VBK institutional holders

Vanguard Morningstar Small-Cap Growth ETF · 1,337 reporting institutions · $14.7B reported value

Funds that can replace VBK · VBK return decomposition

Institutional holdings

Institutions reporting VBK, largest first
InstitutionReported positionAdvisors at firmReport period
Bank of America Corp /de$3.1B02026-06-30
Morgan Stanley$734.1M23,1852026-06-30
Assetmark, Inc$588.2M2202026-06-30
Ep Wealth Advisors, LLC$373M3382026-06-30
Sei Investments Co$359.4M02026-06-30
Lpl Financial LLC$334.9M23,4582026-06-30
Wells Fargo & Company/mn$301.9M02026-06-30
UBS Group AG$280M02026-06-30
PNC Financial Services Group, Inc.$248.3M02026-06-30
Mather Group, Llc.$237.1M1102026-06-30
Cohen Klingenstein LLC$234.4M02026-06-30
Jones Financial Companies LLLP$228.3M02026-06-30
Envestnet Pmc$224.1M602026-06-30
Moneta Group Investment Advisors LLC$196.9M2562026-06-30
Choreo, LLC$195.8M1482026-06-30
Ameriprise Financial Inc$184.9M02026-06-30
Raymond James Financial Inc$174.2M02026-06-30
Pathstone Holdings, LLC$166.9M02026-06-30
Cetera Investment Advisers$160.7M10,3702026-06-30
Corient Private Wealth LP$148.7M6742026-06-30
Rwa Wealth Partners, LLC$137.1M722026-06-30
MML Investors Services, LLC$136.4M5,1202026-06-30
TIAA-CREF Individual & Institutional Services, LLC$124.4M1,7212026-06-30
Osaic Holdings, Inc.$121.1M02026-06-30
Northwestern Mutual Wealth Management Co$119.5M02026-06-30
Royal Bank of Canada$118.1M02026-06-30
Rockefeller Capital Management LP$116.8M3462026-06-30
Sand Hill Global Advisors, LLC$108.6M202026-06-30
Hightower Advisors, LLC$98.3M1,0462026-06-30
Mill Creek Capital Advisors, LLC$95.7M02026-03-31
Jpmorgan Chase & Co$82.4M02026-06-30
St. Louis Trust Co$81.6M02026-06-30
Focus Partners Wealth$79.8M1,0482026-06-30
Wealthspire Advisors, LLC$75M2372026-06-30
Mariner, LLC$74.8M02026-06-30
1832 Asset Management LP$71.9M02026-06-30
Commonwealth Equity Services, LLC$70.6M2,8632026-06-30
Savant Wealth Management$68.8M4052026-06-30
Howard Capital Management, LLC$67M232026-06-30
US Bancorp$66.6M02026-06-30
Beacon Pointe Advisors, LLC$62.2M4662026-06-30
Fifth Third Bancorp$57.4M02026-06-30
Stephens Group Asset Management, LLC$54.5M32026-06-30
Stifel Financial Corp$54.2M02026-06-30
Stephens Inc /ar$51.4M2432026-06-30
Creative Planning$51.3M1,1712026-06-30
Bragg Financial Advisors Inc$51.2M152026-06-30
Rodgers & Associates, Ltd$50.3M122026-06-30
United Capital Financial Advisors, LLC$49.8M1662026-06-30
Summit Financial Strategies, Inc.$49.6M202026-06-30
One Day In July LLC$48.1M142026-06-30
Mosaic Family Wealth Partners, LLC$45.6M192026-06-30
Strategies Wealth Advisors, LLC$45.3M182026-06-30
American Financial Advisors, LLC$41.8M22026-06-30
Fmr LLC$41.5M02026-06-30
Waldron Private Wealth$37.3M422026-06-30
Brickley Wealth Management$37.1M62026-06-30
Newedge Advisors$36.6M6012026-06-30
Cwm, LLC$35.8M6672026-03-31
Aaron Wealth Advisors LLC$35.5M102026-06-30
Kestra Advisory Services, LLC$34.5M1,4792026-06-30
Arax Advisory Partners$34.2M2322026-06-30
Cresset Asset Management, LLC$32.7M2122026-06-30
Bhk Investment Advisors, LLC$31.5M52026-06-30
Charles Schwab Investment Management Inc$31.1M372026-06-30
Avior Wealth Management, LLC$30.8M692026-06-30
Vision Capital Management, Inc.$30.7M02026-06-30
Whitaker-Myers Wealth Managers, Ltd.$28.6M162026-06-30
Comerica Bank$28.5M02025-12-31
Goldman Sachs Group Inc$27.6M02026-06-30
Wealth Enhancement Advisory Services, LLC$27.6M1,0262026-06-30
Openarc Corporate Advisory, LLC$26.8M1232026-06-30
Quent Capital, LLC$26.6M02026-06-30
Merit Financial Group, LLC$26.5M2952026-06-30
Truist Financial Corp$25.8M02026-06-30
Atria Investments, Inc$25.4M62026-06-30
Retirement Investment Advisors, Inc.$25.2M82026-06-30
Glenmede Trust Co NA$25.1M62026-06-30
Partners In Financial Planning$24.2M72026-06-30
Steward Partners Investment Advisory, LLC$23.8M4812026-06-30
Sage Financial Group Inc$23.8M202026-06-30
CIBC Bancorp USA Inc.$22.8M02026-06-30
CIBC Private Wealth Group LLC$22.8M02025-12-31
Benjamin Edwards Inc$22.3M02026-06-30
Robinswood Financial LLC$21.9M62026-06-30
McAdam LLC$21.5M1352026-06-30
Asset Management Group, Inc.$21.1M22026-06-30
Gallagher Fiduciary Advisors, LLC$21.1M1262026-06-30
Cornerstone Management, Inc.$20.9M92026-06-30
Exencial Wealth Advisors, LLC$20.9M02026-03-31
Rs Crum Inc.$20.1M62026-06-30
Presilium Private Wealth, LLC$20M52026-06-30
Systelligence, LLC$19.7M32026-06-30
Pasadena Private Wealth, LLC$19.4M02026-06-30
Praetorian Wealth Management, Inc.$18.9M72026-06-30
Vawter Financial, Ltd.$18.7M42026-06-30
Cerity Partners LLC$18.5M7772026-06-30
Avantax Planning Partners, Inc.$18M102026-06-30
Captrust Financial Advisors$18M9622026-06-30
Focus Financial$17.5M1212026-06-30
Peak Retirement Planning, Inc.$17.5M142026-06-30
Private Advisor Group, LLC$17.3M9272026-06-30
Sanctuary Advisors, LLC$17.3M4012026-06-30
Payne Capital Management, LLC$17.1M72026-06-30
Baird Financial Group, Inc.$16.6M02026-06-30
Lmcg Investments, LLC$16.5M72026-06-30
Cullen/frost Bankers, Inc.$16.3M02026-06-30
Robertson Stephens Wealth Management, LLC$16.3M722026-06-30
Mechanics Bank Trust Department$16.1M02026-06-30
&partners$15.9M5552026-06-30
Compound Planning, Inc.$15.7M752026-06-30
Fc Advisory LLC$15.5M52026-06-30
Veery Capital, LLC$15.2M82026-06-30
Inspirion Wealth Advisors, LLC$15.2M102026-06-30
First American Trust, Fsb$15.1M02026-06-30
Garde Capital, Inc.$14.7M92026-06-30
Jacobsen Capital Management$14.5M32026-06-30
Umb Bank, N.A.$14.2M02026-06-30
Ifp Advisors, Inc$14.1M3182026-06-30
Adventist Health System/ West$14M02026-06-30
Mercer Global Advisors Inc /adv$13.9M02026-06-30
Strategic Investment Advisors / Mi$13.9M02026-06-30
Modera Wealth Management, LLC$13.2M1352026-06-30
Blair William & Co/il$13.2M3292026-06-30
Gladwyn Financial Advisors, Inc.$13.1M22026-06-30
Thrive Capital Management, LLC$13M172026-06-30
Ocean Park Asset Management, LLC$13M122026-06-30
Bank of Montreal /can$12.6M02026-06-30
Jmac Enterprises LLC$12.4M32026-06-30
Quantinno Capital Management LP$12.4M02026-06-30
Performance Wealth$12.3M112026-06-30
Relyea Zuckerberg Hanson LLC$12.2M72026-06-30
Schneider Downs Wealth Management Advisors, LP$12.1M222026-06-30
Trust Co of the South$11.8M02026-06-30
Marion Wealth Management$11.8M52026-06-30
Focus Partners Advisor Solutions, LLC$11.7M422026-06-30
Performa Ltd (US), LLC$11.6M02026-06-30
Cornerstone Wealth Advisors, Inc.$11.6M52026-06-30
Bartlett & Co. Wealth Management LLC$11.6M322026-06-30
Brown Advisory Inc$11M02026-06-30
Hb Wealth Management, LLC$10.9M1692026-06-30
Cjm Wealth Advisers, Ltd.$10.9M112026-06-30
Forbes Financial Planning, Inc.$10.9M12026-06-30
Arvest Investments, Inc.$10.9M2042026-06-30
Fee-Only Financial Planning, L.C.$10.8M32026-06-30
Massmutual Private Wealth & Trust, Fsb$10.7M02026-06-30
Old National Bancorp /in$10.6M02026-06-30
Black Diamond Financial, LLC$10.6M122026-06-30
Towerpoint Wealth, LLC$10.5M52026-06-30
Capital Management Associates, Inc$10.4M142026-06-30
D.A. Davidson & Co.$10.4M6892026-06-30
Waverly Advisors, LLC$10.3M2312026-06-30
Cary Street Partners Financial LLC$10.3M02026-06-30
Independent Financial Group, LLC$10.1M4812026-06-30
Advisory Alpha, LLC$10M662026-06-30
Wellington Grp LLC$10M102026-06-30
Harbour Investments, Inc.$9.9M2472026-06-30
Granville Capital, Inc.$9.9M52026-06-30
Ghp Investment Advisors Inc$9.9M272026-06-30
Pinnacle Financial Partners, Inc.$9.6M02026-06-30
Associated Banc-Corp$9.6M02026-06-30
Northern Trust Corp$9.5M02026-06-30
Carolina Wealth Management, Inc.$9.4M82026-06-30
Summit Financial, LLC$9.1M2292026-06-30
Commerce Bank$9.1M02026-06-30
Wp Advisors, LLC$9.1M22026-06-30
Nfsg Corp$9M752026-06-30
Vestmark Advisory Solutions, Inc.$9M82026-06-30
Aqr Capital Management LLC$8.9M12026-06-30
Wealthspire Retirement, LLC$8.9M1462026-06-30
Dopkins Wealth Management, LLC$8.8M72026-06-30
Checchi Capital Advisers, LLC$8.8M82026-06-30
Global Retirement Partners LLC$8.7M4912026-06-30
Rfg Advisory, LLC$8.7M1912026-06-30
Yale Capital Corp.$8.6M52026-06-30
Copper Harbor Investment Advisors, LLC$8.6M52026-06-30
Junk Investment Group, LLC$8.5M22026-06-30
Ifrah Financial Services, Inc.$8.5M92026-06-30
Financial Advisors Network, Inc.$8.3M132026-06-30
Clayton Financial Group LLC$8.2M32026-06-30
Everhart Financial Group, Inc.$8.1M362026-06-30
Skyoak Wealth, LLC$8M52026-06-30
Swan Capital LLC$8M62026-06-30
Argent Trust Co$7.7M02026-06-30
Wealthfront Advisers LLC$7.5M402026-06-30
Joel Isaacson & Co., LLC$7.5M152026-06-30
Highland Capital Management, LLC$7.3M122026-06-30
Meramec Financial Planners, LLC$7.2M72026-06-30
Integrity Alliance, Llc.$7.2M3532026-06-30
Clear Retirement Advice LLC$7.2M12026-06-30
Institute for Wealth Management, Llc.$7.1M132026-06-30
Eclectic Associates Inc /adv$7.1M112026-06-30
Serenity Investment Advisors$7.1M62026-06-30
Chicago Partners Investment Group LLC$7M572026-06-30
Prosperity Planning, Inc.$6.9M112026-06-30
Brookstone Capital Management$6.9M3372026-06-30
Stratos Wealth Partners, Ltd.$6.9M3862026-06-30
Fiduciary Financial Advisors$6.8M512026-06-30
Leeward Financial Partners, LLC$6.8M32026-06-30
Alliancebernstein LP$6.8M5172026-06-30
Mainsail Asset Management, LLC$6.8M02026-06-30
Brindle & Bay Financial Advisors, LLC$6.7M42026-06-30
Krilogy$6.7M642026-06-30
Wolff Financial Management LLC$6.7M42026-06-30
Onedigital Investment Advisors LLC$6.7M3862026-06-30
Pinnacle Financial Partners Inc$6.6M02025-09-30
Advisory Services Network$6.5M2532026-06-30
Oneascent Financial Services LLC$6.4M852026-06-30
Councilor Wealth, LLC$6.4M102026-06-30
Trust Point Inc.$6.3M02026-06-30
Perigon Wealth Management, LLC$6.3M922026-06-30
Gts Securities LLC$6.2M02026-06-30
Central Trust Co$6.2M02026-06-30
Kingswood Wealth Advisors, LLC$6.1M1232026-06-30
Bank of New York Mellon Corp$6.1M02026-06-30
Creative Financial Designs Inc /adv$6.1M02026-06-30
Zeit Capital LLC$6.1M12026-06-30
Titleist Asset Management, LLC$6.1M432026-06-30
Ackerman Capital Management$6.1M32026-06-30
M&T Bank Corp$6M02026-06-30
Mai Capital Management$5.9M3082026-06-30
Equitable Holdings, Inc.$5.9M02026-06-30
Prudential Financial Inc$5.9M02026-06-30
TIAA Trust, National Association$5.9M02026-06-30
Empirical Financial Services, LLC D.b.a. Empirical Wealth Management$5.9M02026-06-30
Seek First Inc.$5.9M32026-06-30
Fifth Third Securities, Inc.$5.8M1,0142026-06-30
Brighton Jones LLC$5.7M1592026-06-30
Harbor Investment Advisory, LLC$5.7M312026-06-30
Essential Planning, Llc.$5.7M32026-06-30
U.S. Capital Wealth Advisors, LLC$5.7M02026-03-31
Great Valley Advisor Group, LLC$5.6M2052026-06-30
Stephen J. Garry & Associates, LLC$5.6M32026-06-30
Accel Wealth Management$5.5M102026-06-30
Holderness Investments Co$5.5M62026-06-30
Bradley Foster & Sargent Inc/ct$5.4M02026-06-30
Crestwood Advisors Group, LLC$5.4M402026-06-30
Portside Wealth Group, LLC$5.4M562026-06-30
Lifeplan Investment Advisors, Inc.$5.3M42026-06-30
Smartleaf Asset Management LLC$5.3M92026-06-30
B. Riley Wealth Advisors, Inc.$5.3M1702026-06-30
Alliance Wealth Strategies, LLC D/b/a Brown Edwards Wealth Strategies$5.3M72026-06-30
Grimes & Co Wealth Management, LLC$5.2M382026-06-30
The Tenret Company, LLC$5.1M12026-03-31
Nabity-Jensen Investment Management Inc$5.1M22026-06-30
Chilton Investment Company, Inc.$5.1M02026-06-30
Kestra Private Wealth Services, LLC$5.1M2062026-06-30
Allstreet Capital Advisors LLC$5M22026-06-30
Ally Invest Advisors$5M822026-06-30
Rtd Financial Advisors, Inc.$5M202026-06-30

The 250 largest of 1,337 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: 2025-06-30 to 2026-06-30