Vanguard Most SM-Cap ETF-UsdVBETF
13F holders, Q1 2024 (March 31)1,895holders
5famous investors
$228.46avg. 13F price*
At the end of Q1 2024, 1,895 institutions reported holding Vanguard Most SM-Cap ETF-Usd (VB) in their 13F filings. The largest holders were Bank of America Corp. ($5.5B), Morgan Stanley ($1.6B) and Jones Financial Companies LLLP ($1.6B). 5 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Vanguard Most SM-Cap ETF-Usd
- CUSIP
- 922908751
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 109 | $105.8M |
| Exits | 84 | $93.6M |
Ownership 1,895 holders
| Bank of America Corp. | 0.54% | Add +22.9% | 24,084,254 | $5.5B |
| Morgan Stanley | 0.13% | Add +2.4% | 7,187,492 | $1.6B |
| Jones Financial Companies LLLP | 2.12% | Add +3.0% | 6,802,268 | $1.6B |
| Envestnet Asset Management Inc. | 0.40% | Add +5.7% | 4,684,766 | $1.1B |
| Wells Fargo & Company | 0.27% | Add +2.3% | 4,384,225 | $1.0B |
| UBS Group AG | 0.29% | Add +3.4% | 3,905,070 | $892.7M |
| LPL Financial LLC | 0.42% | Add +4.5% | 3,393,553 | $775.7M |
| Bank of New York Mellon Corp | 0.13% | Reduce -13.9% | 2,881,767 | $658.7M |
| Ameriprise Financial Inc. | 0.14% | Reduce -3.5% | 2,270,762 | $519.1M |
| Mercer Global Advisors Inc. | 1.31% | Add +12.0% | 2,009,880 | $459.4M |
| Goldman Sachs Group Inc. | 0.10% | Reduce -6.4% | 1,985,230 | $453.8M |
| PNC Financial Services Group, Inc. | 0.30% | Reduce -0.8% | 1,889,088 | $431.8M |
| Creative Planning | 0.46% | Reduce -1.7% | 1,823,573 | $416.9M |
| Charles Schwab Investment Advisory, Inc. | 0.57% | Reduce -3.0% | 1,799,373 | $411.3M |
| Northwestern Mutual Wealth Management Co. | 0.38% | Reduce -2.8% | 1,634,395 | $373.6M |
| Captrust Financial Advisors | 1.37% | Add +24.7% | 1,627,553 | $372.0M |
| Royal Bank of Canada | 0.09% | Add +5.2% | 1,543,506 | $352.8M |
| Signaturefd, LLC | 6.90% | Add +82.4% | 1,429,220 | $326.7M |
| CIBC Private Wealth Group LLC | 0.59% | Add +13.3% | 1,321,145 | $299.4M |
| Wealthfront Advisers LLC | 1.04% | Add +6.5% | 1,305,874 | $298.5M |
| Raymond James Financial Services Advisors, Inc. | 0.44% | Add +7.5% | 1,284,927 | $293.7M |
| Mariner, LLC | 0.55% | Add +7.5% | 1,156,365 | $264.3M |
| Provida Pension Fund Administrator | 5.90% | Add +2444.3% | 1,039,896 | $237.7M |
| Stifel Financial Corp. | 0.26% | Add +3.4% | 1,013,443 | $231.7M |
| Commonwealth Equity Services, LLC | 0.37% | Add +1.3% | 986,751 | $225.6M |
| Mission Wealth Management, LP | 5.99% | Add +10.0% | 977,112 | $223.4M |
| Glenmede Trust Co. NA | 1.09% | Reduce -0.8% | 953,480 | $218.0M |
| Tiaa Trust, National Association | 0.63% | Add +8.4% | 907,262 | $207.4M |
| JPMorgan Chase & Co. | 0.02% | Reduce -2.0% | 816,000 | $186.5M |
| FMR LLC | 0.01% | Add +0.8% | 787,924 | $180.1M |
| HighTower Advisors, LLC | 0.29% | Reduce -1.9% | 781,381 | $178.6M |
| Raymond James & Associates | 0.12% | Add +4.1% | 776,379 | $177.5M |
| Osaic Holdings, Inc. | 0.39% | Reduce -3.5% | 770,191 | $176.1M |
| Baird Financial Group, Inc. | 0.36% | Add +4.2% | 744,287 | $170.1M |
| Wellington Management Group LLP | 0.03% | No change | 703,985 | $160.9M |
| State Street Corp. | 0.01% | Reduce -3.1% | 633,207 | $144.7M |
| Natixis Advisors, LLC | 0.33% | Reduce -0.6% | 632,228 | $144.5M |
| Bank of Montreal | 0.04% | Add +1.8% | 615,630 | $140.2M |
| Badgley Phelps Wealth Managers, LLC | 2.97% | Add +1.3% | 520,142 | $118.9M |
| Truist Financial Corp. | 0.17% | Reduce -15.0% | 486,733 | $111.3M |
| Cetera Investment Advisers | 0.26% | Add +255.6% | 482,068 | $110.2M |
| Moneta Group Investment Advisors LLC | 1.75% | Add +16.3% | 468,953 | $107.2M |
| Vanguard Group Inc. | 0.00% | Add +5.1% | 460,854 | $105.3M |
| Davis R M Inc. | 2.11% | Add +6.1% | 440,655 | $100.7M |
| Efficient Advisors, LLC | 6.36% | Reduce -1.9% | 433,389 | $99.1M |
| Pinnacle Associates Ltd. | 1.50% | Add +7.8% | 416,154 | $95.1M |
| Balyasny Asset Management L.P. | 0.24% | Reduce -0.6% | 403,980 | $92.3M |
| Corient Private Wealth LP | 0.16% | Reduce -0.1% | 401,633 | $91.8M |
| Pathstone Holdings, LLC | 0.42% | Reduce -3.4% | 390,376 | $89.2M |
| Fifth Third Bancorp | 0.35% | Add +1.3% | 389,217 | $89.0M |
| Nicholas Hoffman & Company, LLC. | 4.46% | Add +13.3% | 384,129 | $87.8M |
| Cambridge Investment Research Advisors, Inc. | 0.33% | Reduce -0.4% | 374,736 | $85.7M |
| Baker Avenue Asset Management, LP | 3.30% | Add +2.6% | 373,544 | $85.4M |
| US Bancorp \de | 0.12% | Reduce -10.2% | 368,153 | $84.2M |
| Cullen/Frost Bankers, Inc. | 1.24% | Add +1.3% | 364,782 | $83.4M |
| Peapack Gladstone Financial Corp. | 1.30% | Add +1.8% | 363,647 | $83.1M |
| Wealthspire Advisors, LLC | 1.11% | Add +0.1% | 363,263 | $83.0M |
| MML Investors Services, LLC | 0.34% | Add +6.6% | 358,007 | $81.8M |
| Fusion Family Wealth, LLC | 8.36% | Add +3.4% | 352,821 | $80.7M |
| Janus Henderson Group PLC | 0.04% | Reduce -8.2% | 351,847 | $80.4M |
| Heartwood Wealth Advisors LLC | 9.79% | Reduce -0.8% | 347,720 | $79.5M |
| 1832 Asset Management L.P. | 0.14% | Reduce -52.0% | 346,745 | $79.3M |
| Private Advisor Group, LLC | 0.57% | Reduce -6.0% | 345,888 | $79.1M |
| M&T Bank Corp | 0.27% | Add +1.1% | 337,327 | $77.1M |
| Trustmark Bank Trust Department | 6.11% | Add +5.1% | 327,550 | $74.9M |
| Citigroup Inc. | 0.08% | Add +2.6% | 325,335 | $74.4M |
| Millburn Ridgefield LLC | 2.02% | Add +5.0% | 319,470 | $73.0M |
| Catalyst Capital Advisors LLC | 1.76% | Add +5.0% | 319,470 | $73.0M |
| Employees Retirement System of Texas | 0.80% | Reduce -32.1% | 317,925 | $72.7M |
| Karpus Management, Inc. | 2.09% | Reduce -6.8% | 316,295 | $72.3M |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 27.91% | Add +1.7% | 295,713 | $67.6M |
| Invictus Private Wealth, LLC | 6.00% | Add +2.1% | 295,446 | $67.5M |
| Chandler Asset Management, Inc. | 13.38% | Add +13.1% | 288,795 | $66.0M |
| Comerica Bank | 0.28% | Add +3.4% | 287,020 | $65.6M |
| Vista Capital Partners, Inc. | 8.18% | Reduce -1.8% | 286,294 | $65.4M |
| Assetmark, Inc. | 0.21% | Add +8.0% | 282,686 | $64.6M |
| Wilbanks Smith & Thomas Asset Management LLC | 1.80% | Add +0.9% | 281,397 | $64.3M |
| Smithfield Trust Co | 3.28% | Reduce -1.6% | 271,006 | $61.9M |
| Equitable Holdings, Inc. | 0.68% | Reduce -0.3% | 263,061 | $60.1M |
| Pittenger & Anderson Inc. | 2.43% | Add +2.2% | 261,934 | $59.9M |
| Avantax Advisory Services, Inc. | 0.52% | Add +1.1% | 253,843 | $58.0M |
| Composition Wealth, LLC | 1.39% | Reduce -3.1% | 242,212 | $55.4M |
| Ellenbecker Investment Group | 11.63% | Add +4.3% | 242,044 | $55.3M |
| Kestra Advisory Services, LLC | 0.37% | Add +23.0% | 240,636 | $55.0M |
| Cerity Partners LLC | 0.14% | Reduce -95.8% | 237,310 | $53.8M |
| BlackRock Inc. | 0.00% | Reduce -18.0% | 222,545 | $50.9M |
| Janney Montgomery Scott LLC | 0.15% | Add +4.9% | 218,808 | $50.0M |
| Marcum Wealth, LLC | 5.04% | Reduce -2.0% | 217,240 | $49.7M |
| CBIZ Investment Advisory Services, LLC | 3.33% | Reduce -34.4% | 209,547 | $47.9M |
| Bessemer Group Inc. | 0.09% | Add +1.2% | 207,969 | $47.5M |
| CENTRAL TRUST Co | 1.16% | Reduce -1.3% | 203,371 | $46.5M |
| American Trust | 3.83% | Reduce -28.1% | 200,587 | $45.9M |
| Thrivent Financial for Lutherans | 0.09% | Reduce -29.5% | 198,256 | $45.3M |
| Johnson Financial Group, LLC | 5.66% | Add +1.2% | 196,195 | $44.8M |
| Garde Capital, Inc. | 3.10% | Reduce -9.5% | 193,847 | $44.3M |
| Davidson Investment Advisors | 2.28% | Add +10.3% | 191,908 | $43.9M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Add +62.8% | 184,250 | $42.1M |
| First Command Advisory Services, Inc. | 0.44% | Add +6.3% | 182,156 | $41.6M |
| Parallel Advisors, LLC | 1.10% | Add +0.8% | 177,990 | $40.7M |
| TCV Trust & Wealth Management, Inc. | 3.87% | Reduce -1.1% | 176,800 | $40.4M |
"% of holder's portfolio" is VB's weight in each manager's 13F, not the share of Vanguard Most SM-Cap ETF-Usd the manager owns.