Van Morst SML-Cap Gro-UsdVBKETF
13F holders, Q2 2025 (June 30)1,099holders +19
88new positions
71sold out
4famous investors
$276.80avg. 13F price*
At the end of Q2 2025, 1,099 institutions reported holding Van Morst SML-Cap Gro-Usd Inc. (VBK) in their 13F filings, up 19 from Q1 2025. 88 opened new positions and 71 sold out. The largest holders were Bank of America Corp. ($2.8B), Morgan Stanley ($521.2M) and Assetmark, Inc. ($426.6M). 4 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management'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 2025)
- CUSIP
- 922908595
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 88 | $51.4M |
| Exits | 71 | $72.5M |
All 13F filers, Q1 2025 → Q2 2025: 1,956,339 shares bought and 2,230,912 shares sold, net −274,573 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,099 holders
| Bank of America Corp. | 0.22% | Add +1.0% | 9,953,009 | $2.8B |
| Morgan Stanley | 0.03% | Add +0.4% | 1,881,972 | $521.2M |
| Assetmark, Inc. | 1.01% | Add +1.7% | 1,540,575 | $426.6M |
| Sei Investments Co. | 0.30% | Add +1.9% | 938,777 | $260.0M |
| LPL Financial LLC | 0.08% | Add +4.8% | 867,132 | $240.1M |
| Wells Fargo & Company | 0.05% | Reduce -2.0% | 866,190 | $239.9M |
| UBS Group AG | 0.05% | Reduce -5.5% | 817,759 | $226.5M |
| Corient Private Wealth LP | 0.28% | Reduce -20.8% | 759,313 | $210.3M |
| Jones Financial Companies LLLP | 0.14% | Add +6.6% | 688,885 | $190.2M |
| PNC Financial Services Group, Inc. | 0.12% | Reduce -2.5% | 680,936 | $188.6M |
| Cohen Klingenstein LLC | 6.27% | Add +0.0% | 678,870 | $188.0M |
| EP Wealth Advisors, LLC | 1.17% | Add +6.7% | 642,042 | $177.8M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -3.3% | 635,254 | $175.9M |
| Mather Group, Llc. | 1.81% | Reduce -23.8% | 611,559 | $169.4M |
| Choreo, LLC | 1.99% | Add +0.2% | 513,229 | $142.3M |
| Moneta Group Investment Advisors LLC | 1.66% | Add +2.4% | 502,158 | $139.1M |
| Tiaa Trust, National Association | 0.36% | Add +5.0% | 493,193 | $136.6M |
| Raymond James Financial Inc. | 0.04% | Reduce -4.3% | 443,257 | $122.8M |
| Ameriprise Financial Inc. | 0.03% | Reduce -2.7% | 403,922 | $111.5M |
| Cetera Investment Advisers | 0.17% | Add +27.0% | 367,032 | $101.6M |
| Wealthspire Advisors, LLC | 0.57% | Reduce -2.4% | 364,162 | $100.9M |
| Rwa Wealth Partners, LLC | 1.24% | Add +7.1% | 357,304 | $99.0M |
| MML Investors Services, LLC | 0.28% | Reduce -1.3% | 353,707 | $98.0M |
| HighTower Advisors, LLC | 0.12% | Add +4.8% | 338,104 | $93.6M |
| Rockefeller Capital Management L.P. | 0.19% | Add +9.1% | 317,808 | $88.0M |
| Mill Creek Capital Advisors, LLC | 1.95% | Reduce -0.8% | 316,818 | $87.7M |
| Sand Hill Global Advisors, LLC | 3.16% | Add +5905.2% | 307,165 | $85.1M |
| Osaic Holdings, Inc. | 0.15% | Add +63.9% | 314,935 | $84.7M |
| Truist Financial Corp. | 0.12% | Reduce -0.3% | 295,778 | $81.9M |
| Royal Bank of Canada | 0.02% | Reduce -71.1% | 285,420 | $79.0M |
| Commonwealth Equity Services, LLC | 0.10% | Reduce -10.4% | 270,703 | $75.0M |
| JPMorgan Chase & Co. | 0.00% | Add +12.4% | 250,196 | $69.3M |
| 1832 Asset Management L.P. | 0.11% | Add +1.7% | 222,653 | $61.7M |
| Focus Partners Wealth | 0.13% | Add +1.7% | 222,471 | $61.6M |
| Mariner, LLC | 0.08% | Add +3.4% | 203,119 | $56.3M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +12.9% | 197,058 | $54.6M |
| US Bancorp \de | 0.06% | Reduce -0.1% | 176,481 | $48.9M |
| United Capital Financial Advisors, LLC | 0.34% | Reduce -1.8% | 153,774 | $42.6M |
| Summit Financial Strategies, Inc. | 3.58% | Add +2.4% | 139,511 | $38.6M |
| Strategies Wealth Advisors, LLC | 4.22% | Reduce -0.5% | 139,346 | $38.6M |
| Stephens Inc. | 0.52% | Add +137.6% | 135,834 | $37.6M |
| Avior Wealth Management, LLC | 1.30% | Add +0.9% | 135,851 | $37.6M |
| Stifel Financial Corp. | 0.04% | Reduce -2.3% | 134,684 | $37.3M |
| Rodgers & Associates, LTD | 4.02% | Add +5.4% | 132,244 | $36.6M |
| Bragg Financial Advisors, Inc | 1.30% | Add +4.4% | 131,313 | $36.4M |
| American Financial Advisors, LLC | 5.06% | Reduce -1.6% | 130,876 | $36.2M |
| Private Advisor Group, LLC | 0.19% | Add +3.3% | 129,646 | $35.9M |
| Mosaic Family Wealth Partners, LLC | 4.26% | Reduce -0.3% | 120,455 | $33.4M |
| Pathstone Holdings, LLC | 0.13% | Add +1.9% | 117,815 | $32.6M |
| NewEdge Advisors, LLC | 0.17% | Add +1.7% | 115,832 | $32.1M |
| One Day In July LLC | 2.83% | Add +7.8% | 113,009 | $31.3M |
| Creative Planning | 0.03% | Reduce -2.6% | 112,671 | $31.2M |
| Inspirion Wealth Advisors, LLC | 4.10% | Reduce -0.6% | 111,949 | $31.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.7% | 108,643 | $30.1M |
| Vision Capital Management, Inc. | 3.77% | Add +1.3% | 103,739 | $28.7M |
| Jentner Corp | 7.60% | Add +2.6% | 102,457 | $28.4M |
| Brickley Wealth Management | 5.43% | Add +0.3% | 100,272 | $27.8M |
| Merit Financial Group, LLC | 0.30% | Add +348.9% | 96,816 | $26.8M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -0.0% | 93,880 | $26.4M |
| Waldron Private Wealth LLC | 1.13% | Reduce -0.5% | 93,198 | $25.8M |
| BHK Investment Advisors, LLC | 9.24% | Add +3.0% | 85,218 | $23.6M |
| McAdam, LLC | 1.22% | Reduce -0.5% | 80,703 | $22.3M |
| Natixis Advisors, LLC | 0.04% | Reduce -5.0% | 80,143 | $22.2M |
| Cresset Asset Management, LLC | 0.11% | Reduce -12.1% | 79,473 | $22.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +24.1% | 77,748 | $21.5M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -18.6% | 77,343 | $21.4M |
| Savant Capital, LLC | 0.15% | Add +233.1% | 77,082 | $21.3M |
| Beacon Pointe Advisors, LLC | 0.22% | Add +0.7% | 76,698 | $21.2M |
| Comerica Bank | 0.08% | Add +5.3% | 74,512 | $20.6M |
| Exencial Wealth Advisors, LLC | 0.72% | Add +3.0% | 73,712 | $20.4M |
| Fifth Third Bancorp | 0.07% | Reduce -2.2% | 69,882 | $19.4M |
| Total Wealth Planning, LLC | 2.38% | Add +5.5% | 67,981 | $18.8M |
| Partners in Financial Planning | 3.40% | Add +2.1% | 66,568 | $18.4M |
| Kestra Advisory Services, LLC | 0.09% | Reduce -5.6% | 66,357 | $18.4M |
| Whitaker-Myers Wealth Managers, LTD. | 4.52% | Add +13.5% | 64,839 | $18.0M |
| Sage Financial Group Inc. | 1.31% | Add +0.8% | 63,854 | $17.7M |
| Atria Investments, Inc | 0.21% | Add +4.7% | 62,789 | $17.4M |
| Modera Wealth Management, LLC | 0.21% | Reduce -3.8% | 62,325 | $17.3M |
| Asset Management Group, Inc. | 2.92% | Reduce -1.5% | 60,476 | $16.7M |
| Retirement Investment Advisors, Inc. | 1.48% | Add +1.4% | 59,263 | $16.4M |
| World Investment Advisors | 0.37% | Add +849.0% | 58,003 | $16.1M |
| Aaron Wealth Advisors LLC | 1.64% | Reduce -0.5% | 57,801 | $16.0M |
| Robinswood Financial LLC | 5.47% | Reduce -1.4% | 55,795 | $15.5M |
| Adventist Health System/ West | 2.29% | No change | 55,720 | $15.4M |
| Avantax Planning Partners, Inc. | 0.49% | Add +49.4% | 55,539 | $15.4M |
| Gallagher Fiduciary Advisors, LLC | 0.59% | Add +5.6% | 55,266 | $15.3M |
| CIBC Private Wealth Group LLC | 0.03% | Reduce -7.5% | 54,883 | $15.2M |
| Peapack Gladstone Financial Corp. | 0.21% | Reduce -3.4% | 54,722 | $15.2M |
| FMR LLC | 0.00% | Reduce -4.1% | 54,695 | $15.1M |
| Cwm, LLC | 0.05% | Reduce -4.7% | 54,415 | $15.1M |
| Pasadena Private Wealth, LLC | 2.57% | Add +0.1% | 54,245 | $15.0M |
| Quest Investment Management LLC | 1.60% | No change | 52,660 | $14.6M |
| Quent Capital, LLC | 1.40% | Add +110.0% | 52,253 | $14.5M |
| Stephens Group Asset Management, LLC | 1.03% | Add +20.6% | 51,940 | $14.4M |
| Steward Partners Investment Advisory, LLC | 0.11% | Add +24.9% | 51,653 | $14.3M |
| Larson Financial Group LLC | 0.57% | Reduce -28.6% | 51,460 | $14.3M |
| RS Crum Inc. | 3.42% | Add +5.0% | 51,439 | $14.2M |
| Presilium Private Wealth, LLC | 2.90% | Add +4.2% | 51,192 | $14.2M |
| Benjamin Edwards Inc. | 0.18% | Add +4.0% | 50,992 | $14.1M |
| Wesbanco Bank Inc. | 0.41% | Add +3.9% | 49,306 | $13.7M |
"% 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.