Who owns Vanguard Morningstar Small-Cap Growth ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of VBK from SEC Form 13F filings across 1,282 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, 1,282 institutions disclosed 39.9M shares of Vanguard Morningstar Small-Cap Growth ETF worth $14.61B — about 28.9% of shares outstanding; the largest disclosed holder is BANK OF AMERICA CORP /DE/. Source: SEC Form 13F filings, parsed by EvidInvest.
1,282
13F holders
$14.61B
value, 2026 filers
28.9%
of shares outstanding (39.9M sh)
148
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 VBK's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 8.5M | $3.10B | 0.2% | 6.1% | +0.5% |
| 2 | MORGAN STANLEY | 2.0M | $734.1M | 0.0% | 1.5% | +3.7% |
| 3 | ASSETMARK, INC | 1.6M | $588.2M | 1.0% | 1.2% | -0.1% |
| 4 | EP Wealth Advisors, LLC | 1.0M | $373.0M | 1.4% | 0.7% | +26.3% |
| 5 | SEI INVESTMENTS CO | 982,654 | $359.4M | 0.3% | 0.7% | -0.2% |
| 6 | LPL Financial LLC | 915,761 | $334.9M | 0.1% | 0.7% | +1.9% |
| 7 | WELLS FARGO & COMPANY/MN | 825,425 | $301.9M | 0.0% | 0.6% | -1.5% |
| 8 | UBS Group AG | 765,614 | $280.0M | 0.0% | 0.6% | -0.5% |
| 9 | PNC Financial Services Group, Inc. | 679,026 | $248.3M | 0.1% | 0.5% | -2.7% |
| 10 | MATHER GROUP, LLC. | 648,466 | $237.1M | 2.1% | 0.5% | +7.4% |
| 11 | Cohen Klingenstein LLC | 641,022 | $234.4M | 6.7% | 0.5% | -3.1% |
| 12 | JONES FINANCIAL COMPANIES LLLP | 638,366 | $228.3M | 0.1% | 0.5% | +3.5% |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 612,769 | $224.1M | 0.1% | 0.4% | -3.8% |
| 14 | MONETA GROUP INVESTMENT ADVISORS LLC | 538,400 | $196.9M | 1.5% | 0.4% | +0.4% |
| 15 | CHOREO, LLC | 535,483 | $195.8M | 2.1% | 0.4% | +0.7% |
| 16 | AMERIPRISE FINANCIAL INC | 505,429 | $184.9M | 0.0% | 0.4% | +3.6% |
| 17 | RAYMOND JAMES FINANCIAL INC | 476,329 | $174.2M | 0.0% | 0.3% | -0.2% |
| 18 | Pathstone Holdings, LLC | 456,269 | $166.9M | 0.5% | 0.3% | +224.2% |
| 19 | Cetera Investment Advisers | 439,364 | $160.7M | 0.1% | 0.3% | -7.9% |
| 20 | Corient Private Wealth LP | 406,755 | $148.7M | 0.2% | 0.3% | -60.6% |
| 21 | RWA WEALTH PARTNERS, LLC | 375,004 | $137.1M | 1.3% | 0.3% | +1.8% |
| 22 | MML INVESTORS SERVICES, LLC | 373,109 | $136.4M | 0.3% | 0.3% | +13.9% |
| 23 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 340,130 | $124.4M | 0.4% | 0.2% | -7.4% |
| 24 | OSAIC HOLDINGS, INC. | 330,779 | $121.1M | 0.1% | 0.2% | +11.9% |
| 25 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 326,837 | $119.5M | 0.1% | 0.2% | +3.1% |
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.