VBK Institutional Ownership & Shareholders
VANGUARD SMALL-CAP GRWTH ETF (VBK) is currently held by 1,271 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $14.03B 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 VBK tracked by InsiderSet, reporting ownership valued at approximately $3.10B 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 $2.80B, representing an estimated loss of -9.71% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 46% of the total disclosed VBK value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Morgan Stanley, Assetmark, Inc, and several other long-term asset managers with concentrated positions in VANGUARD SMALL-CAP GRWTH ETF (VBK).
This page ranks the largest institutional VBK 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
1,271
Total Reported Value
$14.03B
Largest Holder
Bank Of America Corp
Largest Position
$3.10B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
24
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 | 0.20% | 8,482,761 | $3,102,145,896 | $2,800,838,027 | -$301,307,869 | -9.71% | |
| Morgan Stanley | 0.04% | 2,007,340 | $734,085,014 | $662,783,521 | -$71,301,493 | -9.71% | |
| Assetmark, Inc | 0.89% | 1,560,484 | $527,178,224 | $515,240,607 | -$11,937,617 | -2.26% | |
| Ep Wealth Advisors, Llc | 1.43% | 1,020,017 | $373,020,195 | $336,789,213 | -$36,230,982 | -9.71% | |
| Sei Investments Co | 0.32% | 982,654 | $359,366,950 | $324,452,698 | -$34,914,252 | -9.72% | |
| Lpl Financial Llc | 0.08% | 915,761 | $334,893,563 | $302,365,967 | -$32,527,596 | -9.71% | |
| Wells Fargo & Company/Mn | 0.05% | 825,425 | $301,857,672 | $272,538,827 | -$29,318,846 | -9.71% | |
| Ubs Group Ag | 0.04% | 765,614 | $279,985,040 | $252,790,431 | -$27,194,609 | -9.71% | |
| Mather Group, Llc. | 1.94% | 677,384 | $228,840,521 | $223,658,649 | -$5,181,872 | -2.26% | |
| Jones Financial Companies Lllp | 0.09% | 638,366 | $228,317,891 | $210,775,686 | -$17,542,205 | -7.68% | |
| Envestnet Asset Management Inc | 0.05% | 612,769 | $224,068,918 | $202,324,068 | -$21,744,850 | -9.70% | |
| Pnc Financial Services Group, Inc. | 0.12% | 599,482 | $219,230,393 | $197,936,967 | -$21,293,426 | -9.71% | |
| Cohen Klingenstein Llc | 6.18% | 641,025 | $216,557,476 | $211,653,635 | -$4,903,842 | -2.26% | |
| Moneta Group Investment Advisors Llc | 1.46% | 538,400 | $196,892,709 | $177,768,912 | -$19,123,797 | -9.71% | |
| Ameriprise Financial Inc | 0.04% | 505,429 | $184,871,797 | $166,882,547 | -$17,989,250 | -9.73% | |
| Choreo, Llc | 1.88% | 542,268 | $183,194,699 | $179,046,048 | -$4,148,651 | -2.26% | |
| Raymond James Financial Inc | 0.05% | 476,329 | $174,193,685 | $157,274,309 | -$16,919,376 | -9.71% | |
| Cetera Investment Advisers | 0.15% | 439,364 | $160,675,416 | $145,069,206 | -$15,606,210 | -9.71% | |
| Corient Private Wealth Llc | 0.21% | 406,755 | $148,749,970 | $134,302,366 | -$14,447,604 | -9.71% | |
| Rwa Wealth Partners, Llc | 1.31% | 375,004 | $137,139,080 | $123,818,821 | -$13,320,259 | -9.71% | |
| Mml Investors Services, Llc | 0.28% | 373,109 | $136,446,030 | $123,193,130 | -$13,252,900 | -9.71% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 0.43% | 340,130 | $124,385,541 | $112,304,123 | -$12,081,418 | -9.71% | |
| Osaic Holdings, Inc. | 0.14% | 330,779 | $121,081,737 | $109,216,610 | -$11,865,127 | -9.80% | |
| Royal Bank Of Canada | 0.02% | 322,843 | $118,064,000 | $106,596,302 | -$11,467,698 | -9.71% | |
| Rockefeller Capital Management L.P. | 0.18% | 319,268 | $116,756,764 | $105,415,908 | -$11,340,856 | -9.71% | |
| Sand Hill Global Advisors, Llc | 3.27% | 296,997 | $108,611,875 | $98,062,469 | -$10,549,406 | -9.71% | |
| Mill Creek Capital Advisors, Llc | 1.97% | 316,577 | $95,685,274 | $104,527,394 | +$8,842,120 | +9.24% | |
| Jpmorgan Chase & Co | 0.00% | 228,047 | $82,421,191 | $75,296,558 | -$7,124,633 | -8.64% | |
| St. Louis Trust Co | 9.32% | 3,648 | $81,590,903 | $1,204,497 | -$80,386,406 | -98.52% | |
| Focus Partners Wealth | 0.08% | 218,136 | $79,772,558 | $72,024,144 | -$7,748,414 | -9.71% | |
| Wealthspire Advisors, Llc | 0.41% | 205,004 | $74,969,941 | $67,688,221 | -$7,281,720 | -9.71% | |
| Mariner, Llc | 0.08% | 204,648 | $74,839,874 | $67,570,677 | -$7,269,197 | -9.71% | |
| 1832 Asset Management L.P. | 0.09% | 196,613 | $71,901,374 | $64,917,680 | -$6,983,694 | -9.71% | |
| Savant Capital, Llc | 0.20% | 200,771 | $68,759,198 | $66,290,569 | -$2,468,629 | -3.59% | |
| Us Bancorp \De\ | 0.07% | 181,979 | $66,574,780 | $60,085,826 | -$6,488,954 | -9.75% | |
| Commonwealth Equity Services, Llc | 0.08% | 185,395 | $62,631,886 | $61,213,721 | -$1,418,165 | -2.26% | |
| Beacon Pointe Advisors, Llc | 0.29% | 170,183 | $62,235,805 | $56,191,023 | -$6,044,782 | -9.71% | |
| Howard Capital Management Inc. | 0.75% | 183,200 | $61,890,456 | $60,488,976 | -$1,401,480 | -2.26% | |
| Fifth Third Bancorp | 0.09% | 156,872 | $57,368,080 | $51,795,997 | -$5,572,083 | -9.71% | |
| Stifel Financial Corp | 0.05% | 148,109 | $54,168,412 | $48,902,630 | -$5,265,782 | -9.72% | |
| Stephens Inc | 0.58% | 140,559 | $51,402,583 | $46,409,771 | -$4,992,812 | -9.71% | |
| Bragg Financial Advisors, Inc | 1.37% | 139,930 | $51,172,489 | $46,202,087 | -$4,970,402 | -9.71% | |
| Stephens Group Asset Management, Llc | 2.86% | 148,433 | $50,145,120 | $49,009,608 | -$1,135,512 | -2.26% | |
| United Capital Financial Advisors, Llc | 0.28% | 136,150 | $49,792,746 | $44,954,007 | -$4,838,739 | -9.72% | |
| Creative Planning | 0.03% | 141,651 | $47,853,838 | $46,770,327 | -$1,083,511 | -2.26% | |
| Summit Financial Strategies, Inc. | 3.24% | 138,330 | $46,732,191 | $45,673,799 | -$1,058,392 | -2.26% | |
| Rodgers & Associates, Ltd | 4.35% | 136,405 | $46,081,784 | $45,038,203 | -$1,043,581 | -2.26% | |
| Mosaic Family Wealth Partners, Llc | 3.09% | 124,773 | $45,626,603 | $41,197,549 | -$4,429,054 | -9.71% | |
| Strategies Wealth Advisors, Llc | 4.05% | 123,901 | $45,310,721 | $40,909,632 | -$4,401,089 | -9.71% | |
| One Day In July Llc | 3.11% | 133,780 | $45,194,814 | $44,171,480 | -$1,023,334 | -2.26% |
Frequently asked questions about VBK
Who are the largest institutional holders of VBK?
The largest institutional holders of VBK reported in the latest SEC Form 13F filings include Bank Of America Corp, Morgan Stanley, Assetmark, Inc, Ep Wealth Advisors, Llc, and Sei Investments Co. InsiderSet ranks institutional holders by their latest reported VBK position.
What is VBK institutional ownership?
This page tracks VBK positions reported by institutional investment managers through SEC Form 13F. VANGUARD SMALL-CAP GRWTH ETF (VBK) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own VBK?
InsiderSet currently tracks 1,271 institutional managers reporting VBK 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 VBK shareholders.
How much VBK stock do institutions own?
Institutional investment managers disclosed approximately $14.03B in VBK holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was VBK institutional ownership last updated?
The latest VBK 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 VBK 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 VBK position after the reporting date.
Are institutions buying or selling VBK?
Institutional buying and selling can be analyzed by comparing VBK positions across consecutive 13F reporting periods. InsiderSet's VBK Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View VBK ownership changes.
How has VBK institutional ownership changed over time?
InsiderSet tracks VBK institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.