Van Morst SML-Cap Gro-UsdVBKETF
13F holders, Q3 2024 (September 30)1,023holders +41
70new positions
30sold out
3famous investors
$266.25avg. 13F price*
At the end of Q3 2024, 1,023 institutions reported holding Van Morst SML-Cap Gro-Usd Inc. (VBK) in their 13F filings, up 41 from Q2 2024. 70 opened new positions and 30 sold out. The largest holders were Bank of America Corp. ($2.5B), Jones Financial Companies LLLP ($523.2M) and Morgan Stanley ($457.1M). 3 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Van Morst SML-Cap Gro-Usd Inc.
- Filed as
- VANGUARD INDEX FDS (Q3 2024)
- CUSIP
- 922908595
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $69.6M |
| Exits | 30 | $6.9M |
All 13F filers, Q2 2024 → Q3 2024: 2,216,120 shares bought and 1,553,399 shares sold, net +662,721 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,023 holders
| Bank of America Corp. | 0.22% | Add +8.6% | 9,277,069 | $2.5B |
| Jones Financial Companies LLLP | 0.54% | Reduce -0.7% | 1,954,789 | $523.2M |
| Morgan Stanley | 0.03% | Add +0.4% | 1,709,446 | $457.1M |
| Axiom Advisory, LLC | 4.04% | Add +7.5% | 1,687,493 | $432.4M |
| Assetmark, Inc. | 1.08% | Add +3.4% | 1,407,770 | $376.4M |
| Corient Private Wealth LP | 0.40% | Add +3.6% | 942,682 | $252.0M |
| Sei Investments Co. | 0.30% | Reduce -1.1% | 873,573 | $233.6M |
| UBS Group AG | 0.06% | Add +4.0% | 862,120 | $230.5M |
| Mather Group, Llc. | 2.66% | Reduce -1.3% | 773,865 | $206.9M |
| Wells Fargo & Company | 0.05% | Reduce -2.5% | 733,672 | $196.2M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -3.3% | 728,184 | $194.7M |
| PNC Financial Services Group, Inc. | 0.12% | Reduce -1.1% | 705,204 | $188.6M |
| LPL Financial LLC | 0.08% | Add +1.2% | 683,432 | $182.7M |
| Choreo, LLC | 1.97% | Add +0.1% | 507,869 | $134.4M |
| Moneta Group Investment Advisors LLC | 1.82% | Add +4.7% | 469,044 | $125.4M |
| Tiaa Trust, National Association | 0.33% | Reduce -6.1% | 408,307 | $109.2M |
| EP Wealth Advisors, LLC | 0.94% | Add +37.5% | 407,114 | $108.9M |
| Cohen Klingenstein LLC | 3.38% | No change | 362,685 | $97.0M |
| MML Investors Services, LLC | 0.33% | Add +24.3% | 343,040 | $91.7M |
| Ameriprise Financial Inc. | 0.02% | Reduce -10.3% | 325,397 | $87.0M |
| Mill Creek Capital Advisors, LLC | 2.03% | Add +1.5% | 314,630 | $84.1M |
| Rwa Wealth Partners, LLC | 1.00% | Reduce -1.1% | 300,309 | $80.3M |
| Rockefeller Capital Management L.P. | 0.21% | Reduce -0.0% | 297,420 | $79.5M |
| Truist Financial Corp. | 0.12% | Reduce -1.9% | 297,040 | $79.4M |
| Cetera Investment Advisers | 0.17% | Add +1.2% | 285,167 | $76.2M |
| HighTower Advisors, LLC | 0.11% | Add +4.1% | 281,700 | $75.3M |
| Raymond James & Associates | 0.04% | Reduce -1.6% | 241,795 | $64.6M |
| Commonwealth Equity Services, LLC | 0.10% | Reduce -1.4% | 239,371 | $64.0M |
| Osaic Holdings, Inc. | 0.14% | Reduce -2.4% | 232,468 | $62.2M |
| 1832 Asset Management L.P. | 0.10% | Add +159067.8% | 227,610 | $60.9M |
| JPMorgan Chase & Co. | 0.00% | Add +3.7% | 223,530 | $59.8M |
| Focus Partners Wealth | 0.18% | Reduce -47.3% | 208,099 | $55.6M |
| Royal Bank of Canada | 0.01% | Add +0.8% | 203,639 | $54.4M |
| Raymond James Financial Services Advisors, Inc. | 0.07% | Add +13.4% | 200,555 | $53.6M |
| US Bancorp \de | 0.07% | Reduce -39.6% | 200,156 | $53.5M |
| Mariner, LLC | 0.09% | Add +4.0% | 197,189 | $52.7M |
| Wealthspire Advisors, LLC | 0.46% | Add +43.7% | 170,025 | $45.5M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Reduce -7.7% | 162,597 | $43.5M |
| United Capital Financial Advisors, LLC | 0.36% | Add +2.5% | 162,271 | $43.4M |
| Balyasny Asset Management L.P. | 0.11% | Reduce -60.6% | 156,625 | $41.9M |
| Lincoln National Corp. | 1.34% | Add +4.1% | 156,013 | $41.7M |
| American Financial Advisors, LLC | 5.07% | Reduce -1.9% | 138,885 | $37.1M |
| Summit Financial Strategies, Inc. | 4.16% | Add +0.6% | 138,110 | $36.9M |
| Pathstone Holdings, LLC | 0.16% | Reduce -1.3% | 133,732 | $35.8M |
| Stifel Financial Corp. | 0.04% | Add +0.9% | 128,909 | $34.5M |
| Bragg Financial Advisors, Inc | 1.35% | Add +2.7% | 122,530 | $32.8M |
| Rodgers & Associates, LTD | 3.91% | Add +2.4% | 122,513 | $32.8M |
| Strategies Wealth Advisors, LLC | 4.35% | Add +4.3% | 121,594 | $32.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -4.8% | 121,475 | $32.5M |
| NewEdge Advisors, LLC | 0.21% | Add +3.1% | 118,746 | $31.7M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Add +3.3% | 115,645 | $30.9M |
| Mosaic Family Wealth Partners, LLC | 4.59% | Add +13.4% | 115,487 | $30.9M |
| Private Advisor Group, LLC | 0.19% | Add +4.0% | 112,995 | $30.2M |
| Inspirion Wealth Advisors, LLC | 4.17% | Add +1.8% | 111,503 | $29.8M |
| Jentner Corp | 8.54% | Add +0.0% | 104,347 | $27.9M |
| Vision Capital Management, Inc. | 3.82% | Add +4.3% | 101,422 | $27.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +64.6% | 101,190 | $27.1M |
| Avior Wealth Management, LLC | 1.08% | Add +4.5% | 101,261 | $27.0M |
| Brickley Wealth Management | 5.24% | Add +0.5% | 96,032 | $25.7M |
| Waldron Private Wealth LLC | 1.06% | Reduce -0.1% | 95,627 | $25.6M |
| Members Trust Co | 0.82% | Add +1.6% | 95,009 | $25.4M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +0.3% | 94,990 | $25.4M |
| BHK Investment Advisors, LLC | 9.30% | Reduce -1.1% | 93,254 | $24.9M |
| Creative Planning | 0.02% | Reduce -4.6% | 91,889 | $24.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -5.4% | 88,825 | $23.7M |
| Cresset Asset Management, LLC | 0.09% | Reduce -5.5% | 84,446 | $22.6M |
| Larson Financial Group LLC | 1.26% | Reduce -2.1% | 82,641 | $22.1M |
| CIBC Private Wealth Group LLC | 0.04% | Reduce -29.9% | 80,402 | $21.5M |
| Beacon Pointe Advisors, LLC | 0.24% | Add +2.7% | 78,713 | $21.0M |
| McAdam, LLC | 1.15% | Reduce -1.4% | 76,494 | $20.5M |
| Modera Wealth Management, LLC | 0.26% | Add +1.4% | 74,933 | $20.0M |
| Exencial Wealth Advisors, LLC | 0.72% | Reduce -4.2% | 74,438 | $19.9M |
| Natixis Advisors, LLC | 0.04% | Reduce -0.1% | 74,140 | $19.8M |
| Fifth Third Bancorp | 0.07% | Reduce -1.3% | 73,236 | $19.6M |
| Private Portfolio Partners LLC | 3.67% | New | 73,202 | $19.6M |
| Prudential Financial Inc. | 0.03% | Reduce -1.8% | 68,020 | $18.2M |
| Atria Investments, Inc | 0.22% | Add +6.3% | 65,392 | $17.5M |
| Invst, LLC | 2.11% | Reduce -12.3% | 65,317 | $17.5M |
| Partners in Financial Planning | 3.43% | Reduce -0.8% | 63,675 | $17.0M |
| Total Wealth Planning, LLC | 2.65% | Add +3.0% | 63,424 | $17.0M |
| Asset Management Group, Inc. | 2.36% | Reduce -1.8% | 62,395 | $16.7M |
| Sage Financial Group Inc. | 1.35% | Add +0.2% | 61,650 | $16.5M |
| Comerica Bank | 0.07% | Reduce -0.5% | 61,578 | $16.5M |
| Safeguard Financial, LLC | 3.86% | Add +5.3% | 61,276 | $16.4M |
| Gallagher Fiduciary Advisors, LLC | 3.24% | Add +5.7% | 59,788 | $16.0M |
| Peapack Gladstone Financial Corp. | 0.22% | Reduce -3.5% | 56,646 | $15.1M |
| Robinswood Financial LLC | 5.58% | Add +4.7% | 56,176 | $15.0M |
| Adventist Health System/ West | 2.29% | No change | 55,720 | $14.9M |
| Stephens Group Asset Management, LLC | 1.23% | Reduce -2.4% | 55,031 | $14.7M |
| Stephens Inc. | 0.21% | Add +0.3% | 54,885 | $14.7M |
| Etfidea, LLC | 4.63% | Add +0.5% | 54,704 | $14.6M |
| Janney Montgomery Scott LLC | 0.04% | Add +6.5% | 54,143 | $14.5M |
| BBJS Financial Advisors, LLC | 5.11% | Reduce -15.8% | 53,596 | $14.3M |
| Pasadena Private Wealth, LLC | 3.01% | Reduce -0.3% | 52,900 | $14.1M |
| Quest Investment Management LLC | 1.65% | No change | 52,660 | $14.1M |
| Retirement Investment Advisors, Inc. | 1.53% | Add +9.1% | 52,384 | $14.0M |
| Benjamin Edwards Inc. | 0.20% | Add +9903.3% | 52,217 | $14.0M |
| RS Crum Inc. | 3.23% | Add +1.6% | 51,599 | $13.8M |
| LMCG Investments, LLC | 0.82% | Reduce -0.6% | 51,236 | $13.7M |
| Aaron Wealth Advisors LLC | 1.62% | Add +21.1% | 50,991 | $13.6M |
"% 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.