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Vanguard Small-Cap Growth ETF (VBK) Institutional Ownership

Vanguard Small-Cap Growth ETF logo
$341.70 -2.82 (-0.82%)
As of 07/24/2026 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
731
Total
Institutional Inflows
(last 12 months)
$2.09B
Number of
Institutional Sellers
(last 12 months)
544
Total
Institutional Outflows
(last 12 months)
$1.40B
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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
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%
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%
7/9/2026 LWM Advisors Inc.851$311K0.2%-9.7%0.001%
7/9/2026 Veery Capital LLC41,562$15.20M4.1%+1.1%0.061%
7/9/2026 Friday Financial4,652$1.65M0.4%+3.2%0.007%
7/9/2026 Professional Financial Advisors LLC787$288K0.0%-8.7%0.001%
7/9/2026 Focus Financial Network Inc.47,956$17.54M0.5%+2.3%0.071%
7/9/2026 Fluent Financial LLC12,345$4.52M1.6%+0.3%0.018%
7/9/2026 Whitaker Myers Wealth Managers LTD.78,324$28.64M4.8%+3.8%0.115%
7/9/2026 Everhart Financial Group Inc.22,179$8.11M0.5%-11.0%0.033%
7/9/2026 Sax Wealth Advisors LLC6,327$2.31M0.1%+11.9%0.009%
7/9/2026 Adamsbrown Wealth Consultants LLC622$227K0.0%N/A0.001%
7/9/2026 Valeo Financial Advisors LLC13,052$4.77M0.1%+0.6%0.019%
7/9/2026 Crumly & Associates Inc.587$215K0.0%N/A0.001%
7/8/2026 Gradient Investments LLC650$238K0.0%N/A0.001%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.443$162K0.1%+7.8%0.001%
7/8/2026 Beacon Financial Strategies CORP170$62K0.0%N/A0.000%
7/8/2026 Trust Point Inc.17,172$6.28M0.5%+88.1%0.025%
7/8/2026 First Heartland Consultants Inc.4,965$1.82M0.1%-41.3%0.007%
7/8/2026 Sonoma Allocations LLC4,022$1.47M0.6%-27.5%0.006%
7/8/2026 Praetorian Wealth Management Inc.51,662$18.89M3.3%+0.5%0.076%
7/8/2026 Apella Capital LLC10,556$3.74M0.1%-3.0%0.016%
7/8/2026 55 North Private Wealth LLC2,352$860K0.2%+13.8%0.003%
7/8/2026 Evanson Financial LLC1,181$432K0.0%N/A0.002%
7/8/2026 Eclectic Associates Inc. ADV19,400$7.09M0.8%-1.9%0.029%
7/8/2026 Thrive Wealth Management LLC1,067$390K0.0%-5.9%0.002%
7/8/2026 Archer Investment Management LLC641$234K0.1%N/A0.001%
7/7/2026 Foster Group Inc.746$273K0.0%-13.1%0.001%
7/7/2026 Mechanics Bank Trust Department43,917$16.06M2.0%+8.6%0.065%
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7/7/2026 Balefire LLC2,755$1.01M0.2%-4.5%0.004%
7/7/2026 Dynamic Advisor Solutions LLC2,781$1.02M0.0%-6.5%0.004%
7/7/2026 Inspirion Wealth Advisors LLC41,855$15.17M1.7%-16.4%0.062%
7/7/2026 GAMMA Investing LLC276$101K0.0%+86.5%0.000%
7/7/2026 Avior Wealth Management LLC84,243$30.77M0.8%-35.7%0.125%
7/7/2026 Harbor Investment Advisory LLC15,563$5.69M0.4%+6.2%0.023%
7/7/2026 Waller Financial Planning Group Inc.1,786$653K0.1%-9.6%0.003%
7/7/2026 CGN Advisors LLC4,808$1.76M0.1%-5.2%0.007%
7/7/2026 First Financial Corp IN1,444$528K0.2%-12.5%0.002%
7/6/2026 Trilogy Capital Inc.2,893$1.06M0.0%+48.7%0.004%
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%
6/22/2026 Sapient 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%
5/20/2026 SOA 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%
5/19/2026 Sonoma Allocations LLC5,545$1.71M0.6%-22.7%0.008%
5/19/2026 Royal 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%
5/14/2026 GC Wealth Management RIA LLC6,476$1.96M0.1%+4.4%0.010%


VBK Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,258 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 1,072 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 7,133,274 shares in the last 24 months. This purchase volume represents approximately $2.09B in transactions.

Of the 541 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), Corient Private Wealth LLC ($199.18K), Truist Financial Corp ($177.87K), Wealthspire Advisors LLC ($162.58K), Jones Financial Companies Lllp ($126.51K), and Osaic Holdings Inc. ($99.95K).

Institutional investors have sold a total of 4,678,398 shares in the last 24 months. This volume of shares sold represents approximately $1.40B in transactions.



This page (NYSEARCA:VBK) was last updated on 7/25/2026 by MarketBeat.com Staff.
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