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Vanguard Small-Cap ETF (VB) Institutional Ownership

Vanguard Small-Cap ETF logo
$286.69 +3.30 (+1.16%)
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)
1723
Total
Institutional Inflows
(last 12 months)
$30.27B
Number of
Institutional Sellers
(last 12 months)
1286
Total
Institutional Outflows
(last 12 months)
$4.82B
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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
5/5/2026Beaumont Financial Advisors LLC8,657$2.27M0.2%+4.1%0.003%
5/5/2026Bank of New York Mellon Corp1,940,971$508.38M0.1%+11.9%0.718%
5/5/2026Journey Advisory Group LLC848$222K0.0%-47.6%0.000%
5/5/2026Harmony Asset Management LLC4,712$1.23M0.4%+4.5%0.002%
5/5/2026Geneos Wealth Management Inc.6,357$1.67M0.0%+16.5%0.002%
5/5/2026NFSG Corp400$105K0.0%-11.9%0.000%
5/5/2026Northstar Financial Companies Inc.10,062$2.64M2.1%-4.9%0.004%
5/5/2026SouthState Bank Corp37,022$9.70M0.5%-6.9%0.014%
5/5/2026Fusion Family Wealth LLC441,733$115.70M8.6%+2.8%0.163%
5/5/2026Sanctuary Advisors LLC165,610$43.38M0.2%+0.4%0.061%
5/5/2026BlueChip Wealth Advisors LLC1,290$338K0.1%N/A0.000%
5/5/2026 Sigma Planning Corp34,252$8.97M0.2%+45.9%0.013%
5/5/2026 Conservest Capital Advisors Inc.3,248$851K0.1%-15.6%0.001%
5/5/2026 1ST Source Bank4,606$1.21M0.1%+11.4%0.002%
5/5/2026 Checchi Capital Advisers LLC14,962$3.92M0.2%-4.2%0.006%
5/5/2026 Nwam LLC26,212$6.87M0.4%-19.4%0.010%
5/5/2026 Avantax Planning Partners Inc.4,078$1.07M0.0%+87.2%0.002%
5/4/2026 Calamos Wealth Management LLC18,022$4.72M0.2%+0.9%0.007%
5/4/2026 Calamos Advisors LLC18,022$4.72M0.0%N/A0.007%
5/4/2026 AMG National Trust Bank167,650$43.91M1.0%+13.7%0.062%
5/4/2026 Retirement Planning Group LLC12,442$3.26M0.1%+27.0%0.005%
5/4/2026 Mattern Capital Management LLC926$243K0.0%-59.4%0.000%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management53,331$13.97M0.2%-0.7%0.020%
5/4/2026 Bleakley Financial Group LLC83,747$21.94M0.3%-0.2%0.031%
5/4/2026 Archer Investment Corp1,735$455K0.1%-2.4%0.001%
5/4/2026 V2 Financial group LLC3,614$947K0.4%+5.9%0.001%
5/4/2026 WJ Financial Advisors LLC2,726$714K0.6%+2.6%0.001%
5/4/2026 Center for Financial Planning Inc.255,392$66.89M7.0%+0.1%0.095%
5/4/2026 NWF Advisory Services Inc.2,452$642K0.1%+15.0%0.001%
5/4/2026 Nadler Financial Group Inc.12,110$3.17M0.3%-22.7%0.004%
5/4/2026 Chicago Partners Investment Group LLC182,750$51.95M1.0%+6.1%0.068%
5/4/2026 IFC Advisors LLC2,022$530K0.1%-95.9%0.001%
5/4/2026 Parr Mcknight Wealth Management Group LLC1,754$459K0.1%+33.8%0.001%
5/4/2026 Uptick Partners LLC5,696$1.49M0.3%+1.3%0.002%
5/4/2026 Hibernia Wealth Partners LLC4,595$1.20M0.4%+10.3%0.002%
5/4/2026 Brindle & Bay Financial Advisors LLC27,097$7.10M4.4%+476.3%0.010%
5/4/2026 Lifeworks Advisors LLC1,750$458K0.1%+2.4%0.001%
5/4/2026 Lincoln National Corp284,318$74.47M2.2%-5.8%0.105%
5/4/2026 Procyon Advisors LLC106,896$28.00M0.4%-1.8%0.040%
5/2/2026 Financial Advisory Partners LLC16,625$4.35M1.2%+7.3%0.006%
5/2/2026 Associated Banc Corp133,084$34.86M0.9%+12.7%0.049%
5/2/2026 Diversify Wealth Management LLC53,248$14.87M0.3%+23.4%0.020%
5/2/2026 Valmark Advisers Inc.35,517$9.30M0.1%+1.3%0.013%
5/2/2026 Pittenger & Anderson Inc.260,494$68.23M2.7%-0.5%0.096%
5/2/2026 Carnegie Investment Counsel5,284$1.38M0.0%-3.8%0.002%
5/2/2026 UNIVEST FINANCIAL Corp1,719$450K0.0%-16.0%0.001%
5/1/2026 Kaizen Financial Strategies2,148$600K0.3%+50.7%0.001%
5/1/2026 180 Wealth Advisors LLC5,570$1.46M0.2%+2.1%0.002%
5/1/2026 Welch & Forbes LLC10,666$2.79M0.0%-0.8%0.004%
5/1/2026 Luminvest Wealth Management LLC4,674$1.23M0.3%+1.8%0.002%
5/1/2026 Ferguson Wellman Capital Management Inc.7,728$2.02M0.0%N/A0.003%
5/1/2026 Riverview Trust Co3,948$1.03M1.3%-3.4%0.001%
5/1/2026 Capital Squared Financial LLC6,691$1.75M1.3%+14.1%0.002%
5/1/2026 Citizens Financial Group Inc. RI177,989$46.62M0.6%+0.3%0.066%
5/1/2026 Midwest Trust Co32,580$8.53M0.1%+3.9%0.012%
5/1/2026 Fifth Third Bancorp678,702$177.77M0.3%+119.4%0.251%
5/1/2026 Sovran Advisors LLC6,657$1.89M0.1%+7.8%0.002%
5/1/2026 Rossmore Private Capital51,126$13.39M1.2%-2.3%0.019%
5/1/2026 American Trust188,242$49.30M4.4%+1.5%0.070%
5/1/2026 Summit Financial Strategies Inc.1,031$270K0.0%N/A0.000%
5/1/2026 Droms Strauss Advisors Inc. MO ADV3,487$913K0.2%-6.8%0.001%
5/1/2026 WealthShield Partners LLC4,003$1.05M0.1%+4.1%0.001%
5/1/2026 Washburn Capital Management Inc.2,841$744K0.4%+98.1%0.001%
5/1/2026 Financial Connections Group Inc.198$51K0.0%-16.1%0.000%
5/1/2026 Granite Bay Wealth Management LLC1,942$509K0.1%+54.9%0.001%
5/1/2026 Simplicity Wealth LLC5,910$1.55M0.1%-32.9%0.002%
5/1/2026 Spectrum Financial Alliance Ltd LLC45,501$11.92M2.3%+0.7%0.017%
5/1/2026 Osprey Private Wealth LLC1,858$487K0.1%+67.7%0.001%
5/1/2026 Petix & Botte Co13,360$3.50M0.8%-6.4%0.005%
5/1/2026 Sequoia Financial Advisors LLC27,537$7.21M0.0%-5.6%0.010%
5/1/2026 Independence Bank of Kentucky6,050$1.59M0.2%+4.5%0.002%
5/1/2026 Summa Corp.4,577$1.20M0.5%N/A0.002%
5/1/2026 Beirne Wealth Consulting Services LLC46,912$12.29M3.5%+19.1%0.017%
5/1/2026 Paladin Advisory Group LLC421$110K0.1%-9.5%0.000%
5/1/2026 Manning & Napier Advisors LLC95,944$25.13M0.4%+11.9%0.036%
5/1/2026 Carmel Capital Partners LLC986$258K0.1%-7.4%0.000%
4/30/2026 Elevated Capital Advisors LLC9,665$2.53M0.6%+2.7%0.004%
4/30/2026 Accredited Investors Inc.26,080$6.83M0.4%+3.1%0.010%
4/30/2026 GreatBanc Trust CO29,104$7.62M5.3%-0.4%0.011%
4/30/2026 Financial Freedom LLC14,269$3.74M1.9%-11.0%0.005%
4/30/2026 Hegarty Advisors LLC4,714$1.24M1.0%-0.9%0.002%
4/30/2026 SkyOak Wealth LLC11,176$2.93M0.5%+0.5%0.004%
4/30/2026 Griffin Asset Management Inc.1,627$426K0.0%-8.1%0.001%
4/30/2026 Millstone Evans Group LLC1,624$425K0.3%+7.8%0.001%
4/30/2026 First Horizon Corp5,462$1.43M0.1%+4.4%0.002%
4/30/2026 ATX Financial Planning LLC1,270$333K0.3%-81.0%0.000%
4/30/2026 Kestra Advisory Services LLC279,931$73.32M0.3%+33.3%0.104%
4/30/2026 Integrity Investment Advisors LLC1,013$265K0.1%-29.3%0.000%
4/30/2026 SwitchPoint Financial Planning LLC5,095$1.33M0.9%+1.8%0.002%
4/30/2026 Beam Wealth Advisors Inc.11,274$2.95M0.7%-13.0%0.004%
4/30/2026 WPG Advisers LLC122$32K0.0%-90.9%0.000%
4/30/2026 Capital Planning LLC41,738$10.93M3.6%-7.3%0.015%
4/30/2026 CFS Investment Advisory Services LLC2,357$671K0.0%-1.8%0.001%
4/30/2026 First Interstate Bank4,757$1.25M0.1%+1.3%0.002%
4/30/2026 Efficient Advisors LLC316,200$82.82M5.9%-24.5%0.117%
4/30/2026 Staley Capital Advisers Inc.49,228$12.89M0.5%-0.3%0.018%
4/30/2026 Frank Rimerman Advisors LLC15,882$4.16M0.3%-16.3%0.006%
4/30/2026 Bluestem Financial Advisors LLC123,580$32.37M12.5%+2.0%0.046%
4/29/2026 Ascent Advisors LLC3,620$948K1.5%N/A0.001%
4/29/2026 Penobscot Investment Management Company Inc.1,891$495K0.0%-18.6%0.001%


VB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VB shares?

During the previous two years, 2,576 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 ($6.04B), 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.

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

Of the 2,274 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).

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

Institutional investors have bought a total of 119,381,368 shares in the last 24 months. This purchase volume represents approximately $30.27B in transactions.

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

Of the 1,276 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 ($5.98M), Northwestern Mutual Wealth Management Co. ($2.34M), Envestnet Asset Management Inc. ($867.25K), Focus Partners Wealth ($865.17K), Auto Owners Insurance Co ($663.72K), Wealthspire Advisors LLC ($395.13K), and UBS Group AG ($248.08K).

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

Institutional investors have sold a total of 19,451,141 shares in the last 24 months. This volume of shares sold represents approximately $4.82B in transactions.



This page (NYSEARCA:VB) was last updated on 5/5/2026 by MarketBeat.com Staff.
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