Vanguard Most SM-Cap ETF-UsdVBETF

13F holders, Q2 2024 (June 30)
1,920holders +25
106new positions
89sold out
6famous investors
$215.20avg. 13F price*

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

05001,0001,5002,0002,500 Q1 2024: 1,895Q1 2024Q2 2024: 1,920Q2 2024Q3 2024: 1,977Q3 2024Q4 2024: 2,187Q4 2024Q1 2025: 2,161Q1 2025Q2 2025: 2,169Q2 2025Q3 2025: 2,198Q3 2025Q4 2025: 2,379Q4 2025Q1 2026: 2,404Q1 2026Q2 2026: 2,484Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions106$523.0M
Exits89$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.

Show all 1,920 holders