Vanguard Most SM-Cap ETF-UsdVBETF
13F holders, Q3 2024 (September 30)1,977holders +57
122new positions
68sold out
4famous investors
$237.66avg. 13F price*
At the end of Q3 2024, 1,977 institutions reported holding Vanguard Most SM-Cap ETF-Usd (VB) in their 13F filings, up 57 from Q2 2024. 122 opened new positions and 68 sold out. The largest holders were Bank of America Corp. ($6.0B), Morgan Stanley ($1.7B) and Jones Financial Companies LLLP ($1.7B). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 122 | $163.0M |
| Exits | 68 | $40.3M |
All 13F filers, Q2 2024 → Q3 2024: 7,642,642 shares bought and 5,178,245 shares sold, net +2,464,397 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,977 holders
| Bank of America Corp. | 0.52% | Add +5.9% | 25,101,139 | $6.0B |
| Morgan Stanley | 0.13% | Add +2.2% | 7,339,864 | $1.7B |
| Jones Financial Companies LLLP | 1.75% | Add +2.5% | 7,213,854 | $1.7B |
| Envestnet Asset Management Inc. | 0.40% | Add +4.2% | 5,208,731 | $1.2B |
| Wells Fargo & Company | 0.30% | Add +16.7% | 5,129,701 | $1.2B |
| UBS Group AG | 0.27% | Add +1.7% | 4,028,914 | $955.7M |
| LPL Financial LLC | 0.38% | Add +2.5% | 3,612,385 | $856.9M |
| Mercer Global Advisors Inc. | 1.32% | Add +9.6% | 2,397,255 | $563.0M |
| Ameriprise Financial Inc. | 0.13% | Reduce -9.5% | 2,043,848 | $485.8M |
| Captrust Financial Advisors | 1.37% | Add +3.7% | 1,942,941 | $460.9M |
| Goldman Sachs Group Inc. | 0.09% | Reduce -3.8% | 1,891,744 | $448.7M |
| Creative Planning | 0.44% | Add +0.6% | 1,880,342 | $446.0M |
| PNC Financial Services Group, Inc. | 0.28% | Add +1.1% | 1,872,168 | $444.1M |
| Northwestern Mutual Wealth Management Co. | 0.38% | Add +10.8% | 1,800,718 | $427.1M |
| Bank of New York Mellon Corp | 0.08% | Reduce -35.5% | 1,795,888 | $426.0M |
| Charles Schwab Investment Management Inc. | 0.08% | Reduce -1.8% | 1,786,511 | $423.8M |
| Royal Bank of Canada | 0.08% | Add +1.9% | 1,608,841 | $381.6M |
| Wealthfront Advisers LLC | 1.08% | Add +7.8% | 1,486,797 | $352.7M |
| CIBC Private Wealth Group LLC | 0.62% | Add +3.8% | 1,459,731 | $346.3M |
| Raymond James Financial Services Advisors, Inc. | 0.44% | Add +10.1% | 1,388,721 | $329.4M |
| Mariner, LLC | 0.56% | Add +6.6% | 1,323,883 | $314.0M |
| Commonwealth Equity Services, LLC | 0.38% | Add +2.5% | 1,063,389 | $252.2M |
| Stifel Financial Corp. | 0.26% | Add +2.3% | 1,048,538 | $248.7M |
| Mission Wealth Management, LP | 5.94% | Add +4.3% | 1,013,079 | $240.3M |
| Tiaa Trust, National Association | 0.67% | Add +5.7% | 954,148 | $226.3M |
| Glenmede Trust Co. NA | 1.07% | Reduce -0.2% | 945,594 | $224.3M |
| JPMorgan Chase & Co. | 0.02% | Add +5.1% | 849,068 | $201.4M |
| Signaturefd, LLC | 3.79% | Reduce -41.9% | 837,244 | $198.6M |
| FMR LLC | 0.01% | Reduce -0.4% | 798,434 | $189.4M |
| Raymond James & Associates | 0.11% | Reduce -1.7% | 756,075 | $179.3M |
| HighTower Advisors, LLC | 0.26% | Reduce -1.0% | 741,408 | $175.8M |
| Baird Financial Group, Inc. | 0.33% | Reduce -0.9% | 725,281 | $172.0M |
| Osaic Holdings, Inc. | 0.38% | Add +1.4% | 712,612 | $169.2M |
| Wellington Management Group LLP | 0.03% | No change | 703,985 | $167.0M |
| 1832 Asset Management L.P. | 0.28% | Add +50.0% | 694,990 | $164.9M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 4.33% | Add +354.2% | 674,793 | $160.1M |
| Bank of Montreal | 0.07% | Add +2.5% | 642,905 | $152.4M |
| Badgley Phelps Wealth Managers, LLC | 2.93% | Add +1.1% | 529,931 | $126.0M |
| State Street Corp. | 0.01% | Reduce -4.1% | 526,898 | $125.4M |
| Natixis Advisors, LLC | 0.24% | Add +0.4% | 522,944 | $124.0M |
| Vanguard Group Inc. | 0.00% | Add +3.6% | 500,394 | $118.7M |
| Moneta Group Investment Advisors LLC | 1.72% | Add +3.7% | 499,935 | $118.6M |
| Truist Financial Corp. | 0.18% | Reduce -1.4% | 492,394 | $116.8M |
| Cetera Investment Advisers | 0.26% | Add +1.6% | 492,136 | $116.7M |
| Davis R M Inc. | 2.25% | Add +6.4% | 491,341 | $116.6M |
| Clearstead Advisors, LLC | 1.80% | Add +2.5% | 487,824 | $115.7M |
| Wit, LLC | 3.21% | — | 929 | $111.1M |
| Nicholas Hoffman & Company, LLC. | 4.37% | Add +5.5% | 436,501 | $103.5M |
| Cullen/Frost Bankers, Inc. | 1.35% | Add +7.9% | 418,649 | $99.3M |
| Efficient Advisors, LLC | 6.22% | Reduce -3.1% | 417,826 | $99.1M |
| Corient Private Wealth LP | 0.15% | Add +0.6% | 409,468 | $97.1M |
| Pathstone Holdings, LLC | 0.42% | Add +0.3% | 397,453 | $94.3M |
| MML Investors Services, LLC | 0.34% | Add +3.8% | 391,747 | $92.9M |
| Peapack Gladstone Financial Corp. | 1.29% | Add +0.2% | 377,969 | $89.7M |
| Fusion Family Wealth, LLC | 8.25% | Add +5.7% | 377,752 | $89.6M |
| Cerity Partners LLC | 0.20% | Add +18.6% | 376,544 | $89.3M |
| Baker Avenue Asset Management, LP | 2.83% | Add +0.1% | 375,404 | $89.0M |
| Wealthspire Advisors, LLC | 0.90% | Add +2.0% | 374,113 | $88.7M |
| Fifth Third Bancorp | 0.31% | Reduce -3.1% | 365,013 | $86.6M |
| Trustmark Bank Trust Department | 6.45% | Add +2.8% | 359,923 | $85.4M |
| Janus Henderson Group PLC | 0.04% | Add +4.0% | 357,074 | $84.7M |
| Heartwood Wealth Advisors LLC | 9.28% | Add +0.9% | 353,501 | $83.9M |
| Private Advisor Group, LLC | 0.52% | Add +0.3% | 352,608 | $83.6M |
| Pinnacle Associates Ltd. | 1.40% | Reduce -8.2% | 385,971 | $82.3M |
| Kestra Advisory Services, LLC | 0.44% | Reduce -7.9% | 334,411 | $79.3M |
| Karpus Management, Inc. | 2.15% | Add +11.3% | 326,241 | $77.4M |
| Cambridge Investment Research Advisors, Inc. | 0.26% | Add +2.0% | 319,402 | $75.8M |
| Millburn Ridgefield LLC | 1.97% | Reduce -5.5% | 316,995 | $75.2M |
| Catalyst Capital Advisors LLC | 1.69% | Reduce -5.5% | 316,995 | $75.2M |
| Citigroup Inc. | 0.07% | Add +0.3% | 313,488 | $74.4M |
| Invictus Private Wealth, LLC | 5.88% | Add +2.4% | 313,180 | $74.3M |
| Equitable Holdings, Inc. | 0.70% | Add +9.9% | 306,899 | $72.8M |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 27.28% | Reduce -0.2% | 294,708 | $69.9M |
| Comerica Bank | 0.27% | Add +3.3% | 291,484 | $69.1M |
| US Bancorp \de | 0.09% | Reduce -16.2% | 291,367 | $69.1M |
| Assetmark, Inc. | 0.20% | Add +0.9% | 288,391 | $68.4M |
| Avantax Advisory Services, Inc. | 0.45% | Add +3.4% | 288,192 | $68.4M |
| Provida Pension Fund Administrator | 1.48% | Reduce -30.2% | 285,291 | $67.7M |
| Chandler Asset Management, Inc. | 12.75% | Reduce -0.3% | 284,830 | $67.6M |
| M&T Bank Corp | 0.22% | Reduce -12.1% | 283,105 | $67.2M |
| Vista Capital Partners, Inc. | 7.61% | Reduce -2.8% | 277,080 | $65.7M |
| Smithfield Trust Co | 3.07% | Reduce -1.3% | 263,850 | $62.6M |
| Ellenbecker Investment Group | 11.57% | Add +4.0% | 257,993 | $61.2M |
| American Trust | 4.99% | Add +2.7% | 254,801 | $60.4M |
| Pittenger & Anderson Inc. | 2.20% | Reduce -1.0% | 247,522 | $58.7M |
| Composition Wealth, LLC | 1.33% | Add +2.1% | 242,102 | $57.4M |
| Employees Retirement System of Texas | 0.55% | No change | 226,425 | $53.7M |
| Janney Montgomery Scott LLC | 0.15% | Reduce -1.2% | 223,370 | $53.0M |
| Thrivent Financial for Lutherans | 0.10% | Reduce -15.3% | 215,961 | $51.3M |
| BlackRock, Inc. | 0.00% | — | 214,506 | $50.9M |
| Bessemer Group Inc. | 0.08% | Add +1.2% | 211,928 | $50.3M |
| Park Avenue Securities LLC | 0.55% | Add +10.7% | 207,917 | $49.3M |
| Citizens Financial Group Inc. | 0.97% | Add +4.7% | 203,534 | $48.4M |
| First Command Advisory Services, Inc. | 0.46% | Add +5.4% | 199,815 | $47.4M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Add +3.9% | 198,349 | $47.1M |
| Marcum Wealth, LLC | 4.15% | Reduce -0.8% | 188,103 | $44.6M |
| Ellevest, Inc. | 2.41% | Add +2.4% | 183,628 | $43.5M |
| CENTRAL TRUST Co | 0.98% | Reduce -13.3% | 176,256 | $41.8M |
| Garde Capital, Inc. | 2.74% | Reduce -2.0% | 175,537 | $41.6M |
| TCV Trust & Wealth Management, Inc. | 3.73% | Reduce -0.2% | 175,311 | $41.6M |
"% 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.