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VBK · VANGUARD SMALL-CAP GROWTH INDEX FUND ETF

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$349.44 +0.04 (+0.01%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 10
Total Value: $168,282,336
Total Shares: 460,165

Institutional Ownership Trend

23 quarters

Holder Concentration

Across 10 13F filers · Δ vs Mar 31, 2026
Top Holder
88.4%
Dec 2022 → Jun 2026 · range 15.3% – 100.0%
−6.3 pts
Top 5
99.2%
Dec 2022 → Jun 2026 · range 36.4% – 100.0%
−0.8 pts
Top 10
100.0%
Dec 2022 → Jun 2026 · range 47.7% – 100.0%
0.0 pts
HHI
7,858
Dec 2022 → Jun 2026 · range 424 – 10,000
Highly concentrated−1,132

Quarterly Activity

vs Mar 31, 2026
New
8
Increased
0
Decreased
0
Sold Out
1
Unchanged
2
Holder count: +7
Institutional value: +3361.6%
Shares held: +2761.0%

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Corient Private Wealth LLC 406,755 $148,750,303
Wellington Grp LLC 27,334 $9,996,043
Parkside Financial Bank & Trust 10,439 $3,817,542
TOBIAS FINANCIAL ADVISORS, INC. 7,312 $2,673,998
CITADEL ADVISORS LLC 4,600 $1,682,220

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
M&T Bank Corp 15,238 $4,605,685
Filter: New 8 Increased 0 Reduced 0 Sold out 1 Unchanged 2
Showing 11 of 11
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Corient Private Wealth LLC VBK $148,750,303 88.39% 406,755
Wellington Grp LLC VBK $9,996,043 5.94% 27,334
Parkside Financial Bank & Trust VBK $3,817,542 2.27% 10,439
TOBIAS FINANCIAL ADVISORS, INC. VBK $2,673,998 1.59% 7,312
CITADEL ADVISORS LLC VBK $1,279,950 0.76% 3,500
Financial Insights, Inc. VBK $526,973 0.31% 1,441
Strategic Financial Services, Inc. VBK $514,905 0.31% 1,408
CITADEL ADVISORS LLC VBK $402,270 0.24% 1,100
Cornerstone Financial Management LLC VBK $159,079 0.09% 435
TUCKER ASSET MANAGEMENT LLC VBK $150,302 0.09% 411
BROWN, LISLE/CUMMINGS, INC. VBK $10,971 0.01% 30