Van Morst SML-Cap Gro-UsdVBKETF
13F holders, Q1 2026 (March 31)1,220holders +8
83new positions
66sold out
4famous investors
$299.40avg. 13F price*
At the end of Q1 2026, 1,220 institutions reported holding Van Morst SML-Cap Gro-Usd Inc. (VBK) in their 13F filings, up 8 from Q4 2025. 83 opened new positions and 66 sold out. The largest holders were Bank of America Corp. ($2.6B), Morgan Stanley ($585.3M) and Assetmark, Inc. ($486.4M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Steve Cohen (0.0% of Point72 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 (Q1 2026)
- CUSIP
- 922908595
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 83 | $114.5M |
| Exits | 66 | $18.7M |
All 13F filers, Q4 2025 → Q1 2026: 1,784,252 shares bought and 3,376,979 shares sold, net −1,592,727 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,220 holders
| Bank of America Corp. | 0.19% | Reduce -17.7% | 8,438,257 | $2.6B |
| Morgan Stanley | 0.04% | Add +2.9% | 1,936,579 | $585.3M |
| Assetmark, Inc. | 0.99% | Add +2.8% | 1,609,318 | $486.4M |
| Corient Private Wealth LP | 0.45% | Add +0.6% | 1,031,328 | $311.7M |
| Sei Investments Co. | 0.27% | Add +1.6% | 984,721 | $297.6M |
| LPL Financial LLC | 0.07% | Reduce -1.2% | 898,982 | $271.7M |
| Wells Fargo & Company | 0.05% | Reduce -6.6% | 837,597 | $253.2M |
| EP Wealth Advisors, LLC | 1.20% | Add +4.1% | 807,814 | $244.2M |
| UBS Group AG | 0.04% | Add +5.9% | 769,517 | $232.6M |
| PNC Financial Services Group, Inc. | 0.12% | Add +0.5% | 697,629 | $210.9M |
| Cohen Klingenstein LLC | 6.47% | Reduce -1.0% | 661,433 | $199.9M |
| Envestnet Asset Management Inc. | 0.05% | Add +21.1% | 637,264 | $192.6M |
| Mather Group, Llc. | 1.82% | Add +0.1% | 603,872 | $182.5M |
| Jones Financial Companies LLLP | 0.09% | Add +19.8% | 617,063 | $182.0M |
| Moneta Group Investment Advisors LLC | 1.22% | Add +5.8% | 536,196 | $162.1M |
| Choreo, LLC | 1.97% | Add +1.6% | 531,766 | $160.7M |
| Ameriprise Financial Inc. | 0.03% | Add +17.9% | 487,734 | $147.4M |
| Raymond James Financial Inc. | 0.04% | Reduce -7.3% | 477,172 | $144.2M |
| Cetera Investment Advisers | 0.15% | Reduce -1.3% | 476,911 | $144.1M |
| Rwa Wealth Partners, LLC | 1.22% | Add +4.5% | 368,412 | $111.4M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.43% | — | 367,120 | $111.0M |
| MML Investors Services, LLC | 0.27% | Reduce -11.9% | 327,717 | $99.1M |
| Rockefeller Capital Management L.P. | 0.17% | Reduce -2.4% | 317,705 | $96.0M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +4.7% | 317,128 | $95.9M |
| Mill Creek Capital Advisors, LLC | 1.97% | Add +0.9% | 316,577 | $95.7M |
| Sand Hill Global Advisors, LLC | 3.20% | Add +2.6% | 314,286 | $95.0M |
| Osaic Holdings, Inc. | 0.13% | Add +14.7% | 295,512 | $89.4M |
| Royal Bank of Canada | 0.02% | Reduce -1.4% | 293,554 | $88.7M |
| HighTower Advisors, LLC | 0.09% | Reduce -19.0% | 273,378 | $82.6M |
| US Bancorp \de | 0.09% | Add +14.2% | 206,025 | $70.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.3% | 243,275 | $70.5M |
| Focus Partners Wealth | 0.08% | Reduce -1.9% | 223,562 | $67.6M |
| 1832 Asset Management L.P. | 0.09% | Add +0.9% | 214,055 | $64.7M |
| Mariner, LLC | 0.07% | Add +0.6% | 212,492 | $64.2M |
| Commonwealth Equity Services, LLC | 0.09% | Reduce -3.0% | 206,206 | $62.3M |
| Wealthspire Advisors, LLC | 0.48% | Add +0.3% | 204,118 | $61.7M |
| Howard Capital Management, LLC | 0.91% | New | 183,200 | $55.4M |
| Beacon Pointe Advisors, LLC | 0.28% | Add +3.2% | 171,756 | $51.9M |
| Fifth Third Bancorp | 0.09% | Add +145.0% | 167,255 | $50.6M |
| Congress Asset Management Co. | 0.33% | Add +35.8% | 151,879 | $45.9M |
| Stephens Group Asset Management, LLC | 2.88% | Add +26.7% | 149,329 | $45.1M |
| Stifel Financial Corp. | 0.04% | Add +3.1% | 148,527 | $44.9M |
| Strategies Wealth Advisors, LLC | 4.39% | Reduce -2.2% | 144,537 | $43.7M |
| United Capital Financial Advisors, LLC | 0.27% | Reduce -4.0% | 142,837 | $43.2M |
| Pathstone Holdings, LLC | 0.17% | Add +23.6% | 140,744 | $42.5M |
| Rodgers & Associates, LTD | 4.30% | Add +1.2% | 139,711 | $42.2M |
| Summit Financial Strategies, Inc. | 3.30% | Add +0.1% | 138,366 | $41.8M |
| Bragg Financial Advisors, Inc | 1.32% | Add +1.9% | 137,928 | $41.7M |
| Stephens Inc. | 0.50% | Add +2.0% | 133,265 | $40.3M |
| Avior Wealth Management, LLC | 1.12% | Reduce -1.5% | 131,049 | $39.6M |
| One Day In July LLC | 3.12% | Add +3.7% | 129,093 | $39.0M |
| Creative Planning | 0.03% | Add +1.5% | 124,032 | $37.5M |
| Mosaic Family Wealth Partners, LLC | 3.76% | Add +0.8% | 121,688 | $36.8M |
| Cwm, LLC | 0.09% | Add +3.0% | 118,422 | $35.8M |
| American Financial Advisors, LLC | 4.75% | Reduce -2.7% | 117,712 | $35.6M |
| Waldron Private Wealth LLC | 1.22% | Reduce -11.5% | 103,182 | $31.2M |
| NewEdge Advisors, LLC | 0.11% | Reduce -7.1% | 101,898 | $30.8M |
| Brickley Wealth Management | 5.23% | Add +0.1% | 100,821 | $30.5M |
| FMR LLC | 0.00% | Add +55.4% | 99,434 | $30.1M |
| Aaron Wealth Advisors LLC | 1.70% | Add +11.1% | 97,146 | $29.4M |
| Kestra Advisory Services, LLC | 0.11% | Add +5.2% | 95,425 | $28.8M |
| Private Advisor Group, LLC | 0.13% | Reduce -31.1% | 93,386 | $28.2M |
| Steward Partners Investment Advisory, LLC | 0.14% | Add +2.9% | 88,509 | $26.8M |
| BHK Investment Advisors, LLC | 8.87% | Reduce -4.1% | 87,775 | $26.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -13.1% | 87,308 | $26.4M |
| Vision Capital Management, Inc. | 3.32% | Reduce -6.2% | 86,956 | $26.3M |
| Cresset Asset Management, LLC | 0.11% | Add +3.4% | 86,224 | $26.1M |
| Natixis Advisors, LLC | 0.04% | Add +3.6% | 84,555 | $25.6M |
| Merit Financial Group, LLC | 0.18% | Reduce -2.6% | 79,726 | $24.1M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -22.8% | 77,540 | $23.8M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -0.0% | 76,194 | $23.0M |
| McAdam, LLC | 1.03% | Reduce -2.2% | 75,478 | $22.8M |
| Whitaker-Myers Wealth Managers, LTD. | 4.54% | Add +4.6% | 75,423 | $22.8M |
| Truist Financial Corp. | 0.03% | Reduce -36.6% | 75,038 | $22.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -1.2% | 74,674 | $22.6M |
| Quent Capital, LLC | 1.53% | Add +13.9% | 71,442 | $21.6M |
| Atria Investments, Inc | 0.24% | Add +6.4% | 71,414 | $21.6M |
| Exencial Wealth Advisors, LLC | 0.65% | Reduce -0.3% | 69,015 | $20.9M |
| Partners in Financial Planning | 3.35% | Add +1.2% | 66,835 | $20.2M |
| CIBC Bancorp USA Inc. | 0.03% | — | 65,227 | $19.7M |
| Sage Financial Group Inc. | 1.27% | Reduce -0.3% | 64,479 | $19.5M |
| Savant Capital, LLC | 0.09% | Add +76.2% | 63,324 | $19.1M |
| Retirement Investment Advisors, Inc. | 1.52% | Add +0.2% | 62,612 | $18.9M |
| Gallagher Fiduciary Advisors, LLC | 0.71% | Add +6.1% | 60,452 | $18.3M |
| Benjamin Edwards Inc. | 0.18% | Add +12.6% | 59,644 | $18.0M |
| Robinswood Financial LLC | 5.62% | Add +2.1% | 59,047 | $17.8M |
| Asset Management Group, Inc. | 2.88% | Reduce -0.6% | 58,988 | $17.8M |
| RS Crum Inc. | 3.21% | Add +1.8% | 54,938 | $16.6M |
| Presilium Private Wealth, LLC | 2.92% | Add +4.6% | 54,767 | $16.6M |
| Pasadena Private Wealth, LLC | 2.28% | Reduce -4.3% | 54,229 | $16.4M |
| Praetorian Wealth Management, Inc. | 3.10% | Add +2.3% | 51,387 | $16.3M |
| OpenArc Corporate Advisory, LLC | 0.23% | Add +129.4% | 52,678 | $15.9M |
| Peapack Gladstone Financial Corp. | 0.20% | Reduce -3.2% | 51,625 | $15.6M |
| Vawter Financial, Ltd. | 6.48% | Reduce -3.8% | 50,962 | $15.4M |
| Avantax Planning Partners, Inc. | 0.42% | Reduce -1.0% | 50,527 | $15.3M |
| IFP Advisors, Inc | 0.32% | Add +9.5% | 50,303 | $15.2M |
| Inspirion Wealth Advisors, LLC | 1.89% | Reduce -20.6% | 50,068 | $15.1M |
| Captrust Financial Advisors | 0.03% | Add +0.6% | 48,307 | $14.6M |
| Sanctuary Advisors, LLC | 0.08% | Reduce -2.4% | 47,883 | $14.5M |
| Arax Advisory Partners | 0.41% | Add +7.3% | 47,625 | $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.