Who owns Vanguard Morningstar Small-Cap ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of VB from SEC Form 13F filings across 2,486 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 2,486 institutions disclosed 157.9M shares of Vanguard Morningstar Small-Cap ETF worth $47.78B — about 24.7% of shares outstanding; the largest disclosed holder is BANK OF AMERICA CORP /DE/. Source: SEC Form 13F filings, parsed by EvidInvest.
2,486
13F holders
$47.78B
value, 2026 filers
24.7%
of shares outstanding (157.9M sh)
213
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of VB's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 21.6M | $6.54B | 0.4% | 3.4% | -0.3% |
| 2 | MORGAN STANLEY | 8.1M | $2.45B | 0.1% | 1.3% | +0.7% |
| 3 | WELLS FARGO & COMPANY/MN | 5.1M | $1.55B | 0.3% | 0.8% | -15.1% |
| 4 | UBS Group AG | 4.1M | $1.25B | 0.2% | 0.6% | -6.1% |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 3.9M | $1.19B | 0.3% | 0.6% | +11.3% |
| 6 | MERCER GLOBAL ADVISORS INC /ADV | 3.4M | $1.04B | 1.3% | 0.5% | +2.8% |
| 7 | LPL Financial LLC | 3.3M | $1.00B | 0.2% | 0.5% | -0.6% |
| 8 | CAPTRUST FINANCIAL ADVISORS | 2.9M | $883.6M | 1.3% | 0.5% | +2.9% |
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.8M | $852.9M | 0.5% | 0.4% | 0.0% |
| 10 | JONES FINANCIAL COMPANIES LLLP | 2.6M | $789.2M | 0.3% | 0.4% | -11.5% |
| 11 | Mariner, LLC | 2.3M | $690.8M | 0.7% | 0.4% | +2.9% |
| 12 | ROYAL BANK OF CANADA | 2.1M | $643.4M | 0.1% | 0.3% | +1.5% |
| 13 | RAYMOND JAMES FINANCIAL INC | 2.1M | $625.2M | 0.2% | 0.3% | -8.4% |
| 14 | AMERIPRISE FINANCIAL INC | 2.0M | $618.3M | 0.1% | 0.3% | -7.2% |
| 15 | Creative Planning | 2.0M | $612.9M | 0.4% | 0.3% | -0.7% |
| 16 | PNC Financial Services Group, Inc. | 2.0M | $602.1M | 0.3% | 0.3% | +1.2% |
| 17 | Bank of New York Mellon Corp | 1.9M | $580.1M | 0.1% | 0.3% | -1.4% |
| 18 | GOLDMAN SACHS GROUP INC | 1.7M | $529.8M | 0.0% | 0.3% | +0.2% |
| 19 | Wealthfront Advisers LLC | 1.7M | $519.9M | 1.0% | 0.3% | +1.1% |
| 20 | CIBC Bancorp USA Inc. | 1.6M | $479.9M | 0.6% | 0.2% | +5.2% |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.6M | $472.5M | 0.1% | 0.2% | -12.6% |
| 22 | MISSION WEALTH MANAGEMENT, LP | 1.5M | $448.3M | 5.5% | 0.2% | +31.4% |
| 23 | Cetera Investment Advisers | 1.3M | $384.2M | 0.4% | 0.2% | +3.0% |
| 24 | JPMORGAN CHASE & CO | 1.2M | $373.7M | 0.0% | 0.2% | +3.1% |
| 25 | STIFEL FINANCIAL CORP | 1.2M | $359.7M | 0.3% | 0.2% | +1.1% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.