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VB · VANGUARD SMALL-CAP INDEX FUND · Holdings ETF

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$286.56 +2.07 (+0.73%) At close · Oct 1
Volume · Oct 1 646.96K Avg daily vol (3M) 459.64K

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: 6
Total Value: $4,193,095
Total Shares: 14,739

Institutional Ownership Trend

27 quarters

Holder Concentration

Across 6 13F filers · Δ vs Jun 30, 2026
Top Holder
48.3%
Dec 2023 → Sep 2026 · range 13.7% – 48.3%
+34.6 pts
Top 5
99.2%
Dec 2023 → Sep 2026 · range 27.1% – 99.2%
+72.0 pts
Top 10
100.0%
Dec 2023 → Sep 2026 · range 36.7% – 100.0%
+63.3 pts
HHI
3,239
Dec 2023 → Sep 2026 · range 283 – 3,239
Highly concentrated+2,956

Quarterly Activity

vs Jun 30, 2026
New
0
Increased
2
Decreased
2
Sold Out
2,482
Unchanged
2
Holder count: -2,482
Institutional value: -100.0%
Shares held: -100.0%

Top Buyers

vs Jun 30, 2026
Institution Added Now Holds Open
BURKETT FINANCIAL SERVICES, LLC +162 473
Stonebridge Financial Group, LLC +49 1,489

Top Sellers

vs Jun 30, 2026
Institution Sold Now Holds Open
Coastline Trust Co −588 3,747
Noble Wealth Management PBC −420 7,119

Top New Positions

vs Jun 30, 2026
No new positions this quarter.

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 0 Increased 2 Reduced 2 Sold out 2,482 Unchanged 2
Showing 6 of 6
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Noble Wealth Management PBC $2,025,284 48.30% 7,119
Coastline Trust Co $1,065,983 25.42% 3,747
Montecito Bank & Trust $508,099 12.12% 1,786
Stonebridge Financial Group, LLC $423,605 10.10% 1,489
BURKETT FINANCIAL SERVICES, LLC $134,563 3.21% 473
Roxbury Financial LLC $35,561 0.85% 125