ETF Holders

Who owns VB?

Small or mid cap

Vanguard Morningstar Small-Cap ETF · Vanguard

2,471 institutions reported holding VB, worth $47.9B, in Form 13F filings for June 30, 2026.

13F holders
2,471
Institutional value
$47.9B
Change from prior quarter
+16.7%
+$6.8B, with price moves
New and sold-out firms
204 / 54
980 added, 889 trimmed

Top 10 institutional holders of VB

FirmLocationValueSharesChange
Bank of America Corp.Charlotte, NC$6.5B21,579,198−55,226 shares
Morgan StanleyNew York, NY$2.5B8,094,439+53,133 shares
Wells Fargo & CompanySan Francisco, CA$1.5B5,112,663−908,729 shares
UBS Group AGZurich, Switzerland$1.3B4,139,634−269,013 shares
Envestnet Asset Management Inc.Berwyn, PA$1.2B3,935,022+400,000 shares
Mercer Global Advisors Inc.Denver, CO$1.0B3,420,614+91,724 shares
LPL Financial LLCFort Mill, SC$1.0B3,301,516−20,557 shares
Captrust Financial AdvisorsRaleigh, NC$883.6M2,914,921+82,473 shares
Northwestern Mutual Wealth Management CoMilwaukee, WI$852.9M2,813,902+911 shares
Jones Financial Companies LLLPDes Peres, MO$789.2M2,634,215−341,865 shares
2,461 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns VB?

2,471 institutional managers reported holding VB in Form 13F filings for June 30, 2026, worth $47.9B in total. The largest reported position was held by Bank of America Corp., at $6.5B.

Did institutions buy or sell VB last quarter?

Reported 13F value rose 16.7% from March 31, 2026, which includes price moves as well as buying and selling. 204 firms reported a new position and 54 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is VB ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.