VB institutional holders

Vanguard Morningstar Small-Cap ETF · 2,581 reporting institutions · $48.2B reported value

Funds that can replace VB · VB return decomposition

Institutional holdings

Institutions reporting VB, largest first
InstitutionReported positionAdvisors at firmReport period
Bank of America Corp /de$6.5B02026-06-30
Morgan Stanley$2.5B23,1852026-06-30
Wells Fargo & Company/mn$1.5B02026-06-30
UBS Group AG$1.3B02026-06-30
Envestnet Pmc$1.2B602026-06-30
Mercer Global Advisors Inc /adv$1B02026-06-30
Lpl Financial LLC$1B23,4582026-06-30
Captrust Financial Advisors$883.6M9622026-06-30
Northwestern Mutual Wealth Management Co$852.9M02026-06-30
Jones Financial Companies LLLP$789.2M02026-06-30
Mariner, LLC$690.8M02026-06-30
Royal Bank of Canada$643.4M02026-06-30
Raymond James Financial Inc$625.2M02026-06-30
Ameriprise Financial Inc$618.3M02026-06-30
Creative Planning$612.9M1,1712026-06-30
PNC Financial Services Group, Inc.$602.1M02026-06-30
Bank of New York Mellon Corp$580.1M02026-06-30
Goldman Sachs Group Inc$529.8M02026-06-30
Wealthfront Advisers LLC$519.9M402026-06-30
Glenmede Trust Co NA$491.7M62026-06-30
CIBC Bancorp USA Inc.$479.9M02026-06-30
Charles Schwab Investment Management Inc$472.5M372026-06-30
Mission Wealth Management, LP$448.3M1382026-06-30
Cetera Investment Advisers$384.2M10,3702026-06-30
Jpmorgan Chase & Co$373.7M02026-06-30
CIBC Private Wealth Group LLC$360.4M02025-12-31
Stifel Financial Corp$359.7M02026-06-30
Grimes & Co Wealth Management, LLC$357.2M382026-06-30
Fmr LLC$350.8M02026-06-30
Osaic Holdings, Inc.$323.4M02026-06-30
Hightower Advisors, LLC$290.8M1,0462026-06-30
Commonwealth Equity Services, LLC$288.2M2,8632026-06-30
Signaturefd, LLC$284.5M492026-06-30
Cerity Partners LLC$282.1M7772026-06-30
Baird Financial Group, Inc.$256M02026-06-30
Wellington Management Group LLP$238.7M02026-06-30
TIAA-CREF Individual & Institutional Services, LLC$238M1,7212026-06-30
Nicholas Hoffman & Company, Llc.$230.1M132026-06-30
Bank of Montreal /can$226.1M02026-06-30
Assetmark, Inc$215.1M2202026-06-30
Fifth Third Bancorp$199.9M02026-06-30
Badgley Phelps Wealth Managers, LLC$198M282026-06-30
Davis R M Inc$186.8M222026-06-30
Cullen/frost Bankers, Inc.$182.2M02026-06-30
1832 Asset Management LP$175.5M02026-06-30
Teacher Retirement System of Texas$171.9M02026-06-30
Vanguard Global Advisers, LLC$168.9M02026-06-30
Vanguard Group Inc$166M02025-12-31
Country Trust Bank$162.1M02026-06-30
Clearstead; Clearstead Advisory Solutions$158.3M642026-06-30
Moneta Group Investment Advisors LLC$153.4M2562026-06-30
Pathstone Holdings, LLC$146.2M02026-06-30
Rockefeller Capital Management LP$145M3462026-06-30
Pinnacle Associates, Ltd.$140.2M332026-06-30
State Street Corp$140.1M02026-06-30
MML Investors Services, LLC$137.8M5,1202026-06-30
Fusion Family Wealth, LLC$136.6M52026-06-30
Equitable Holdings, Inc.$127M02026-06-30
Truist Financial Corp$125.2M02026-06-30
Cbiz Investment Advisory Services, LLC$124.7M892026-06-30
Kestra Advisory Services, LLC$124.5M1,4792026-06-30
Corient Private Wealth LP$123.4M6742026-06-30
Trustmark Bank Trust Department$119.8M02026-06-30
Bakeravenue$119.4M352026-06-30
Wealthspire Advisors, LLC$118.2M2372026-06-30
Heartwood Wealth Advisors LLC$116.2M02026-06-30
Invictus Private Wealth, LLC$115.3M22026-06-30
Blackrock, Inc.$115.3M02026-06-30
Catalyst Capital Advisors LLC$107.6M72026-06-30
Millburn Ridgefield LLC$107.6M02026-06-30
Merit Financial Group, LLC$99.8M2952026-06-30
Karpus Investment Management$96.9M62026-06-30
M&T Bank Corp$92.8M02026-06-30
Comerica Bank$92.4M02025-12-31
Lincoln National Corp$88.9M02026-06-30
Jupiter Topco LLC$85.3M02026-06-30
Gibraltar Capital Management, Inc.$85.2M182026-06-30
Focus Partners Wealth$85.1M1,0482026-06-30
Integrated Wealth Concepts LLC$84.2M4802026-06-30
Efficient Advisors, LLC$82.8M02026-03-31
Pittenger & Anderson Inc$78.4M142026-06-30
Center for Financial Planning Inc$77.9M172026-06-30
Vista Capital Partners, Inc.$77.4M232026-06-30
Auto-Owners Insurance Co$75.5M02026-06-30
Wealth Enhancement Advisory Services, LLC$73.8M1,0262026-06-30
Private Advisor Group, LLC$72.1M9272026-06-30
Sanctuary Advisors, LLC$71.8M4012026-06-30
Central Trust Co$69.6M02026-06-30
Beacon Pointe Advisors, LLC$68.2M4662026-06-30
Mai Capital Management$67.9M3082026-06-30
Wealthquest Corporation$67.6M162026-06-30
US Bancorp$66.5M02026-06-30
Joel Isaacson & Co., LLC$66.5M152026-06-30
Newedge Advisors$66.5M6012026-06-30
Scs Capital Management LLC$65.2M802026-06-30
Wit, LLC$64.6M02026-06-30
Savant Wealth Management$64.4M4052026-06-30
Missionsquare Investments$63.7M02026-06-30
Choreo, LLC$62M1482026-06-30
Ellenbecker Investment Group$60.6M202026-06-30
Coldstream Capital Management Inc$59M1362026-06-30
Cary Street Partners Financial LLC$57.7M02026-06-30
American Trust$57.4M02026-06-30
Regions Financial Corp$57.4M02026-06-30
Chandler Asset Management, Inc.$56.8M212026-06-30
Chicago Partners Investment Group LLC$56.6M572026-06-30
Citizens Financial Group Inc/ri$56.1M02026-06-30
Ballast, Inc.$56M82026-06-30
&partners$55.3M5552026-06-30
Clark Asset Management, LLC$54.4M72026-06-30
Axxcess Wealth Management, LLC$53.4M382026-06-30
Milwealth Group LLC$52.5M52026-06-30
Pinnacle Wealth Management Advisory Group, LLC$51.3M102026-06-30
Tcv Trust & Wealth Management, Inc.$51M02026-06-30
Johnson Financial Group, LLC$50.9M352026-06-30
Garde Capital, Inc.$50.8M92026-06-30
Amg National Trust Bank$50.2M02026-06-30
Aa Financial Advisors, LLC$48.8M122026-06-30
Parallel Advisors, LLC$48.6M752026-06-30
Mps Loria Financial Planners, LLC$48M62026-06-30
Avior Wealth Management, LLC$46.5M692026-06-30
Alps Advisors Inc$46.1M152026-06-30
Investments & Financial Planning, LLC$45.3M32026-06-30
Brown Financial Advisory$44.8M62026-06-30
Orion Porfolio Solutions, LLC$44.7M1992026-06-30
Mountain Capital Investment Advisors Inc$44.3M162026-06-30
Discipline Wealth Solutions, Inc.$44.3M192026-06-30
Apella Capital, LLC$44.2M1042026-06-30
Capital Asset Advisory Services LLC$43.5M692026-06-30
Aufman Associates Inc$42.8M32026-06-30
Legacy Financial Group LLC$41.7M82026-06-30
Northeast Investment Management Inc$41.7M92026-06-30
Compound Planning, Inc.$41.7M752026-06-30
Associated Banc-Corp$41.3M02026-06-30
Connecticut Wealth Management, LLC$41.1M502026-06-30
Brookstone Capital Management$40.8M3372026-06-30
Scott Capital Advisors, LLC$40.2M62026-06-30
Northern Trust Corp$40.1M02026-06-30
D.A. Davidson & Co.$40.1M6892026-06-30
Moller Wealth Partners$40.1M22026-06-30
Whelan Financial$39.3M72026-06-30
Lido Advisors, LLC$38.7M3202026-06-30
Waverly Advisors, LLC$38.6M2312026-06-30
Randolph Co Inc$38.3M42026-06-30
Pure Financial Advisors, LLC$38.2M882026-06-30
Janus Henderson Group PLC$38.2M02026-03-31
First Command Advisory Services$38.1M1,0122026-06-30
Aqr Capital Management LLC$37.9M12026-06-30
Fmp Wealth Advisers$37.9M142026-06-30
Stonex Group Inc.$37.2M02026-06-30
Wolff Financial Management LLC$36.8M42026-06-30
Chatham Capital Group Inc$36.7M02026-06-30
Bluestem Financial Advisors, LLC$36.7M72026-06-30
Steward Partners Investment Advisory, LLC$36.3M4812026-06-30
Huntington National Bank$36.2M02026-06-30
Wp Advisors, LLC$36M22026-06-30
Circle Wealth Management, LLC$35.6M112026-06-30
New Edge Wealth$35.5M1512026-06-30
Summit Financial, LLC$35.4M2292026-06-30
Arax Advisory Partners$35.3M2322026-06-30
St Germain D J Co Inc$35M02026-06-30
United Capital Financial Advisors, LLC$35M1662026-06-30
Creativeone Wealth, LLC$34.7M2212026-06-30
Vanguard Advisers Inc$34.6M2,4692026-06-30
Composition Wealth, LLC$34.2M762026-06-30
3chopt Investment Partners, LLC$33.6M72026-06-30
Leavell Investment Management, Inc.$33.6M252026-06-30
Howard Capital Management Group, LLC$33.3M32026-06-30
Searcy Financial Services Inc /adv$33.1M82026-06-30
Ep Wealth Advisors, LLC$33.1M3382026-06-30
Asset Management Group of Bank of Hawaii$32.9M02026-06-30
Curran Financial Partners, LLC$32.2M162026-06-30
Procyon$32.1M532026-06-30
Hb Wealth Management, LLC$32.1M1692026-06-30
Alphacore Capital LLC$31.3M692026-06-30
Manning & Napier Advisors LLC$31.2M422026-06-30
Cyndeo Wealth Partners$31.1M202026-06-30
SP Asset Management LLC$31M32026-06-30
Signal Advisors Wealth, LLC$30.6M452026-06-30
Stephens Inc /ar$30.6M2432026-06-30
Focus Partners Advisor Solutions, LLC$30.5M422026-06-30
Modera Wealth Management, LLC$30.3M1352026-06-30
First Manhattan Co. Llc.$30.1M662026-06-30
Patriot Investment Management Group, Inc.$29.9M152026-06-30
Trb Wealth Management, LLC$29.8M122026-06-30
Blb&b Advisors, LLC$29.8M202026-06-30
Mbe Wealth Management, LLC$29.7M122026-06-30
Woodmont Investment Counsel LLC$29.7M92026-06-30
Koshinski Asset Management, Inc.$29.2M692026-06-30
Laird Norton Wetherby Trust Company, LLC$28.8M02026-06-30
Inspirion Wealth Advisors, LLC$28.8M102026-06-30
Elm Partners Management LLC$28.6M72026-06-30
Koesten, Hirschmann & Crabtree, Inc.$28.1M72026-06-30
Bleakley Financial Group, LLC$27.9M1242026-06-30
Cwm, LLC$27.8M6672026-03-31
Brown Advisory Inc$27.7M02026-06-30
Quantinno Capital Management LP$27.6M02026-06-30
Aspiriant, LLC$27.4M732026-06-30
Noble Family Wealth, LLC$27.4M62026-06-30
Wbh Advisory Inc$27.2M112026-06-30
Fund Evaluation Group, LLC$26.6M22026-06-30
Simon Quick Advisors, LLC$26.6M402026-06-30
Summit Trail Advisors, LLC$26.5M272026-06-30
Glenview Trust Co$26.4M02026-06-30
Hurlow Wealth Management Group, Inc.$26.3M112026-06-30
Ameritas Advisory Services, LLC$26.2M5502026-06-30
Dedora Capital, Inc.$26.1M62026-06-30
Tidal Investments LLC$26M02026-06-30
Montag$26M92026-06-30
Crewe Advisors LLC$25.9M262026-06-30
Qrg Capital Management, Inc.$25.5M22026-06-30
Edelman Financial Engines$25.5M7222026-06-30
Burrus Financial Services, Inc.$25.3M22026-06-30
Cresset Asset Management, LLC$24.8M2122026-06-30
Tectonic Advisors LLC$24.6M32026-06-30
Full Sail Capital, LLC$24.5M02025-09-30
Bck Partners, Inc.$24.4M22026-06-30
Whitegate Investment Counselors, Inc.$24.3M32026-06-30
Strategic Investment Advisors / Mi$23.9M02026-06-30
Daymark Wealth Partners, LLC$23.7M372026-06-30
Mbm Wealth Consultants, LLC$23.6M112026-06-30
Compton Wealth Advisory Group, LLC$23.5M32026-06-30
Kohmann Bosshard Financial Services, Llc.$23.4M32026-06-30
Twele Capital Management, Inc.$23.2M32026-06-30
Cadence Bank$23M02025-12-31
Concurrent Investment Advisors, LLC$23M3492026-06-30
Salem Investment Counselors Inc$22.7M132026-06-30
Rainey & Randall Wealth Advisors Inc.$22.6M42026-06-30
Atria Investments, Inc$22.6M62026-06-30
Sierra Asset Management$22.6M12026-06-30
Roof Eidam Maycock Peralta, LLC$22.6M52026-06-30
O'Shaughnessy Asset Management, LLC$22.6M582026-06-30
Financial Synergies Wealth Advisors, Inc.$22.5M172026-06-30
Johnson Investment Counsel Inc$22.4M652026-06-30
Blair William & Co/il$22.2M3292026-06-30
Charles Schwab Trust Co$22.2M02026-06-30
Marietta Wealth Management, LLC$21.9M82026-06-30
Great Valley Advisor Group, LLC$21.8M2052026-06-30
Oneascent Financial Services LLC$21.7M852026-06-30
Oak Hill Wealth Advisors, LLC$21.5M02025-09-30
Forvis Mazars Wealth Advisors, LLC$21.4M832026-06-30
Wealthspire Retirement, LLC$21.4M1462026-06-30
Gemmer Asset Management LLC$21.1M82026-06-30
Golden Road Advisors LLC$20.9M42026-06-30
Vestgen Advisors, LLC$20.8M582026-06-30
Marshall Financial Group Inc /adv$20.8M02025-09-30
Bradley Foster & Sargent Inc/ct$20.5M02026-06-30
Abound Wealth Management$20.4M162026-06-30
Aj Advisors, LLC$20.2M32026-06-30
Aries Wealth Management$20.2M42026-06-30

The 250 largest of 2,581 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30