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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

26 quarters

Holder Concentration

Across 10 13F filers · Δ vs Mar 31, 2026
Top Holder
88.4%
Sep 2023 → Jun 2026 · range 16.4% – 88.4%
+67.3 pts
Top 5
99.2%
Sep 2023 → Jun 2026 · range 35.1% – 99.2%
+64.1 pts
Top 10
100.0%
Sep 2023 → Jun 2026 · range 45.1% – 100.0%
+54.9 pts
HHI
7,858
Sep 2023 → Jun 2026 · range 436 – 7,858
Highly concentrated+7,307

Quarterly Activity

vs Mar 31, 2026
New
0
Increased
1
Decreased
5
Sold Out
1,198
Unchanged
4
Holder count: -1,198
Institutional value: -98.6%
Shares held: -98.9%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
Parkside Financial Bank & Trust +1,980 10,439

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
Corient Private Wealth LLC −624,573 406,755
CITADEL ADVISORS LLC −4,900 4,600
Wellington Grp LLC −349 27,334
TOBIAS FINANCIAL ADVISORS, INC. −24 7,312
Financial Insights, Inc. −8 1,441

Top New Positions

vs Mar 31, 2026
No new positions this quarter.

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
BANK OF AMERICA CORP /DE/ 8,438,257 $2,550,463,176
MORGAN STANLEY 1,936,579 $585,331,002
ASSETMARK, INC 1,609,318 $486,416,365
SEI INVESTMENTS CO 984,721 $297,631,922
LPL Financial LLC 898,982 $271,717,309
Filter: New 0 Increased 1 Reduced 5 Sold out 1,198 Unchanged 4
Showing 11 of 11
All Common Calls Puts
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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