Van Morst SML-Cap Gro-UsdVBKETF
13F holders, Q4 2025 (December 31)1,212holders +100
88new positions
57sold out
4famous investors
$297.51avg. 13F price*
At the end of Q4 2025, 1,212 institutions reported holding Van Morst SML-Cap Gro-Usd Inc. (VBK) in their 13F filings, up 100 from Q3 2025. 88 opened new positions and 57 sold out. The largest holders were Bank of America Corp. ($3.1B), Morgan Stanley ($568.8M) and Assetmark, Inc. ($472.8M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 (Q4 2025)
- CUSIP
- 922908595
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 88 | $59.3M |
| Exits | 57 | $66.5M |
All 13F filers, Q3 2025 → Q4 2025: 1,967,524 shares bought and 1,437,452 shares sold, net +530,072 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,212 holders
| Bank of America Corp. | 0.23% | Add +2.7% | 10,257,972 | $3.1B |
| Morgan Stanley | 0.03% | Reduce -2.5% | 1,882,603 | $568.8M |
| Assetmark, Inc. | 0.96% | Add +0.9% | 1,564,878 | $472.8M |
| Corient Private Wealth LP | 0.42% | Add +14.6% | 1,024,858 | $309.6M |
| Sei Investments Co. | 0.29% | Add +2.0% | 969,157 | $292.8M |
| LPL Financial LLC | 0.08% | Add +1.1% | 909,819 | $274.9M |
| Wells Fargo & Company | 0.05% | Add +2.8% | 897,144 | $271.0M |
| EP Wealth Advisors, LLC | 1.22% | — | 776,329 | $234.5M |
| UBS Group AG | 0.04% | Reduce -5.4% | 726,877 | $219.6M |
| PNC Financial Services Group, Inc. | 0.11% | Add +1.5% | 694,339 | $209.8M |
| Cohen Klingenstein LLC | 6.14% | Reduce -0.3% | 668,380 | $201.9M |
| Mather Group, Llc. | 1.88% | Reduce -0.2% | 603,304 | $182.3M |
| Choreo, LLC | 2.03% | Add +2.6% | 523,404 | $159.7M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -17.4% | 526,294 | $159.0M |
| Jones Financial Companies LLLP | 0.09% | Reduce -8.4% | 515,197 | $155.6M |
| Raymond James Financial Inc. | 0.05% | Add +14.2% | 515,020 | $155.6M |
| Moneta Group Investment Advisors LLC | 1.16% | Add +0.1% | 506,845 | $153.1M |
| Cetera Investment Advisers | 0.16% | Add +4.8% | 483,210 | $146.0M |
| Tiaa Trust, National Association | 0.31% | Reduce -8.1% | 430,614 | $130.1M |
| Ameriprise Financial Inc. | 0.03% | Add +3.2% | 413,813 | $125.0M |
| MML Investors Services, LLC | 0.27% | Add +4.3% | 371,897 | $112.4M |
| Rwa Wealth Partners, LLC | 1.16% | Reduce -3.7% | 352,451 | $106.5M |
| HighTower Advisors, LLC | 0.11% | Reduce -0.8% | 337,484 | $102.0M |
| Rockefeller Capital Management L.P. | 0.18% | Reduce -0.4% | 325,480 | $98.3M |
| Mill Creek Capital Advisors, LLC | 1.93% | Reduce -0.7% | 313,730 | $94.8M |
| Sand Hill Global Advisors, LLC | 3.23% | Add +0.2% | 306,241 | $92.5M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +32.7% | 302,816 | $91.5M |
| Royal Bank of Canada | 0.02% | Add +7.3% | 297,650 | $89.9M |
| Osaic Holdings, Inc. | 0.11% | Reduce -27.9% | 257,656 | $77.9M |
| JPMorgan Chase & Co. | 0.01% | Add +2.3% | 248,956 | $75.2M |
| Focus Partners Wealth | 0.08% | Add +0.8% | 227,911 | $68.4M |
| Commonwealth Equity Services, LLC | 0.09% | Reduce -5.6% | 212,659 | $64.2M |
| 1832 Asset Management L.P. | 0.08% | Add +0.8% | 212,233 | $64.1M |
| Mariner, LLC | 0.08% | Add +0.8% | 211,206 | $63.8M |
| Wealthspire Advisors, LLC | 0.49% | Reduce -43.0% | 203,486 | $61.5M |
| US Bancorp \de | 0.06% | Reduce -1.0% | 180,387 | $54.5M |
| Beacon Pointe Advisors, LLC | 0.35% | Add +1.3% | 166,486 | $50.3M |
| United Capital Financial Advisors, LLC | 0.27% | Reduce -2.1% | 148,743 | $44.9M |
| Strategies Wealth Advisors, LLC | 4.47% | Add +4.6% | 147,780 | $44.6M |
| Stifel Financial Corp. | 0.04% | Add +5.7% | 144,081 | $43.5M |
| Summit Financial Strategies, Inc. | 3.43% | Reduce -1.3% | 138,276 | $41.8M |
| Rodgers & Associates, LTD | 4.22% | Add +1.3% | 138,062 | $41.7M |
| Private Advisor Group, LLC | 0.19% | Reduce -1.5% | 135,587 | $41.0M |
| Bragg Financial Advisors, Inc | 1.33% | Add +2.3% | 135,323 | $40.9M |
| Avior Wealth Management, LLC | 1.25% | Reduce -0.2% | 133,093 | $40.2M |
| Stephens Inc. | 0.49% | Reduce -3.5% | 130,633 | $39.5M |
| One Day In July LLC | 3.09% | Add +2.8% | 124,493 | $37.6M |
| Creative Planning | 0.03% | Add +0.1% | 122,201 | $36.9M |
| American Financial Advisors, LLC | 4.72% | Reduce -5.2% | 120,944 | $36.5M |
| Mosaic Family Wealth Partners, LLC | 4.00% | Reduce -0.9% | 120,700 | $36.5M |
| Truist Financial Corp. | 0.05% | Reduce -60.0% | 118,439 | $35.8M |
| Stephens Group Asset Management, LLC | 2.38% | Add +0.8% | 117,855 | $35.6M |
| Waldron Private Wealth LLC | 1.39% | Add +26.7% | 116,557 | $35.2M |
| Cwm, LLC | 0.09% | Add +121.7% | 115,034 | $34.8M |
| Pathstone Holdings, LLC | 0.13% | Reduce -3.0% | 113,822 | $34.4M |
| Congress Asset Management Co. | 0.24% | Add +175.1% | 111,812 | $33.8M |
| NewEdge Advisors, LLC | 0.12% | Reduce -4.2% | 109,694 | $33.1M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +5.7% | 100,451 | $31.9M |
| Brickley Wealth Management | 5.13% | Add +0.1% | 100,771 | $30.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -4.4% | 100,438 | $30.3M |
| Comerica Bank | 0.11% | Add +2.7% | 94,403 | $28.5M |
| Vision Capital Management, Inc. | 3.38% | Reduce -9.1% | 92,747 | $28.0M |
| BHK Investment Advisors, LLC | 9.09% | Add +9.8% | 91,558 | $27.7M |
| Kestra Advisory Services, LLC | 0.11% | Add +14.1% | 90,708 | $27.4M |
| Aaron Wealth Advisors LLC | 1.47% | Add +2.6% | 87,472 | $26.4M |
| Steward Partners Investment Advisory, LLC | 0.14% | Add +14.1% | 85,981 | $26.0M |
| Cresset Asset Management, LLC | 0.11% | Add +0.9% | 83,410 | $25.2M |
| Merit Financial Group, LLC | 0.20% | Reduce -11.0% | 81,868 | $24.7M |
| Natixis Advisors, LLC | 0.03% | Reduce -3.5% | 81,622 | $24.7M |
| McAdam, LLC | 1.07% | Add +4.3% | 77,204 | $23.3M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -0.3% | 76,212 | $23.0M |
| CIBC Private Wealth Group LLC | 0.04% | Add +38.4% | 75,583 | $22.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +6.1% | 75,567 | $22.8M |
| Whitaker-Myers Wealth Managers, LTD. | 4.54% | Add +1.6% | 72,098 | $21.8M |
| Exencial Wealth Advisors, LLC | 0.66% | Reduce -6.2% | 69,259 | $20.9M |
| Fifth Third Bancorp | 0.07% | Reduce -1.1% | 68,272 | $20.6M |
| Atria Investments, Inc | 0.23% | Add +4.0% | 67,096 | $20.3M |
| Partners in Financial Planning | 3.38% | Reduce -0.4% | 66,046 | $20.0M |
| Sage Financial Group Inc. | 1.29% | Add +0.5% | 64,663 | $19.5M |
| FMR LLC | 0.00% | Add +13.3% | 63,983 | $19.3M |
| Inspirion Wealth Advisors, LLC | 2.33% | Reduce -43.5% | 63,047 | $19.0M |
| Quent Capital, LLC | 1.37% | Add +8.0% | 62,700 | $18.9M |
| Retirement Investment Advisors, Inc. | 1.52% | Add +2.5% | 62,479 | $18.9M |
| Battery Global Advisors, LLC | 8.51% | Add +695.4% | 29,270 | $18.4M |
| Asset Management Group, Inc. | 2.90% | Reduce -0.7% | 59,347 | $17.9M |
| Robinswood Financial LLC | 5.59% | Add +1.8% | 57,813 | $17.5M |
| Gallagher Fiduciary Advisors, LLC | 0.56% | Add +2.1% | 56,956 | $17.2M |
| Pasadena Private Wealth, LLC | 2.35% | Add +3.3% | 56,656 | $17.1M |
| RS Crum Inc. | 3.26% | Add +2.2% | 53,975 | $16.3M |
| Peapack Gladstone Financial Corp. | 0.20% | Reduce -0.1% | 53,307 | $16.1M |
| Ocean Park Asset Management, LLC | 0.75% | Reduce -0.2% | 53,228 | $16.1M |
| Benjamin Edwards Inc. | 0.18% | Add +2.9% | 52,959 | $16.0M |
| Vawter Financial, Ltd. | 6.76% | Add +0.8% | 52,988 | $16.0M |
| Presilium Private Wealth, LLC | 2.89% | Add +2.9% | 52,374 | $15.8M |
| Modera Wealth Management, LLC | 0.18% | Reduce -12.4% | 51,135 | $15.4M |
| Avantax Planning Partners, Inc. | 0.43% | Reduce -6.5% | 51,022 | $15.4M |
| LMCG Investments, LLC | 0.88% | Add +13.9% | 51,020 | $15.4M |
| Praetorian Wealth Management, Inc. | 3.01% | Add +1.6% | 50,244 | $15.2M |
| Sanctuary Advisors, LLC | 0.08% | Add +4.3% | 49,056 | $14.8M |
| Captrust Financial Advisors | 0.03% | Add +2.9% | 48,040 | $14.5M |
"% 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.