VANGUARD SMALL-CAP GRWTH ETF VBK
$357.87
-1.2% 52w: $268.06 – $365.70
Latest 13F among current holders filed 11 days ago (Jun 24, 2026)
Price — last 12 months
research preview data268.06316.88365.70
Jun 20, 2025 Jul 2, 2026
Institutional holders
1.2K
+4 QoQ
13F value
$12.07B
-7.2% QoQ
Smart-money holders
21
signal tier ≥ 2
New smart buyers
2
Q1 2026
Options barometer
3.5×
$19.2M calls / $5.5M puts
Institutional value by quarter
Number of holders
Who owns VBK?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 8.4M | $2.55B | 0.2% | -17.7% |
| MORGAN STANLEY | Bank broker | 1.9M | $585.3M | 0.0% | +2.9% |
| ASSETMARK, INC | Wealth advisor | 1.6M | $486.4M | 1.0% | +2.8% |
| Corient Private Wealth LLC | Diversified mechanical | 1.0M | $311.7M | 0.4% | -49.6% |
| SEI INVESTMENTS CO | Diversified mechanical | 984.7K | $297.6M | 0.3% | +1.6% |
| LPL Financial LLC | Bank broker | 899.0K | $271.7M | 0.1% | -1.2% |
| WELLS FARGO & COMPANY/MN | Bank broker | 837.6K | $253.2M | 0.1% | -6.6% |
| EP Wealth Advisors, LLC | Wealth advisor | 807.8K | $244.2M | 1.2% | +4.1% |
| UBS Group AG | Bank broker | 769.5K | $232.6M | 0.0% | +5.9% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 697.6K | $210.9M | 0.1% | +0.5% |
| Cohen Klingenstein LLC | Other | 661.4K | $199.9M | 6.5% | -1.0% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 637.3K | $192.6M | 0.1% | +21.1% |
| MATHER GROUP, LLC. | Wealth advisor | 603.9K | $182.5M | 1.8% | +0.1% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 617.1K | $182.0M | 0.1% | +19.8% |
| MONETA GROUP INVESTMENT ADVISORS LLC | Wealth advisor | 536.2K | $162.1M | 1.2% | +5.8% |
| CHOREO, LLC | Wealth advisor | 531.8K | $160.7M | 2.0% | +1.6% |
| AMERIPRISE FINANCIAL INC | Bank broker | 487.7K | $147.4M | 0.0% | +17.9% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 477.2K | $144.2M | 0.0% | -7.3% |
| Cetera Investment Advisers | Wealth advisor | 476.9K | $144.1M | 0.2% | -1.3% |
| RWA WEALTH PARTNERS, LLC | Wealth advisor | 368.4K | $111.4M | 1.2% | +4.5% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | Wealth advisor | 367.1K | $111.0M | 0.4% | — |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 327.7K | $99.1M | 0.3% | -11.9% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 317.7K | $96.0M | 0.2% | -2.4% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 317.1K | $95.9M | 0.1% | +4.7% |
| Mill Creek Capital Advisors, LLC | Wealth advisor | 316.6K | $95.7M | 2.0% | +0.9% |
| Sand Hill Global Advisors, LLC | Wealth advisor | 314.3K | $95.0M | 3.2% | +2.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 295.5K | $89.4M | 0.1% | +14.7% |
| ROYAL BANK OF CANADA | Bank broker | 293.6K | $88.7M | 0.0% | -1.4% |
| HighTower Advisors, LLC | Diversified mechanical | 273.4K | $82.6M | 0.1% | -19.0% |
| US BANCORP \DE\ | Wealth advisor | 206.0K | $70.8M | 0.1% | +14.2% |
| JPMORGAN CHASE & CO | Bank broker | 243.3K | $70.5M | 0.0% | -2.3% |
| Focus Partners Wealth | Wealth advisor | 223.6K | $67.6M | 0.1% | -1.9% |
| 1832 Asset Management L.P. | Other | 214.1K | $64.7M | 0.1% | +0.9% |
| Mariner, LLC | Diversified mechanical | 212.5K | $64.2M | 0.1% | +0.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 206.2K | $62.3M | 0.1% | -3.0% |
| Wealthspire Advisors, LLC | Wealth advisor | 204.1K | $61.7M | 0.5% | +0.3% |
| Howard Capital Management Inc. | Wealth advisor | 183.2K | $55.4M | 0.9% | New |
| Beacon Pointe Advisors, LLC | Wealth advisor | 171.8K | $51.9M | 0.3% | +3.2% |
| FIFTH THIRD BANCORP | Diversified mechanical | 167.3K | $50.6M | 0.1% | +145.0% |
| CONGRESS ASSET MANAGEMENT CO | Other | 151.9K | $45.9M | 0.3% | +35.8% |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | Wealth advisor | 149.3K | $45.1M | 2.9% | +26.7% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 148.5K | $44.9M | 0.0% | +3.1% |
| Strategies Wealth Advisors, LLC | Wealth advisor | 144.5K | $43.7M | 4.4% | -2.2% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 142.8K | $43.2M | 0.3% | -4.0% |
| Pathstone Holdings, LLC | Diversified mechanical | 140.7K | $42.5M | 0.2% | +23.7% |
| Rodgers & Associates, LTD | Wealth advisor | 139.7K | $42.2M | 4.3% | +1.2% |
| Summit Financial Strategies, Inc. | Wealth advisor | 138.4K | $41.8M | 3.3% | +0.1% |
| Bragg Financial Advisors, Inc | Other | 137.9K | $41.7M | 1.3% | +1.9% |
| STEPHENS INC /AR/ | Diversified mechanical | 133.3K | $40.3M | 0.5% | +2.0% |
| Avior Wealth Management, LLC | Wealth advisor | 131.0K | $39.6M | 1.1% | -1.5% |
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.