Vanguard Most SM-Cap ETF-UsdVBETF
13F holders, Q1 2025 (March 31)2,161holders −26
98new positions
102sold out
7famous investors
$218.96avg. 13F price*
At the end of Q1 2025, 2,161 institutions reported holding Vanguard Most SM-Cap ETF-Usd (VB) in their 13F filings, down 26 from Q4 2024. 98 opened new positions and 102 sold out. The largest holders were Bank of America Corp. ($5.3B), Morgan Stanley ($1.7B) and Jones Financial Companies LLLP ($1.5B). 7 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 98 | $342.6M |
| Exits | 102 | $187.4M |
All 13F filers, Q4 2024 → Q1 2025: 12,410,396 shares bought and 6,843,062 shares sold, net +5,567,334 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,161 holders
| Bank of America Corp. | 0.47% | Reduce -2.9% | 24,087,584 | $5.3B |
| Morgan Stanley | 0.12% | Add +1.5% | 7,656,076 | $1.7B |
| Jones Financial Companies LLLP | 1.32% | Reduce -9.2% | 6,657,608 | $1.5B |
| Wells Fargo & Company | 0.31% | Add +2.5% | 5,816,907 | $1.3B |
| Royal Bank of Canada | 0.25% | Add +68.3% | 4,972,523 | $1.1B |
| Envestnet Asset Management Inc. | 0.35% | Reduce -5.7% | 4,960,666 | $1.1B |
| UBS Group AG | 0.20% | Add +0.1% | 4,063,091 | $901.0M |
| LPL Financial LLC | 0.33% | Add +1.0% | 3,826,253 | $848.5M |
| Mercer Global Advisors Inc. | 1.34% | Add +11.1% | 2,634,913 | $584.3M |
| Captrust Financial Advisors | 1.26% | Add +6.5% | 2,259,038 | $500.9M |
| Ameriprise Financial Inc. | 0.13% | Add +2.0% | 2,169,368 | $481.0M |
| Raymond James Financial Inc. | 0.18% | Reduce -2.5% | 2,149,642 | $476.7M |
| Northwestern Mutual Wealth Management Co. | 0.36% | Add +7.8% | 2,010,915 | $445.9M |
| Creative Planning | 0.42% | Add +5.5% | 1,998,547 | $443.2M |
| Charles Schwab Investment Management Inc. | 0.08% | Add +10.0% | 1,923,946 | $426.6M |
| PNC Financial Services Group, Inc. | 0.22% | Reduce -0.5% | 1,892,607 | $419.7M |
| Bank of New York Mellon Corp | 0.08% | Add +7.6% | 1,832,940 | $406.5M |
| Goldman Sachs Group Inc. | 0.08% | Reduce -2.7% | 1,824,636 | $404.6M |
| Mariner, LLC | 0.58% | Add +11.3% | 1,570,085 | $348.2M |
| Wellington Management Group LLP | 0.06% | Add +59.3% | 1,465,767 | $325.0M |
| Wealthfront Advisers LLC | 0.87% | Reduce -8.4% | 1,454,851 | $322.6M |
| Wit, LLC | 7.57% | Add +154.4% | 2,248,394 | $265.6M |
| Commonwealth Equity Services, LLC | 0.35% | Add +0.2% | 1,126,991 | $249.9M |
| Stifel Financial Corp. | 0.26% | Add +2.8% | 1,094,283 | $242.7M |
| CIBC Private Wealth Group LLC | 0.50% | Reduce -12.3% | 1,213,660 | $235.1M |
| Mission Wealth Management, LP | 5.88% | Add +0.9% | 1,056,546 | $234.3M |
| JPMorgan Chase & Co. | 0.02% | Add +5.1% | 1,054,856 | $233.9M |
| Tiaa Trust, National Association | 0.66% | Add +0.3% | 956,466 | $212.1M |
| HighTower Advisors, LLC | 0.28% | Add +18.2% | 915,588 | $203.0M |
| Glenmede Trust Co. NA | 1.02% | Reduce -0.9% | 858,061 | $190.3M |
| FMR LLC | 0.01% | Add +5.3% | 842,146 | $186.7M |
| 1832 Asset Management L.P. | 0.33% | Add +7.7% | 790,562 | $175.3M |
| Wealthspire Advisors, LLC | 0.99% | Add +99.4% | 748,652 | $166.0M |
| Baird Financial Group, Inc. | 0.30% | Reduce -5.1% | 697,258 | $154.6M |
| Bank of Montreal | 0.08% | Add +1.9% | 676,784 | $150.1M |
| Osaic Holdings, Inc. | 0.31% | Reduce -21.8% | 634,539 | $140.8M |
| Cetera Investment Advisers | 0.25% | Add +11.4% | 587,258 | $130.2M |
| Cerity Partners LLC | 0.26% | Add +37.9% | 577,434 | $128.0M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 3.95% | Reduce -17.9% | 576,190 | $127.8M |
| Vanguard Group Inc. | 0.00% | Add +10.5% | 565,864 | $125.5M |
| Nicholas Hoffman & Company, LLC. | 4.63% | Add +14.6% | 549,101 | $121.8M |
| Natixis Advisors, LLC | 0.22% | Add +6.9% | 544,495 | $120.7M |
| Badgley Phelps Wealth Managers, LLC | 2.90% | Add +2.5% | 541,667 | $120.1M |
| Davis R M Inc. | 2.29% | Add +1.7% | 515,171 | $114.2M |
| Clearstead Advisors, LLC | 1.68% | Reduce -2.8% | 486,762 | $107.9M |
| Cullen/Frost Bankers, Inc. | 1.51% | Add +8.3% | 485,484 | $107.7M |
| Truist Financial Corp. | 0.17% | Add +4.1% | 483,898 | $107.3M |
| Moneta Group Investment Advisors LLC | 1.43% | Reduce -7.7% | 466,312 | $103.4M |
| Corient Private Wealth LP | 0.17% | Add +17.9% | 460,609 | $102.1M |
| Pinnacle Associates Ltd. | 1.46% | Add +1.7% | 448,555 | $99.5M |
| Provida Pension Fund Administrator | 2.00% | Add +57.9% | 448,438 | $99.4M |
| Pathstone Holdings, LLC | 0.40% | Add +4.5% | 415,086 | $92.0M |
| Efficient Advisors, LLC | 5.78% | Add +2.1% | 399,930 | $88.7M |
| Fusion Family Wealth, LLC | 8.09% | Add +0.8% | 396,705 | $88.0M |
| Peapack Gladstone Financial Corp. | 1.26% | Add +1.3% | 382,671 | $84.9M |
| Cambridge Investment Research Advisors, Inc. | 0.29% | Add +1.3% | 382,188 | $84.8M |
| MML Investors Services, LLC | 0.28% | Reduce -10.4% | 382,148 | $84.7M |
| Baker Avenue Asset Management, LP | 2.65% | Add +1.3% | 381,222 | $84.5M |
| Trustmark Bank Trust Department | 6.23% | Reduce -1.1% | 379,539 | $84.2M |
| Millburn Ridgefield LLC | 1.96% | Add +15.8% | 365,075 | $81.0M |
| Catalyst Capital Advisors LLC | 1.66% | Add +15.8% | 365,075 | $81.0M |
| Private Advisor Group, LLC | 0.47% | Reduce -0.4% | 347,755 | $77.1M |
| Avantax Advisory Services, Inc. | 0.46% | Add +9.3% | 342,042 | $75.8M |
| Heartwood Wealth Advisors LLC | 8.63% | Reduce -4.5% | 341,162 | $75.7M |
| Citigroup Inc. | 0.06% | Add +6.8% | 334,996 | $74.3M |
| Invictus Private Wealth, LLC | 5.81% | Add +3.0% | 330,539 | $73.3M |
| Karpus Management, Inc. | 2.34% | Reduce -0.1% | 326,238 | $72.3M |
| Fifth Third Bancorp | 0.27% | Reduce -6.2% | 323,709 | $71.8M |
| Equitable Holdings, Inc. | 0.67% | Reduce -2.0% | 316,949 | $70.3M |
| Comerica Bank | 0.28% | Add +1.9% | 302,956 | $67.2M |
| Teacher Retirement System of Texas | 0.28% | No change | 299,349 | $66.4M |
| State Street Corp. | 0.00% | Reduce -43.4% | 292,870 | $64.9M |
| Assetmark, Inc. | 0.18% | Add +3.3% | 291,398 | $64.6M |
| Chandler Asset Management, Inc. | 12.02% | Add +2.3% | 287,615 | $63.8M |
| US Bancorp \de | 0.08% | Reduce -1.3% | 281,731 | $62.5M |
| Lincoln National Corp. | 2.01% | Add +3.2% | 280,663 | $62.2M |
| M&T Bank Corp | 0.23% | Reduce -0.2% | 280,465 | $62.2M |
| Gibraltar Capital Management, Inc. | 13.37% | New | 279,144 | $61.9M |
| Vista Capital Partners, Inc. | 7.34% | Reduce -0.3% | 272,712 | $60.5M |
| Financiere des Professionnels - Fonds d'investissement inc. | 3.87% | Add +362.5% | 269,200 | $59.7M |
| Park Avenue Securities LLC | 0.69% | Add +8.1% | 253,274 | $56.2M |
| Smithfield Trust Co | 2.80% | Reduce -2.1% | 251,792 | $55.8M |
| Pittenger & Anderson Inc. | 2.04% | Add +0.6% | 251,387 | $55.7M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Add +13.6% | 251,025 | $55.7M |
| Pandi, LLC | 7.92% | No change | 232,630 | $51.6M |
| Employees Retirement System of Texas | 0.55% | No change | 226,425 | $50.2M |
| CX Institutional | 1.89% | Add +25.8% | 226,214 | $50.2M |
| Janney Montgomery Scott LLC | 0.14% | Reduce -1.9% | 224,748 | $49.8M |
| Composition Wealth, LLC | 0.99% | Reduce -2.5% | 222,904 | $49.4M |
| First Command Advisory Services, Inc. | 0.45% | Add +4.3% | 212,066 | $47.0M |
| Rockefeller Capital Management L.P. | 0.12% | Add +12.8% | 210,308 | $46.6M |
| Bessemer Group Inc. | 0.08% | Add +6.0% | 210,097 | $46.6M |
| MAI Capital Management | 0.35% | Reduce -1.9% | 208,415 | $46.2M |
| Ellenbecker Investment Group | 8.16% | Reduce -10.9% | 204,541 | $45.4M |
| Citizens Financial Group Inc. | 0.89% | Add +3.9% | 203,758 | $45.2M |
| Kestra Advisory Services, LLC | 0.22% | Reduce -11.7% | 200,965 | $44.6M |
| Thrivent Financial for Lutherans | 0.10% | Reduce -20.3% | 173,011 | $44.1M |
| Auto-Owners Insurance Co | 1.14% | Add +2616.7% | 912,750 | $43.2M |
| Joel Isaacson & Co., LLC | 1.91% | Add +4.6% | 189,960 | $42.1M |
| Marcum Wealth, LLC | 3.50% | Reduce -1.1% | 182,267 | $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.