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Vanguard Small-Cap ETF (VB) Institutional Ownership

Vanguard Small-Cap ETF logo
$257.73 +3.95 (+1.56%)
(As of 11/22/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
1265
Total
Institutional Inflows
(last 12 months)
$4.87B
Number of
Institutional Sellers
(last 12 months)
928
Total
Institutional Outflows
(last 12 months)
$1.51B
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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
11/22/2024Stock Yards Bank & Trust Co.10,524$2.50M0.1%-4.7%0.004%
11/21/2024 Anchor Investment Management LLC7,136$1.69M0.2%-0.6%0.003%
11/21/2024 Wealthquest Corp142,870$33.55M3.0%+6.1%0.058%
11/20/2024 SOA Wealth Advisors LLC.12,447$2.95M0.6%-3.8%0.005%
11/20/2024 Westside Investment Management Inc.9,627$2.26M0.5%+0.5%0.004%
11/19/2024 McIlrath & Eck LLC53,788$12.76M1.6%+16.8%0.022%
11/19/2024 Discipline Wealth Solutions LLC4,057$962K0.5%+25.6%0.002%
11/19/2024 Hohimer Wealth Management LLC7,364$1.75M0.4%+1.6%0.003%
11/18/2024 TD Private Client Wealth LLC37,667$8.94M0.3%+16.7%0.015%
11/18/2024 Wilson & Boucher Capital Management LLC20,637$4.90M3.4%+5.6%0.008%
11/18/2024 Coldstream Capital Management Inc.74,637$17.71M0.4%-1.7%0.030%
11/18/2024 Mittelman Wealth Management16,454$3.90M2.2%+598.1%0.007%
11/18/2024 JDM Financial Group LLC42,528$10.09M5.5%+10.9%0.017%
11/15/2024 MidWestOne Financial Group Inc.7,858$1.86M0.3%-4.7%0.003%
11/15/2024 Valued Retirements Inc.1,096$260K0.4%N/A0.000%
11/15/2024 3Chopt Investment Partners LLC91,242$21.71M7.8%-5.1%0.037%
11/15/2024 Frisch Financial Group Inc.846$201K0.1%N/A0.000%
11/15/2024 M&T Bank Corp283,105$67.16M0.2%-12.1%0.114%
11/15/2024 Nabity Jensen Investment Management Inc5,266$1.25M1.0%N/A0.002%
11/15/2024 Continuum Advisory LLC22,008$5.48M0.7%+2.4%0.009%
11/15/2024 Drucker Wealth 3.0 LLC31,339$7.43M1.8%+31.3%0.013%
11/15/2024 Nomura Asset Management Co. Ltd.700$166K0.0%N/A0.000%
11/15/2024 Glass Jacobson Investment Advisors llc14,763$3.50M1.2%+0.6%0.006%
11/15/2024 MML Investors Services LLC391,747$92.93M0.3%+3.8%0.158%
11/15/2024 Headinvest LLC24,988$5.93M1.1%+10.8%0.010%
11/15/2024 Northeast Financial Consultants Inc2,873$682K0.0%+98.5%0.001%
11/15/2024 Dunhill Financial LLC32,417$7.69M3.9%+41.3%0.013%
11/15/2024 MCIA Inc97,264$24.63M5.4%-3.0%0.039%
11/15/2024 Orion Portfolio Solutions LLC86,731$20.57M0.5%-2.6%0.035%
11/15/2024 National Bank of Canada FI3,773$895K0.0%+9.7%0.002%
11/15/2024 EP Wealth Advisors LLC98,994$23.48M0.2%+2.7%0.040%
11/15/2024 Kovitz Investment Group Partners LLC47,463$11.26M0.1%+42.3%0.019%
11/15/2024 WESCAP Management Group Inc.35,762$8.48M2.1%+2.4%0.014%
11/15/2024 Texas Capital Bank Wealth Management Services Inc2,428$576K0.1%-30.2%0.001%
11/15/2024 State Street Corp526,898$125.36M0.0%-4.1%0.213%
11/15/2024 Stifel Financial Corp1,048,538$248.73M0.3%+2.3%0.423%
11/15/2024 SageView Advisory Group LLC19,806$4.70M0.2%-15.7%0.008%
11/15/2024 Quantinno Capital Management LP4,479$1.06M0.0%+52.9%0.002%
11/15/2024 Red Wave Investments LLC47,101$11.17M3.9%-3.0%0.019%
11/15/2024 Mission Creek Capital Partners Inc.2,861$679K0.2%+19.0%0.001%
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11/15/2024 Motley Fool Wealth Management LLC6,731$1.60M0.1%-0.9%0.003%
11/15/2024 IHT Wealth Management LLC17,372$4.12M0.1%+83.2%0.007%
11/15/2024 Integrated Wealth Concepts LLC123,579$29.31M0.4%+6.4%0.050%
11/15/2024 Janus Henderson Group PLC357,074$84.70M0.0%+4.0%0.144%
11/15/2024 Harmony Asset Management LLC1,937$459K0.2%+19.2%0.001%
11/15/2024 HighTower Advisors LLC741,408$175.85M0.3%-1.0%0.299%
11/15/2024 Hilltop Holdings Inc.4,427$1.05M0.1%+86.6%0.002%
11/15/2024 Chevy Chase Trust Holdings LLC3,760$892K0.0%+173.5%0.002%
11/15/2024 Arrowroot Family Office LLC8,224$1.95M1.1%-2.6%0.003%
11/15/2024 Ascent Group LLC13,402$3.18M0.2%-4.5%0.005%
11/15/2024 Beacon Investment Advisory Services Inc.1,733$411K0.0%+16.2%0.001%
11/15/2024 Benjamin Edwards Inc.48,124$11.42M0.2%N/A0.019%
11/15/2024 Aureus Asset Management LLC1,100$261K0.0%-26.1%0.000%
11/15/2024 FSA Wealth Management LLC288$68K0.0%N/A0.000%
11/15/2024 B&L Asset Management LLC1,890$448K0.3%N/A0.001%
11/14/2024 Semmax Financial Advisors Inc.16,192$4.10M1.1%+4.2%0.007%
11/14/2024 Kitching Partners LLC1,617$384K0.5%N/A0.001%
11/14/2024 Kiely Wealth Advisory Group Inc.1,280$325K0.2%N/A0.001%
11/14/2024 Acropolis Investment Management LLC60,079$14.25M0.8%-0.9%0.024%
11/14/2024 L.M. Kohn & Company1,224$290K0.1%+18.5%0.000%
11/14/2024 Arete Wealth Advisors LLC1,233$292K0.0%-12.2%0.000%
11/14/2024 Verition Fund Management LLC1,728$410K0.0%N/A0.001%
11/14/2024 Captrust Financial Advisors1,942,941$460.89M1.4%+3.7%0.784%
11/14/2024 Rockefeller Capital Management L.P.164,830$39.10M0.1%+10.4%0.067%
11/14/2024 CWS Financial Advisors LLC13,828$3.28M1.2%+6.2%0.006%
11/14/2024 Carl P. Sherr & Co. LLC6,986$1.66M0.9%+16.3%0.003%
11/14/2024 Teachers Insurance & Annuity Association of America811$192K0.3%N/A0.000%
11/14/2024 Pin Oak Investment Advisors Inc.160$37K0.0%N/A0.000%
11/14/2024 Financial Counselors Inc.28,643$6.79M0.1%+3.9%0.012%
11/14/2024 Noesis Capital Mangement Corp1,803$428K0.1%N/A0.001%
11/14/2024 Wit LLC929$220K6.0%+342.4%0.000%
11/14/2024 Fiduciary Trust Co31,069$7.37M0.1%+157.9%0.013%
11/14/2024 National Wealth Management Group LLC847$201K0.1%N/A0.000%
11/14/2024 CreativeOne Wealth LLC100,275$23.79M0.8%+15.2%0.040%
11/13/2024 Glenmede Trust Co. NA945,594$224.30M1.1%-0.2%0.382%
11/13/2024 Cynosure Group LLC12,110$2.87M0.4%+51.6%0.005%
11/13/2024 Townsquare Capital LLC38,047$9.03M0.1%+27.4%0.015%
11/13/2024 Cadence Bank69,625$16.52M1.1%+1.8%0.028%
11/13/2024 Carlson Capital Management3,720$882K0.0%-1.6%0.002%
11/13/2024 BNP Paribas Financial Markets138,368$32.82M0.0%-5.8%0.056%
11/13/2024 Goodman Financial Corp850$202K0.0%N/A0.000%
11/13/2024 FMR LLC798,434$189.40M0.0%-0.4%0.322%
11/13/2024 D.A. Davidson & CO.94,269$22.36M0.2%-0.1%0.038%
11/13/2024 Elios Financial Group Inc.2,178$517K0.2%N/A0.001%
11/13/2024 The Manufacturers Life Insurance Company 125,707$29.82M0.0%-8.4%0.051%
11/13/2024 Bank of Montreal Can642,905$152.42M0.1%+2.5%0.260%
11/13/2024 Capital Square LLC958$227K0.1%N/A0.000%
11/13/2024 Acorn Wealth Advisors LLC13,214$3.13M1.3%+0.6%0.005%
11/13/2024 Wiser Advisor Group LLC9,530$2.26M3.4%-4.4%0.004%
11/13/2024 Associated Banc Corp67,121$15.92M0.5%+8.5%0.027%
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11/13/2024 Private Trust Co. NA3,672$871K0.1%-2.7%0.001%
11/13/2024 Truvestments Capital LLC288$68K0.0%N/A0.000%
11/13/2024 Brown Brothers Harriman & Co.2,776$658K0.0%-5.9%0.001%
11/13/2024 Loomis Sayles & Co. L P154$37K0.0%+305.3%0.000%
11/13/2024 Davis R M Inc.491,341$116.55M2.3%+6.4%0.198%
11/13/2024 Bank of Hawaii119,196$28.27M1.2%+1.0%0.048%
11/13/2024Fisher Asset Management LLC1,434$340K0.0%-71.7%0.001%
11/12/2024 Pekin Hardy Strauss Inc.932$221K0.0%N/A0.000%
11/12/2024Von Berge Wealth Management Group LLC46,491$11.66M6.0%-4.9%0.019%
11/12/2024 Summit Trail Advisors LLC7,091$1.69M0.0%+0.8%0.003%
(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, 2,004 institutional investors and hedge funds held shares of Vanguard Small-Cap ETF. The most heavily invested institutionals were Bank of America Corp DE ($3.73B), Jones Financial Companies Lllp ($1.41B), Morgan Stanley ($1.31B), Envestnet Asset Management Inc. ($1.09B), Wells Fargo & Company MN ($913.95M), LPL Financial LLC ($856.89M), and UBS Group AG ($805.80M).Learn more on VB's institutional investors.

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

Of the 1,754 institutional investors that purchased Vanguard Small-Cap ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($11.49M), Cerity Partners LLC ($5.57M), Strategic Financial Concepts LLC ($1.62M), Bank of America Corp DE ($1.54M), Mercer Global Advisors Inc. ADV ($1.29M), CIBC Private Wealth Group LLC ($1.06M), and TIAA Trust National Association ($907.26K).

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

Institutional investors have bought a total of 54,282,926 shares in the last 24 months. This purchase volume represents approximately $10.94B in transactions.

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

Of the 1,302 institutional investors that sold Vanguard Small-Cap ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($9.45M), Annex Advisory Services LLC ($1.04M), Jones Financial Companies Lllp ($1.01M), Bank of America Corp DE ($688.76K), LPL Financial LLC ($634.99K), Signaturefd LLC ($602.46K), and Bank of New York Mellon Corp ($572.14K).

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

Institutional investors have sold a total of 25,193,886 shares in the last 24 months. This volume of shares sold represents approximately $5.12B in transactions.



This page (NYSEARCA:VB) was last updated on 11/24/2024 by MarketBeat.com Staff
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