Van Morst SML-Cap Gro-UsdVBKETF
13F holders, Q3 2025 (September 30)1,112holders +13
74new positions
48sold out
3famous investors
$297.68avg. 13F price*
At the end of Q3 2025, 1,112 institutions reported holding Van Morst SML-Cap Gro-Usd Inc. (VBK) in their 13F filings, up 13 from Q2 2025. 74 opened new positions and 48 sold out. The largest holders were Bank of America Corp. ($3.0B), Morgan Stanley ($574.9M) and Assetmark, Inc. ($461.5M). 3 famous investors held it, including Paul Tudor Jones (0.0% 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 (Q3 2025)
- CUSIP
- 922908595
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 74 | $40.6M |
| Exits | 48 | $30.9M |
All 13F filers, Q2 2025 → Q3 2025: 1,368,885 shares bought and 945,090 shares sold, net +423,795 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,112 holders
| Bank of America Corp. | 0.22% | Add +0.4% | 9,989,402 | $3.0B |
| Morgan Stanley | 0.03% | Add +2.6% | 1,931,756 | $574.9M |
| Assetmark, Inc. | 0.99% | Add +0.7% | 1,550,620 | $461.5M |
| Sei Investments Co. | 0.30% | Add +1.2% | 949,929 | $282.7M |
| LPL Financial LLC | 0.08% | Add +3.8% | 899,840 | $267.8M |
| Corient Private Wealth LP | 0.42% | Add +17.8% | 894,206 | $266.1M |
| Wells Fargo & Company | 0.05% | Add +0.7% | 872,642 | $259.7M |
| UBS Group AG | 0.04% | Reduce -6.0% | 768,445 | $228.7M |
| PNC Financial Services Group, Inc. | 0.12% | Add +0.4% | 683,942 | $203.6M |
| Cohen Klingenstein LLC | 6.25% | Reduce -1.2% | 670,420 | $199.5M |
| Envestnet Asset Management Inc. | 0.05% | Add +0.3% | 637,406 | $189.7M |
| Mather Group, Llc. | 1.82% | Reduce -1.1% | 604,629 | $179.9M |
| Jones Financial Companies LLLP | 0.11% | Reduce -18.4% | 562,371 | $167.7M |
| Choreo, LLC | 1.98% | Reduce -0.6% | 510,225 | $152.1M |
| Moneta Group Investment Advisors LLC | 1.20% | Add +0.8% | 506,199 | $150.7M |
| Tiaa Trust, National Association | 0.34% | Reduce -5.0% | 468,752 | $139.5M |
| Cetera Investment Advisers | 0.16% | Add +25.6% | 461,063 | $137.2M |
| Raymond James Financial Inc. | 0.04% | Add +1.8% | 451,017 | $134.2M |
| Ameriprise Financial Inc. | 0.03% | Reduce -0.7% | 400,969 | $119.3M |
| Rwa Wealth Partners, LLC | 1.24% | Add +2.4% | 365,995 | $108.9M |
| Wealthspire Advisors, LLC | 0.56% | Reduce -1.9% | 357,202 | $106.3M |
| MML Investors Services, LLC | 0.28% | Add +0.8% | 356,456 | $106.1M |
| Osaic Holdings, Inc. | 0.15% | Add +13.6% | 357,605 | $105.9M |
| HighTower Advisors, LLC | 0.12% | Add +0.6% | 340,129 | $101.2M |
| Rockefeller Capital Management L.P. | 0.19% | Add +2.8% | 326,714 | $97.2M |
| Mill Creek Capital Advisors, LLC | 1.94% | Reduce -0.3% | 315,937 | $94.0M |
| Sand Hill Global Advisors, LLC | 3.20% | Reduce -0.5% | 305,716 | $91.0M |
| Truist Financial Corp. | 0.12% | Add +0.2% | 296,310 | $88.2M |
| Royal Bank of Canada | 0.01% | Reduce -2.8% | 277,303 | $82.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.7% | 243,363 | $72.4M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +15.8% | 228,230 | $67.9M |
| Focus Partners Wealth | 0.11% | Add +1.7% | 226,225 | $67.3M |
| Commonwealth Equity Services, LLC | 0.09% | Reduce -16.8% | 225,241 | $67.0M |
| 1832 Asset Management L.P. | 0.11% | Reduce -5.4% | 210,642 | $62.7M |
| Mariner, LLC | 0.08% | Add +3.1% | 209,417 | $62.3M |
| US Bancorp \de | 0.06% | Add +3.2% | 182,189 | $54.2M |
| Beacon Pointe Advisors, LLC | 0.42% | Add +114.4% | 164,409 | $48.9M |
| United Capital Financial Advisors, LLC | 0.33% | Reduce -1.1% | 152,017 | $45.2M |
| Strategies Wealth Advisors, LLC | 4.37% | Add +1.4% | 141,296 | $42.1M |
| Summit Financial Strategies, Inc. | 3.57% | Add +0.4% | 140,062 | $41.7M |
| Private Advisor Group, LLC | 0.20% | Add +6.2% | 137,632 | $41.0M |
| Rodgers & Associates, LTD | 4.18% | Add +3.1% | 136,290 | $40.6M |
| Stifel Financial Corp. | 0.04% | Add +1.2% | 136,275 | $40.6M |
| Stephens Inc. | 0.51% | Reduce -0.3% | 135,420 | $40.3M |
| Avior Wealth Management, LLC | 1.28% | Reduce -1.9% | 133,310 | $39.6M |
| Bragg Financial Advisors, Inc | 1.30% | Add +0.8% | 132,292 | $39.4M |
| American Financial Advisors, LLC | 4.89% | Reduce -2.5% | 127,632 | $38.0M |
| Mosaic Family Wealth Partners, LLC | 4.26% | Add +1.1% | 121,839 | $36.4M |
| Creative Planning | 0.03% | Add +8.4% | 122,116 | $36.3M |
| One Day In July LLC | 3.05% | Add +7.2% | 121,100 | $36.0M |
| Pathstone Holdings, LLC | 0.13% | Reduce -0.4% | 117,379 | $34.9M |
| Stephens Group Asset Management, LLC | 2.35% | Add +125.1% | 116,906 | $34.8M |
| NewEdge Advisors, LLC | 0.15% | Reduce -1.1% | 114,527 | $34.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -3.3% | 105,064 | $31.3M |
| Vision Capital Management, Inc. | 3.75% | Reduce -1.6% | 102,061 | $30.4M |
| Brickley Wealth Management | 5.22% | Add +0.4% | 100,633 | $30.0M |
| Inspirion Wealth Advisors, LLC | 4.17% | Reduce -0.4% | 111,503 | $29.8M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +1.2% | 95,030 | $28.6M |
| Waldron Private Wealth LLC | 1.11% | Reduce -1.3% | 91,968 | $27.4M |
| Merit Financial Group, LLC | 0.25% | Reduce -5.0% | 91,973 | $27.4M |
| Comerica Bank | 0.10% | Add +23.4% | 91,939 | $27.4M |
| Aaron Wealth Advisors LLC | 1.53% | Add +47.5% | 85,287 | $25.4M |
| Natixis Advisors, LLC | 0.04% | Add +5.6% | 84,622 | $25.2M |
| BHK Investment Advisors, LLC | 9.28% | Reduce -2.1% | 83,424 | $24.8M |
| Cresset Asset Management, LLC | 0.11% | Add +4.0% | 82,681 | $24.6M |
| Kestra Advisory Services, LLC | 0.11% | Add +19.8% | 79,500 | $23.7M |
| Savant Capital, LLC | 0.14% | Reduce -0.3% | 76,882 | $22.9M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -1.2% | 76,403 | $22.7M |
| Steward Partners Investment Advisory, LLC | 0.13% | Add +45.9% | 75,379 | $22.4M |
| McAdam, LLC | 1.09% | Reduce -8.2% | 74,059 | $22.0M |
| Exencial Wealth Advisors, LLC | 0.72% | Add +0.2% | 73,847 | $22.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -8.4% | 71,203 | $21.2M |
| Whitaker-Myers Wealth Managers, LTD. | 4.61% | Add +9.4% | 70,954 | $21.1M |
| Fifth Third Bancorp | 0.07% | Reduce -1.2% | 69,047 | $20.5M |
| Total Wealth Planning, LLC | 2.36% | Add +0.7% | 68,433 | $20.4M |
| Partners in Financial Planning | 3.41% | Reduce -0.3% | 66,338 | $19.7M |
| Atria Investments, Inc | 0.22% | Add +2.7% | 64,500 | $19.2M |
| Sage Financial Group Inc. | 1.30% | Add +0.8% | 64,348 | $19.2M |
| Retirement Investment Advisors, Inc. | 1.51% | Add +2.9% | 60,982 | $18.1M |
| Asset Management Group, Inc. | 2.91% | Reduce -1.2% | 59,750 | $17.8M |
| Modera Wealth Management, LLC | 0.20% | Reduce -6.3% | 58,368 | $17.4M |
| Quent Capital, LLC | 1.45% | Add +11.2% | 58,084 | $17.3M |
| Robinswood Financial LLC | 5.64% | Add +1.8% | 56,797 | $16.9M |
| FMR LLC | 0.00% | Add +3.2% | 56,451 | $16.8M |
| Gallagher Fiduciary Advisors, LLC | 0.61% | Add +0.9% | 55,785 | $16.6M |
| Pasadena Private Wealth, LLC | 2.36% | Add +1.1% | 54,837 | $16.3M |
| CIBC Private Wealth Group LLC | 0.03% | Reduce -0.5% | 54,603 | $16.3M |
| Avantax Planning Partners, Inc. | 0.47% | Reduce -1.7% | 54,585 | $16.2M |
| Ocean Park Asset Management, LLC | 0.65% | New | 53,355 | $15.9M |
| Peapack Gladstone Financial Corp. | 0.21% | Reduce -2.5% | 53,347 | $15.9M |
| RS Crum Inc. | 3.50% | Add +2.7% | 52,835 | $15.7M |
| Quest Investment Management LLC | 1.65% | No change | 52,660 | $15.7M |
| Vawter Financial, Ltd. | 7.10% | Add +1560.8% | 52,548 | $15.6M |
| Cwm, LLC | 0.05% | Reduce -4.7% | 51,886 | $15.4M |
| Benjamin Edwards Inc. | 0.17% | Add +0.9% | 51,451 | $15.3M |
| Presilium Private Wealth, LLC | 2.88% | Reduce -0.6% | 50,886 | $15.1M |
| Praetorian Wealth Management, Inc. | 3.02% | Add +1.8% | 49,456 | $14.7M |
| Sanctuary Advisors, LLC | 0.08% | Add +3.9% | 47,013 | $14.0M |
| Captrust Financial Advisors | 0.03% | Reduce -3.2% | 46,696 | $13.9M |
| IFP Advisors, Inc | 0.35% | Add +42.2% | 45,910 | $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.