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Vanguard Small-Cap ETF (VB) Institutional Ownership

Vanguard Small-Cap ETF logo
$243.21 +1.49 (+0.62%)
As of 07/3/2025 05:00 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
1607
Total
Institutional Inflows
(last 12 months)
$8.71B
Number of
Institutional Sellers
(last 12 months)
1151
Total
Institutional Outflows
(last 12 months)
$2.54B
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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
7/3/2025 First Hawaiian Bank14,551$3.45M0.5%+52.3%0.005%
7/3/2025 Trinity Financial Advisors LLC5,769$1.37M0.4%-13.4%0.002%
7/3/2025 TrueWealth Advisors LLC1,470$348K0.1%-8.1%0.001%
7/3/2025 Garde Capital Inc.166,380$39.43M2.1%-4.6%0.062%
7/3/2025 Collective Family Office LLC7,405$1.76M0.5%-1.7%0.003%
7/3/2025 Trust Co of the South63,362$15.02M2.7%+17.3%0.024%
7/3/2025 Fiduciary Financial Group LLC2,384$571K0.1%+6.2%0.001%
7/2/2025 Dentgroup LLC7,179$1.70M1.2%-1.7%0.003%
7/2/2025 HBW Advisory Services LLC1,391$330K0.0%-6.6%0.001%
7/2/2025 Waller Financial Planning Group Inc.36,672$8.69M2.1%+15.6%0.014%
7/1/2025 Park National Corp OH4,730$1.12M0.0%-3.6%0.002%
7/1/2025 Harbor Investment Advisory LLC3,094$733K0.1%-30.2%0.001%
7/1/2025 Burkett Financial Services LLC424$100K0.0%-25.9%0.000%
7/1/2025 Kera Capital Partners Inc.20,645$4.89M1.0%+163.6%0.008%
7/1/2025 Private Client Services LLC12,292$2.91M1.1%+32.9%0.005%
6/17/2025Howe & Rusling Inc.590$131K0.0%-22.8%0.000%
6/16/2025Maple Capital Management Inc.1,897$421K0.0%+26.2%0.000%
6/13/2025Optima Capital LLC1,927$427K0.3%-11.8%0.000%
6/4/2025 First Hawaiian Bank9,555$2.12M0.1%+201.8%0.001%
6/3/2025CBIZ Investment Advisory Services LLC126,578$28.07M1.4%+0.5%0.013%
6/3/2025Invst LLC1,451$322K0.0%-4.2%0.000%
6/2/2025Modern Wealth Management LLC16,978$3.77M0.1%+202.3%0.002%
5/29/2025Plum Street Advisors LLC56,413$12.51M6.0%+5.7%0.006%
5/28/2025Jones Financial Companies Lllp6,657,608$1.48B1.3%-9.2%0.671%
5/28/2025Anderson Financial Strategies LLC200$44K0.0%N/A0.000%
5/28/2025GK Wealth Management LLC5,483$1.22M1.4%+268.5%0.001%
5/28/2025Addison Capital Co7,229$1.60M0.6%+36.6%0.001%
5/27/2025Jacobi Capital Management LLC1,268$281K0.0%+42.2%0.000%
5/27/2025Advisors Capital Management LLC5,275$1.17M0.0%-26.5%0.001%
5/22/2025BOS Asset Management LLC11,401$2.53M0.9%+24.1%0.001%
5/21/2025Westbourne Investments Inc.1,615$358K0.2%-15.2%0.000%
5/21/2025McAdam LLC52,966$11.75M0.7%-7.2%0.005%
5/21/2025Geneos Wealth Management Inc.13,857$3.07M0.1%+30.5%0.001%
5/21/2025Schmidt P J Investment Management Inc.1,904$422K0.1%+26.6%0.000%
5/20/2025Fortis Capital Advisors LLC6,081$1.35M0.3%N/A0.001%
5/20/2025Belpointe Asset Management LLC9,469$2.10M0.1%+69.8%0.001%
5/20/2025Focus Partners Wealth161,379$35.79M0.1%+31.6%0.016%
5/20/2025Flaharty Asset Management LLC170$38K0.0%N/A0.000%
5/20/2025Integrity Alliance LLC.3,490$774K0.0%N/A0.000%
5/20/2025Glenview Trust co69,460$15.40M0.3%+1.9%0.007%
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5/20/2025Security National Bank of Sioux City Iowa IA940$208K0.2%-5.0%0.000%
5/19/2025SageView Advisory Group LLC29,173$6.47M0.3%-13.3%0.003%
5/19/2025Advisory Alpha LLC2,286$507K0.0%-4.5%0.000%
5/19/2025SCS Capital Management LLC110,662$24.54M0.3%N/A0.011%
5/19/2025Smith Asset Management Co. LLC2,001$444K0.4%N/A0.000%
5/16/2025Wilson & Boucher Capital Management LLC20,602$4.57M3.4%-2.7%0.002%
5/16/2025American Trust125,543$27.84M6.9%-47.2%0.013%
5/16/2025McIlrath & Eck LLC58,895$13.06M1.6%+7.2%0.006%
5/16/2025Semmax Financial Advisors Inc.8,865$1.98M0.5%-1.8%0.001%
5/16/2025Logan Capital Management Inc.32,587$7.23M0.3%-0.5%0.003%
5/16/2025Northeast Financial Consultants Inc2,809$623K0.0%-30.1%0.000%
5/16/2025Ascent Group LLC30,091$6.67M0.3%+13.3%0.003%
5/16/2025Coppell Advisory Solutions LLC2,017$437K0.0%-9.2%0.000%
5/16/2025Arete Wealth Advisors LLC1,857$412K0.0%-26.4%0.000%
5/16/2025Bell Investment Advisors Inc5,832$1.29M0.2%-5.8%0.001%
5/16/2025Signature Estate & Investment Advisors LLC26,573$5.89M0.2%+1.6%0.003%
5/16/2025Everstar Asset Management LLC11,829$2.62M0.5%N/A0.001%
5/16/2025Ashton Thomas Private Wealth LLC44,294$9.82M0.4%+3.1%0.004%
5/16/2025Goldman Sachs Group Inc.1,824,636$404.61M0.1%-2.7%0.683%
5/16/2025Kestra Investment Management LLC1,213$269K0.0%+24.4%0.000%
5/16/2025Cape Investment Advisory Inc.1,928$427K0.2%+7.2%0.000%
5/16/2025Jones Financial Companies Lllp6,352,032$1.41B1.3%-13.4%0.640%
5/16/2025Coordinated Financial Services Inc. CO12,069$2.68M2.1%N/A0.001%
5/16/2025Talon Private Wealth LLC1,578$364K0.0%+391.6%0.000%
5/16/2025Sepio Capital LP14,364$3.19M0.3%-1.4%0.001%
5/16/2025Redwood Financial Network Corp1,246$276K0.2%N/A0.000%
5/16/2025Ruggaard & Associates LLC28,598$6.34M2.8%+1.4%0.003%
5/16/2025Plancorp LLC35,839$7.95M0.3%+1,270.5%0.004%
5/16/2025NewEdge Advisors LLC176,396$39.12M0.2%-0.1%0.018%
5/16/2025Integrated Wealth Concepts LLC100,544$22.30M0.3%-4.9%0.010%
5/16/2025Greenline Partners LLC9,430$2.09M0.3%+14,407.7%0.001%
5/16/2025Alliancebernstein L.P.87,587$19.42M0.0%-36.7%0.009%
5/16/2025AQR Capital Management LLC24,682$5.47M0.0%+12.8%0.002%
5/16/2025AlTi Global Inc.6,926$1.54M0.0%-10.5%0.001%
5/16/2025Ancora Advisors LLC31,181$6.91M0.2%-0.8%0.003%
5/16/2025Aprio Wealth Management LLC1,703$378K0.0%-5.6%0.000%
5/16/20251 North Wealth Services LLC683$151K0.1%N/A0.000%
5/15/2025Paragon Private Wealth Management LLC1,823$404K0.2%N/A0.000%
5/15/2025Federation des caisses Desjardins du Quebec7,604$1.69M0.0%-13.6%0.001%
5/15/2025EP Wealth Advisors LLC117,396$26.03M0.2%+24.2%0.012%
5/15/2025First Manhattan CO. LLC.68,210$15.13M0.0%+13.8%0.007%
5/15/2025Focus Partners Advisor Solutions LLC75,486$16.74M0.3%+14.0%0.008%
5/15/2025First Financial Bankshares Inc1,747$387K0.0%+82.2%0.000%
5/15/2025Flputnam Investment Management Co.13,646$3.03M0.1%-21.0%0.001%
5/15/2025Royal Bank of Canada4,972,523$1.10B0.2%+68.3%0.501%
5/15/2025Betterment LLC160,175$35.52M0.1%+10.2%0.016%
5/15/2025Retirement Planning Co of New England Inc.7,375$1.64M0.6%-1.5%0.001%
5/15/2025MAI Capital Management208,415$46.22M0.3%-2.0%0.021%
5/15/2025Calton & Associates Inc.2,436$540K0.1%N/A0.000%
5/15/2025Wit LLC2,248,394$498.58M12.2%+254,243.2%0.227%
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5/15/2025Connecticut Wealth Management LLC146,304$32.44M1.7%N/A0.015%
5/15/2025Titleist Asset Management LLC29,441$6.53M0.8%+7.4%0.003%
5/15/2025Baird Financial Group Inc.697,258$154.62M0.3%-5.1%0.070%
5/15/2025Pinnacle Wealth Planning Services Inc.3,616$802K0.1%+4.9%0.000%
5/15/2025Vident Advisory LLC5,209$1.16M0.0%-50.7%0.001%
5/15/2025Evergreen Capital Management LLC37,217$8.25M0.3%-1.3%0.004%
5/15/2025The Manufacturers Life Insurance Company 115,452$25.60M0.0%-0.6%0.012%
5/15/2025JDM Financial Group LLC44,174$9.80M5.0%+3.3%0.004%
5/15/2025Vermillion & White Wealth Management Group LLC289$64K0.0%-35.3%0.000%
5/15/2025WPG Advisers LLC8,785$1.95M1.8%N/A0.001%
(Data available from 1/1/2016 forward)

VB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VB shares?

During the previous two years, 2,327 institutional investors and hedge funds held shares of Vanguard Small-Cap ETF. The most heavily invested institutionals were Jones Financial Companies Lllp ($1.48B), Wells Fargo & Company MN ($1.36B), Morgan Stanley ($1.31B), Royal Bank of Canada ($1.10B), Envestnet Asset Management Inc. ($1.10B), LPL Financial LLC ($848.47M), and UBS Group AG ($805.80M).Learn more on Vanguard Small-Cap ETF's institutional investors.

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

Of the 2,040 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: Cerity Partners LLC ($5.75M), Royal Bank of Canada ($3.36M), Strategic Financial Concepts LLC ($3.21M), Life Planning Partners Inc ($2.61M), Wit LLC ($2.25M), Raymond James Financial Inc. ($2.20M), and Brooklyn FI LLC ($1.53M).

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

Institutional investors have bought a total of 37,689,487 shares in the last 24 months. This purchase volume represents approximately $8.71B in transactions.

Which of Vanguard Small-Cap ETF's major shareholders have been selling company stock?

Of the 1,151 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 ($1.66M), Wealthfront Advisers LLC ($1.59M), Signaturefd LLC ($1.27M), Envestnet Asset Management Inc. ($300.09K), Centered Wealth LLC dba Miller Equity Capital Advisors ($292.30K), Bank of New York Mellon Corp ($188.61K), and Fifth Third Wealth Advisors LLC ($161.04K).

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

Institutional investors have sold a total of 11,124,076 shares in the last 24 months. This volume of shares sold represents approximately $2.54B in transactions.



This page (NYSEARCA:VB) was last updated on 7/6/2025 by MarketBeat.com Staff
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