VANGUARD SMALL-CAP ETF VB
$300.34
-0.4% 52w: $227.69 – $303.12
Latest 13F among current holders filed 3 days ago (Jul 2, 2026)
Price — last 12 months
research preview data227.69265.41303.12
Jun 20, 2025 Jul 2, 2026
Institutional holders
2.4K
+22 QoQ
13F value
$41.39B
-4.2% QoQ
Smart-money holders
89
signal tier ≥ 2
New smart buyers
6
Q1 2026
Options barometer
1.3×
$33.4M calls / $26.7M puts
Institutional value by quarter
Number of holders
Who owns VB?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 21.6M | $5.67B | 0.4% | -7.7% |
| MORGAN STANLEY | Bank broker | 8.0M | $2.11B | 0.1% | +2.2% |
| WELLS FARGO & COMPANY/MN | Bank broker | 6.0M | $1.58B | 0.3% | -0.4% |
| UBS Group AG | Bank broker | 4.4M | $1.15B | 0.2% | +12.6% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 3.5M | $925.9M | 0.2% | +8.9% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 3.3M | $871.9M | 1.3% | +4.2% |
| LPL Financial LLC | Bank broker | 3.3M | $870.1M | 0.2% | -15.1% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 3.0M | $763.2M | 0.4% | +19.1% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 2.8M | $741.8M | 1.3% | +7.1% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 2.8M | $736.8M | 0.5% | +2.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 2.3M | $589.9M | 0.2% | -2.3% |
| Mariner, LLC | Diversified mechanical | 2.2M | $580.3M | 0.7% | +12.7% |
| AMERIPRISE FINANCIAL INC | Bank broker | 2.2M | $575.3M | 0.1% | -8.4% |
| ROYAL BANK OF CANADA | Bank broker | 2.1M | $547.8M | 0.1% | -5.1% |
| Creative Planning | Wealth advisor | 2.0M | $533.2M | 0.4% | -4.2% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 2.0M | $514.1M | 0.3% | +1.0% |
| Bank of New York Mellon Corp | Diversified mechanical | 1.9M | $508.4M | 0.1% | +11.9% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 1.8M | $467.2M | 0.1% | -1.7% |
| GOLDMAN SACHS GROUP INC | Bank broker | 1.7M | $457.1M | 0.1% | +3.5% |
| Wealthfront Advisers LLC | Wealth advisor | 1.7M | $444.4M | 1.0% | +8.2% |
| CIBC Bancorp USA Inc. | Diversified mechanical | 1.5M | $394.1M | 0.5% | — |
| Cetera Investment Advisers | Wealth advisor | 1.2M | $322.4M | 0.3% | +5.4% |
| WELLINGTON MANAGEMENT GROUP LLP | Long only active | 1.2M | $312.0M | 0.1% | +3.0% |
| FMR LLC | Long only active | 1.2M | $307.8M | 0.0% | +2.2% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 1.2M | $307.5M | 0.3% | -0.5% |
| JPMORGAN CHASE & CO | Bank broker | 1.2M | $305.4M | 0.0% | +5.2% |
| GRIMES & Co WEALTH MANAGEMENT, LLC | Wealth advisor | 1.1M | $298.8M | 8.3% | +2.8% |
| MISSION WEALTH MANAGEMENT, LP | Wealth advisor | 1.1M | $294.7M | 6.2% | +0.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 980.9K | $256.9M | 0.4% | -1.5% |
| HighTower Advisors, LLC | Diversified mechanical | 958.8K | $251.2M | 0.3% | +0.8% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 907.8K | $238.0M | 0.3% | +10.3% |
| SIGNATUREFD, LLC | Wealth advisor | 904.1K | $236.8M | 3.6% | +5155.9% |
| GLENMEDE TRUST CO NA | Diversified mechanical | 887.2K | $232.4M | 1.1% | -0.3% |
| Cerity Partners LLC | Diversified mechanical | 863.6K | $227.1M | 0.3% | +12.0% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | Wealth advisor | 818.7K | $214.4M | 0.8% | — |
| Baird Financial Group, Inc. | Diversified mechanical | 810.8K | $212.4M | 0.3% | +4.1% |
| Nicholas Hoffman & Company, LLC. | Wealth advisor | 754.7K | $197.7M | 4.6% | +0.9% |
| BANK OF MONTREAL /CAN/ | Bank broker | 733.0K | $192.0M | 0.1% | -12.2% |
| FIFTH THIRD BANCORP | Diversified mechanical | 678.7K | $177.8M | 0.3% | +119.4% |
| Badgley Phelps Wealth Managers, LLC | Other | 673.5K | $176.4M | 3.5% | -12.1% |
| COUNTRY TRUST BANK | Other | 651.4K | $170.6M | 3.2% | +26.4% |
| DAVIS R M INC | Other | 607.5K | $159.1M | 2.8% | +3.1% |
| 1832 Asset Management L.P. | Other | 604.6K | $158.4M | 0.2% | +21.4% |
| Cullen/Frost Bankers, Inc. | Diversified mechanical | 590.1K | $154.6M | 1.8% | +3.9% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | Diversified mechanical | 567.2K | $148.6M | 0.6% | Held |
| Vanguard Global Advisers, LLC | Diversified mechanical | 555.4K | $145.5M | 0.1% | — |
| Corient Private Wealth LLC | Diversified mechanical | 548.1K | $143.2M | 0.2% | -95.4% |
| Clearstead Advisors, LLC | Wealth advisor | 525.2K | $137.5M | 1.3% | -3.9% |
| MONETA GROUP INVESTMENT ADVISORS LLC | Wealth advisor | 509.8K | $133.5M | 1.0% | +0.6% |
| Pathstone Holdings, LLC | Diversified mechanical | 479.6K | $125.6M | 0.5% | -2.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.