Vanguard Most SM-Cap ETF-UsdVBETF

13F holders, Q2 2025 (June 30)
2,169holders +8
110new positions
99sold out
7famous investors
$236.05avg. 13F price*

At the end of Q2 2025, 2,169 institutions reported holding Vanguard Most SM-Cap ETF-Usd (VB) in their 13F filings, up 8 from Q1 2025. 110 opened new positions and 99 sold out. The largest holders were Bank of America Corp. ($5.7B), Morgan Stanley ($1.8B) and Jones Financial Companies LLLP ($1.7B). 7 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management'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 2025 → Q2 2025

InstitutionsTotal Value
New Positions110$434.2M
Exits99$192.6M

All 13F filers, Q1 2025 → Q2 2025: 10,041,711 shares bought and 10,289,528 shares sold, net −247,817 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,169 holders

Bank of America Corp. 0.46% Add +0.7% 24,253,000 $5.7B
Morgan Stanley 0.12% Add +1.2% 7,744,922 $1.8B
Jones Financial Companies LLLP 1.25% Add +4.6% 6,964,529 $1.7B
Wells Fargo & Company 0.31% Add +0.9% 5,868,185 $1.4B
Envestnet Asset Management Inc. 0.36% Add +4.3% 5,176,056 $1.2B
UBS Group AG 0.20% Add +0.9% 4,098,496 $971.3M
LPL Financial LLC 0.31% Add +2.6% 3,925,111 $930.2M
Mercer Global Advisors Inc. 1.50% Add +7.1% 2,822,057 $668.8M
Northwestern Mutual Wealth Management Co. 0.44% Add +26.9% 2,551,461 $604.6M
Captrust Financial Advisors 1.26% Add +5.7% 2,388,456 $566.0M
Ameriprise Financial Inc. 0.14% Add +8.0% 2,342,693 $554.8M
Royal Bank of Canada 0.11% Reduce -53.5% 2,310,478 $547.5M
Raymond James Financial Inc. 0.18% Add +3.0% 2,213,641 $524.6M
Charles Schwab Investment Management Inc. 0.08% Add +4.9% 2,017,399 $478.1M
Creative Planning 0.40% Reduce -1.7% 1,965,440 $465.8M
PNC Financial Services Group, Inc. 0.29% Add +1.3% 1,917,060 $454.3M
Bank of New York Mellon Corp 0.08% Reduce -0.7% 1,820,516 $431.4M
Goldman Sachs Group Inc. 0.07% Reduce -6.2% 1,711,146 $405.5M
Mariner, LLC 0.58% Add +8.9% 1,709,529 $405.1M
Wealthfront Advisers LLC 0.90% Add +0.9% 1,467,855 $347.9M
Wellington Management Group LLP 0.05% Reduce -13.9% 1,262,115 $299.1M
CIBC Private Wealth Group LLC 0.50% Reduce -2.7% 1,180,480 $279.8M
FMR LLC 0.02% Add +36.8% 1,151,953 $273.0M
Stifel Financial Corp. 0.26% Add +1.8% 1,114,381 $264.1M
Commonwealth Equity Services, LLC 0.34% Reduce -2.5% 1,099,191 $260.5M
Mission Wealth Management, LP 5.59% Add +2.4% 1,081,327 $256.3M
JPMorgan Chase & Co. 0.02% Add +0.8% 1,063,051 $251.9M
CHURCHILL MANAGEMENT Corp 2.43% New 946,160 $224.2M
Tiaa Trust, National Association 0.58% Reduce -1.5% 942,231 $223.3M
HighTower Advisors, LLC 0.26% Reduce -6.1% 859,492 $203.7M
Glenmede Investment Management, LP 1.03% — 858,315 $203.4M
Wealthspire Advisors, LLC 1.07% Add +7.0% 801,260 $189.9M
Baird Financial Group, Inc. 0.32% Add +11.3% 775,674 $183.8M
Osaic Holdings, Inc. 0.31% Add +16.5% 739,391 $174.6M
Nicholas Hoffman & Company, LLC. 4.28% Add +27.4% 699,404 $165.7M
Bank of Montreal 0.08% Reduce -1.6% 665,898 $157.8M
Cetera Investment Advisers 0.26% Add +11.9% 657,402 $155.8M
Cerity Partners LLC 0.27% Add +8.8% 628,562 $149.0M
1832 Asset Management L.P. 0.26% Reduce -21.8% 618,335 $146.5M
Vanguard Group Inc. 0.00% Add +8.2% 612,034 $145.0M
GRIMES & Co WEALTH MANAGEMENT, LLC 3.76% Add +1.3% 583,423 $138.3M
Natixis Advisors, LLC 0.21% Add +3.3% 562,385 $133.3M
Badgley Phelps Wealth Managers, LLC 2.94% Add +3.0% 557,930 $132.6M
Cullen/Frost Bankers, Inc. 1.62% Add +12.5% 546,104 $129.4M
Clearstead Advisors, LLC 1.78% Add +9.8% 534,238 $126.6M
Davis R M Inc. 2.26% Add +0.0% 515,318 $122.1M
Pathstone Holdings, LLC 0.47% Add +41.2% 586,082 $119.5M
Moneta Group Investment Advisors LLC 1.35% Add +2.5% 477,756 $113.2M
Corient Private Wealth LP 0.15% Add +3.7% 477,608 $113.2M
Truist Financial Corp. 0.16% Reduce -7.1% 449,593 $106.5M
Pinnacle Associates Ltd. 1.51% Reduce -1.6% 441,387 $104.6M
Efficient Advisors, LLC 6.13% Add +8.5% 434,073 $102.9M
Fusion Family Wealth, LLC 8.26% Add +4.0% 412,456 $97.7M
MML Investors Services, LLC 0.27% Add +3.7% 396,389 $93.9M
Wealth Enhancement Advisory Services, LLC 0.15% Add +53.3% 384,718 $93.6M
Provida Pension Fund Administrator 1.67% Reduce -13.1% 389,898 $92.4M
Peapack Gladstone Financial Corp. 1.29% Add +0.8% 385,547 $91.4M
State Street Corp. 0.00% Add +31.0% 383,669 $91.2M
Baker Avenue Asset Management, LP 2.57% Add +0.1% 381,556 $90.4M
Private Advisor Group, LLC 0.46% Add +2.6% 356,700 $84.5M
Equitable Holdings, Inc. 0.69% Add +11.4% 353,069 $83.7M
Invictus Private Wealth, LLC 5.66% Add +5.5% 348,766 $82.7M
Heartwood Wealth Advisors LLC 8.56% Add +1.4% 345,967 $82.0M
Millburn Ridgefield LLC 1.95% Reduce -6.5% 341,352 $80.9M
Catalyst Capital Advisors LLC 1.63% Reduce -6.5% 341,352 $80.9M
Trustmark Bank Trust Department 5.51% Reduce -11.3% 336,725 $79.8M
Avantax Advisory Services, Inc. 0.43% Reduce -2.4% 333,977 $79.1M
Janus Henderson Group PLC 0.04% New 332,896 $78.9M
Cambridge Investment Research Advisors, Inc. 0.24% Reduce -14.4% 327,277 $77.6M
Citigroup Inc. 0.05% Reduce -3.0% 325,006 $77.0M
Karpus Management, Inc. 2.48% Reduce -0.4% 324,978 $77.0M
Assetmark, Inc. 0.18% Add +10.2% 320,964 $76.1M
Comerica Bank 0.29% Add +4.5% 316,725 $75.1M
M&T Bank Corp 0.25% Add +11.2% 311,926 $73.9M
Fifth Third Bancorp 0.25% Reduce -4.6% 308,790 $73.2M
Teacher Retirement System of Texas 0.30% No change 299,349 $70.9M
Lincoln National Corp. 2.10% Add +4.1% 292,062 $69.2M
Rockefeller Capital Management L.P. 0.15% Add +34.9% 283,669 $67.2M
Gibraltar Capital Management, Inc. 13.08% Add +57.8% 440,412 $67.0M
US Bancorp \de 0.08% Reduce -0.7% 279,894 $66.3M
Chandler Asset Management, Inc. 11.30% Reduce -6.7% 268,285 $63.6M
Park Avenue Securities LLC 0.58% Add +5.7% 267,629 $63.4M
Vista Capital Partners, Inc. 6.89% Reduce -2.6% 265,630 $62.9M
Center for Financial Planning, Inc. 7.13% Add +69.2% 262,478 $62.2M
Smithfield Trust Co 2.89% Add +2.8% 258,797 $61.3M
Pittenger & Anderson Inc. 2.18% Reduce -0.1% 251,260 $59.5M
Auto-Owners Insurance Co 1.32% Reduce -72.7% 249,028 $59.0M
Bessemer Group Inc. 0.09% Add +17.4% 246,587 $58.4M
Wit, LLC 1.44% Reduce -89.1% 244,855 $58.0M
Betterment LLC 0.12% Add +52.4% 244,160 $57.9M
Pandi, LLC 7.38% No change 232,630 $55.1M
Employees Retirement System of Texas 0.52% No change 226,425 $53.7M
First Command Advisory Services, Inc. 0.45% Add +3.4% 219,271 $52.0M
Thrivent Financial for Lutherans 0.12% Add +26.3% 218,533 $51.8M
Merit Financial Group, LLC 0.56% Add +19.9% 213,314 $50.6M
Coldstream Capital Management Inc. 0.81% Add +149.8% 208,643 $49.5M
Country Trust Bank 1.11% Add +20.6% 208,064 $49.3M
CX Institutional 1.71% Reduce -8.4% 207,192 $49.1M
Kestra Advisory Services, LLC 0.24% Add +2.7% 206,386 $48.9M
Ellenbecker Investment Group 7.68% Reduce -2.0% 200,427 $47.5M

"% 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 2,169 holders