VB Institutional Ownership & Shareholders
VANGUARD SMALL-CAP ETF (VB) is currently held by 2,455 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $45.41B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of VB tracked by InsiderSet, reporting ownership valued at approximately $6.54B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $6.26B, representing an estimated loss of -4.31% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 38% of the total disclosed VB value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Morgan Stanley, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in VANGUARD SMALL-CAP ETF (VB).
This page ranks the largest institutional VB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
2,455
Total Reported Value
$45.41B
Largest Holder
Bank Of America Corp
Largest Position
$6.54B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
36
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.42% | 21,579,198 | $6,541,086,543 | $6,259,046,380 | -$282,040,163 | -4.31% | |
| Morgan Stanley | 0.13% | 8,094,439 | $2,453,587,437 | $2,347,792,032 | -$105,795,405 | -4.31% | |
| Wells Fargo & Company/Mn | 0.27% | 5,112,663 | $1,549,750,513 | $1,482,927,903 | -$66,822,610 | -4.31% | |
| Ubs Group Ag | 0.20% | 4,139,634 | $1,254,805,858 | $1,200,700,842 | -$54,105,016 | -4.31% | |
| Envestnet Asset Management Inc | 0.28% | 3,935,022 | $1,192,572,329 | $1,141,353,131 | -$51,219,198 | -4.29% | |
| Mercer Global Advisors Inc | 1.28% | 3,420,614 | $1,036,856,610 | $992,149,091 | -$44,707,519 | -4.31% | |
| Lpl Financial Llc | 0.23% | 3,301,516 | $1,000,755,246 | $957,604,716 | -$43,150,530 | -4.31% | |
| Captrust Financial Advisors | 1.35% | 2,914,921 | $883,570,447 | $845,472,836 | -$38,097,611 | -4.31% | |
| Jones Financial Companies Lllp | 0.32% | 2,634,215 | $789,233,806 | $764,054,061 | -$25,179,745 | -3.19% | |
| Mariner, Llc | 0.73% | 2,278,949 | $690,793,369 | $661,009,157 | -$29,784,212 | -4.31% | |
| Royal Bank Of Canada | 0.11% | 2,122,591 | $643,400,000 | $615,657,520 | -$27,742,480 | -4.31% | |
| Raymond James Financial Inc | 0.17% | 2,062,501 | $625,185,281 | $598,228,415 | -$26,956,866 | -4.31% | |
| Ameriprise Financial Inc | 0.13% | 2,038,406 | $618,332,972 | $591,239,660 | -$27,093,312 | -4.38% | |
| Bank Of New York Mellon Corp | 0.10% | 1,913,874 | $580,133,638 | $555,119,154 | -$25,014,484 | -4.31% | |
| Creative Planning | 0.32% | 1,989,569 | $566,012,447 | $577,074,488 | +$11,062,041 | +1.95% | |
| Goldman Sachs Group Inc | 0.06% | 1,747,986 | $529,849,506 | $507,003,339 | -$22,846,167 | -4.31% | |
| Pnc Financial Services Group, Inc. | 0.29% | 1,743,909 | $528,613,801 | $505,820,805 | -$22,792,996 | -4.31% | |
| Wealthfront Advisers Llc | 1.00% | 1,715,012 | $519,854,437 | $497,439,231 | -$22,415,206 | -4.31% | |
| Cibc Bancorp Usa Inc. | 0.59% | 1,585,209 | $479,942,358 | $459,789,870 | -$20,152,488 | -4.20% | |
| Charles Schwab Investment Management Inc | 0.06% | 1,558,749 | $472,487,997 | $452,115,147 | -$20,372,850 | -4.31% | |
| Cetera Investment Advisers | 0.35% | 1,267,408 | $384,176,717 | $367,611,690 | -$16,565,027 | -4.31% | |
| Jpmorgan Chase & Co | 0.02% | 1,240,289 | $373,699,360 | $359,745,824 | -$13,953,536 | -3.73% | |
| Stifel Financial Corp | 0.30% | 1,186,781 | $359,739,665 | $344,225,829 | -$15,513,836 | -4.31% | |
| Fmr Llc | 0.02% | 1,157,296 | $350,799,676 | $335,673,705 | -$15,125,971 | -4.31% | |
| Grimes & Co Wealth Management, Llc | 7.70% | 1,153,365 | $328,120,683 | $334,533,518 | +$6,412,835 | +1.95% | |
| Osaic Holdings, Inc. | 0.38% | 1,065,927 | $323,388,199 | $309,172,126 | -$14,216,073 | -4.40% | |
| Mission Wealth Management, Lp | 5.09% | 1,105,834 | $314,598,761 | $320,747,152 | +$6,148,391 | +1.95% | |
| Cerity Partners Llc | 0.34% | 917,852 | $278,148,012 | $266,222,973 | -$11,925,039 | -4.29% | |
| Signaturefd, Llc | 3.51% | 956,540 | $272,126,062 | $277,444,427 | +$5,318,365 | +1.95% | |
| Glenmede Trust Co Na | 1.17% | 873,688 | $264,832,306 | $253,413,204 | -$11,419,102 | -4.31% | |
| Baird Financial Group, Inc. | 0.35% | 844,581 | $256,009,393 | $244,970,719 | -$11,038,674 | -4.31% | |
| Commonwealth Equity Services, Llc | 0.32% | 860,386 | $244,771,257 | $249,554,959 | +$4,783,702 | +1.95% | |
| Wellington Management Group Llp | 0.04% | 787,375 | $238,669,110 | $228,378,119 | -$10,290,991 | -4.31% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 0.82% | 785,131 | $237,988,908 | $227,727,247 | -$10,261,661 | -4.31% | |
| Bank Of Montreal | 0.08% | 745,936 | $226,108,168 | $216,358,737 | -$9,749,431 | -4.31% | |
| Nicholas Hoffman & Company, Llc. | 4.55% | 764,733 | $217,558,826 | $221,810,807 | +$4,251,981 | +1.95% | |
| Fifth Third Bancorp | 0.32% | 659,527 | $199,915,890 | $191,295,806 | -$8,620,084 | -4.31% | |
| Davis R M Inc | 2.95% | 616,237 | $186,793,786 | $178,739,542 | -$8,054,244 | -4.31% | |
| Badgley Phelps Wealth Managers, Llc | 3.05% | 621,985 | $176,948,374 | $180,406,749 | +$3,458,375 | +1.95% | |
| 1832 Asset Management L.P. | 0.22% | 579,086 | $175,532,548 | $167,963,894 | -$7,568,654 | -4.31% | |
| Cullen/Frost Bankers, Inc. | 1.71% | 612,355 | $174,208,801 | $177,613,568 | +$3,404,767 | +1.95% | |
| Teacher Retirement System Of Texas | 0.46% | 567,165 | $171,919,055 | $164,506,208 | -$7,412,847 | -4.31% | |
| Vanguard Global Advisers, Llc | 0.08% | 557,087 | $168,864,211 | $161,583,084 | -$7,281,127 | -4.31% | |
| Clearstead Advisors, Llc | 1.50% | 522,390 | $158,346,877 | $151,519,220 | -$6,827,658 | -4.31% | |
| Country Trust Bank | 2.66% | 540,639 | $153,806,389 | $156,812,342 | +$3,005,953 | +1.95% | |
| Moneta Group Investment Advisors Llc | 1.14% | 506,003 | $153,379,723 | $146,766,170 | -$6,613,553 | -4.31% | |
| Rockefeller Capital Management L.P. | 0.22% | 478,322 | $144,989,144 | $138,737,296 | -$6,251,848 | -4.31% | |
| State Street Corp | 0.00% | 462,337 | $140,143,591 | $134,100,847 | -$6,042,744 | -4.31% | |
| Assetmark, Inc | 0.24% | 492,233 | $140,035,471 | $142,772,182 | +$2,736,711 | +1.95% | |
| Mml Investors Services, Llc | 0.28% | 454,602 | $137,799,089 | $131,857,310 | -$5,941,779 | -4.31% |
Frequently asked questions about VB
Who are the largest institutional holders of VB?
The largest institutional holders of VB reported in the latest SEC Form 13F filings include Bank Of America Corp, Morgan Stanley, Wells Fargo & Company/Mn, Ubs Group Ag, and Envestnet Asset Management Inc. InsiderSet ranks institutional holders by their latest reported VB position.
What is VB institutional ownership?
This page tracks VB positions reported by institutional investment managers through SEC Form 13F. VANGUARD SMALL-CAP ETF (VB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own VB?
InsiderSet currently tracks 2,455 institutional managers reporting VB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of VB shareholders.
How much VB stock do institutions own?
Institutional investment managers disclosed approximately $45.41B in VB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was VB institutional ownership last updated?
The latest VB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional VB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its VB position after the reporting date.
Are institutions buying or selling VB?
Institutional buying and selling can be analyzed by comparing VB positions across consecutive 13F reporting periods. InsiderSet's VB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View VB ownership changes.
How has VB institutional ownership changed over time?
InsiderSet tracks VB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.