Van Morst SML-Cap Gro-UsdVBKETF
13F holders, Q4 2024 (December 31)1,122holders +99
66new positions
41sold out
2famous investors
$279.43avg. 13F price*
At the end of Q4 2024, 1,122 institutions reported holding Van Morst SML-Cap Gro-Usd Inc. (VBK) in their 13F filings, up 99 from Q3 2024. 66 opened new positions and 41 sold out. The largest holders were Bank of America Corp. ($2.7B), Jones Financial Companies LLLP ($535.6M) and Morgan Stanley ($504.8M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 (Q4 2024)
- CUSIP
- 922908595
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 66 | $83.3M |
| Exits | 41 | $114.8M |
All 13F filers, Q3 2024 → Q4 2024: 3,510,578 shares bought and 947,413 shares sold, net +2,563,165 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,122 holders
| Bank of America Corp. | 0.25% | Add +3.2% | 9,574,909 | $2.7B |
| Jones Financial Companies LLLP | 0.51% | Reduce -2.2% | 1,912,378 | $535.6M |
| Morgan Stanley | 0.04% | Add +5.4% | 1,802,396 | $504.8M |
| Assetmark, Inc. | 1.11% | Add +3.6% | 1,459,084 | $408.6M |
| Essential Planning, LLC. | 2.04% | Add +6143.5% | 1,109,409 | $313.3M |
| Corient Private Wealth LP | 0.44% | Add +0.9% | 951,395 | $266.4M |
| UBS Group AG | 0.06% | Add +2.5% | 883,549 | $247.4M |
| Sei Investments Co. | 0.32% | Add +0.3% | 876,081 | $245.3M |
| Wells Fargo & Company | 0.06% | Add +16.6% | 855,442 | $239.6M |
| Mather Group, Llc. | 2.74% | Reduce -2.6% | 753,516 | $211.0M |
| LPL Financial LLC | 0.09% | Add +9.2% | 746,067 | $208.9M |
| PNC Financial Services Group, Inc. | 0.13% | Reduce -1.0% | 697,847 | $195.4M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -6.8% | 678,624 | $190.1M |
| Cohen Klingenstein LLC | 6.47% | Add +86.1% | 675,080 | $189.1M |
| Choreo, LLC | 2.16% | Add +5.5% | 535,846 | $150.1M |
| Moneta Group Investment Advisors LLC | 1.91% | Add +3.5% | 485,602 | $136.0M |
| Raymond James Financial Inc. | 0.05% | — | 466,559 | $130.7M |
| Ameriprise Financial Inc. | 0.03% | Add +41.8% | 461,309 | $129.3M |
| EP Wealth Advisors, LLC | 1.05% | Add +13.1% | 460,505 | $129.0M |
| Tiaa Trust, National Association | 0.36% | Add +3.2% | 421,508 | $118.0M |
| MML Investors Services, LLC | 0.36% | Add +7.8% | 369,725 | $103.5M |
| Rwa Wealth Partners, LLC | 1.11% | Add +6.8% | 320,680 | $89.8M |
| Mill Creek Capital Advisors, LLC | 2.14% | Add +1.1% | 318,003 | $89.1M |
| Commonwealth Equity Services, LLC | 0.12% | Add +27.3% | 304,691 | $85.3M |
| Truist Financial Corp. | 0.13% | Add +0.3% | 297,886 | $83.4M |
| Rockefeller Capital Management L.P. | 0.22% | Add +0.0% | 297,502 | $83.3M |
| HighTower Advisors, LLC | 0.11% | Add +1.9% | 287,025 | $80.4M |
| Cetera Investment Advisers | 0.17% | Add +0.2% | 285,765 | $80.0M |
| Osaic Holdings, Inc. | 0.15% | Add +4.5% | 242,972 | $66.6M |
| JPMorgan Chase & Co. | 0.01% | Add +2.7% | 229,651 | $64.3M |
| Royal Bank of Canada | 0.01% | Add +5.7% | 215,246 | $60.3M |
| Focus Partners Wealth | 0.16% | Add +3.1% | 214,633 | $60.1M |
| 1832 Asset Management L.P. | 0.10% | Reduce -12.9% | 198,317 | $55.5M |
| Mariner, LLC | 0.09% | Add +0.3% | 197,770 | $55.4M |
| US Bancorp \de | 0.07% | Reduce -4.3% | 191,492 | $53.6M |
| Wealthspire Advisors, LLC | 0.53% | Add +11.8% | 190,073 | $53.2M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +2.1% | 166,091 | $46.5M |
| United Capital Financial Advisors, LLC | 0.38% | Reduce -1.6% | 159,702 | $44.7M |
| Summit Financial Strategies, Inc. | 4.29% | Add +0.5% | 138,805 | $38.9M |
| Strategies Wealth Advisors, LLC | 4.82% | Add +9.3% | 132,836 | $38.7M |
| American Financial Advisors, LLC | 5.37% | Reduce -2.0% | 136,067 | $38.1M |
| Stifel Financial Corp. | 0.04% | Add +4.3% | 134,490 | $37.7M |
| Avior Wealth Management, LLC | 1.33% | Add +28.1% | 129,719 | $36.3M |
| Creative Planning | 0.03% | Add +34.1% | 123,226 | $34.5M |
| Bragg Financial Advisors, Inc | 1.37% | Reduce -1.6% | 120,585 | $33.8M |
| Rodgers & Associates, LTD | 4.01% | Reduce -1.9% | 120,193 | $33.7M |
| NewEdge Advisors, LLC | 0.20% | Reduce -0.1% | 118,647 | $33.2M |
| Mosaic Family Wealth Partners, LLC | 4.73% | Add +1.4% | 117,079 | $32.8M |
| Private Advisor Group, LLC | 0.18% | Add +3.5% | 116,903 | $32.7M |
| Pathstone Holdings, LLC | 0.14% | Reduce -13.0% | 116,378 | $32.6M |
| Inspirion Wealth Advisors, LLC | 4.51% | Add +1.9% | 113,636 | $32.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -6.9% | 113,141 | $31.7M |
| Ocean Park Asset Management, LLC | 1.05% | New | 109,701 | $30.7M |
| Vision Capital Management, Inc. | 4.25% | Add +1.8% | 103,212 | $28.9M |
| Jentner Corp | 8.40% | Reduce -1.3% | 102,978 | $28.8M |
| One Day In July LLC | 3.00% | Add +2.0% | 102,075 | $28.6M |
| Brickley Wealth Management | 5.69% | Add +4.2% | 100,100 | $28.0M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +2.3% | 97,193 | $27.2M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Reduce -16.3% | 96,853 | $27.1M |
| Waldron Private Wealth LLC | 1.09% | Add +0.9% | 96,476 | $27.0M |
| Members Trust Co | 0.92% | Reduce -0.2% | 94,813 | $26.6M |
| BHK Investment Advisors, LLC | 9.64% | Reduce -1.6% | 91,739 | $25.7M |
| Cresset Asset Management, LLC | 0.12% | Add +4.9% | 88,550 | $24.8M |
| McAdam, LLC | 1.24% | Add +6.0% | 81,051 | $22.7M |
| CIBC Private Wealth Group LLC | 0.04% | Reduce -4.7% | 76,628 | $21.8M |
| Larson Financial Group LLC | 1.12% | Reduce -6.3% | 77,424 | $21.7M |
| Beacon Pointe Advisors, LLC | 0.24% | Reduce -2.9% | 76,463 | $21.4M |
| Natixis Advisors, LLC | 0.04% | Add +0.2% | 74,261 | $20.8M |
| Private Portfolio Partners LLC | 3.80% | Add +0.9% | 73,864 | $20.7M |
| Fifth Third Bancorp | 0.07% | Reduce -0.6% | 72,786 | $20.4M |
| Exencial Wealth Advisors, LLC | 0.74% | Reduce -3.2% | 72,067 | $20.2M |
| Modera Wealth Management, LLC | 0.24% | Reduce -4.2% | 71,763 | $20.1M |
| Safeguard Financial, LLC | 4.09% | Add +9.6% | 67,141 | $18.8M |
| Congress Asset Management Co. | 0.12% | Add +68.0% | 64,989 | $18.2M |
| Comerica Bank | 0.07% | Add +5.2% | 64,760 | $18.1M |
| Invst, LLC | 2.20% | Reduce -1.0% | 64,689 | $18.1M |
| Total Wealth Planning, LLC | 2.78% | Add +0.7% | 63,843 | $17.9M |
| Partners in Financial Planning | 3.61% | Reduce -0.7% | 63,212 | $17.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -29.7% | 62,449 | $17.5M |
| Asset Management Group, Inc. | 3.09% | Reduce -0.4% | 62,123 | $17.4M |
| Sage Financial Group Inc. | 1.39% | No change | 61,650 | $17.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -40.7% | 60,026 | $16.8M |
| Atria Investments, Inc | 0.21% | Reduce -8.8% | 59,651 | $16.7M |
| Janney Montgomery Scott LLC | 0.05% | Add +7.5% | 58,221 | $16.3M |
| SPC Financial, Inc. | 1.40% | Add +2710.8% | 57,510 | $16.1M |
| World Investment Advisors | 0.44% | Add +2351.1% | 56,767 | $15.9M |
| Retirement Investment Advisors, Inc. | 1.67% | Add +8.0% | 56,563 | $15.8M |
| Robinswood Financial LLC | 5.98% | Add +0.5% | 56,474 | $15.8M |
| Peapack Gladstone Financial Corp. | 0.23% | Reduce -0.6% | 56,281 | $15.8M |
| Adventist Health System/ West | 2.41% | No change | 55,720 | $15.6M |
| Aaron Wealth Advisors LLC | 1.80% | Add +8.8% | 55,466 | $15.5M |
| Arax Advisory Partners | 0.98% | Add +293.4% | 55,402 | $15.5M |
| Stephens Inc. | 0.22% | Add +0.5% | 55,175 | $15.5M |
| Stephens Group Asset Management, LLC | 1.29% | Add +0.1% | 55,108 | $15.4M |
| Whitaker-Myers Wealth Managers, LTD. | 4.48% | Add +13.4% | 54,816 | $15.4M |
| Quest Investment Management LLC | 1.71% | No change | 52,660 | $14.7M |
| Kestra Advisory Services, LLC | 0.08% | Add +3.7% | 51,797 | $14.5M |
| Benjamin Edwards Inc. | 0.21% | Reduce -1.3% | 51,532 | $14.4M |
| Gallagher Fiduciary Advisors, LLC | 2.83% | Reduce -13.8% | 51,546 | $14.4M |
| Pasadena Private Wealth, LLC | 2.95% | Reduce -3.0% | 51,295 | $14.4M |
"% 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.