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Vanguard Small-Cap Growth ETF (VBK) Institutional Ownership

Vanguard Small-Cap Growth ETF logo
$349.40 +3.47 (+1.00%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
675
Total
Institutional Inflows
(last 12 months)
$1.58B
Number of
Institutional Sellers
(last 12 months)
495
Total
Institutional Outflows
(last 12 months)
$1.77B
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VBK Institutional Buying and Selling by Quarter

Vanguard Small-Cap Growth ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/27/2026 Corient Private Wealth LP406,755$148.75M0.2%-60.6%0.599%
8/26/2026 Wellington Grp LLC27,334$10.00M2.5%-1.3%0.040%
8/26/2026 HighTower Advisors LLC268,681$98.26M0.1%-1.7%0.396%
8/24/2026 Serenity Investment Advisors19,906$7.09M3.0%-0.3%0.029%
8/23/2026 Ameritas Advisory Services LLC4,258$1.56M0.0%-70.8%0.006%
8/23/2026 Wedmont Private Capital4,774$1.69M0.0%-7.8%0.007%
8/23/2026 Kintra Wealth LLC6,738$2.46M0.1%-27.8%0.010%
8/23/2026 HB Wealth Management LLC29,924$10.94M0.1%+3.6%0.044%
8/23/2026 Asset Allocation Strategies LLC826$302K0.0%+24.2%0.001%
8/23/2026 Angeles Wealth Management LLC2,134$780K0.0%+6.3%0.003%
8/22/2026 Compass Financial Management LLC322$115K0.0%N/A0.000%
8/22/2026 NBH Bank223$82K0.0%N/A0.000%
8/22/2026 Markowski Investments1,609$588K0.1%N/A0.002%
8/22/2026 Highland Investment Advisors LLC238$87K0.0%N/A0.000%
8/22/2026 Timbuktu Capital Management LLC580$212K0.3%N/A0.001%
8/22/2026 Strive Financial Group LLC3,218$1.18M0.5%+118.5%0.005%
8/22/2026 Jim Saulnier & Associates LLC645$236K0.1%N/A0.001%
8/22/2026 Nabity Jensen Investment Management Inc14,039$5.13M3.1%-0.5%0.021%
8/22/2026 Comprehensive Financial Planning Inc. PA151$55K0.0%N/A0.000%
8/22/2026 LifePlan Investment Advisors Inc.14,562$5.33M1.8%-2.1%0.021%
8/22/2026 Concurrent Investment Advisors LLC8,890$3.25M0.0%+3.1%0.013%
8/21/2026 Athena Investment Management1,244$455K0.3%-14.2%0.002%
8/21/2026 Greenspring Advisors LLC1,745$638K0.0%-4.4%0.003%
8/21/2026 Rodgers & Associates LTD137,533$50.30M3.8%-1.6%0.203%
8/21/2026 Continuum Advisory LLC1,186$434K0.0%+5.9%0.002%
8/21/2026 InTrack Investment Management Inc2,842$1.04M0.5%-55.6%0.004%
8/21/2026 Coppell Advisory Solutions LLC4,625$1.69M0.3%N/A0.007%
8/21/2026 SkyOak Wealth LLC21,886$8.00M1.3%-3.5%0.032%
8/21/2026 Beacon Financial Advisory LLC2,179$797K0.2%+25.5%0.003%
8/21/2026 Symphony Financial Ltd. Co.557$203K0.0%N/A0.001%
8/21/2026 Independence Bank of Kentucky412$151K0.0%-7.8%0.001%
8/20/2026 Nwam LLC1,750$640K0.0%+2.5%0.003%
8/20/2026 Gill Capital Partners LLC171$62K0.0%-14.5%0.000%
8/20/2026 Covington Investment Advisors Inc.11,229$4.11M0.5%-3.4%0.017%
8/20/2026 Sigma Planning Corp1,247$456K0.0%+8.2%0.002%
8/20/2026 Benjamin Edwards Inc.60,854$22.27M0.2%+2.0%0.090%
8/20/2026 GTS Securities LLC17,006$6.22M0.1%N/A0.025%
8/20/2026 Flputnam Investment Management Co.654$239K0.0%N/A0.001%
8/20/2026 Northwestern Mutual Wealth Management Co.326,837$119.53M0.1%+3.1%0.482%
8/20/2026 Wedbush Securities Inc.5,811$2.13M0.1%+19.3%0.009%
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8/20/2026 Greenwood Capital Associates LLC7,905$2.89M0.3%-18.2%0.012%
8/20/2026 Greenleaf Trust1,305$477K0.0%N/A0.002%
8/19/2026 Trustmark Bank Trust Department9,234$3.38M0.2%+4.5%0.014%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,927$705K0.0%-72.3%0.003%
8/18/2026 FSA Advisors Inc.2,119$775K0.3%N/A0.003%
8/17/2026 Corient Private Wealth LP409,058$149.59M0.1%-60.3%0.603%
8/15/2026 Vantage Point Financial LLC613$224K0.1%N/A0.001%
8/15/2026 Gallagher Fiduciary Advisors LLC57,740$21.12M0.7%-4.5%0.085%
8/15/2026 Western Wealth Management LLC9,992$3.65M0.1%-3.7%0.015%
8/15/2026 First Bancorp Inc ME77$28K0.0%N/A0.000%
8/14/2026 American Trust4,054$1.48M0.1%+4.4%0.006%
8/14/2026 Jones Financial Companies Lllp638,366$228.32M0.1%+3.5%0.941%
8/14/2026 Veratis Advisors Inc.662$242K0.2%N/A0.001%
8/14/2026 Fiduciary Financial Advisors18,745$6.84M0.7%+993.6%0.028%
8/14/2026 Tandem Financial LLC3,185$1.17M0.4%+1.9%0.005%
8/14/2026 Ally Invest Advisors Inc.13,747$5.03M0.3%+1.4%0.020%
8/14/2026 Visionary Wealth Advisors10,068$3.68M0.1%+3.3%0.015%
8/13/2026 Cibc World Market Inc.713$261K0.0%N/A0.001%
8/13/2026 Sanctuary Advisors LLC47,227$17.27M0.1%-1.4%0.070%
8/12/2026 Compass Financial Management LLC322$115K0.0%N/A0.000%
8/12/2026 Commerce Bank24,929$9.12M0.0%-4.8%0.037%
8/12/2026 Strategic Wealth Partners Ltd.935$342K0.0%+5.9%0.001%
8/12/2026 Northwestern Mutual Wealth Management Co.326,837$119.53M0.1%+3.1%0.482%
8/12/2026 WealthShield Partners LLC207$76K0.0%-92.3%0.000%
8/12/2026 Madison Wealth Partners Inc736$269K0.0%N/A0.001%
8/12/2026 EP Wealth Advisors LLC1,020,017$373.02M1.4%+26.3%1.503%
8/12/2026 Ieq Capital LLC1,687$617K0.0%-69.9%0.002%
8/12/2026 Callan Family Office LLC687$251K0.0%-53.6%0.001%
8/12/2026 Cahill Financial Advisors Inc.5,567$2.04M0.2%-1.1%0.008%
8/11/2026 Alaska Wealth Advisors LLC586$214K0.0%N/A0.001%
8/11/2026 OneAscent Financial Services LLC17,632$6.45M0.3%+0.5%0.026%
8/11/2026 Allworth Financial LP5,654$2.07M0.0%-12.1%0.008%
8/11/2026 Greenspring Advisors LLC1,745$638K0.0%-4.4%0.003%
8/11/2026 LaSalle St. Investment Advisors LLC1,478$540K0.1%-15.1%0.002%
8/11/2026 Advisors Capital Management LLC565$207K0.0%N/A0.001%
8/11/2026 Vise Technologies Inc.4,651$1.70M0.0%+121.8%0.007%
8/11/2026 Pasadena Private Wealth LLC53,151$19.44M2.5%-2.0%0.078%
8/11/2026 MSH Capital Advisors LLC10,246$3.75M0.7%-2.6%0.015%
8/11/2026 MidAtlantic Capital Management Inc.2,998$1.10M0.7%-21.9%0.004%
8/11/2026 Uptick Partners LLC5,643$2.06M0.3%+10.2%0.008%
8/10/2026 Shepherd Financial Partners LLC1,825$667K0.1%-1.6%0.003%
8/10/2026 DeLarme Wealth Management Inc.10,982$4.02M2.3%-2.8%0.016%
8/10/2026 Dala Group LLC1,987$727K0.6%-14.5%0.003%
8/10/2026 Comprehensive Financial Planning Inc. PA151$55K0.0%N/A0.000%
8/10/2026 Richardson Financial Services Inc.6,204$2.27M1.3%+0.7%0.009%
8/10/2026 Stevens Capital Partners4,011$1.47M0.3%-2.2%0.006%
8/10/2026 Diversify Advisory Services LLC4,223$1.45M0.0%N/A0.006%
7/10/2026 Regent Peak Wealth Advisors LLC1,183$433K0.1%-6.9%0.002%
7/10/2026 Accel Wealth Management15,139$5.54M1.2%+2.5%0.022%
7/10/2026 Canvas Wealth Advisors LLC4,768$1.74M0.2%+1.0%0.007%
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7/10/2026 William Mack & Associates Inc.2,002$732K0.3%+13.3%0.003%
7/10/2026 Ocean Park Asset Management LLC35,505$12.98M0.6%-2.7%0.052%
7/10/2026 Diversified Management Inc.9,863$3.61M0.8%+298.7%0.015%
7/10/2026 City Holding Co.4,076$1.49M0.2%-1.4%0.006%
7/10/2026 Prosperity Planning Inc.18,831$6.89M1.6%-0.5%0.028%
7/10/2026 Scott Capital Advisors LLC952$348K0.1%N/A0.001%
7/10/2026 Wealthcare Advisory Partners LLC10,385$3.80M0.1%+7.5%0.015%
7/10/2026 Warner Financial Inc.13,156$4.81M1.4%+1.2%0.019%
7/9/2026 Financial Management Professionals Inc.349$128K0.0%N/A0.001%
7/9/2026 Vista Investment Partners LLC7,394$2.70M0.7%N/A0.011%


VBK Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,268 institutional investors and hedge funds held shares of Vanguard Small-Cap Growth ETF. The most heavily invested institutionals were Bank of America Corp DE ($2.55B), Morgan Stanley ($568.75M), Assetmark Inc. ($486.42M), Axiom Advisory LLC ($432.40M), EP Wealth Advisors LLC ($373.02M), Corient Private Wealth LLC ($309.63M), and Sei Investments Co. ($297.63M).Learn more on Vanguard Small-Cap Growth ETF's institutional investors.

Of the 1,074 institutional investors that purchased Vanguard Small-Cap Growth ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: EP Wealth Advisors LLC ($1.33M), Corient Private Wealth LLC ($1.23M), Essential Planning LLC. ($1.09M), Royal Bank of Canada ($804.96K), Bank of America Corp DE ($699.91K), Raymond James Financial Inc. ($538.32K), and Wealthfront Advisers LLC ($525.65K).

Institutional investors have bought a total of 5,175,794 shares in the last 24 months. This purchase volume represents approximately $1.58B in transactions.

Of the 495 institutional investors that sold Vanguard Small-Cap Growth ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of America Corp DE ($1.82M), Corient Private Wealth LP ($1.25M), Northwestern Mutual Wealth Management Co. ($210.87K), Corient Private Wealth LLC ($199.18K), Truist Financial Corp ($177.87K), Wealthspire Advisors LLC ($153.72K), and Jones Financial Companies Lllp ($126.51K).

Institutional investors have sold a total of 5,596,882 shares in the last 24 months. This volume of shares sold represents approximately $1.77B in transactions.



Institutional ownership data for NYSEARCA:VBK is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/27/2026. New 13F filings are added each quarter as they're published.
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