Vanguard Small-Cap ETF (VB) Institutional Ownership

+0.20 (+0.09%)
(As of 05/17/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
Institutional Inflows
(last 12 months)
Number of
Institutional Sellers
(last 12 months)
Institutional Outflows
(last 12 months)
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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
5/17/2024 Citizens Financial Group Inc. RI161,065$36.82M1.2%-0.1%0.065%
5/17/2024 New Covenant Trust Company N.A.4,134$945K0.9%N/A0.002%
5/17/2024 XML Financial LLC6,976$1.60M0.2%-1.5%0.003%
5/17/2024 Semmax Financial Advisors Inc.14,417$3.21M1.1%+12.5%0.006%
5/17/2024 Comerica Bank287,020$65.61M0.3%+3.4%0.116%
5/17/2024 Wiser Advisor Group LLC10,118$2.32M3.6%-0.8%0.004%
5/17/2024 Consultiva Wealth Management CORP.4,810$1.10M10.3%N/A0.002%
5/16/2024 FSA Wealth Management LLC270$62K0.0%+26,900.0%0.000%
5/16/2024 B. Riley Wealth Advisors Inc.76,648$17.52M0.4%+34.0%0.031%
5/16/2024 Ancora Advisors LLC32,230$7.37M0.2%+13.9%0.013%
5/16/2024 Dynasty Wealth Management LLC30,610$7.00M0.2%N/A0.012%
5/16/2024 Vawter Financial Ltd.41,092$9.39M6.8%+2.4%0.017%
5/16/2024 Janus Henderson Group PLC351,847$80.43M0.0%-8.2%0.142%
5/16/2024 Kraft Davis & Associates LLC910$204K0.1%N/A0.000%
5/16/2024 Waverly Advisors LLC31,354$7.17M0.2%+57.3%0.013%
5/16/2024 Silvercrest Asset Management Group LLC2,162$494K0.0%+7.2%0.001%
5/16/2024 Captrust Financial Advisors1,627,553$372.04M1.2%+24.7%0.657%
5/15/2024 Ascent Group LLC14,104$3.22M0.3%+0.5%0.006%
5/15/2024 SVB Wealth LLC39,642$9.06M0.2%+28.5%0.016%
5/15/2024 Transcendent Capital Group LLC2,786$637K0.4%-1.7%0.001%
5/15/2024 Beaird Harris Wealth Management LLC8,679$1.98M0.2%-2.5%0.004%
5/15/2024 Fairview Capital Investment Management LLC3,726$852K0.0%+94.0%0.002%
5/15/2024 BOKF NA26,350$5.97M0.1%+20.2%0.011%
5/15/2024 Kestra Advisory Services LLC240,636$55.01M0.4%+23.0%0.097%
5/15/2024 Steel Grove Capital Advisors LLC3,965$906K0.0%-6.0%0.002%
5/15/2024 LRI Investments LLC790$176K0.0%N/A0.000%
5/15/2024 1832 Asset Management L.P.346,745$79.26M0.0%-52.0%0.140%
5/15/2024 Linscomb Wealth Inc.2,573$588K0.0%-2.0%0.001%
5/15/2024 Keeley Teton Advisors LLC17,646$4.03M0.5%+10.5%0.007%
5/15/2024 Stonebridge Capital Advisors LLC3,567$815K0.1%+270.0%0.001%
5/14/2024 JT Stratford LLC4,186$957K0.2%+1.8%0.002%
5/14/2024 Capital Group Private Client Services Inc.32,937$7.53M0.1%+179.3%0.013%
5/14/2024 Cadence Bank65,198$14.90M1.1%+11.2%0.026%
5/14/2024 Axxcess Wealth Management LLC71,146$16.26M0.4%+11.6%0.029%
5/14/2024 EP Wealth Advisors LLC97,605$22.31M0.3%-3.0%0.039%
5/14/2024 Wellington Wealth Strategies LLC.1,263$289K0.1%N/A0.001%
5/14/2024 Freestone Capital Holdings LLC20,011$4.58M0.2%+8.6%0.008%
5/14/2024 CreativeOne Wealth LLC99,089$22.65M0.9%+18.7%0.040%
5/14/2024 Robinson Capital Management LLC125$27K0.0%-50.0%0.000%
5/14/2024 Northwest Wealth Management LLC2,648$605K0.2%-2.9%0.001%
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5/14/2024 Crewe Advisors LLC106,356$24.31M2.8%-0.2%0.043%
5/14/2024 Evermay Wealth Management LLC11,118$2.54M0.4%-1.6%0.004%
5/14/2024 Karpus Management Inc.316,295$72.30M2.1%-6.8%0.128%
5/14/2024 InterOcean Capital Group LLC4,074$931K0.0%+31.5%0.002%
5/14/2024 Pitcairn Co.1,257$287K0.0%N/A0.001%
5/14/2024 Oxford Financial Group LTD. LLC6,601$1.51M0.1%-19.4%0.003%
5/14/2024 Lake Street Advisors Group LLC12,891$2.95M0.1%+59.0%0.005%
5/13/2024 Bessemer Group Inc.207,969$47.54M0.1%+1.2%0.084%
5/13/2024 Windham Capital Management LLC8,123$1.86M1.5%-38.7%0.003%
5/13/2024 Atlanta Consulting Group Advisors LLC4,446$1.02M0.3%N/A0.002%
5/13/2024 Texas Capital Bank Wealth Management Services Inc2,428$555K0.1%+7.2%0.001%
5/13/2024 Balanced Rock Investment Advisors LLC3,822$874K0.7%+31.7%0.002%
5/13/2024 O Shaughnessy Asset Management LLC41,285$9.44M0.1%+1.6%0.017%
5/13/2024 Ameritas Investment Partners Inc.25,217$5.76M0.2%+7.1%0.010%
5/13/2024 PAX Financial Group LLC18,572$4.25M0.9%-4.4%0.007%
5/11/2024 Spreng Capital Management Inc.3,598$822K0.4%-4.7%0.001%
5/11/2024 Trustmark National Bank Trust Department327,550$74.88M6.1%+5.1%0.132%
5/11/2024 Davis R M Inc.440,655$100.73M2.1%+6.1%0.178%
5/11/2024 Covestor Ltd927$212K0.1%+12.9%0.000%
5/11/2024 Elevatus Welath Management2,770$633K0.2%+73.7%0.001%
5/11/2024 Peak Asset Management LLC8,830$2.02M0.4%-13.1%0.004%
5/11/2024 Aufman Associates Inc149,474$34.17M24.1%+0.5%0.060%
5/11/2024 Beaumont Financial Advisors LLC4,035$922K0.1%+70.6%0.002%
5/11/2024 Cynosure Group LLC4,110$940K0.2%+2.1%0.002%
5/11/2024 ESL Trust Services LLC231$53K0.0%N/A0.000%
5/11/2024 Continental Investors Services Inc.1,785$405K1.0%+32.6%0.001%
5/11/2024 Ironwood Investment Counsel LLC15,716$3.59M0.6%-4.0%0.006%
5/11/2024 Catalytic Wealth RIA LLC6,648$1.52M0.3%N/A0.003%
5/11/2024 Hirtle Callaghan & Co LLC5,816$1.33M0.1%+1.6%0.002%
5/10/2024 Osaic Holdings Inc.770,191$176.14M0.4%-3.5%0.311%
5/10/2024 Rodgers & Associates LTD3,425$783K0.1%-14.0%0.001%
5/10/2024 Fiducient Advisors LLC79,555$18.19M3.6%-7.7%0.032%
5/10/2024 TIAA Trust National Association907,262$207.39M0.6%+8.4%0.366%
5/10/2024 Vanguard Group Inc.460,854$105.35M0.0%+5.1%0.186%
5/10/2024 Nicolet Advisory Services LLC37,601$8.47M0.9%-13.9%0.015%
5/10/2024 First Foundation Advisors909$208K0.0%-18.5%0.000%
5/10/2024 Motco1,250$286K0.0%+900.0%0.001%
5/10/2024 Truepoint Inc.3,461$791K0.0%-64.0%0.001%
5/10/2024 Horizon Family Wealth Inc.8,408$1.92M1.5%+3.6%0.003%
5/10/2024 Nwam LLC29,979$6.74M0.5%-17.2%0.012%
5/10/2024 Gratus Wealth Advisors LLC99,036$20.87M3.8%-5.4%0.040%
5/9/2024 Dorsey & Whitney Trust CO LLC12,931$2.96M0.2%-0.7%0.005%
5/9/2024 Brighton Jones LLC11,182$2.56M0.1%+2.3%0.005%
5/9/2024 ProVise Management Group LLC2,668$610K0.1%-10.9%0.001%
5/9/2024 Private Portfolio Partners LLC25,249$5.77M1.2%+0.6%0.010%
5/9/2024 Orion Portfolio Solutions LLC83,409$19.07M0.2%-0.9%0.034%
5/9/2024 Blair William & Co. IL50,346$11.51M0.0%+10.5%0.020%
5/9/2024 HBK Sorce Advisory LLC1,871$428K0.0%+21.0%0.001%
5/9/2024 Kingsview Wealth Management LLC7,016$1.60M0.0%+10.0%0.003%
5/9/2024 Condor Capital Management46,573$10.65M1.0%+4.6%0.019%
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5/9/2024 Wealthquest Corp130,810$29.90M3.2%-2.7%0.053%
5/9/2024 JDM Financial Group LLC35,663$8.15M5.9%+9.8%0.014%
5/9/2024 Planning Directions Inc.4,076$932K0.6%-17.1%0.002%
5/9/2024 SageView Advisory Group LLC22,869$5.23M0.2%-16.9%0.009%
5/9/2024 D Orazio & Associates Inc.25,454$5.82M0.9%-28.6%0.010%
5/9/2024 Charles Schwab Investment Advisory Inc.1,799,373$411.32M0.6%-3.0%0.727%
5/9/2024 Texas Yale Capital Corp.20,379$4.66M0.2%+4.4%0.008%
5/9/2024 Angeles Wealth Management LLC1,388$317K0.0%-22.8%0.001%
5/9/2024 Interchange Capital Partners LLC893$217K0.1%N/A0.000%
5/9/2024 Eagle Bay Advisors LLC1,584$362K0.2%+549.2%0.001%
(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, 1,929 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 1,709 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 61,181,173 shares in the last 24 months. This purchase volume represents approximately $11.78B in transactions.

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

Of the 1,258 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 34,165,602 shares in the last 24 months. This volume of shares sold represents approximately $6.50B in transactions.

This page (NYSEARCA:VB) was last updated on 5/18/2024 by Staff

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