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VB · VANGUARD SMALL-CAP INDEX FUND · Holdings ETF

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$288.99 +2.43 (+0.85%) At close · Oct 2
Volume · Oct 2 408.69K Avg daily vol (3M) 459.65K

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 →
Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.
Holders: 15
Total Value: $74,191,001
Total Shares: 260,786

Institutional Ownership Trend

27 quarters

Holder Concentration

Across 15 13F filers · Δ vs Jun 30, 2026
Top Holder
62.4%
Dec 2023 → Sep 2026 · range 13.7% – 62.4%
+48.7 pts
Top 5
95.2%
Dec 2023 → Sep 2026 · range 27.1% – 95.2%
+68.0 pts
Top 10
99.2%
Dec 2023 → Sep 2026 · range 36.7% – 99.2%
+62.5 pts
HHI
4,288
Dec 2023 → Sep 2026 · range 283 – 4,288
Highly concentrated+4,005

Quarterly Activity

vs Jun 30, 2026
New
1
Increased
5
Decreased
4
Sold Out
2,474
Unchanged
5
Holder count: -2,473
Institutional value: -99.8%
Shares held: -99.8%

Top Buyers

vs Jun 30, 2026
Institution Added Now Holds Open
Planning Strategies Inc. +837 6,767
PRIVATE CLIENT SERVICES, LLC +800 34,614
BURKETT FINANCIAL SERVICES, LLC +162 473
Silverleafe Capital Partners, LLC +96 36,935
Stonebridge Financial Group, LLC +49 1,489

Top Sellers

vs Jun 30, 2026
Institution Sold Now Holds Open
CX Institutional −5,347 162,723
Coastline Trust Co −588 3,747
Noble Wealth Management PBC −420 7,119
Versant Capital Management, Inc −137 646

Top New Positions

vs Jun 30, 2026
Institution Acquired Value (USD) Open
Polaris Financial Partners 1,932 $549,634

Top Sold-Out Positions

vs Jun 30, 2026
Institution Previously Held Last Value (USD) Open
BANK OF AMERICA CORP /DE/ 21,579,198 $6,541,086,496
MORGAN STANLEY 8,094,439 $2,453,586,347
WELLS FARGO & COMPANY/MN 5,112,663 $1,549,750,406
UBS Group AG 4,139,634 $1,254,805,857
ENVESTNET ASSET MANAGEMENT INC 3,935,022 $1,192,783,868
Filter: New 1 Increased 5 Reduced 4 Sold out 2,474 Unchanged 5
Showing 15 of 15
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
CX Institutional $46,293,066 62.40% 162,723
Silverleafe Capital Partners, LLC $10,507,638 14.16% 36,935
PRIVATE CLIENT SERVICES, LLC $9,847,336 13.27% 34,614
Noble Wealth Management PBC $2,025,284 2.73% 7,119
Planning Strategies Inc. $1,925,143 2.59% 6,767
Coastline Trust Co $1,065,983 1.44% 3,747
Polaris Financial Partners $549,634 0.74% 1,932
Montecito Bank & Trust $508,099 0.68% 1,786
Global Wealth Strategies & Associates $438,399 0.59% 1,541
Stonebridge Financial Group, LLC $423,605 0.57% 1,489
Beacon Wealthcare LLC $252,342 0.34% 887
Versant Capital Management, Inc $183,780 0.25% 646
BURKETT FINANCIAL SERVICES, LLC $134,563 0.18% 473
Roxbury Financial LLC $35,561 0.05% 125
GoalVest Advisory LLC $568 0.00% 2