Van Morst SML-Cap Gro-UsdVBKETF
13F holders, Q1 2025 (March 31)1,080holders −42
52new positions
88sold out
4famous investors
$251.70avg. 13F price*
At the end of Q1 2025, 1,080 institutions reported holding Van Morst SML-Cap Gro-Usd Inc. (VBK) in their 13F filings, down 42 from Q4 2024. 52 opened new positions and 88 sold out. The largest holders were Bank of America Corp. ($2.5B), Morgan Stanley ($471.9M) and Assetmark, Inc. ($381.3M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Van Morst SML-Cap Gro-Usd Inc.
- Filed as
- VANGUARD INDEX FDS (Q1 2025)
- CUSIP
- 922908595
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $55.7M |
| Exits | 88 | $85.4M |
All 13F filers, Q4 2024 → Q1 2025: 2,672,151 shares bought and 3,631,167 shares sold, net −959,016 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,080 holders
| Bank of America Corp. | 0.22% | Add +2.9% | 9,855,905 | $2.5B |
| Morgan Stanley | 0.03% | Add +4.0% | 1,874,307 | $471.9M |
| Assetmark, Inc. | 1.05% | Add +3.8% | 1,514,549 | $381.3M |
| Royal Bank of Canada | 0.06% | Add +359.1% | 988,251 | $248.8M |
| Corient Private Wealth LP | 0.39% | Add +0.8% | 958,488 | $241.3M |
| Sei Investments Co. | 0.30% | Add +5.1% | 920,776 | $231.8M |
| Wells Fargo & Company | 0.05% | Add +3.3% | 883,973 | $222.6M |
| UBS Group AG | 0.05% | Reduce -2.1% | 865,210 | $217.8M |
| LPL Financial LLC | 0.08% | Add +10.9% | 827,794 | $208.4M |
| Mather Group, Llc. | 2.34% | Add +6.5% | 802,798 | $202.1M |
| PNC Financial Services Group, Inc. | 0.09% | Add +0.1% | 698,613 | $175.9M |
| Cohen Klingenstein LLC | 6.19% | Add +0.6% | 678,760 | $170.9M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -3.2% | 656,706 | $165.3M |
| Jones Financial Companies LLLP | 0.15% | Reduce -66.2% | 646,506 | $163.5M |
| EP Wealth Advisors, LLC | 1.21% | Add +30.7% | 601,701 | $151.5M |
| Choreo, LLC | 2.00% | Reduce -4.4% | 512,280 | $129.0M |
| Moneta Group Investment Advisors LLC | 1.70% | Add +1.0% | 490,383 | $123.5M |
| Tiaa Trust, National Association | 0.37% | Add +11.4% | 469,775 | $118.3M |
| Raymond James Financial Inc. | 0.04% | Reduce -0.7% | 463,245 | $116.6M |
| Ameriprise Financial Inc. | 0.03% | Reduce -10.0% | 415,080 | $104.4M |
| Wealthspire Advisors, LLC | 0.56% | Add +96.3% | 373,028 | $93.9M |
| MML Investors Services, LLC | 0.30% | Reduce -3.1% | 358,217 | $90.2M |
| Rwa Wealth Partners, LLC | 1.06% | Add +4.0% | 333,598 | $84.0M |
| HighTower Advisors, LLC | 0.11% | Add +12.4% | 322,514 | $81.2M |
| Mill Creek Capital Advisors, LLC | 1.95% | Add +0.4% | 319,278 | $80.4M |
| Commonwealth Equity Services, LLC | 0.11% | Reduce -0.8% | 302,211 | $76.1M |
| Truist Financial Corp. | 0.12% | Reduce -0.4% | 296,636 | $74.7M |
| Rockefeller Capital Management L.P. | 0.18% | Reduce -2.1% | 291,349 | $73.4M |
| Cetera Investment Advisers | 0.14% | Add +1.1% | 288,917 | $72.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.0% | 222,641 | $56.1M |
| 1832 Asset Management L.P. | 0.11% | Add +10.4% | 218,895 | $55.1M |
| Focus Partners Wealth | 0.14% | Add +1.9% | 218,678 | $55.1M |
| Mariner, LLC | 0.08% | Reduce -0.7% | 196,418 | $49.5M |
| Osaic Holdings, Inc. | 0.11% | Reduce -20.9% | 192,134 | $48.4M |
| US Bancorp \de | 0.06% | Reduce -7.7% | 176,670 | $44.5M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +5.1% | 174,597 | $44.0M |
| United Capital Financial Advisors, LLC | 0.34% | Reduce -1.9% | 156,583 | $39.4M |
| Strategies Wealth Advisors, LLC | 4.31% | Add +5.4% | 140,039 | $35.3M |
| Stifel Financial Corp. | 0.04% | Add +2.5% | 137,891 | $34.7M |
| Summit Financial Strategies, Inc. | 3.46% | Reduce -1.8% | 136,290 | $34.3M |
| Avior Wealth Management, LLC | 1.29% | Add +3.8% | 134,649 | $33.9M |
| American Financial Advisors, LLC | 4.86% | Reduce -2.2% | 133,061 | $33.5M |
| Bragg Financial Advisors, Inc | 1.30% | Add +4.3% | 125,725 | $31.7M |
| Private Advisor Group, LLC | 0.19% | Add +7.3% | 125,486 | $31.6M |
| Rodgers & Associates, LTD | 3.85% | Add +4.4% | 125,433 | $31.6M |
| Mosaic Family Wealth Partners, LLC | 4.33% | Add +3.2% | 120,778 | $30.4M |
| Pathstone Holdings, LLC | 0.13% | Reduce -0.6% | 115,677 | $29.2M |
| Creative Planning | 0.03% | Reduce -6.1% | 115,731 | $29.1M |
| NewEdge Advisors, LLC | 0.17% | Reduce -4.0% | 113,858 | $28.7M |
| Inspirion Wealth Advisors, LLC | 3.94% | Reduce -0.9% | 112,632 | $28.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -3.3% | 109,398 | $27.5M |
| One Day In July LLC | 2.64% | Add +2.7% | 104,873 | $26.4M |
| Vision Capital Management, Inc. | 3.72% | Reduce -0.8% | 102,390 | $25.8M |
| Brickley Wealth Management | 5.22% | Reduce -0.1% | 99,955 | $25.2M |
| Jentner Corp | 7.52% | Reduce -3.1% | 99,820 | $25.1M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Reduce -1.9% | 94,982 | $23.9M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -3.4% | 93,905 | $23.6M |
| Waldron Private Wealth LLC | 1.11% | Reduce -3.0% | 93,624 | $23.6M |
| Cresset Asset Management, LLC | 0.11% | Add +2.1% | 90,397 | $22.8M |
| Natixis Advisors, LLC | 0.04% | Add +13.6% | 84,340 | $21.2M |
| Congress Asset Management Co. | 0.16% | Add +28.3% | 83,348 | $21.0M |
| BHK Investment Advisors, LLC | 8.81% | Reduce -9.8% | 82,772 | $20.8M |
| McAdam, LLC | 1.26% | Add +0.0% | 81,070 | $20.4M |
| Beacon Pointe Advisors, LLC | 0.22% | Reduce -0.4% | 76,181 | $19.2M |
| Safeguard Financial, LLC | 4.01% | Add +8.4% | 72,790 | $18.3M |
| Larson Financial Group LLC | 0.86% | Reduce -6.9% | 72,065 | $18.1M |
| Exencial Wealth Advisors, LLC | 0.67% | Reduce -0.7% | 71,588 | $18.0M |
| Fifth Third Bancorp | 0.07% | Reduce -1.8% | 71,463 | $18.0M |
| Comerica Bank | 0.07% | Add +9.3% | 70,771 | $17.8M |
| Kestra Advisory Services, LLC | 0.09% | Add +35.8% | 70,325 | $17.7M |
| Partners in Financial Planning | 3.30% | Add +3.1% | 65,179 | $16.4M |
| Modera Wealth Management, LLC | 0.22% | Reduce -9.7% | 64,780 | $16.3M |
| Total Wealth Planning, LLC | 2.48% | Add +0.9% | 64,442 | $16.2M |
| Sage Financial Group Inc. | 1.29% | Add +2.8% | 63,375 | $16.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +4.4% | 62,656 | $15.8M |
| Asset Management Group, Inc. | 2.86% | Reduce -1.2% | 61,394 | $15.5M |
| Atria Investments, Inc | 0.19% | Add +0.5% | 59,966 | $15.1M |
| SPC Financial, Inc. | 1.31% | Add +3.1% | 59,305 | $14.9M |
| Retirement Investment Advisors, Inc. | 1.49% | Add +3.4% | 58,472 | $14.7M |
| Aaron Wealth Advisors LLC | 1.68% | Add +4.8% | 58,098 | $14.6M |
| Stephens Inc. | 0.21% | Add +3.6% | 57,182 | $14.4M |
| Whitaker-Myers Wealth Managers, LTD. | 4.03% | Add +4.2% | 57,119 | $14.4M |
| Cwm, LLC | 0.06% | Add +124.0% | 57,075 | $14.4M |
| FMR LLC | 0.00% | Add +12.5% | 57,060 | $14.4M |
| Peapack Gladstone Financial Corp. | 0.21% | Add +0.6% | 56,616 | $14.3M |
| Robinswood Financial LLC | 5.27% | Add +0.2% | 56,583 | $14.2M |
| Adventist Health System/ West | 2.21% | No change | 55,720 | $14.0M |
| Pasadena Private Wealth, LLC | 2.63% | Add +5.7% | 54,207 | $13.6M |
| Quest Investment Management LLC | 1.64% | No change | 52,660 | $13.3M |
| Gallagher Fiduciary Advisors, LLC | 0.43% | Add +1.5% | 52,337 | $13.2M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -10.6% | 52,064 | $13.1M |
| CIBC Private Wealth Group LLC | 0.03% | Reduce -22.6% | 59,316 | $13.0M |
| Corrigan Financial, Inc. | 2.68% | Add +3.9% | 51,725 | $13.0M |
| Captrust Financial Advisors | 0.03% | Add +3.2% | 50,961 | $12.8M |
| Vawter Financial, Ltd. | 6.96% | Add +1.7% | 49,348 | $12.4M |
| Presilium Private Wealth, LLC | 2.77% | Add +40.0% | 49,138 | $12.4M |
| Benjamin Edwards Inc. | 0.17% | Reduce -4.9% | 49,014 | $12.3M |
| RS Crum Inc. | 3.32% | Reduce -1.5% | 49,004 | $12.3M |
| LMCG Investments, LLC | 0.81% | Reduce -2.9% | 48,342 | $12.2M |
| Wesbanco Bank Inc. | 0.42% | Add +16.8% | 47,465 | $12.0M |
"% 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.