JFS Wealth Advisors LLC10,937$3.32M0.2%-1.8%0.004%
7/10/2026 Kennicott Capital Management LLC4,859$1.47M0.7%-0.7%0.002%
7/10/2026 Family Wealth Partners LLC27,366$8.30M2.5%-1.0%0.010%
7/10/2026 Dagco Inc.4,699$1.42M0.3%+0.8%0.002%
7/10/2026 Canvas Wealth Advisors LLC11,508$3.49M0.5%-3.5%0.004%
7/10/2026 William Mack & Associates Inc.1,440$436K0.2%+20.1%0.001%
7/10/2026 Fiduciary Financial Group LLC2,826$857K0.1%-4.6%0.001%
7/10/2026 Farrell Financial LLC23,330$7.07M3.8%-0.9%0.009%
7/10/2026 Diversified Management Inc.2,971$901K0.2%+3.7%0.001%
7/10/2026 City Holding Co.2,280$691K0.1%+7.5%0.001%
7/10/2026 Orrstown Financial Services Inc.15,285$4.63M0.7%+7.5%0.006%
7/10/2026 Charles Schwab Trust Co73,151$22.17M1.2%-4.5%0.027%
7/10/2026 Scott Capital Advisors LLC132,758$40.24M6.3%-2.0%0.049%
7/10/2026 Affiance Financial LLC3,220$976K0.1%N/A0.001%
7/10/2026 FC Advisory LLC3,950$1.20M0.3%+4.0%0.001%
7/10/2026 Marquette Asset Management LLC6,024$1.83M0.2%-1.8%0.002%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors6,814$2.07M0.2%-2.2%0.003%
7/10/2026 Wealthcare Advisory Partners LLC36,007$10.92M0.2%-3.1%0.013%
7/10/2026 Warner Financial Inc.18,416$5.58M1.6%+2.0%0.007%
7/9/2026 Financial Management Professionals Inc.124,872$37.85M3.6%-2.7%0.046%
7/9/2026 Revolve Wealth Partners LLC7,945$2.41M0.2%+0.6%0.003%
7/9/2026 Key Client Fiduciary Advisors LLC839$254K0.1%+5.1%0.000%
7/9/2026 Baron Financial Group LLC11,614$3.52M1.7%+0.6%0.004%
7/9/2026 Sapient Capital LLC24,832$7.53M0.1%+63.5%0.009%
7/9/2026 Atlas Brown Inc.3,340$1.01M0.3%+62.4%0.001%
7/9/2026 World Equity Group Inc.5,714$1.73M0.4%+1.3%0.002%
7/9/2026 Focus Financial Network Inc.11,079$3.36M0.1%+14.0%0.004%
7/9/2026 Wealth Science Advisors LLC17,174$5.21M2.3%-0.6%0.006%
7/9/2026 Tactive Advisors LLC3,263$989K0.2%+4.9%0.001%
7/9/2026 Everhart Financial Group Inc.5,559$1.69M0.1%-6.6%0.002%
7/9/2026 Sax Wealth Advisors LLC13,891$4.21M0.2%+16.9%0.005%
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7/9/2026 Everpar Advisors LLC706$214K0.1%-43.7%0.000%
7/9/2026 Chemistry Wealth Management LLC1,755$532K0.1%+11.9%0.001%
7/9/2026 Adamsbrown Wealth Consultants LLC2,050$621K0.1%+4.8%0.001%
7/9/2026 West Financial Advisors LLC12,796$3.88M0.6%-2.4%0.005%
7/9/2026 Ledgewood Wealth Advisors LLC675$205K0.1%N/A0.000%
7/9/2026 Breakwater Capital Group1,254$380K0.0%+8.5%0.000%
7/9/2026 Sunburst Financial Group LLC4,972$1.51M0.2%-0.8%0.002%
7/9/2026 Agate Pass Investment Management LLC41,287$12.52M4.6%-2.1%0.015%
7/9/2026 Valeo Financial Advisors LLC15,710$4.76M0.1%-1.0%0.006%
7/9/2026 Crumly & Associates Inc.970$294K0.1%-5.4%0.000%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.3,252$986K0.4%+4.5%0.001%
7/8/2026 Thayer Financial L.L.C.20,132$6.10M5.5%+2.6%0.007%
7/8/2026 Beacon Financial Strategies CORP40,606$12.31M6.1%+1.4%0.015%
7/8/2026 Chesley Taft & Associates LLC39,904$12.10M0.5%+6.6%0.015%
7/8/2026 Trust Point Inc.3,378$1.02M0.1%-1.1%0.001%
7/8/2026 Strategic Investment Solutions Inc. IL18,088$5.48M1.3%+8.3%0.007%
7/8/2026 First Heartland Consultants Inc.20,353$6.17M0.4%-2.0%0.008%
7/8/2026 White Wing Wealth Management55,140$16.71M8.7%-0.6%0.020%
7/8/2026 OFS Enterprise LLC32,420$9.83M2.5%-0.8%0.012%
7/8/2026 Cooper Financial Group5,528$1.68M0.1%+2.5%0.002%
7/8/2026 Brave Asset Management Inc.2,506$760K0.2%+11.5%0.001%
7/8/2026 Factor Wealth Management LTD15,987$4.85M0.7%-13.3%0.006%
7/8/2026 Praetorian Wealth Management Inc.42,131$12.77M2.2%+0.2%0.016%
7/8/2026 Elevation Wealth Partners LLC1,945$589K0.2%-2.6%0.001%
7/8/2026 Apella Capital LLC148,012$44.18M0.6%+4.1%0.055%
7/8/2026 55 North Private Wealth LLC1,934$586K0.1%-6.2%0.001%
7/8/2026 Clark Asset Management LLC179,533$54.42M4.3%+8.8%0.067%
7/8/2026 Hummer Financial Advisory Services Inc11,802$3.58M2.4%+0.3%0.004%
7/8/2026 Evanson Financial LLC17,043$5.17M0.3%N/A0.006%
7/8/2026 Eclectic Associates Inc. ADV8,781$2.66M0.3%-0.5%0.003%
7/8/2026 Hardin Capital Partners LLC1,621$492K0.2%+4.5%0.001%
7/8/2026 Thrive Wealth Management LLC34,451$10.44M1.3%+1.5%0.013%
7/8/2026 Lincoln Capital LLC4,800$1.46M0.3%+10.0%0.002%
7/8/2026 Gainplan LLC12,087$3.66M1.4%-0.3%0.005%
7/7/2026 Pioneer Wealth Management Group6,550$1.99M0.5%-4.6%0.002%
7/7/2026 Post Resch Tallon Group Inc.4,276$1.30M0.9%+5.9%0.002%
7/7/2026 SFM LLC7,673$2.33M1.2%+6.9%0.003%
7/7/2026 Foster Group Inc.1,034$313K0.0%-5.0%0.000%
7/7/2026 David J Yvars Group879$266K0.1%N/A0.000%
7/7/2026 Integral Investment Advisors Inc.46,818$14.19M3.1%+0.2%0.017%
7/7/2026 DMKC Advisory Services LLC35,779$10.85M2.0%+439.1%0.013%
7/7/2026 Dynamic Advisor Solutions LLC31,446$9.53M0.3%-1.1%0.012%
7/7/2026 McNaughton Wealth Management LLC23,616$7.16M2.5%+5.8%0.009%
7/7/2026 Inspirion Wealth Advisors LLC95,625$28.83M3.3%+10.9%0.036%
7/7/2026 GK Wealth Management LLC4,031$1.22M0.6%N/A0.002%
7/7/2026 GAMMA Investing LLC3,584$1.09M0.0%+3.8%0.001%
7/7/2026 Avior Wealth Management LLC153,346$46.45M1.2%+18.8%0.057%
7/7/2026 Value Investment Professionals LLC1,473$446K0.4%N/A0.001%
7/7/2026 Calder Financial LLC6,057$1.84M1.7%-9.1%0.002%
7/7/2026 Wisconsin Wealth Advisors LLC6,419$1.95M1.7%+2.4%0.002%
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7/7/2026 Canandaigua National Bank & Trust Co.46,232$14.01M1.2%N/A0.017%
7/7/2026 Sandy Cove Advisors LLC33,062$10.02M2.5%-0.8%0.012%
7/7/2026 Brighton Securities CORP.10,409$3.16M1.4%+3.4%0.004%
7/7/2026 Arlington Trust Co LLC90$27K0.0%-92.5%0.000%
7/7/2026 Flower City Capital1,392$422K0.2%+6.4%0.001%
7/7/2026 Waller Financial Planning Group Inc.29,961$9.08M1.9%-4.8%0.011%
7/7/2026 Grove Bank & Trust24,750$7.50M0.7%+4.6%0.009%
7/7/2026 Trinity Financial Advisors LLC5,691$1.73M0.4%+9.3%0.002%
7/7/2026 CGN Advisors LLC8,772$2.66M0.2%-0.9%0.003%
7/7/2026 CoreCap Advisors LLC16,640$5.04M0.1%+0.8%0.006%


VB Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,578 institutional investors and hedge funds held shares of Vanguard Small-Cap ETF. The most heavily invested institutionals were Auto Owners Insurance Co ($18.74B), Bank of America Corp DE ($5.67B), Morgan Stanley ($2.03B), Wells Fargo & Company MN ($1.56B), Envestnet Asset Management Inc. ($1.10B), UBS Group AG ($1.01B), and LPL Financial LLC ($1.01B).Learn more on Vanguard Small-Cap ETF's institutional investors.

Of the 2,255 institutional investors that purchased Vanguard Small-Cap ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Auto Owners Insurance Co ($73.28M), Corient Private Wealth LLC ($11.58M), Royal Bank of Canada ($3.36M), Strategic Financial Concepts LLC ($3.21M), Align Financial LLC ($2.78M), Life Planning Partners Inc ($2.60M), and Raymond James Financial Inc. ($2.36M).

Institutional investors have bought a total of 107,869,942 shares in the last 24 months. This purchase volume represents approximately $27.70B in transactions.

Of the 1,146 institutional investors that sold Vanguard Small-Cap ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jones Financial Companies Lllp ($4.33M), Northwestern Mutual Wealth Management Co. ($2.34M), Bank of America Corp DE ($1.82M), Envestnet Asset Management Inc. ($867.25K), Focus Partners Wealth ($865.17K), Auto Owners Insurance Co ($663.72K), and Wealthspire Advisors LLC ($395.13K).

Institutional investors have sold a total of 18,062,552 shares in the last 24 months. This volume of shares sold represents approximately $4.59B in transactions.


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This page (NYSEARCA:VB) was last updated on 7/25/2026 by MarketBeat.com Staff.
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