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Vanguard Small-Cap ETF (VB) Institutional Ownership

Vanguard Small-Cap ETF logo
$300.34 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
1670
Total
Institutional Inflows
(last 12 months)
$28.47B
Number of
Institutional Sellers
(last 12 months)
1227
Total
Institutional Outflows
(last 12 months)
$4.84B
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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
7/2/2026 Silverleafe Capital Partners LLC36,839$11.17M3.0%-16.3%0.014%
7/2/2026 Gladwyn Financial Advisors Inc.411$124K0.1%-26.1%0.000%
7/2/2026 Box Hill Private Wealth LLC18,975$5.75M4.6%-0.6%0.007%
7/2/2026 MassMutual Private Wealth & Trust FSB9,095$2.76M0.1%-1.2%0.003%
7/2/2026 Frisco Financial Planning LLC53,540$16.23M12.2%-2.0%0.020%
7/2/2026 Atmos Advisory LLC58,007$17.58M9.2%+1.0%0.022%
7/2/2026 Collective Family Office LLC6,967$2.11M0.4%+4.5%0.003%
7/2/2026 Hilltop National Bank455$138K0.0%+123.0%0.000%
7/2/2026 CX Institutional168,070$50.95M1.5%-5.1%0.063%
7/1/2026 Noble Wealth Management PBC7,539$2.29M1.0%-7.6%0.003%
7/1/2026 Eastern Bank2,509$761K0.0%+56.5%0.001%
7/1/2026 Trust Co of the South56,049$16.99M2.4%+0.8%0.021%
7/1/2026 Global Wealth Strategies & Associates1,541$467K0.1%-7.3%0.001%
6/22/2026Sapient Capital LLC15,191$3.98M0.1%+5.5%0.006%
6/10/2026FAS Wealth Partners Inc.2,425$635K0.0%-1.4%0.001%
6/9/2026Rathbones Group PLC14,181$3.71M0.0%-1.6%0.005%
6/8/2026Pine Valley Investments Ltd Liability Co8,215$2.15M0.1%-2.6%0.003%
6/8/2026Farmers National Bank3,230$846K0.2%+4.3%0.001%
6/4/2026Town Capital LLC1,758$460K0.4%+9.2%0.001%
6/3/2026Wealthquest Corp187,247$49.04M3.5%+23.2%0.069%
6/3/2026DBK Financial Counsel LLC5,445$1.43M1.1%-1.3%0.002%
6/3/2026Parallel Advisors LLC161,135$42.21M0.8%+2.5%0.060%
6/3/2026NewEdge Advisors LLC195,019$51.08M0.2%-0.5%0.072%
6/1/2026Flagship Wealth Advisors LLC4,099$1.07M0.4%-8.5%0.002%
6/1/2026Dala Group LLC3,630$951K0.8%N/A0.001%
6/1/2026Keel Point LLC5,874$1.54M0.1%+2.7%0.002%
5/29/2026Krane Financial Solutions LLC35,096$9.19M6.3%N/A0.013%
5/29/2026Asset Dedication LLC4,211$1.10M0.1%-13.1%0.002%
5/28/2026Lavelle Capital LP6,451$1.69M1.0%N/A0.002%
5/28/2026Maripau Wealth Management LLC14,144$3.71M1.6%+5.1%0.005%
5/27/2026Security Financial Services INC.10,354$2.71M0.4%-2.7%0.004%
5/26/2026Serenity Investment Advisors731$211K0.1%-11.3%0.000%
5/26/2026Glenmede Trust Co. NA887,176$232.37M1.1%-0.3%0.328%
5/26/2026Ruggaard & Associates LLC24,864$6.51M2.6%-1.4%0.009%
5/22/2026Summitry LLC1,804$473K0.0%+2.9%0.001%
5/22/2026WNY Asset Management LLC1,188$311K0.0%N/A0.000%
5/22/2026Coastline Complete Wealth LLC1,493$391K0.2%-24.7%0.001%
5/22/2026Independent Wealth Advisors LLC1,541$404K0.4%-3.5%0.001%
5/22/2026Wellington Grp LLC467$122K0.0%+57.2%0.000%
5/22/2026Verus Capital Partners LLC6,761$1.77M0.1%-8.6%0.003%
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5/21/2026Compass Capital Management Inc.2,317$607K0.0%-2.6%0.001%
5/21/2026Vestor Capital LLC838$219K0.0%+147.9%0.000%
5/21/2026J. Derek Lewis & Associates Inc.826$217K0.0%N/A0.000%
5/21/2026JDM Financial Group LLC94,414$24.73M5.2%+4.3%0.035%
5/20/2026Hobbs Group Advisors LLC972$255K0.1%N/A0.000%
5/20/2026SHUTTLEWORTH & Co10,760$2.82M2.6%N/A0.004%
5/20/2026SOA Wealth Advisors LLC.9,539$2.50M0.3%-5.9%0.004%
5/19/2026Western Wealth Management LLC9,461$2.48M0.1%+4.2%0.004%
5/19/2026McIlrath & Eck LLC72,618$19.02M1.4%+4.4%0.027%
5/19/2026NewEdge Advisors LLC169,448$44.38M0.9%-13.6%0.063%
5/19/2026Bank of America Corp DE21,634,424$5.67B0.4%-7.7%8.006%
5/19/2026Graney & King LLC4,651$1.22M0.7%+8.2%0.002%
5/19/2026Financial Insights Inc.21,110$5.53M1.8%-3.6%0.008%
5/19/2026Janus Henderson Group PLC145,876$38.21M0.0%-51.4%0.054%
5/19/2026Centaurus Financial Inc.4,090$1.07M0.1%+10.4%0.002%
5/19/2026Strategic Investment Advisors MI75,521$19.79M1.4%+5.1%0.028%
5/19/2026Arkadios Wealth Advisors18,887$4.95M0.1%+5.9%0.007%
5/19/2026Claris Financial LLC5,233$1.37M0.7%+8.4%0.002%
5/18/2026Sunbelt Securities Inc.590$154K0.0%+52.8%0.000%
5/18/2026EverSource Wealth Advisors LLC110,024$28.82M0.9%+91.0%0.041%
5/18/2026Royal Bank of Canada2,091,328$547.76M0.1%-5.1%0.774%
5/18/2026Empowered Funds LLC12,580$3.30M0.0%+43.2%0.005%
5/18/2026Evelyn Partners Asset Management Ltd1,047$274K0.1%N/A0.000%
5/16/2026The Manufacturers Life Insurance Company 98,179$25.71M0.0%-11.2%0.036%
5/16/2026Mittelman Wealth Management11,683$3.06M1.9%-25.4%0.004%
5/16/2026KCM Investment Advisors LLC2,115$554K0.0%-67.0%0.001%
5/16/2026Glen Eagle Advisors LLC846$222K0.0%-12.1%0.000%
5/16/2026Excelsior Advisor Network LLC22,969$6.02M2.3%+17.0%0.008%
5/16/2026Quantinno Capital Management LP72,283$18.93M0.0%+41.5%0.027%
5/15/2026Gateway Wealth Partners LLC50,797$13.31M0.5%+4,237.9%0.019%
5/15/2026Cypress Capital Group1,076$282K0.0%-9.8%0.000%
5/15/2026Bradley Foster & Sargent Inc. CT62,822$16.45M0.3%+4.1%0.023%
5/15/2026Vawter Financial Ltd.47,887$12.54M5.3%-1.7%0.018%
5/15/2026Matrix Private Capital Group LLC2,897$759K0.4%N/A0.001%
5/15/2026Waverly Advisors LLC126,695$33.18M0.2%+1.2%0.047%
5/15/2026London Co. of Virginia663$174K0.0%-48.0%0.000%
5/15/2026Wealth Alliance LLC15,909$4.17M0.4%-9.3%0.006%
5/15/2026Vivaldi Capital Management LP8,155$2.14M0.3%-0.8%0.003%
5/15/2026St. Louis Trust Co49,347$12.93M1.5%-1.2%0.018%
5/15/2026Bridgewater Advisors Inc.3,160$903K0.1%-17.4%0.001%
5/15/2026Cannell & Spears LLC3,429$889K0.0%+14.9%0.001%
5/14/2026Renaissance Technologies LLC28,320$7.42M0.0%N/A0.010%
5/14/2026Bollard Group LLC407$106K0.0%N/A0.000%
5/14/2026Gamco Investors INC. ET AL33,330$8.73M0.1%+29.1%0.012%
5/14/2026Hilltop Holdings Inc.6,019$1.58M0.1%-13.6%0.002%
5/14/2026GC Wealth Management RIA LLC7,661$2.01M0.1%+8.7%0.003%
5/14/2026Compound Planning Inc.137,137$35.92M1.1%-11.4%0.051%
5/14/2026Modern Wealth Management LLC21,085$5.55M0.1%-2.5%0.008%
5/14/2026Keebeck Wealth Management2,449$642K0.1%-2.3%0.001%
5/14/2026Wills Financial Group LLC1,118$319K0.1%+6.9%0.000%
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5/14/2026RMG Wealth Management LLC835$241K0.0%N/A0.000%
5/14/2026Gibbs Wealth Management974$255K0.0%N/A0.000%
5/14/2026Sei Investments Co.17,621$4.62M0.0%-32.2%0.007%
5/14/2026Davis R M Inc.607,527$159.12M2.8%+3.1%0.225%
5/14/2026Lido Advisors LLC146,103$38.27M0.1%+1.1%0.054%
5/13/2026Cetera Investment Advisers1,230,968$322.42M0.3%+5.4%0.456%
5/13/2026Wealthspire Retirement LLC74,047$19.39M1.2%+7.1%0.027%
5/13/2026American Investment Services Inc.25,368$6.65M1.5%+1.6%0.009%
5/13/2026Sachem Hill LLC6,699$1.76M0.3%-1.0%0.002%
5/13/2026Signature Equity Partners LLC205$54K0.0%+34.0%0.000%


VB Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,580 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 2,265 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 111,155,763 shares in the last 24 months. This purchase volume represents approximately $28.47B in transactions.

Of the 1,227 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 19,106,049 shares in the last 24 months. This volume of shares sold represents approximately $4.84B in transactions.



This page (NYSEARCA:VB) was last updated on 7/5/2026 by MarketBeat.com Staff.
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