13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundMost-boughtAI cap-ex
VB

VANGUARD SMALL-CAP ETF

2,540 institutions still hold VANGUARD SMALL-CAP ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 922908751·Exchange Traded Fund·2,540 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 4.2%
vs prior quarter
13F value held
$20.6B
45.0% inst. owned
of float
Holders
2,540
-2 QoQ
filers reporting
Activity
+92 / −15
+991 added · −832 reduced
this quarter
Concentration
27.57%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

2,540 institutions reported VB in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 27.6% of the visible book. -2 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$5.7B21.6M0.41%Q1 202602
MORGAN STANLEY
CIK 0000895421
$2.1B8.0M0.13%Q1 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$1.6B6.0M0.30%Q1 202604
UBS Group AG
CIK 0001610520
$1.2B4.4M0.17%Q1 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$926M3.5M0.25%Q1 202606
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$872M3.3M1.29%Q1 202607
LPL Financial LLC
CIK 0001403438
$870M3.3M0.23%Q1 202608
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$763M3.0M0.37%Q1 202609
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$742M2.8M1.29%Q1 202610
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$737M2.8M0.45%Q1 202611
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$590M2.3M0.18%Q1 202612
Mariner, LLC
CIK 0001373442
$580M2.2M0.68%Q1 202613
AMERIPRISE FINANCIAL INC
CIK 0000820027
$575M2.2M0.13%Q1 202614
ROYAL BANK OF CANADA
CIK 0001000275
$548M2.1M0.10%Q1 202615
Creative Planning
CIK 0001540235
$533M2.0M0.36%Q1 202616
Bank of New York Mellon Corp
CIK 0001390777
$508M1.9M0.09%Q1 202617
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$467M1.8M0.07%Q1 202618
GOLDMAN SACHS GROUP INC
CIK 0000886982
$457M1.7M0.05%Q1 202619
Wealthfront Advisers LLC
CIK 0001763921
$444M1.7M0.98%Q1 202620
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$436M1.7M0.26%Q4 2025
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