Institutional Ownership Vanguard Small Cap Growth ETF (VBK)
This table provides information about the institutional ownership of Vanguard Small Cap Growth ETF (VBK). We have compiled data on the 1,231 institutions that hold shares in the stock, with a total of 44.8 Million shares, which have been reported (via 13F filing form) to have a value of $12.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
73,712
shares
|
$20.6 Million
0.74% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
72,790
shares
|
$20.3 Million
4.06% of portfolio
|
Q1 2025
Added 8.41%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
70,771
shares
|
$19.7 Million
0.08% of portfolio
|
Q1 2025
Added 9.28%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
70,325
shares
|
$19.6 Million
0.09% of portfolio
|
Q1 2025
Added 35.77%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
69,882
shares
|
$19.5 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
67,981
shares
|
$19 Million
2.53% of portfolio
|
Q2 2025
Added 5.49%
|
|
|
Partners In Financial Planning
Salem, VA |
Aug 04, 2025 Q2 2025 |
66,568
shares
|
$18.6 Million
3.4% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jul 07, 2025 Q2 2025 |
64,839
shares
|
$18.1 Million
4.52% of portfolio
|
Q2 2025
Added 13.52%
|
|
|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
63,854
shares
|
$17.8 Million
1.31% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
62,789
shares
|
$17.5 Million
0.22% of portfolio
|
Q2 2025
Added 4.71%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
62,656
shares
|
$17.5 Million
0.0% of portfolio
|
Q1 2025
Added 4.38%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
62,325
shares
|
$17.4 Million
0.22% of portfolio
|
Q2 2025
Reduced 3.79%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
61,394
shares
|
$17.1 Million
2.88% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
59,678
shares
|
$16.6 Million
2.52% of portfolio
|
Q4 2022
Added 26.18%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
59,678
shares
|
$16.6 Million
2.52% of portfolio
|
Q4 2022
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
59,316
shares
|
$16.5 Million
0.03% of portfolio
|
Q1 2025
Reduced 22.59%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Aug 06, 2025 Q2 2025 |
59,263
shares
|
$16.5 Million
1.48% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
58,003
shares
|
$16.2 Million
0.38% of portfolio
|
Q2 2025
Added 849.0%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
57,801
shares
|
$16.1 Million
1.66% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
57,274
shares
|
$16 Million
9.32% of portfolio
|
Q1 2024
Added 1.03%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
56,616
shares
|
$15.8 Million
0.21% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Adventist Health System
Roseville, CA |
May 09, 2025 Q1 2025 |
55,720
shares
|
$15.5 Million
2.22% of portfolio
|
Q2 2024
New holding
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
54,704
shares
|
$15.3 Million
4.63% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
54,415
shares
|
$15.2 Million
0.05% of portfolio
|
Q2 2025
Reduced 4.66%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Aug 01, 2025 Q2 2025 |
54,245
shares
|
$15.1 Million
3.0% of portfolio
|
Q2 2025
Added 0.07%
|