VB institutional holders

VANGUARD MORNINGSTAR SMALL-CAP ETF · 13F, 2026Q2

Managers holding2,469
Shares held158,212,097
Reported value$47.9bn
Quarter flows170 new, 988 added, 902 trimmed, 102 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
BANK OF AMERICA CORP /DE/21,579,198$6.5bn0.4%
MORGAN STANLEY8,094,439$2.5bn0.1%
WELLS FARGO & COMPANY/MN5,112,663$1.5bn0.3%
UBS Group AG4,139,634$1.3bn0.2%
ENVESTNET ASSET MANAGEMENT INC3,935,022$1.2bn0.3%
MERCER GLOBAL ADVISORS INC /ADV3,420,614$1.0bn1.3%
LPL Financial LLC3,301,516$1.0bn0.2%
CAPTRUST FINANCIAL ADVISORS2,914,921$883.6m1.3%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2,813,902$852.9m0.5%
JONES FINANCIAL COMPANIES LLLP2,634,215$789.2m0.3%
Mariner, LLC2,278,949$690.8m0.7%
ROYAL BANK OF CANADA2,122,591$643.4m0.1%
RAYMOND JAMES FINANCIAL INC2,062,501$625.2m0.2%
AMERIPRISE FINANCIAL INC2,038,406$618.3m0.1%
Creative Planning2,021,950$612.9m0.4%
PNC Financial Services Group, Inc.1,986,263$602.1m0.3%
Bank of New York Mellon Corp1,913,874$580.1m0.1%
GOLDMAN SACHS GROUP INC1,747,986$529.8m0.0%
Wealthfront Advisers LLC1,715,012$519.9m1.0%
CIBC Bancorp USA Inc.1,585,209$479.9m0.6%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,558,749$472.5m0.1%
MISSION WEALTH MANAGEMENT, LP1,478,793$448.3m5.5%
Cetera Investment Advisers1,267,408$384.2m0.4%
JPMORGAN CHASE & CO1,240,289$373.7m0.0%
STIFEL FINANCIAL CORP1,186,781$359.7m0.3%

Every holder, line by line, and the full history since 2013: yf.Client().holders("VB"). VB price history · All 13F data

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