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Vanguard Small-Cap ETF (VB) Institutional Ownership

$232.10
+3.93 (+1.72%)
(As of 07/26/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
1262
Total
Institutional Inflows
(last 12 months)
$4.85B
Number of
Institutional Sellers
(last 12 months)
905
Total
Institutional Outflows
(last 12 months)
$3.73B
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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
7/26/2024Arcadia Wealth Management LLC22,425$4.89M2.8%+11.1%0.009%
7/26/2024BLB&B Advisors LLC138,738$30.25M1.7%-2.7%0.056%
7/26/2024Walkner Condon Financial Advisors LLC25,123$5.48M1.2%+2.8%0.010%
7/26/2024McClarren Financial Advisors Inc.50,585$11.03M8.0%-14.3%0.020%
7/26/2024West Bancorporation Inc.13,581$2.96M2.2%+12.7%0.005%
7/26/2024Simmons Bank11,104$2.42M0.2%-27.3%0.004%
7/26/2024TI Trust Inc.19,068$4.16M3.2%+1.0%0.008%
7/26/2024WealthShield Partners LLC2,665$582K0.1%+228.2%0.001%
7/26/2024Checchi Capital Advisers LLC14,818$3.23M0.2%-6.9%0.006%
7/26/2024Financial Connections Group Inc.321$70K0.0%N/A0.000%
7/26/2024Harbour Investments Inc.17,497$3.82M0.1%+7.1%0.007%
7/26/2024NavPoint Financial Inc.28,842$6.29M5.5%+0.3%0.012%
7/26/2024Bensler LLC1,066$233K0.0%+4.4%0.000%
7/26/2024Atomi Financial Group Inc.68,706$14.98M1.1%+42.5%0.028%
7/26/2024Cambridge Investment Research Advisors Inc.313,201$68.29M0.3%-16.4%0.126%
7/26/2024Integrity Wealth Solutions LLC1,462$320K0.2%-11.8%0.001%
7/26/2024Granite Harbor Advisors Inc.2,022$441K0.3%-3.4%0.001%
7/26/2024My Personal CFO LLC2,671$582K0.3%+2.2%0.001%
7/26/2024Schoolcraft Capital LLC8,301$1.81M0.4%+11.2%0.003%
7/26/2024Cordant Inc.11,364$2.48M1.4%+7.1%0.005%
7/26/2024Signature Estate & Investment Advisors LLC23,920$5.22M0.1%N/A0.010%
7/26/2024Trust Co. of Virginia VA175,702$38.31M3.7%-0.6%0.071%
7/26/2024First Command Advisory Services Inc.189,588$41.34M0.4%+4.1%0.077%
7/26/2024Cohen Investment Advisors LLC3,151$687K0.5%-1.5%0.001%
7/26/2024 Bailard Inc.35,132$7.66M0.2%-0.7%0.014%
7/26/2024 Verdence Capital Advisors LLC1,432$312K0.0%-19.9%0.001%
7/26/2024 Paulson Wealth Management Inc.14,135$3.08M0.9%-6.2%0.006%
7/26/2024 Bank of New York Mellon Corp2,785,712$607.40M0.1%-3.3%1.125%
7/26/2024 Bristlecone Advisors LLC63,647$13.88M1.2%-0.2%0.026%
7/26/2024 TFG Advisers LLC5,355$1.17M0.5%-3.0%0.002%
7/26/2024 Salomon & Ludwin LLC21,225$4.63M0.5%-13.0%0.009%
7/25/2024 Catalyst Capital Advisors LLC335,520$73.16M1.7%+5.0%0.135%
7/25/2024 First Heartland Consultants Inc.33,333$7.27M0.5%-0.6%0.013%
7/25/2024 Addison Capital Co2,463$537K0.2%N/A0.001%
7/25/2024 Raymond James Trust N.A.27,659$6.03M0.1%+0.9%0.011%
7/25/2024 Highland Capital Management LLC13,528$2.95M0.2%-0.7%0.005%
7/25/2024 AMG National Trust Bank139,614$30.44M0.8%+10.4%0.056%
7/25/2024 Sigma Investment Counselors Inc.2,522$550K0.0%-6.0%0.001%
7/25/2024 Brown Financial Advisory78,310$17.08M13.1%+8.2%0.032%
7/25/2024 Tempus Wealth Planning LLC1,315$287K0.1%+31.4%0.001%
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7/25/2024 Independence Bank of Kentucky5,579$1.22M0.3%+8.1%0.002%
7/25/2024 Wade Financial Advisory Inc13,010$2.84M1.0%-3.1%0.005%
7/25/2024 Aries Wealth Management47,378$10.33M3.3%+3.7%0.019%
7/25/2024 David Kennon Inc49,132$10.71M4.5%+0.7%0.020%
7/25/2024 Wooster Corthell Wealth Management Inc.73,495$16.03M3.6%-0.1%0.030%
7/25/2024 Pinnacle Wealth Management Advisory Group LLC122,284$26.66M2.8%+4.4%0.049%
7/25/2024 Destiny Wealth Partners LLC9,615$2.10M0.4%-0.6%0.004%
7/25/2024 Harbor Advisory Corp MA33,521$7.31M2.5%-3.2%0.014%
7/25/2024 Waypoint Capital Advisors LLC31,539$6.88M1.7%+13.9%0.013%
7/25/2024 Tranquility Partners LLC5,131$1.12M0.4%+2.2%0.002%
7/25/2024 Upper Left Wealth Management LLC5,709$1.25M1.1%+3.6%0.002%
7/25/2024 Retirement Solution LLC1,122$245K0.1%N/A0.000%
7/25/2024 Tanager Wealth Management LLP11,046$2.42M0.4%-5.1%0.004%
7/25/2024Washburn Capital Management Inc.2,090$456K0.3%-2.8%0.001%
7/25/2024 Etesian Wealth Advisors Inc.3,698$806K0.5%-4.8%0.001%
7/25/2024 Laurel Wealth Planning LLC4,632$1.01M0.7%-27.4%0.002%
7/25/2024 Destination Wealth Management1,107$241K0.0%N/A0.000%
7/25/2024 First Merchants Corp24,680$5.38M0.2%-1.3%0.010%
7/25/2024 Pictet North America Advisors SA1,104$241K0.0%-83.1%0.000%
7/25/2024 Beacon Capital Management LLC1,244$271K0.0%+8.4%0.001%
7/24/2024 McAdam LLC50,333$10.98M0.7%+8.7%0.020%
7/24/2024 Advisory Resource Group2,435$531K0.1%+5.0%0.001%
7/24/2024 TrueWealth Advisors LLC2,299$501K0.2%+2.0%0.001%
7/24/2024 Grove Bank & Trust21,187$4.62M0.7%-12.9%0.009%
7/24/2024 Strategic Financial Partners Ltd.4,896$1.07M0.6%+1.6%0.002%
7/24/2024 Joseph P. Lucia & Associates LLC9,513$2.07M1.1%-8.8%0.004%
7/24/2024 Charter Oak Capital Management LLC3,045$664K0.1%+3.1%0.001%
7/24/2024 Boyd Wealth Management LLC10,462$2.28M1.3%-3.7%0.004%
7/24/2024 Better Money Decisions LLC27,043$5.90M4.4%+1.1%0.011%
7/24/2024 BCK Partners Inc.100,048$21.82M11.3%+1.0%0.040%
7/24/2024 Secure Asset Management LLC3,421$746K0.1%-60.9%0.001%
7/24/2024Cornerstone Wealth Group LLC5,972$1.30M0.1%+8.1%0.002%
7/24/2024 Pathway Financial Advisors LLC20,482$4.47M1.2%-1.1%0.008%
7/24/2024Farrell Financial LLC25,178$5.49M4.3%+4.1%0.010%
7/24/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors23,618$5.15M0.9%+5.2%0.010%
7/24/2024 Red Lighthouse Investment Management LLC571$125K0.1%-92.5%0.000%
7/24/2024 DT Investment Partners LLC106,377$23.19M2.1%+2.2%0.043%
7/24/2024 &PARTNERS23,787$5.19M0.2%+382.9%0.010%
7/23/2024 Sandy Cove Advisors LLC34,169$7.45M3.3%-0.5%0.014%
7/23/2024 Financial Synergies Wealth Advisors Inc.83,099$18.13M2.4%-11.7%0.034%
7/23/2024 Jacobsen Capital Management14,956$3.26M1.5%+6.8%0.006%
7/23/2024 SOL Capital Management CO13,328$2.91M0.3%-1.8%0.005%
7/23/2024 GYL Financial Synergies LLC5,749$1.25M0.1%+18.7%0.002%
7/23/2024 Level Financial Advisors1,831$399K0.2%+78.8%0.001%
7/23/2024 Richard W. Paul & Associates LLC913$199K0.1%+5.8%0.000%
7/23/2024 Griffin Asset Management Inc.1,736$379K0.0%-25.4%0.001%
7/23/2024 Proffitt & Goodson Inc.22,530$4.91M0.9%-0.5%0.009%
7/23/2024 Madison Park Capital Advisors LLC1,703$371K0.3%+67.8%0.001%
7/23/2024 Concourse Financial Group Securities Inc.17,154$3.76M0.2%-61.2%0.007%
7/23/2024 Courier Capital LLC14,950$3.26M0.3%+1.5%0.006%
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7/23/2024 Horst & Graben Wealth Management LLC1,981$432K0.1%+35.1%0.001%
7/23/2024 Fortis Capital Management LLC1,544$337K0.1%-8.3%0.001%
7/23/2024 Security Financial Services INC.9,863$2.15M0.5%-1.8%0.004%
7/23/2024 First Bancorp Inc ME 18,106$3.95M2.9%+2.0%0.007%
7/23/2024 Burns J W & Co. Inc. NY1,137$248K0.0%N/A0.000%
7/23/2024 TFC Financial Management Inc.11,383$2.48M0.4%-0.8%0.005%
7/23/2024 Exchange Capital Management Inc.4,212$918K0.1%+2.3%0.002%
7/23/2024 Vicus Capital8,417$1.84M0.2%+32.7%0.003%
7/23/2024 Essex LLC2,048$447K0.1%+123.3%0.001%
7/23/2024Elser Financial Planning Inc5,003$1.09M0.2%N/A0.002%
(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, 1,950 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 1,729 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 ($1.54M), CIBC Private Wealth Group LLC ($1.15M), Mercer Global Advisors Inc. ADV ($1.11M), and TIAA Trust National Association ($907.26K).

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

Institutional investors have bought a total of 59,325,191 shares in the last 24 months. This purchase volume represents approximately $11.48B in transactions.

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

Of the 1,273 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. ($9.49M), Bluestem Financial Advisors LLC ($5.62M), Jones Financial Companies Lllp ($2.50M), Orgel Wealth Management LLC ($1.12M), Annex Advisory Services LLC ($1.03M), Bank of America Corp DE ($688.76K), and LPL Financial LLC ($634.99K).

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

Institutional investors have sold a total of 33,863,444 shares in the last 24 months. This volume of shares sold represents approximately $6.48B in transactions.


This page (NYSEARCA:VB) was last updated on 7/27/2024 by MarketBeat.com Staff

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