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Vanguard Small-Cap Growth ETF (VBK) Institutional Ownership

Vanguard Small-Cap Growth ETF logo
$357.87 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
768
Total
Institutional Inflows
(last 12 months)
$2.17B
Number of
Institutional Sellers
(last 12 months)
578
Total
Institutional Outflows
(last 12 months)
$1.50B
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Skip Chart & View Institutional Buying and Selling Data

VBK Institutional Buying and Selling by Quarter

Vanguard Small-Cap Growth ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/2/2026 Gladwyn Financial Advisors Inc.35,730$13.07M8.2%-1.3%0.053%
7/2/2026 MassMutual Private Wealth & Trust FSB29,317$10.72M0.3%-5.5%0.044%
7/2/2026 Hilltop National Bank12,956$4.74M1.0%+1.8%0.019%
7/1/2026 Trust Co of the South32,358$11.83M1.7%+14.4%0.048%
6/24/2026Basecamp Wealth Advisors LLC102$31K0.0%N/A0.000%
6/22/2026Sapient Capital LLC8,093$2.45M0.0%+1.3%0.012%
6/16/2026Steelhead Wealth Management LLC1,952$589K0.3%N/A0.003%
6/10/2026Curry Webb Wealth Management LLC1,500$453K0.2%N/A0.002%
6/10/2026FAS Wealth Partners Inc.9,216$2.79M0.2%+1.1%0.014%
6/3/2026Parallel Advisors LLC7,353$2.22M0.0%+6.5%0.011%
6/3/2026NewEdge Advisors LLC101,898$30.80M0.1%-7.1%0.153%
6/1/2026Dala Group LLC2,325$703K0.6%N/A0.003%
5/27/2026Tenret Co LLC17,038$5.15M2.5%+5.3%0.026%
5/26/2026Serenity Investment Advisors19,963$6.03M2.3%+6.1%0.030%
5/26/2026Glenmede Trust Co. NA47,031$14.22M0.1%+24.3%0.070%
5/22/2026Wellington Grp LLC27,683$8.37M2.6%+2.5%0.041%
5/22/2026Verus Capital Partners LLC1,387$419K0.0%N/A0.002%
5/21/2026Vestor Capital LLC165$50K0.0%-45.7%0.000%
5/21/2026J. Derek Lewis & Associates Inc.1,591$486K0.1%+7.6%0.002%
5/20/2026SOA Wealth Advisors LLC.9,041$2.73M0.3%-4.3%0.014%
5/19/2026Western Wealth Management LLC10,372$3.14M0.1%-2.9%0.016%
5/19/2026Sonoma Allocations LLC5,545$1.71M0.6%-22.7%0.008%
5/19/2026Royal Fund Management LLC3,590$1.09M0.1%-3.0%0.005%
5/19/2026NewEdge Advisors LLC23,699$7.16M0.1%-78.4%0.035%
5/19/2026Bank of America Corp DE8,438,257$2.55B0.2%-17.7%12.636%
5/19/2026Genesis Financial Group LLC5,376$1.63M1.0%+3.1%0.008%
5/19/2026Alexander Labrunerie & CO. Inc.726$219K0.1%-29.7%0.001%
5/19/2026Vestwell Advisors LLC7,551$2.28M0.6%+6.2%0.011%
5/19/2026Cassady Wealth & Retirement Planning LLC1,957$656K0.3%-8.8%0.003%
5/19/2026Strategic Investment Advisors MI37,328$11.29M0.8%+34.2%0.056%
5/19/2026Arkadios Wealth Advisors2,554$772K0.0%+3.0%0.004%
5/18/2026EverSource Wealth Advisors LLC762$230K0.0%-21.7%0.001%
5/18/2026Talon Private Wealth LLC11,109$3.36M0.4%N/A0.017%
5/18/2026Royal Bank of Canada293,554$88.73M0.0%-1.4%0.440%
5/16/2026KCM Investment Advisors LLC725$219K0.0%N/A0.001%
5/16/2026Excelsior Advisor Network LLC950$287K0.1%+23.4%0.001%
5/16/2026Quantinno Capital Management LP24,385$7.37M0.0%+27.5%0.037%
5/15/2026Gateway Wealth Partners LLC8,440$2.55M0.1%N/A0.013%
5/15/2026Bradley Foster & Sargent Inc. CT14,297$4.32M0.1%-0.3%0.021%
5/15/2026Vawter Financial Ltd.50,935$15.40M6.5%-3.9%0.076%
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5/15/2026Marquette Associates Inc.1,676$507K0.6%N/A0.003%
5/15/2026Matrix Private Capital Group LLC146$44K0.0%N/A0.000%
5/15/2026Waverly Advisors LLC28,015$8.47M0.1%-3.9%0.042%
5/15/2026Asset Management Group Inc.58,988$17.83M2.9%-0.6%0.088%
5/15/2026Wealth Alliance LLC4,792$1.45M0.1%-12.5%0.007%
5/15/2026St. Louis Trust Co3,648$1.10M0.1%-10.1%0.005%
5/14/2026Renaissance Technologies LLC1,680$508K0.0%-78.4%0.003%
5/14/2026Bollard Group LLC112$34K0.0%N/A0.000%
5/14/2026Pennington Partners & CO. LLC1,667$504K0.2%+92.9%0.002%
5/14/2026GC Wealth Management RIA LLC6,476$1.96M0.1%+4.4%0.010%
5/14/2026Compound Planning Inc.37,888$11.45M0.4%+11.2%0.057%
5/14/2026Klingman & Associates LLC4,479$1.35M0.1%-3.5%0.007%
5/14/2026American Financial Advisors LLC117,712$35.58M4.7%-2.7%0.176%
5/14/2026Sei Investments Co.984,721$297.63M0.3%+1.6%1.475%
5/14/2026MWA Asset Management1,622$490K0.3%+4.8%0.002%
5/14/2026Lido Advisors LLC5,626$1.70M0.0%+20.4%0.008%
5/13/2026Cetera Investment Advisers476,911$144.15M0.2%-1.3%0.714%
5/13/2026Wealthspire Retirement LLC21,769$6.58M0.4%+14.6%0.033%
5/13/2026Clearwater Capital Advisors LLC1,427$431K0.0%-2.7%0.002%
5/13/2026NewEdge Wealth LLC3,086$933K0.0%-6.4%0.005%
5/13/2026Goepper Burkhardt LLC2,222$672K0.2%-14.1%0.003%
5/13/2026First Trust Advisors LP2,558$773K0.0%-5.6%0.004%
5/12/2026Phillip James Consulting Co.7,279$2.20M1.6%N/A0.011%
5/8/2026PNC Financial Services Group Inc.697,629$210.86M0.1%+0.5%1.045%
5/8/2026Burling Wealth Partners LLC670$203K0.0%N/A0.001%
5/8/2026Atlantic Family Wealth LLC4,621$1.40M1.0%+7.3%0.007%
5/8/2026One Charles Private Wealth Services LLC6,755$2.04M0.5%-1.1%0.010%
5/8/2026JMG Financial Group Ltd.758$229K0.0%-18.9%0.001%
5/8/2026Cutler Investment Counsel LLC1,277$386K0.0%-3.1%0.002%
5/8/2026MWA Asset Management1,622$490K0.3%+4.8%0.002%
5/8/2026Johnson Financial Group Inc.89$27K0.0%-63.2%0.000%
5/7/2026Florida Financial Advisors LLC1,011$306K0.1%-28.3%0.002%
5/7/2026Earned Wealth Advisors LLC1,250$378K0.0%-3.1%0.002%
5/7/2026Carl P. Sherr & Co. LLC2,740$828K0.4%-1.1%0.004%
5/7/2026Meeder Advisory Services Inc.719$217K0.0%N/A0.001%
5/7/2026Wells Financial Advisors INC198$60K0.3%-72.9%0.000%
5/7/2026Parallel Advisors LLC7,353$2.22M0.0%+6.5%0.011%
5/7/2026Decker Wealth Management LLC2,539$767K0.2%N/A0.004%
5/7/2026True North Advisors LLC2,949$891K0.1%-22.6%0.004%
5/7/2026World Equity Group Inc.2,221$671K0.2%-5.6%0.003%
5/7/2026Valley Wealth Managers Inc.5,135$1.55M0.1%-10.0%0.008%
5/7/2026Paces Ferry Wealth Advisors LLC10,782$3.26M1.4%+0.8%0.016%
5/6/2026Sterling Financial Planning Inc.8,499$2.57M0.8%+2.9%0.013%
5/6/2026Annis Gardner Whiting Capital Advisors LLC1,450$438K0.1%N/A0.002%
5/6/2026Clifford Swan Investment Counsel LLC910$275K0.0%+11.7%0.001%
5/6/2026Bartlett & CO. Wealth Management LLC32,109$9.71M0.1%-5.3%0.048%
5/6/2026Simon Quick Advisors LLC5,366$1.62M0.1%-1.3%0.008%
5/6/2026Aire Advisors LLC11,096$3.35M0.6%+2.2%0.017%
5/6/2026Modera Wealth Management LLC42,528$12.85M0.2%-16.8%0.064%
5/6/2026Townsend Asset Management Corp NC ADV6,440$1.95M0.7%+1.7%0.010%
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5/6/2026Advisortrust Partners LLC95$29K0.0%N/A0.000%
5/6/2026Assetmark Inc.1,609,318$486.42M1.0%+2.8%2.410%
5/6/2026Angeles Wealth Management LLC2,008$607K0.0%+8.5%0.003%
5/6/2026Bessemer Group Inc.7,314$2.21M0.0%-1.5%0.011%
5/6/2026SteelPeak Wealth LLC1,319$399K0.0%+4.6%0.002%
5/6/2026One Day In July LLC129,093$39.02M3.1%+3.7%0.193%
5/6/2026Thayer Partners LLC MA1,488$450K0.2%+3.1%0.002%
5/6/2026Independent Financial Group LLC26,471$8.00M0.2%N/A0.040%
5/6/2026Dahring Cusmano LLC2,860$865K0.5%+9.7%0.004%
5/5/2026Ferguson Johnson Wealth Management Inc4,584$1.39M1.1%+2.4%0.007%


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), Corient Private Wealth LLC ($309.63M), Sei Investments Co. ($297.63M), and LPL Financial LLC ($274.87M).Learn more on Vanguard Small-Cap Growth ETF's institutional investors.

Of the 1,084 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: Corient Private Wealth LLC ($1.23M), EP Wealth Advisors LLC ($1.16M), Essential Planning LLC. ($1.09M), Royal Bank of Canada ($804.96K), Bank of America Corp DE ($699.91K), Strategic Financial Concepts LLC ($582.81K), and Raymond James Financial Inc. ($538.32K).

Institutional investors have bought a total of 7,423,269 shares in the last 24 months. This purchase volume represents approximately $2.17B in transactions.

Of the 578 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), Northwestern Mutual Wealth Management Co. ($210.87K), Mather Group LLC. ($199.49K), Corient Private Wealth LLC ($199.18K), Truist Financial Corp ($178.73K), Wealthspire Advisors LLC ($162.58K), and Jones Financial Companies Lllp ($126.51K).

Institutional investors have sold a total of 5,061,565 shares in the last 24 months. This volume of shares sold represents approximately $1.50B in transactions.


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