Vanguard Small-Cap Growth ETF (VBK) Institutional Ownership

$246.88
+1.58 (+0.64%)
(As of 02:57 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
621
Total
Institutional Inflows
(last 12 months)
$5.26B
Number of
Institutional Sellers
(last 12 months)
388
Total
Institutional Outflows
(last 12 months)
$619.95M
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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
4/27/2024 Vigilare Wealth Management857$223K0.1%N/A0.001%
4/26/2024 Pinnacle Associates Ltd.5,029$1.31M0.0%+16.0%0.007%
4/26/2024 McGuire Investment Group LLC1,484$387K0.1%+14.5%0.002%
4/26/2024 BLB&B Advisors LLC3,281$855K0.0%-12.8%0.005%
4/26/2024 UMB Bank n.a.6,741$1.76M0.0%-8.6%0.010%
4/26/2024 Northwest Bancshares Inc.2,943$767K0.1%-4.6%0.004%
4/26/2024 Farmers & Merchants Trust Co of Chambersburg PA21,236$5.54M2.3%+9.1%0.032%
4/26/2024 YHB Investment Advisors Inc.317$83K0.0%N/A0.000%
4/26/2024 McKinley Carter Wealth Services Inc.12,395$3.23M0.2%-1.6%0.018%
4/26/2024 MTC Wealth Management LLC11,465$2.99M1.4%-3.2%0.017%
4/26/2024 Members Trust Co96,678$25.21M0.8%-2.6%0.143%
4/26/2024 Chicago Partners Investment Group LLC17,290$4.23M0.2%+7.9%0.026%
4/26/2024 Carr Financial Group Corp1,032$269K0.1%N/A0.002%
4/26/2024 MONECO Advisors LLC6,477$1.69M0.3%+1.2%0.010%
4/26/2024 Verdence Capital Advisors LLC10,997$2.87M0.3%-8.8%0.016%
4/26/2024 Checchi Capital Advisers LLC3,588$935K0.1%-4.5%0.005%
4/26/2024 Tritonpoint Wealth LLC9,558$2.49M0.2%+10.8%0.014%
4/25/2024 Bishop & Co Investment Management LLC36,225$9.45M3.9%-47.4%0.054%
4/25/2024 Q3 Asset Management64,041$16.70M4.7%N/A0.095%
4/25/2024 Jacobsen Capital Management37,803$9.86M4.6%-16.4%0.056%
4/25/2024 Lindbrook Capital LLC3,046$794K0.1%-11.6%0.005%
4/25/2024 One Day In July LLC96,707$25.21M3.3%+4.0%0.144%
4/25/2024 Center for Financial Planning Inc.13,936$3.63M0.5%-1.4%0.021%
4/25/2024 HTLF Bank46,074$12.01M1.4%-2.3%0.068%
4/25/2024 Aaron Wealth Advisors LLC41,417$10.80M1.5%+4.5%0.061%
4/25/2024 Eudaimonia Partners LLC3,855$1.01M0.2%+25.3%0.006%
4/25/2024 Valeo Financial Advisors LLC6,125$1.50M0.0%-1.2%0.009%
4/25/2024 Eudaimonia Advisors LLC2,794$728K0.4%+6.2%0.004%
4/25/2024 Summit Financial LLC4,115$1.07M0.1%-37.8%0.006%
4/25/2024 Cambridge Investment Research Advisors Inc.118,548$30.91M0.1%-19.3%0.176%
4/25/2024 Intergy Private Wealth LLC3,382$882K0.4%+1.5%0.005%
4/24/2024 Leavell Investment Management Inc.4,672$1.22M0.1%+4.8%0.007%
4/24/2024 Krilogy Financial LLC10,341$2.70M0.2%+3.1%0.015%
4/24/2024 Wolff Financial Management LLC21,564$5.62M1.6%-3.5%0.032%
4/24/2024 CENTRAL TRUST Co16,580$4.32M0.1%-4.6%0.025%
4/24/2024 1900 Wealth Management LLC805$210K0.0%-56.7%0.001%
4/24/2024 Newbridge Financial Services Group Inc.4,269$1.11M0.5%+53.1%0.006%
4/24/2024 Tenret Co LLC17,446$4.55M3.2%+3.2%0.026%
4/24/2024 Archford Capital Strategies LLC31,383$8.18M1.4%+12.0%0.047%
4/24/2024 Ackerman Capital Advisors LLC14,978$3.91M1.1%-0.4%0.022%
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4/24/2024 Spire Wealth Management2,471$644K0.0%+2.5%0.004%
4/24/2024 Gemmer Asset Management LLC783$204K0.0%N/A0.001%
4/24/2024 Essex Financial Services Inc.930$243K0.0%N/A0.001%
4/23/2024 BSW Wealth Partners5,159$1.35M0.2%-9.1%0.008%
4/23/2024 Sage Mountain Advisors LLC5,740$1.50M0.2%+53.4%0.009%
4/23/2024 Canvas Wealth Advisors LLC2,875$690K0.2%N/A0.004%
4/23/2024 Silver Lake Advisory LLC7,261$1.89M0.8%N/A0.011%
4/23/2024 Wheelhouse Advisory Group LLC4,514$1.18M0.9%-12.8%0.007%
4/23/2024 Gradient Investments LLC785$205K0.0%-41.6%0.001%
4/23/2024 Bluesphere Advisors LLC1,366$356K0.2%+4.8%0.002%
4/23/2024 Fifth Third Bancorp73,843$19.25M0.1%+13.3%0.110%
4/23/2024 Wesbanco Bank Inc.23,172$6.04M0.2%+330.9%0.034%
4/23/2024 McAdam LLC72,454$18.89M1.2%+14.8%0.108%
4/23/2024 Principle Wealth Partners LLC1,419$370K0.0%+6.0%0.002%
4/23/2024 KLR Investment Advisors LLC4,096$985K0.7%N/A0.006%
4/23/2024 Revisor Wealth Management LLC2,665$671K0.3%+75.2%0.004%
4/23/2024 Accurate Wealth Management LLC935$222K0.1%+4.9%0.001%
4/23/2024 Rebalance LLC5,702$1.49M0.1%-1.5%0.008%
4/23/2024 Wealth Effects LLC887$231K0.1%-28.5%0.001%
4/23/2024 Raymond James Financial Services Advisors Inc.170,219$44.38M0.1%+9.2%0.253%
4/22/2024 Strategic Financial Concepts LLC1,358$354K0.1%N/A0.002%
4/22/2024 Corrigan Financial Inc.49,213$12.83M3.3%+1.9%0.073%
4/22/2024 American Financial Advisors LLC143,554$37.43M5.3%-2.2%0.213%
4/22/2024 PFG Investments LLC7,680$2.00M0.1%+293.4%0.011%
4/22/2024 Raymond James & Associates234,711$61.19M0.0%-4.6%0.348%
4/22/2024 Strategies Wealth Advisors LLC105,367$27.47M4.2%+9.6%0.156%
4/22/2024 Edge Financial Advisors LLC1,001$261K0.2%N/A0.001%
4/19/2024 Horizon Bancorp Inc. IN7,019$1.83M0.9%+1.6%0.010%
4/19/2024 RTD Financial Advisors Inc.10,669$2.78M0.4%-2.5%0.016%
4/19/2024 Veery Capital LLC16,363$4.27M1.7%+1.7%0.024%
4/19/2024 Accel Wealth Management5,186$1.35M0.6%-22.1%0.008%
4/19/2024 Cornerstone Wealth Management LLC12,951$3.38M0.3%+2.1%0.019%
4/19/2024 Kovack Advisors Inc.1,556$406K0.0%+8.0%0.002%
4/19/2024 Dupree Financial Group LLC1,038$271K0.1%+7.6%0.002%
4/19/2024 Brickley Wealth Management95,597$24.92M5.7%+0.5%0.142%
4/19/2024 Arvest Investments Inc.32,079$8.36M1.3%-5.9%0.048%
4/19/2024 Valley National Advisers Inc.20,043$5.23M0.8%+60.6%0.030%
4/19/2024 Leeward Financial Partners LLC18,458$4.81M2.0%+16.8%0.027%
4/18/2024 Total Wealth Planning LLC60,613$15.80M2.7%-0.1%0.090%
4/18/2024 Integrity Wealth Solutions LLC7,306$1.91M1.2%+1.2%0.011%
4/18/2024 Silverlake Wealth Management LLC1,238$323K0.2%-17.9%0.002%
4/18/2024 Edmonds Duncan Registered Investment Advisors LLC42,457$11.07M2.7%+1.1%0.063%
4/18/2024 Steele Capital Management Inc.990$258K0.0%N/A0.001%
4/18/2024 Congress Wealth Management LLC DE 36,566$9.53M0.2%+0.2%0.054%
4/18/2024 Hexagon Capital Partners LLC2,175$567K0.1%-16.8%0.003%
4/18/2024 O ROURKE & COMPANY Inc2,150$561K0.3%+13.3%0.003%
4/18/2024 BKM Wealth Management LLC2,359$615K0.3%+3.3%0.004%
4/18/2024 Diversified Trust Co4,118$1.07M0.0%+6.5%0.006%
4/18/2024 Fifth Third Securities Inc.14,075$3.67M0.4%-0.9%0.021%
4/18/2024 Compass Ion Advisors LLC9,526$2.48M0.4%-1.2%0.014%
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4/18/2024 Mayfair Advisory Group LLC2,321$605K0.4%+2.2%0.003%
4/18/2024 SteelPeak Wealth LLC1,220$318K0.0%-7.5%0.002%
4/17/2024 Red Door Wealth Management LLC968$252K0.0%N/A0.001%
4/17/2024 MPS Loria Financial Planners LLC770$201K0.1%N/A0.001%
4/17/2024 Iron Horse Wealth Management LLC445$116K0.0%-9.2%0.001%
4/17/2024 Founders Financial Securities LLC6,568$1.71M0.2%+120.3%0.010%
4/17/2024 Stephens Group Asset Management LLC55,439$14.45M1.3%+0.1%0.082%
4/17/2024 Grimes & Company Inc.15,339$4.00M0.1%+0.9%0.023%
4/16/2024 Noble Family Wealth LLC7,080$1.85M0.5%-0.7%0.011%
4/16/2024 OneAscent Financial Services LLC7,232$1.89M0.2%+16.3%0.011%
(Data available from 1/1/2016 forward)

VBK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VBK shares?

During the previous two years, 992 institutional investors and hedge funds held shares of Vanguard Small-Cap Growth ETF. The most heavily invested institutionals were Bank of America Corp DE ($1.18B), Jones Financial Companies Lllp ($627.01M), Morgan Stanley ($404.67M), Assetmark Inc. ($324.31M), PNC Financial Services Group Inc. ($221.81M), Corient Private Wealth LLC ($213.07M), and Sei Investments Co. ($187.93M).Learn more on VBK's institutional investors.

Which institutional investors have been buying Vanguard Small-Cap Growth ETF stock?

Of the 860 institutional investors that purchased Vanguard Small-Cap Growth ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bishop & Co Investment Management LLC ($15.72M), Aaron Wealth Advisors LLC ($5.86M), Bank of America Corp DE ($1.05M), Osaic Holdings Inc. ($428.15K), Verity Asset Management Inc. ($409.05K), EP Wealth Advisors LLC ($399.44K), and International Assets Investment Management LLC ($392.68K).

How much institutional buying is happening at Vanguard Small-Cap Growth ETF?

Institutional investors have bought a total of 35,094,462 shares in the last 24 months. This purchase volume represents approximately $8.07B in transactions.

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

Of the 594 institutional investors that sold Vanguard Small-Cap Growth ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Aaron Wealth Advisors LLC ($5.84M), Envestnet Asset Management Inc. ($409.13K), US Bancorp DE ($390.15K), Jones Financial Companies Lllp ($273.03K), Natixis Advisors L.P. ($256.40K), International Assets Investment Management LLC ($194.39K), and Wells Fargo & Company MN ($109.62K).

How much institutional selling is happening at Vanguard Small-Cap Growth ETF?

Institutional investors have sold a total of 10,910,995 shares in the last 24 months. This volume of shares sold represents approximately $2.28B in transactions.


This page (NYSEARCA:VBK) was last updated on 4/29/2024 by MarketBeat.com Staff

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