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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Security National Bank Of Sioux City Iowa | Buy | +577 | +52.0% | 1,687 | $511.36K | Q2 2026 | Sep 18, 2026 |
| Cherry Tree Wealth Management, Llc | Buy | +2,249 | +4.7% | 50,301 | $15.25M | Q2 2026 | Sep 15, 2026 |
| Anchor Investment Management, Llc | Buy | +46 | +0.7% | 6,650 | $2.02M | Q2 2026 | Sep 15, 2026 |
| Talon Private Wealth, Llc | Buy | +4,927 | — | 4,927 | $1.49M | Q2 2026 | Sep 11, 2026 |
| Integrated Wealth Concepts Llc | Buy | +125,840 | +112.4% | 237,840 | $72.09M | Q2 2026 | Sep 09, 2026 |
| Manufacturers Life Insurance Company, The | Sell | -91,802 | -93.5% | 6,377 | $1.93M | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Buy | +451 | +2.3% | 20,011 | $6.07M | Q2 2026 | Sep 04, 2026 |
| Provida Pension Fund Administrator | Sell | -31,813 | -100.0% | 0 | $0.00 | Q2 2026 | Aug 28, 2026 |
| Corient Private Wealth Llc | Sell | -141,000 | -25.7% | 407,068 | $123.39M | Q2 2026 | Aug 27, 2026 |
| Horan Wealth, Llc | Buy | +22 | +1.2% | 1,834 | $555.91K | Q2 2026 | Aug 26, 2026 |
| Financial Insights, Inc. | Sell | -934 | -4.4% | 20,176 | $6.12M | Q2 2026 | Aug 25, 2026 |
| Tobias Financial Advisors, Inc. | Sell | -6 | -0.6% | 1,056 | $320.02K | Q2 2026 | Aug 25, 2026 |
| Serenity Investment Advisors | Buy | +731 | — | 731 | $221.37K | Q2 2026 | Aug 24, 2026 |
| Bernard Wealth Management Corp. | Buy | +50 | +86.2% | 108 | $32.74K | Q2 2026 | Aug 21, 2026 |
| Rehmann Capital Advisory Group | Sell | -226 | -0.7% | 30,310 | $9.19M | Q2 2026 | Aug 20, 2026 |
| Gill Capital Partners, Llc | Buy | +216 | +0.7% | 29,589 | $8.97M | Q2 2026 | Aug 20, 2026 |
| Atx Financial Planning, Llc | Sell | -190 | -15.0% | 1,080 | $327.37K | Q2 2026 | Aug 20, 2026 |
| Clifford Swan Investment Counsel Llc | Buy | +27 | +0.5% | 5,654 | $1.71M | Q2 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Buy | +91,724 | +2.8% | 3,420,614 | $1.04B | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Buy | +3,622 | +20.8% | 21,005 | $6.37M | Q2 2026 | Aug 19, 2026 |
| Stock Yards Bank & Trust Co | Sell | -2,214 | -21.4% | 8,142 | $2.47M | Q2 2026 | Aug 19, 2026 |
| Field & Main Bank | Buy | +851 | +2.3% | 37,250 | $11.29M | Q2 2026 | Aug 19, 2026 |
| Wilson & Boucher Capital Management, Llc | Sell | -200 | -1.0% | 19,197 | $5.82M | Q2 2026 | Aug 19, 2026 |
| Archer Investment Corp | Buy | +65 | +3.7% | 1,800 | $545.47K | Q2 2026 | Aug 19, 2026 |
| Prosperitas Financial Llc | Buy | +11 | +0.6% | 1,992 | $603.94K | Q2 2026 | Aug 19, 2026 |
| Jdm Financial Group Llc | Buy | +120,569 | — | 120,569 | $13.58M | Q2 2026 | Aug 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +64,941 | +40.6% | 225,077 | $68.23M | Q2 2026 | Aug 18, 2026 |
| 49 Wealth Management, Llc | Buy | +7,255 | +433.7% | 8,928 | $2.71M | Q2 2026 | Aug 18, 2026 |
| Glenview Trust Co | Sell | -1,447 | -1.6% | 87,170 | $26.42M | Q2 2026 | Aug 18, 2026 |
| Leo H. Evart, Inc. | Buy | +379 | +4.0% | 9,876 | $2.99M | Q2 2026 | Aug 18, 2026 |
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.