Van Morst SML-Cap Gro-UsdVBKETF
13F holders, Q2 2026 (June 30)1,282holders +62
114new positions
51sold out
5famous investors
$366.32avg. 13F price*
At the end of Q2 2026, 1,282 institutions reported holding Van Morst SML-Cap Gro-Usd Inc. (VBK) in their 13F filings, up 62 from Q1 2026. 114 opened new positions and 51 sold out. The largest holders were Bank of America Corp. ($3.1B), Morgan Stanley ($734.1M) and Assetmark, Inc. ($588.2M). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Van Morst SML-Cap Gro-Usd Inc.
- Filed as
- VANGUARD INDEX FDS (Q2 2026)
- CUSIP
- 922908595
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 114 | $71.7M |
| Exits | 51 | $24.1M |
All 13F filers, Q1 2026 → Q2 2026: 1,821,424 shares bought and 1,918,756 shares sold, net −97,332 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,282 holders
| Bank of America Corp. | 0.20% | Add +0.5% | 8,482,761 | $3.1B |
| Morgan Stanley | 0.04% | Add +3.6% | 2,007,340 | $734.1M |
| Assetmark, Inc. | 1.01% | Reduce -0.1% | 1,608,348 | $588.2M |
| EP Wealth Advisors, LLC | 1.43% | Add +26.3% | 1,020,017 | $373.0M |
| Sei Investments Co. | 0.32% | Reduce -0.2% | 982,654 | $359.4M |
| LPL Financial LLC | 0.08% | Add +1.9% | 915,761 | $334.9M |
| Wells Fargo & Company | 0.05% | Reduce -1.4% | 825,425 | $301.9M |
| UBS Group AG | 0.04% | Reduce -0.5% | 765,614 | $280.0M |
| PNC Financial Services Group, Inc. | 0.12% | Reduce -2.7% | 679,026 | $248.3M |
| Mather Group, Llc. | 2.07% | Add +7.4% | 648,466 | $237.1M |
| Cohen Klingenstein LLC | 6.71% | Reduce -3.1% | 641,022 | $234.4M |
| Jones Financial Companies LLLP | 0.09% | Add +3.5% | 638,366 | $228.3M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -3.8% | 612,769 | $224.1M |
| Moneta Group Investment Advisors LLC | 1.46% | Add +0.4% | 538,400 | $196.9M |
| Choreo, LLC | 2.15% | Add +0.7% | 535,483 | $195.8M |
| Ameriprise Financial Inc. | 0.04% | Add +3.6% | 505,429 | $184.9M |
| Raymond James Financial Inc. | 0.05% | Reduce -0.2% | 476,329 | $174.2M |
| Pathstone Holdings, LLC | 0.49% | Add +224.2% | 456,269 | $166.9M |
| Cetera Investment Advisers | 0.15% | Reduce -7.9% | 439,364 | $160.7M |
| Corient Private Wealth LP | 0.21% | Reduce -60.6% | 406,755 | $148.7M |
| Rwa Wealth Partners, LLC | 1.31% | Add +1.8% | 375,004 | $137.1M |
| MML Investors Services, LLC | 0.28% | Add +13.8% | 373,109 | $136.4M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.43% | Reduce -7.3% | 340,130 | $124.4M |
| Osaic Holdings, Inc. | 0.14% | Add +11.9% | 330,779 | $121.1M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +3.1% | 326,837 | $119.5M |
| Royal Bank of Canada | 0.02% | Add +10.0% | 322,843 | $118.1M |
| Rockefeller Capital Management L.P. | 0.18% | Add +0.5% | 319,268 | $116.8M |
| Sand Hill Global Advisors, LLC | 3.27% | Reduce -5.5% | 296,997 | $108.6M |
| HighTower Advisors, LLC | 0.09% | Reduce -1.7% | 268,681 | $98.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.3% | 228,047 | $82.4M |
| St. Louis Trust Co | 9.32% | No change | 3,648 | $81.6M |
| Focus Partners Wealth | 0.08% | Reduce -2.4% | 218,136 | $79.8M |
| Wealthspire Advisors, LLC | 0.41% | Add +0.4% | 205,004 | $75.0M |
| Mariner, LLC | 0.08% | Reduce -3.7% | 204,648 | $74.8M |
| 1832 Asset Management L.P. | 0.09% | Reduce -8.2% | 196,613 | $71.9M |
| Commonwealth Equity Services, LLC | 0.09% | Reduce -6.4% | 193,066 | $70.6M |
| Savant Capital, LLC | 0.20% | Add +217.1% | 200,771 | $68.8M |
| Howard Capital Management, LLC | 0.80% | No change | 183,200 | $67.0M |
| US Bancorp \de | 0.07% | Reduce -11.7% | 181,979 | $66.6M |
| Beacon Pointe Advisors, LLC | 0.29% | Reduce -0.9% | 170,183 | $62.2M |
| Fifth Third Bancorp | 0.09% | Reduce -6.2% | 156,872 | $57.4M |
| Stephens Group Asset Management, LLC | 3.08% | Reduce -0.1% | 149,149 | $54.5M |
| Stifel Financial Corp. | 0.05% | Reduce -0.3% | 148,109 | $54.2M |
| Stephens Inc. | 0.58% | Add +5.5% | 140,559 | $51.4M |
| Creative Planning | 0.03% | Add +13.2% | 140,393 | $51.3M |
| Bragg Financial Advisors, Inc | 1.37% | Add +1.4% | 139,930 | $51.2M |
| Rodgers & Associates, LTD | 4.56% | Reduce -1.6% | 137,533 | $50.3M |
| United Capital Financial Advisors, LLC | 0.28% | Reduce -4.7% | 136,150 | $49.8M |
| Summit Financial Strategies, Inc. | 3.48% | Reduce -1.9% | 135,738 | $49.6M |
| One Day In July LLC | 3.35% | Add +2.0% | 131,643 | $48.1M |
| Mosaic Family Wealth Partners, LLC | 3.09% | Add +2.5% | 124,773 | $45.6M |
| Strategies Wealth Advisors, LLC | 4.05% | Reduce -14.3% | 123,901 | $45.3M |
| American Financial Advisors, LLC | 5.03% | Reduce -3.0% | 114,217 | $41.8M |
| FMR LLC | 0.00% | Add +14.1% | 113,480 | $41.5M |
| Waldron Private Wealth LLC | 1.29% | Reduce -1.1% | 102,047 | $37.3M |
| Brickley Wealth Management | 5.33% | Add +0.7% | 101,567 | $37.1M |
| NewEdge Advisors, LLC | 0.11% | Reduce -1.7% | 100,187 | $36.6M |
| Aaron Wealth Advisors LLC | 1.80% | Reduce -0.2% | 96,959 | $35.5M |
| Kestra Advisory Services, LLC | 0.11% | Reduce -1.2% | 94,262 | $34.5M |
| Arax Advisory Partners | 0.23% | Add +96.3% | 93,475 | $34.2M |
| Cresset Asset Management, LLC | 0.12% | Add +3.6% | 89,369 | $32.7M |
| BHK Investment Advisors, LLC | 9.40% | Reduce -1.9% | 86,081 | $31.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -2.5% | 85,159 | $31.1M |
| Natixis Advisors, LLC | 0.03% | Add +0.2% | 84,721 | $31.0M |
| Avior Wealth Management, LLC | 0.81% | Reduce -35.7% | 84,243 | $30.8M |
| Vision Capital Management, Inc. | 3.51% | Reduce -3.3% | 84,065 | $30.7M |
| Whitaker-Myers Wealth Managers, LTD. | 4.78% | Add +3.9% | 78,324 | $28.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +1.2% | 75,560 | $27.6M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +0.6% | 77,969 | $27.6M |
| OpenArc Corporate Advisory, LLC | 0.32% | Add +38.9% | 73,173 | $26.8M |
| Quent Capital, LLC | 1.63% | Add +1.9% | 72,761 | $26.6M |
| Merit Financial Group, LLC | 0.16% | Reduce -9.2% | 72,415 | $26.5M |
| Truist Financial Corp. | 0.03% | Reduce -6.0% | 70,499 | $25.8M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -8.1% | 70,012 | $25.6M |
| Atria Investments, Inc | 0.26% | Reduce -2.6% | 69,585 | $25.4M |
| Retirement Investment Advisors, Inc. | 1.80% | Add +15.3% | 72,220 | $25.2M |
| Partners in Financial Planning | 3.67% | Reduce -0.8% | 66,268 | $24.2M |
| Steward Partners Investment Advisory, LLC | 0.12% | Reduce -26.5% | 65,040 | $23.8M |
| Sage Financial Group Inc. | 1.32% | Add +0.8% | 64,985 | $23.8M |
| CIBC Bancorp USA Inc. | 0.03% | Reduce -4.2% | 62,476 | $22.8M |
| Benjamin Edwards Inc. | 0.20% | Add +2.0% | 60,854 | $22.3M |
| Robinswood Financial LLC | 6.28% | Add +1.5% | 59,919 | $21.9M |
| McAdam, LLC | 0.83% | Reduce -22.3% | 58,684 | $21.5M |
| Asset Management Group, Inc. | 3.09% | Reduce -2.0% | 57,788 | $21.1M |
| Gallagher Fiduciary Advisors, LLC | 0.69% | Reduce -4.5% | 57,740 | $21.1M |
| Cornerstone Management, Inc. | 3.01% | Add +78.9% | 57,180 | $20.9M |
| RS Crum Inc. | 3.77% | Add +0.1% | 54,988 | $20.1M |
| Presilium Private Wealth, LLC | 3.06% | Reduce -0.3% | 54,594 | $20.0M |
| Systelligence, LLC | 3.29% | New | 53,847 | $19.7M |
| Pasadena Private Wealth, LLC | 2.49% | Reduce -2.0% | 53,151 | $19.4M |
| Praetorian Wealth Management, Inc. | 3.26% | Add +0.5% | 51,662 | $18.9M |
| Vawter Financial, Ltd. | 7.04% | Add +0.2% | 51,083 | $18.7M |
| Peapack Gladstone Financial Corp. | 0.21% | Reduce -2.0% | 50,579 | $18.5M |
| Cerity Partners LLC | 0.02% | Add +18.4% | 50,496 | $18.5M |
| Janney Montgomery Scott LLC | 0.04% | Add +42.6% | 50,479 | $18.5M |
| Avantax Planning Partners, Inc. | 0.45% | Reduce -2.4% | 49,306 | $18.0M |
| Captrust Financial Advisors | 0.03% | Add +1.9% | 49,248 | $18.0M |
| Focus Financial Network, Inc. | 0.54% | Add +2.3% | 47,956 | $17.5M |
| Glenmede Trust Co. NA | 0.08% | Add +1.9% | 47,936 | $17.5M |
| Peak Retirement Planning, Inc. | 2.77% | Add +33.9% | 47,871 | $17.5M |
"% of holder's portfolio" is VBK's weight in each manager's 13F, not the share of Van Morst SML-Cap Gro-Usd Inc. the manager owns.