13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundCheap mega-capRe-rated
VBK

VANGUARD SMALL-CAP GRWTH ETF

1,279 institutions still hold VANGUARD SMALL-CAP GRWTH ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 922908595·Exchange Traded Fund·1,279 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 4.0%
vs prior quarter
13F value held
$7.0B
53.0% inst. owned
of float
Holders
1,279
-71 QoQ
filers reporting
Activity
+64 / −11
+936 added · −741 reduced
this quarter
Concentration
36.26%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

1,279 institutions reported VBK in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 36.3% of the visible book. -71 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
$2.6B8.4M0.19%Q1 202602
MORGAN STANLEY
CIK 0000895421
$585M1.9M0.04%Q1 202603
ASSETMARK, INC
CIK 0001344551
$473M1.6M0.96%Q4 202504
Corient Private Wealth LLC
CIK 0001948780
$312M1.0M0.45%Q1 202605
SEI INVESTMENTS CO
CIK 0000350894
$298M985K0.27%Q1 202606
LPL Financial LLC
CIK 0001403438
$272M899K0.07%Q1 202607
WELLS FARGO & COMPANY/MN
CIK 0000072971
$253M838K0.05%Q1 202608
EP Wealth Advisors, LLC
CIK 0001540569
$244M808K1.20%Q1 202609
UBS Group AG
CIK 0001610520
$233M770K0.03%Q1 202610
Cohen Klingenstein LLC
CIK 0001453620
$200M661K6.47%Q1 202611
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$193M637K0.05%Q1 202612
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$187M620K0.11%Q4 202513
MATHER GROUP, LLC.
CIK 0001527641
$183M604K1.82%Q1 202614
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$182M617K0.09%Q1 202615
MONETA GROUP INVESTMENT ADVISORS LLC
CIK 0001120927
$162M536K1.22%Q1 202616
CHOREO, LLC
CIK 0001679031
$161M532K1.97%Q1 202617
AMERIPRISE FINANCIAL INC
CIK 0000820027
$147M488K0.03%Q1 202618
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$144M477K0.04%Q1 202619
Cetera Investment Advisers
CIK 0001666741
$144M477K0.15%Q1 202620
RWA WEALTH PARTNERS, LLC
CIK 0001544576
$111M368K1.22%Q1 2026
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