Vanguard Most SM-Cap ETF-UsdVBETF
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 1,920 institutions reported holding Vanguard Most SM-Cap ETF-Usd (VB) in their 13F filings, up 25 from Q1 2024. 106 opened new positions and 89 sold out. The largest holders were Bank of America Corp. ($5.2B), Morgan Stanley ($1.6B) and Jones Financial Companies LLLP ($1.5B). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 106 | $523.0M |
| Exits | 89 | $241.1M |
All 13F filers, Q1 2024 → Q2 2024: 8,498,741 shares bought and 4,217,599 shares sold, net +4,281,142 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,920 holders
| Bank of America Corp. | 0.50% | Reduce -1.6% | 23,704,301 | $5.2B |
| Morgan Stanley | 0.12% | Reduce -0.0% | 7,184,636 | $1.6B |
| Jones Financial Companies LLLP | 1.77% | Add +3.5% | 7,040,161 | $1.5B |
| Envestnet Asset Management Inc. | 0.38% | Add +6.7% | 4,998,082 | $1.1B |
| Wells Fargo & Company | 0.25% | Add +0.3% | 4,395,210 | $958.3M |
| UBS Group AG | 0.27% | Add +1.4% | 3,961,398 | $863.7M |
| LPL Financial LLC | 0.38% | Add +3.9% | 3,525,074 | $768.6M |
| Bank of New York Mellon Corp | 0.12% | Reduce -3.3% | 2,785,712 | $607.4M |
| Ameriprise Financial Inc. | 0.13% | Reduce -0.6% | 2,257,937 | $492.3M |
| Mercer Global Advisors Inc. | 1.29% | Add +8.8% | 2,186,540 | $473.3M |
| Goldman Sachs Group Inc. | 0.08% | Reduce -1.0% | 1,965,404 | $428.5M |
| Creative Planning | 0.44% | Add +2.5% | 1,869,932 | $407.7M |
| PNC Financial Services Group, Inc. | 0.27% | Reduce -2.0% | 1,851,993 | $403.8M |
| Charles Schwab Investment Management Inc. | 0.08% | New | 1,819,117 | $396.6M |
| Captrust Financial Advisors | 1.21% | Add +15.1% | 1,873,111 | $374.6M |
| Northwestern Mutual Wealth Management Co. | 0.35% | Reduce -0.6% | 1,625,389 | $354.4M |
| Royal Bank of Canada | 0.08% | Add +2.3% | 1,579,120 | $344.3M |
| Signaturefd, LLC | 6.38% | Add +0.7% | 1,439,703 | $313.9M |
| CIBC Private Wealth Group LLC | 0.57% | Add +6.5% | 1,406,421 | $305.4M |
| Wealthfront Advisers LLC | 1.01% | Add +5.6% | 1,379,464 | $300.8M |
| Raymond James Financial Services Advisors, Inc. | 0.39% | Reduce -1.9% | 1,261,199 | $275.0M |
| Mariner, LLC | 0.53% | Add +7.4% | 1,242,346 | $270.9M |
| Commonwealth Equity Services, LLC | 0.36% | Add +5.1% | 1,037,503 | $226.2M |
| Stifel Financial Corp. | 0.25% | Add +1.2% | 1,025,286 | $223.6M |
| Mission Wealth Management, LP | 5.75% | Reduce -0.6% | 971,486 | $211.8M |
| Glenmede Trust Co. NA | 1.05% | Reduce -0.6% | 947,645 | $206.6M |
| Tiaa Trust, National Association | 0.61% | Reduce -0.5% | 902,632 | $196.8M |
| JPMorgan Chase & Co. | 0.02% | Reduce -1.0% | 808,149 | $176.2M |
| FMR LLC | 0.01% | Add +1.7% | 801,668 | $174.8M |
| Raymond James & Associates | 0.11% | Reduce -0.9% | 769,500 | $167.8M |
| HighTower Advisors, LLC | 0.25% | Reduce -4.2% | 748,948 | $163.3M |
| Baird Financial Group, Inc. | 0.33% | Reduce -1.7% | 731,866 | $159.6M |
| Wellington Management Group LLP | 0.03% | No change | 703,985 | $153.5M |
| Osaic Holdings, Inc. | 0.36% | Reduce -8.8% | 702,490 | $153.3M |
| Bank of Montreal | 0.04% | Add +1.9% | 627,120 | $137.4M |
| State Street Corp. | 0.01% | Reduce -13.3% | 549,294 | $120.2M |
| Badgley Phelps Wealth Managers, LLC | 2.84% | Add +0.8% | 524,235 | $114.7M |
| Natixis Advisors, LLC | 0.25% | Reduce -17.6% | 520,747 | $113.5M |
| Truist Financial Corp. | 0.17% | Add +2.6% | 499,326 | $108.9M |
| Cetera Investment Advisers | 0.24% | Add +0.5% | 484,565 | $105.7M |
| Vanguard Group Inc. | 0.00% | Add +4.8% | 482,962 | $105.3M |
| Moneta Group Investment Advisors LLC | 1.68% | Add +2.8% | 482,229 | $105.1M |
| Clearstead Advisors, LLC | 1.77% | Add +186.8% | 475,695 | $103.7M |
| 1832 Asset Management L.P. | 0.18% | Add +33.6% | 463,244 | $101.0M |
| Davis R M Inc. | 2.04% | Add +4.8% | 461,910 | $100.7M |
| Efficient Advisors, LLC | 6.10% | Reduce -0.6% | 431,021 | $94.0M |
| Pinnacle Associates Ltd. | 1.44% | Add +1.0% | 420,500 | $91.7M |
| Nicholas Hoffman & Company, LLC. | 4.23% | Add +7.7% | 413,727 | $90.2M |
| Provida Pension Fund Administrator | 2.25% | Reduce -60.7% | 408,821 | $89.2M |
| Corient Private Wealth LP | 0.15% | Add +1.4% | 407,131 | $88.7M |
| Pathstone Holdings, LLC | 0.39% | Add +1.6% | 396,410 | $86.5M |
| Cullen/Frost Bankers, Inc. | 1.23% | Add +6.3% | 387,946 | $84.6M |
| MML Investors Services, LLC | 0.33% | Add +5.4% | 377,253 | $82.3M |
| Peapack Gladstone Financial Corp. | 1.26% | Add +3.7% | 377,122 | $82.2M |
| Fifth Third Bancorp | 0.31% | Reduce -3.2% | 376,822 | $82.2M |
| Baker Avenue Asset Management, LP | 2.79% | Add +0.4% | 374,931 | $81.7M |
| Wealthspire Advisors, LLC | 1.02% | Add +0.9% | 366,628 | $79.9M |
| Fusion Family Wealth, LLC | 7.94% | Add +1.3% | 357,408 | $77.9M |
| Private Advisor Group, LLC | 0.51% | Add +1.6% | 351,599 | $76.7M |
| Heartwood Wealth Advisors LLC | 9.13% | Add +0.8% | 350,497 | $76.4M |
| Trustmark Bank Trust Department | 6.13% | Add +6.9% | 350,274 | $76.4M |
| US Bancorp \de | 0.10% | Reduce -5.5% | 347,760 | $75.8M |
| Janus Henderson Group PLC | 0.04% | Reduce -2.4% | 343,475 | $74.9M |
| Kestra Advisory Services, LLC | 0.42% | Add +50.9% | 363,116 | $74.7M |
| Millburn Ridgefield LLC | 1.95% | Add +5.0% | 335,520 | $73.2M |
| Catalyst Capital Advisors LLC | 1.69% | Add +5.0% | 335,520 | $73.2M |
| M&T Bank Corp | 0.24% | Reduce -4.5% | 322,146 | $70.2M |
| Cerity Partners LLC | 0.19% | Add +33.8% | 317,540 | $69.3M |
| Cambridge Investment Research Advisors, Inc. | 0.25% | Reduce -16.4% | 313,201 | $68.3M |
| Citigroup Inc. | 0.07% | Reduce -4.0% | 312,480 | $68.1M |
| Invictus Private Wealth, LLC | 5.59% | Add +3.5% | 305,810 | $66.7M |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 26.79% | Reduce -0.1% | 295,404 | $64.4M |
| Karpus Management, Inc. | 1.80% | Reduce -7.3% | 293,044 | $63.9M |
| BlackRock Inc. | 0.00% | Add +31.1% | 291,683 | $63.6M |
| Assetmark, Inc. | 0.19% | Add +1.1% | 285,836 | $62.3M |
| Chandler Asset Management, Inc. | 12.63% | Reduce -1.0% | 285,830 | $62.3M |
| Vista Capital Partners, Inc. | 7.71% | Reduce -0.5% | 285,014 | $62.1M |
| Comerica Bank | 0.26% | Reduce -1.7% | 282,226 | $61.5M |
| Equitable Holdings, Inc. | 0.64% | Add +6.1% | 279,190 | $60.9M |
| Avantax Advisory Services, Inc. | 0.43% | Add +9.8% | 278,639 | $60.8M |
| Smithfield Trust Co | 3.05% | Reduce -1.3% | 267,364 | $58.2M |
| Thrivent Financial for Lutherans | 0.11% | Add +28.6% | 254,855 | $55.6M |
| Pittenger & Anderson Inc. | 2.24% | Reduce -4.5% | 250,068 | $54.5M |
| American Trust | 4.43% | Add +23.7% | 248,210 | $54.1M |
| Ellenbecker Investment Group | 10.90% | Add +2.5% | 248,183 | $54.1M |
| Composition Wealth, LLC | 1.26% | Reduce -2.1% | 237,180 | $51.7M |
| Employees Retirement System of Texas | 0.54% | Reduce -28.8% | 226,425 | $49.4M |
| Janney Montgomery Scott LLC | 0.15% | Add +3.3% | 226,086 | $49.3M |
| Bessemer Group Inc. | 0.08% | Add +0.7% | 209,410 | $45.7M |
| CENTRAL TRUST Co | 1.09% | Reduce -0.1% | 203,202 | $44.3M |
| Davidson Investment Advisors | 2.20% | Add +2.1% | 195,986 | $42.7M |
| Citizens Financial Group Inc. | 0.94% | Add +20.7% | 194,340 | $42.5M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Add +3.6% | 190,961 | $41.6M |
| Marcum Wealth, LLC | 4.15% | Reduce -12.7% | 189,665 | $41.4M |
| First Command Advisory Services, Inc. | 0.43% | Add +4.1% | 189,588 | $41.3M |
| Park Avenue Securities LLC | 0.50% | Add +8.5% | 187,832 | $41.0M |
| Ellevest, Inc. | 2.34% | Add +3.8% | 179,271 | $39.1M |
| Garde Capital, Inc. | 2.71% | Reduce -7.6% | 179,080 | $39.0M |
| TCV Trust & Wealth Management, Inc. | 3.65% | Reduce -0.6% | 175,702 | $38.3M |
| Envestnet Portfolio Solutions, Inc. | 0.13% | Add +5.0% | 172,798 | $37.7M |
"% 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.