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Vanguard Small-Cap Growth ETF (VBK) Institutional Ownership

Vanguard Small-Cap Growth ETF logo
$234.95 -3.53 (-1.48%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
695
Total
Institutional Inflows
(last 12 months)
$2.20B
Number of
Institutional Sellers
(last 12 months)
464
Total
Institutional Outflows
(last 12 months)
$399.64M
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VBK Institutional Buying and Selling by Quarter

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Vanguard Small-Cap Growth ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/16/2025Opal Wealth Advisors LLC489$123K0.0%N/A0.000%
4/16/2025TPG Financial Advisors LLC876$220K0.1%-7.7%0.000%
4/16/2025Wealth Enhancement Advisory Services LLC93,905$23.64M0.0%-3.4%0.035%
4/16/2025Noble Family Wealth LLC6,397$1.61M0.4%-6.3%0.002%
4/16/2025Tritonpoint Wealth LLC8,459$2.13M0.2%+1.6%0.003%
4/16/2025RTD Financial Advisors Inc.11,778$2.97M0.4%+13.3%0.004%
4/16/2025Krilogy Financial LLC10,635$2.68M0.2%N/A0.004%
4/16/2025Salem Investment Counselors Inc.2,038$513K0.0%-4.7%0.001%
4/16/2025Everhart Financial Group Inc.16,988$4.28M0.6%+16.6%0.006%
4/16/2025Martel Wealth Advisors Inc13,487$3.40M0.7%-4.1%0.005%
4/16/2025Smithbridge Asset Management Inc. DE5,289$1.33M0.2%N/A0.002%
4/16/2025Relyea Zuckerberg Hanson LLC26,493$6.67M0.9%-3.5%0.010%
4/16/2025Founders Grove Wealth Partners LLC4,361$1.10M0.3%+8.0%0.002%
4/16/2025GEN Financial Management INC.2,870$723K0.5%-2.0%0.001%
4/16/2025May Barnhard Investments LLC18,614$4.69M2.3%-0.3%0.007%
4/15/2025 Total Wealth Planning LLC64,442$16.23M2.5%+0.9%0.024%
4/15/2025 Greenwood Capital Associates LLC9,522$2.40M0.3%+17.8%0.004%
4/15/2025 First United Bank & Trust3,902$982K0.4%-4.0%0.001%
4/15/2025 Sagace Wealth Management LLC4,543$1.14M0.9%+2.1%0.002%
4/15/2025 GPS Wealth Strategies Group LLC4,147$1.04M0.1%+2.1%0.002%
4/15/2025 Fifth Third Bancorp71,463$17.99M0.1%-1.8%0.027%
4/15/2025 Simon Quick Advisors LLC6,019$1.52M0.1%-2.1%0.002%
4/15/2025 Arvest Investments Inc.29,992$7.55M1.2%-0.2%0.011%
4/15/2025 Stephens Group Asset Management LLC43,084$10.85M0.9%-21.8%0.016%
4/15/2025 Cohen Klingenstein LLC678,760$170.89M6.2%+0.5%0.253%
4/15/2025 Capital Advisory Group Advisory Services LLC875$220K0.1%N/A0.000%
4/15/2025 McKinley Carter Wealth Services Inc.11,157$2.81M0.2%-2.4%0.004%
4/15/2025 Ironwood Financial llc3,025$762K0.2%+23.5%0.001%
4/15/2025 Focus Financial Network Inc.28,639$7.21M0.3%+1.5%0.011%
4/15/2025 Curbstone Financial Management Corp12,726$3.20M0.7%-4.8%0.005%
4/15/2025 CX Institutional25,463$6.41M0.2%+29.2%0.009%
4/15/2025 Integral Investment Advisors Inc.920$232K0.1%+14.1%0.000%
4/15/2025 Corrigan Financial Inc.51,725$13.02M2.7%+3.9%0.019%
4/15/2025 Parsons Capital Management Inc. RI855$215K0.0%-5.5%0.000%
4/15/2025 Wealthcare Advisory Partners LLC13,208$3.33M0.1%-3.9%0.005%
4/15/2025 Signet Financial Management LLC3,535$890K0.1%-19.3%0.001%
4/14/2025 Investment Advisory Group LLC844$213K0.1%+17.9%0.000%
4/14/2025 Farther Finance Advisors LLC3,879$981K0.0%+160.5%0.001%
4/14/2025 City Holding Co.4,269$1.08M0.2%+1.5%0.002%
4/14/2025 CJM Wealth Advisers Ltd.18,093$4.56M1.6%+10.1%0.007%
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4/14/2025 Portside Wealth Group LLC2,937$739K0.1%+133.1%0.001%
4/14/2025 Courier Capital LLC1,185$298K0.0%+19.7%0.000%
4/14/2025 Wesbanco Bank Inc.47,465$11.95M0.4%+16.8%0.018%
4/14/2025 Capital Investment Advisors LLC932$235K0.0%-33.9%0.000%
4/14/2025 BCS Wealth Management2,992$753K0.2%-3.0%0.001%
4/14/2025 Pillar Financial Advisors LLC9,258$2.33M1.7%-0.8%0.003%
4/14/2025 Park Avenue Securities LLC4,509$1.14M0.0%+12.2%0.002%
4/14/2025 OLD National Bancorp IN24,877$6.26M0.2%-5.9%0.009%
4/14/2025 SOA Wealth Advisors LLC.12,340$3.11M0.4%-1.0%0.005%
4/14/2025 Whitaker Myers Wealth Managers LTD.57,119$14.38M4.0%+4.2%0.021%
4/14/2025 Wedmont Private Capital3,821$902K0.0%-4.5%0.001%
4/14/2025 UMB Bank n.a.4,621$1.16M0.0%-13.9%0.002%
4/14/2025 Sentinel Pension Advisors LLC5,535$1.39M0.3%+11.2%0.002%
4/11/2025 Intergy Private Wealth LLC3,801$957K0.4%+1.8%0.001%
4/11/2025 Congress Asset Management Co.83,348$20.99M0.2%+28.2%0.031%
4/11/2025 Disciplined Investments LLC10,591$2.67M1.2%-1.9%0.004%
4/11/2025 Cranbrook Wealth Management LLC11,111$2.80M0.6%+1.2%0.004%
4/11/2025 Procyon Advisors LLC19,198$4.83M0.3%+13.8%0.007%
4/11/2025 Insight Advisors LLC PA7,453$1.88M0.3%+1.0%0.003%
4/11/2025 Safeguard Financial LLC72,790$18.33M4.0%+8.4%0.027%
4/11/2025 Prosperity Planning Inc.18,262$4.60M1.4%+0.4%0.007%
4/10/2025 Retirement Planning Group LLC5,080$1.28M0.1%-33.3%0.002%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.1,329$335K0.1%+92.9%0.000%
4/10/2025 Lmcg Investments LLC48,342$12.17M0.8%-2.8%0.018%
4/10/2025 Fluent Financial LLC9,812$2.47M1.1%-37.3%0.004%
4/10/2025 Fermata Advisors LLC8,914$2.24M0.4%-35.8%0.003%
4/10/2025 FSA Investment Group LLC44,250$11.14M9.5%+10.0%0.016%
4/10/2025 Portside Wealth Group LLC1,277$322K0.1%+3.7%0.000%
4/10/2025 Key Client Fiduciary Advisors LLC1,720$433K0.2%-3.5%0.001%
4/10/2025 Richard P Slaughter Associates Inc3,307$833K0.2%-57.2%0.001%
4/10/2025 Accel Wealth Management7,712$1.94M0.7%+12.3%0.003%
4/10/2025 Amplius Wealth Advisors LLC2,952$743K0.1%+66.1%0.001%
4/10/2025 Apella Capital LLC1,729$420K0.0%-7.2%0.001%
4/10/2025 Presilium Private Wealth LLC49,138$12.37M2.8%+40.1%0.018%
4/10/2025 First Financial Corp IN1,627$410K0.2%-4.7%0.001%
4/10/2025 CGN Advisors LLC4,651$1.17M0.1%-1.3%0.002%
4/10/2025 Kure Advisory LLC2,617$659K0.5%N/A0.001%
4/10/2025 Juncture Wealth Strategies LLC13,969$3.52M1.4%+2.1%0.005%
4/9/2025 RFG Advisory LLC30,098$7.58M0.2%+6.9%0.011%
4/9/2025 InvesTrust1,662$418K0.1%+6.4%0.001%
4/9/2025 Merit Financial Group LLC21,569$5.43M0.1%-29.8%0.008%
4/9/2025 Harbor Investment Advisory LLC3,864$973K0.1%-28.0%0.001%
4/9/2025 Inspirion Wealth Advisors LLC112,632$28.36M3.9%-0.9%0.042%
4/9/2025 Towerpoint Wealth LLC27,805$7M3.5%-2.1%0.010%
4/9/2025 NBC Securities Inc.144$36K0.0%N/A0.000%
4/9/2025 American National Bank & Trust1,993$502K0.1%+25.7%0.001%
4/9/2025 Mechanics Bank Trust Department23,247$5.85M0.8%+26.0%0.009%
4/9/2025 Kaizen Financial Strategies1,829$461K0.3%-6.9%0.001%
4/8/2025 Bowman & Co S.C.1,505$379K0.2%+5.0%0.001%
4/8/2025 Veery Capital LLC35,958$9.05M3.5%+4.9%0.013%
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4/8/2025 Marion Wealth Management33,093$8.33M2.2%-1.9%0.012%
4/8/2025 BTC Capital Management Inc.7,548$1.90M0.2%-0.7%0.003%
4/8/2025 Advisory Alpha LLC17,469$4.40M0.3%-11.9%0.007%
4/8/2025 Parallel Advisors LLC6,664$1.68M0.0%+6.5%0.002%
4/7/2025 GoalVest Advisory LLC232$58K0.0%-40.5%0.000%
4/7/2025 GAMMA Investing LLC37,262$9.38M0.0%+27,098.5%0.014%
4/7/2025 FC Advisory LLC41,157$10.36M3.5%+2.8%0.015%
4/4/2025 Quent Capital LLC24,879$6.26M0.7%+5.4%0.009%
4/2/2025 Waller Financial Planning Group Inc.2,747$692K0.2%-3.1%0.001%
4/2/2025 Kera Capital Partners Inc.25,110$6.32M1.9%N/A0.009%
(Data available from 1/1/2016 forward)

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VBK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VBK shares?

During the previous two years, 1,107 institutional investors and hedge funds held shares of Vanguard Small-Cap Growth ETF. The most heavily invested institutionals were Bank of America Corp DE ($2.68B), Jones Financial Companies Lllp ($535.58M), Axiom Advisory LLC ($432.40M), Assetmark Inc. ($408.63M), Morgan Stanley ($404.67M), Essential Planning LLC. ($313.30M), and Corient Private Wealth LLC ($266.45M).Learn more on VBK's institutional investors.

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

Of the 955 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 ($15.71M), Essential Planning LLC. ($1.09M), Bank of America Corp DE ($780.32K), Strategic Financial Concepts LLC ($584.17K), EP Wealth Advisors LLC ($541.30K), Wealthfront Advisers LLC ($523.52K), and Raymond James Financial Inc. ($466.56K).

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

Institutional investors have bought a total of 31,012,394 shares in the last 24 months. This purchase volume represents approximately $7.45B in transactions.

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

Of the 633 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: US Bancorp DE ($520.06K), Envestnet Asset Management Inc. ($440.26K), Jones Financial Companies Lllp ($242.94K), International Assets Investment Management LLC ($194.39K), Osaic Holdings Inc. ($166.80K), First Republic Investment Management Inc. ($99.27K), and PNC Financial Services Group Inc. ($74.58K).

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

Institutional investors have sold a total of 4,191,024 shares in the last 24 months. This volume of shares sold represents approximately $1.02B in transactions.



This page (NYSEARCA:VBK) was last updated on 4/16/2025 by MarketBeat.com Staff
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