ETF Holders

Who owns VBK?

Small or mid cap

Vanguard Morningstar Small-Cap Growth ETF · Vanguard

1,277 institutions reported holding VBK, worth $14.6B, in Form 13F filings for June 30, 2026.

13F holders
1,277
Institutional value
$14.6B
Change from prior quarter
+23.0%
+$2.7B, with price moves
New and sold-out firms
147 / 53
405 added, 452 trimmed

Top 10 institutional holders of VBK

FirmLocationValueSharesChange
Bank of America Corp.Charlotte, NC$3.1B8,482,761+44,504 shares
Morgan StanleyNew York, NY$734.1M2,007,340+70,761 shares
Assetmark, Inc.Concord, CA$588.2M1,608,348−970 shares
EP Wealth Advisors, LLCTorrance, CA$373.0M1,020,017+212,203 shares
SEI Investments CoOaks, PA$359.4M982,654−2,067 shares
LPL Financial LLCFort Mill, SC$334.9M915,761+16,779 shares
Wells Fargo & CompanySan Francisco, CA$301.9M825,425−12,172 shares
UBS Group AGZurich, Switzerland$280.0M765,614−3,903 shares
PNC Financial Services Group, Inc.Pittsburgh, PA$248.3M679,026−18,603 shares
Mather Group, LLC.Chicago, IL$237.1M648,466+44,594 shares
1,267 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 VBK?

1,277 institutional managers reported holding VBK in Form 13F filings for June 30, 2026, worth $14.6B in total. The largest reported position was held by Bank of America Corp., at $3.1B.

Did institutions buy or sell VBK last quarter?

Reported 13F value rose 23.0% from March 31, 2026, which includes price moves as well as buying and selling. 147 firms reported a new position and 53 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 VBK 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.