Institutional Ownership Vanguard Small Cap ETF (VB)
This table provides information about the institutional ownership of Vanguard Small Cap ETF (VB). We have compiled data on the 2,330 institutions that hold shares in the stock, with a total of 160 Million shares, which have been reported (via 13F filing form) to have a value of $36.5 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
James Reed Financial Services, Inc.
Cleveland, OH |
Feb 06, 2025 Q4 2024 |
21,073
shares
|
$4.81 Million
5.28% of portfolio
|
Q4 2024
Added 7.54%
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
20,989
shares
|
$4.79 Million
0.09% of portfolio
|
Q4 2024
Added 12.46%
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
20,972
shares
|
$4.79 Million
0.2% of portfolio
|
Q4 2024
Added 1.08%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
20,971
shares
|
$4.79 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
20,921
shares
|
$4.78 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
Newton One Investments LLC
|
Jan 24, 2025 Q4 2024 |
20,879
shares
|
$4.77 Million
1.93% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
Stage Harbor Financial, LLC
Needham, MA |
Feb 12, 2025 Q4 2024 |
20,731
shares
|
$4.74 Million
4.33% of portfolio
|
Q4 2024
Added 0.51%
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
20,685
shares
|
$4.72 Million
0.06% of portfolio
|
Q4 2024
Added 21.01%
|
|
Washington Trust Bank
|
Feb 11, 2025 Q4 2024 |
20,684
shares
|
$4.72 Million
0.48% of portfolio
|
Q4 2024
Added 18.81%
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jan 21, 2025 Q4 2024 |
20,421
shares
|
$4.66 Million
1.93% of portfolio
|
Q4 2024
Added 818.21%
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Jan 16, 2025 Q4 2024 |
20,411
shares
|
$4.66 Million
0.96% of portfolio
|
Q4 2024
Reduced 4.01%
|
|
Balanced Wealth Group LLC
Westlake, OH |
Feb 10, 2025 Q4 2024 |
20,376
shares
|
$4.65 Million
2.28% of portfolio
|
Q4 2024
Added 0.25%
|
|
Ramiah Investment Group
Brookfield, WI |
Feb 10, 2025 Q4 2023 |
20,341
shares
|
$4.65 Million
4.71% of portfolio
|
Q4 2023
Added 7.72%
|
|
Ifg Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
20,301
shares
|
$4.64 Million
0.99% of portfolio
|
Q4 2024
Added 2.49%
|
|
Financial Insights, Inc.
|
Mar 05, 2025 Q4 2024 |
20,265
shares
|
$4.63 Million
1.91% of portfolio
|
Q4 2024
Added 2.64%
|
|
Aspire Private Capital, LLC
|
Jan 17, 2025 Q4 2024 |
20,255
shares
|
$4.63 Million
1.22% of portfolio
|
Q4 2024
Added 1.02%
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
20,231
shares
|
$4.62 Million
0.5% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
20,108
shares
|
$4.59 Million
0.37% of portfolio
|
Q4 2024
Added 2.78%
|
|
Jmac Enterprises LLC
|
Jan 29, 2025 Q4 2024 |
20,048
shares
|
$4.58 Million
0.78% of portfolio
|
Q4 2024
Added 0.31%
|
|
Bay Harbor Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
20,033
shares
|
$4.58 Million
1.59% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
Pathway Financial Advisors LLC
|
Jan 30, 2025 Q4 2024 |
19,993
shares
|
$4.57 Million
1.14% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
19,959
shares
|
$4.56 Million
0.51% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
19,940
shares
|
$4.55 Million
0.87% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
19,930
shares
|
$4.55 Million
3.79% of portfolio
|
Q4 2022
Reduced 0.05%
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Feb 06, 2025 Q4 2024 |
19,919
shares
|
$4.55 Million
2.01% of portfolio
|
Q4 2024
Added 12.14%
|