Vanguard Most SM-Cap ETF-UsdVBETF
13F holders, Q4 2024 (December 31)2,187holders +210
108new positions
70sold out
5famous investors
$239.46avg. 13F price*
At the end of Q4 2024, 2,187 institutions reported holding Vanguard Most SM-Cap ETF-Usd (VB) in their 13F filings, up 210 from Q3 2024. 108 opened new positions and 70 sold out. The largest holders were Bank of America Corp. ($6.0B), Morgan Stanley ($1.8B) and Jones Financial Companies LLLP ($1.8B). 5 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 108 | $370.1M |
| Exits | 70 | $100.3M |
All 13F filers, Q3 2024 → Q4 2024: 8,693,905 shares bought and 2,731,649 shares sold, net +5,962,256 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,187 holders
| Bank of America Corp. | 0.55% | Reduce -1.1% | 24,818,340 | $6.0B |
| Morgan Stanley | 0.13% | Add +2.7% | 7,540,448 | $1.8B |
| Jones Financial Companies LLLP | 1.67% | Add +1.6% | 7,332,914 | $1.8B |
| Wells Fargo & Company | 0.33% | Add +10.6% | 5,672,249 | $1.4B |
| Envestnet Asset Management Inc. | 0.41% | Add +1.0% | 5,260,755 | $1.3B |
| UBS Group AG | 0.22% | Add +0.8% | 4,060,426 | $975.6M |
| LPL Financial LLC | 0.37% | Add +4.9% | 3,789,323 | $910.5M |
| Royal Bank of Canada | 0.15% | Add +83.6% | 2,954,198 | $709.8M |
| Mercer Global Advisors Inc. | 1.39% | Reduce -1.1% | 2,371,556 | $569.8M |
| Raymond James Financial Inc. | 0.20% | — | 2,203,938 | $529.6M |
| Ameriprise Financial Inc. | 0.13% | Add +4.1% | 2,127,626 | $511.5M |
| Captrust Financial Advisors | 1.46% | Add +9.2% | 2,121,899 | $509.8M |
| PNC Financial Services Group, Inc. | 0.31% | Add +1.6% | 1,901,304 | $456.8M |
| Creative Planning | 0.44% | Add +0.8% | 1,894,751 | $455.3M |
| Goldman Sachs Group Inc. | 0.09% | Reduce -0.8% | 1,875,898 | $450.7M |
| Northwestern Mutual Wealth Management Co. | 0.38% | Add +3.6% | 1,864,908 | $448.1M |
| Charles Schwab Investment Management Inc. | 0.08% | Reduce -2.1% | 1,748,472 | $420.1M |
| Bank of New York Mellon Corp | 0.08% | Reduce -5.2% | 1,703,336 | $409.3M |
| Wealthfront Advisers LLC | 1.12% | Add +6.8% | 1,588,699 | $381.7M |
| Mariner, LLC | 0.57% | Add +6.6% | 1,411,338 | $339.1M |
| CIBC Private Wealth Group LLC | 0.61% | Reduce -5.2% | 1,384,485 | $335.0M |
| Commonwealth Equity Services, LLC | 0.40% | Add +5.7% | 1,124,300 | $270.1M |
| Stifel Financial Corp. | 0.27% | Add +1.5% | 1,064,372 | $255.7M |
| Mission Wealth Management, LP | 5.99% | Add +3.3% | 1,046,712 | $251.5M |
| JPMorgan Chase & Co. | 0.02% | Add +18.2% | 1,003,865 | $241.2M |
| Tiaa Trust, National Association | 0.70% | Reduce -0.1% | 953,343 | $229.1M |
| Wellington Management Group LLP | 0.04% | Add +30.7% | 920,153 | $221.1M |
| Glenmede Trust Co. NA | 1.06% | Reduce -8.4% | 866,002 | $208.1M |
| Signaturefd, LLC | 3.70% | Reduce -3.0% | 812,378 | $195.2M |
| FMR LLC | 0.01% | Add +0.1% | 799,411 | $192.1M |
| Osaic Holdings, Inc. | 0.43% | Add +13.8% | 810,870 | $189.4M |
| HighTower Advisors, LLC | 0.26% | Add +4.5% | 774,602 | $186.1M |
| Baird Financial Group, Inc. | 0.34% | Add +1.3% | 734,886 | $176.6M |
| 1832 Asset Management L.P. | 0.32% | Add +5.6% | 734,132 | $176.4M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 4.86% | Add +4.0% | 702,124 | $168.7M |
| Bank of Montreal | 0.08% | Add +3.3% | 663,867 | $159.5M |
| Badgley Phelps Wealth Managers, LLC | 2.96% | Reduce -0.3% | 528,262 | $126.9M |
| Cetera Investment Advisers | 0.26% | Add +7.1% | 527,240 | $126.7M |
| State Street Corp. | 0.00% | Reduce -1.8% | 517,471 | $124.3M |
| Vanguard Group Inc. | 0.00% | Add +2.3% | 511,934 | $123.0M |
| Natixis Advisors, LLC | 0.23% | Reduce -2.6% | 509,402 | $122.4M |
| Davis R M Inc. | 2.38% | Add +3.1% | 506,659 | $121.7M |
| Moneta Group Investment Advisors LLC | 1.70% | Add +1.1% | 505,282 | $121.4M |
| Clearstead Advisors, LLC | 1.83% | Add +2.6% | 500,636 | $120.3M |
| Nicholas Hoffman & Company, LLC. | 4.61% | Add +9.8% | 479,340 | $115.2M |
| Truist Financial Corp. | 0.18% | Reduce -5.6% | 464,914 | $111.7M |
| Cullen/Frost Bankers, Inc. | 1.47% | Add +7.1% | 448,354 | $107.7M |
| Pinnacle Associates Ltd. | 1.44% | Add +14.2% | 440,947 | $106.0M |
| MML Investors Services, LLC | 0.35% | Add +8.8% | 426,348 | $102.4M |
| Wit, LLC | 3.27% | Add +95035.9% | 883,813 | $102.1M |
| Cerity Partners LLC | 0.22% | Add +11.2% | 418,630 | $100.6M |
| Pathstone Holdings, LLC | 0.42% | Reduce -0.1% | 397,192 | $95.5M |
| Fusion Family Wealth, LLC | 8.67% | Add +4.2% | 393,543 | $94.6M |
| Efficient Advisors, LLC | 6.06% | Reduce -6.2% | 391,802 | $94.1M |
| Corient Private Wealth LP | 0.16% | Reduce -4.5% | 390,843 | $93.9M |
| Trustmark Bank Trust Department | 6.85% | Add +6.7% | 383,944 | $92.3M |
| Peapack Gladstone Financial Corp. | 1.32% | Reduce -0.0% | 377,905 | $90.8M |
| Cambridge Investment Research Advisors, Inc. | 0.30% | Add +18.1% | 377,332 | $90.7M |
| Baker Avenue Asset Management, LP | 2.77% | Add +0.2% | 376,195 | $90.4M |
| Wealthspire Advisors, LLC | 0.90% | Add +0.4% | 375,457 | $90.2M |
| Heartwood Wealth Advisors LLC | 9.66% | Add +1.0% | 357,040 | $85.8M |
| Private Advisor Group, LLC | 0.47% | Reduce -1.0% | 349,121 | $83.9M |
| Fifth Third Bancorp | 0.30% | Reduce -5.4% | 345,185 | $82.9M |
| Karpus Management, Inc. | 2.32% | Add +0.1% | 326,493 | $78.4M |
| Equitable Holdings, Inc. | 0.74% | Add +5.3% | 323,299 | $77.7M |
| Invictus Private Wealth, LLC | 5.86% | Add +2.5% | 320,851 | $77.1M |
| Millburn Ridgefield LLC | 1.90% | Reduce -0.5% | 315,283 | $75.8M |
| Catalyst Capital Advisors LLC | 1.61% | Reduce -0.5% | 315,283 | $75.8M |
| Citigroup Inc. | 0.07% | Add +0.1% | 313,738 | $75.4M |
| Avantax Advisory Services, Inc. | 0.47% | Add +8.6% | 312,886 | $75.2M |
| Teacher Retirement System of Texas | 0.26% | New | 299,349 | $71.9M |
| Comerica Bank | 0.29% | Add +2.0% | 297,412 | $71.5M |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 26.91% | Reduce -0.4% | 293,558 | $70.5M |
| US Bancorp \de | 0.09% | Reduce -2.0% | 285,527 | $68.6M |
| Provida Pension Fund Administrator | 1.39% | Reduce -0.5% | 283,926 | $68.2M |
| Assetmark, Inc. | 0.18% | Reduce -2.2% | 282,075 | $67.8M |
| M&T Bank Corp | 0.23% | Reduce -0.7% | 281,072 | $67.5M |
| Chandler Asset Management, Inc. | 12.91% | Reduce -1.3% | 281,065 | $67.5M |
| Vista Capital Partners, Inc. | 7.64% | Reduce -1.3% | 273,394 | $65.7M |
| Lincoln National Corp. | 2.10% | New | 271,979 | $65.4M |
| Smithfield Trust Co | 3.07% | Reduce -2.5% | 257,179 | $61.7M |
| Janus Henderson Group PLC | 0.03% | Reduce -30.0% | 250,094 | $60.1M |
| Pittenger & Anderson Inc. | 2.18% | Add +1.0% | 250,010 | $60.1M |
| American Trust | 4.35% | Reduce -6.8% | 237,612 | $57.1M |
| Park Avenue Securities LLC | 0.58% | Add +12.7% | 234,305 | $56.3M |
| Pandi, LLC | 8.35% | — | 232,630 | $55.9M |
| Ellenbecker Investment Group | 9.87% | Reduce -11.0% | 229,571 | $55.2M |
| Janney Montgomery Scott LLC | 0.15% | Add +2.6% | 229,175 | $55.1M |
| Composition Wealth, LLC | 1.11% | Reduce -5.5% | 228,667 | $54.9M |
| Thrivent Financial for Lutherans | 0.11% | Add +0.5% | 217,059 | $54.8M |
| Kestra Advisory Services, LLC | 0.30% | Reduce -32.0% | 227,519 | $54.7M |
| Employees Retirement System of Texas | 0.55% | No change | 226,425 | $54.4M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Add +11.4% | 220,939 | $53.1M |
| MAI Capital Management | 0.38% | Add +70.1% | 212,569 | $51.1M |
| First Command Advisory Services, Inc. | 0.46% | Add +1.8% | 203,403 | $48.9M |
| Bessemer Group Inc. | 0.08% | Reduce -6.5% | 198,260 | $47.6M |
| Citizens Financial Group Inc. | 0.92% | Reduce -3.6% | 196,177 | $47.1M |
| Rockefeller Capital Management L.P. | 0.12% | Add +13.1% | 186,454 | $44.8M |
| Marcum Wealth, LLC | 3.84% | Reduce -2.1% | 184,209 | $44.3M |
| Ellevest, Inc. | 2.52% | Reduce -0.9% | 181,938 | $43.7M |
"% 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.