VANGUARD SMALL-CAP ETF (VB) Institutional Ownership Changes & 13F Activity

VANGUARD SMALL-CAP ETF (VB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Corient Private Wealth Llc, Integrated Wealth Concepts Llc, Jdm Financial Group Llc, Manufacturers Life Insurance Company, The, and Mercer Global Advisors Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Security National Bank Of Sioux City IowaBuy+577+52.0%1,687$511.36KQ2 2026Sep 18, 2026
Cherry Tree Wealth Management, LlcBuy+2,249+4.7%50,301$15.25MQ2 2026Sep 15, 2026
Anchor Investment Management, LlcBuy+46+0.7%6,650$2.02MQ2 2026Sep 15, 2026
Talon Private Wealth, LlcBuy+4,9274,927$1.49MQ2 2026Sep 11, 2026
Integrated Wealth Concepts LlcBuy+125,840+112.4%237,840$72.09MQ2 2026Sep 09, 2026
Manufacturers Life Insurance Company, TheSell-91,802-93.5%6,377$1.93MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+451+2.3%20,011$6.07MQ2 2026Sep 04, 2026
Provida Pension Fund AdministratorSell-31,813-100.0%0$0.00Q2 2026Aug 28, 2026
Corient Private Wealth LlcSell-141,000-25.7%407,068$123.39MQ2 2026Aug 27, 2026
Horan Wealth, LlcBuy+22+1.2%1,834$555.91KQ2 2026Aug 26, 2026
Financial Insights, Inc.Sell-934-4.4%20,176$6.12MQ2 2026Aug 25, 2026
Tobias Financial Advisors, Inc.Sell-6-0.6%1,056$320.02KQ2 2026Aug 25, 2026
Serenity Investment AdvisorsBuy+731731$221.37KQ2 2026Aug 24, 2026
Bernard Wealth Management Corp.Buy+50+86.2%108$32.74KQ2 2026Aug 21, 2026
Rehmann Capital Advisory GroupSell-226-0.7%30,310$9.19MQ2 2026Aug 20, 2026
Gill Capital Partners, LlcBuy+216+0.7%29,589$8.97MQ2 2026Aug 20, 2026
Atx Financial Planning, LlcSell-190-15.0%1,080$327.37KQ2 2026Aug 20, 2026
Clifford Swan Investment Counsel LlcBuy+27+0.5%5,654$1.71MQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+91,724+2.8%3,420,614$1.04BQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+3,622+20.8%21,005$6.37MQ2 2026Aug 19, 2026
Stock Yards Bank & Trust CoSell-2,214-21.4%8,142$2.47MQ2 2026Aug 19, 2026
Field & Main BankBuy+851+2.3%37,250$11.29MQ2 2026Aug 19, 2026
Wilson & Boucher Capital Management, LlcSell-200-1.0%19,197$5.82MQ2 2026Aug 19, 2026
Archer Investment CorpBuy+65+3.7%1,800$545.47KQ2 2026Aug 19, 2026
Prosperitas Financial LlcBuy+11+0.6%1,992$603.94KQ2 2026Aug 19, 2026
Jdm Financial Group LlcBuy+120,569120,569$13.58MQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcBuy+64,941+40.6%225,077$68.23MQ2 2026Aug 18, 2026
49 Wealth Management, LlcBuy+7,255+433.7%8,928$2.71MQ2 2026Aug 18, 2026
Glenview Trust CoSell-1,447-1.6%87,170$26.42MQ2 2026Aug 18, 2026
Leo H. Evart, Inc.Buy+379+4.0%9,876$2.99MQ2 2026Aug 18, 2026
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Frequently asked questions about VB activity

  • Which institutional owners are buying VB?

    Institutional owners buying VB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in VB activity?

    "Buy" means an investor increased their reported position in VB compared to the prior reporting period. This reflects growing exposure to VANGUARD SMALL-CAP ETF (VB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in VB increasing?

    Institutional interest in VB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.