Who Owns Vanguard Small-Cap (VB)? -- Institutional Holders (2026-06-30)

Name: Vanguard Small-Cap (VB) Institutional Holders (2026-06-30)
Creator: ko.io

2,517 institutions reported holding $48.27B of Vanguard Small-Cap (VB) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($6.54B), MORGAN STANLEY ($2.45B), WELLS FARGO & COMPANY/MN ($1.55B), UBS Group AG ($1.25B), ENVESTNET ASSET MANAGEMENT INC ($1.19B). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	BANK OF AMERICA CORP /DE/	$6.54B	21.6M	Trimmed
2	MORGAN STANLEY	$2.45B	8.1M	Added
3	WELLS FARGO & COMPANY/MN	$1.55B	5.1M	Trimmed
4	UBS Group AG	$1.25B	4.1M	Trimmed
5	ENVESTNET ASSET MANAGEMENT INC	$1.19B	3.9M	Added
6	MERCER GLOBAL ADVISORS INC /ADV	$1.04B	3.4M	Added
7	LPL Financial LLC	$1.00B	3.3M	Trimmed
8	CAPTRUST FINANCIAL ADVISORS	$883.6M	2.9M	Added
9	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$852.9M	2.8M	Added
10	JONES FINANCIAL COMPANIES LLLP	$789.2M	2.6M	Trimmed
11	Mariner, LLC	$690.8M	2.3M	Added
12	Royal Bank of Canada	$643.4M	2.1M	Added
13	RAYMOND JAMES FINANCIAL INC	$625.2M	2.1M	Trimmed
14	AMERIPRISE FINANCIAL INC	$618.3M	2.0M	Trimmed
15	Creative Planning	$612.9M	2.0M	Trimmed
16	PNC Financial Services Group, Inc.	$602.1M	2.0M	Added
17	Bank of New York Mellon Corp	$580.1M	1.9M	Trimmed
18	GOLDMAN SACHS GROUP INC	$529.8M	1.7M	Added
19	Wealthfront Advisers LLC	$519.9M	1.7M	Added
20	CIBC Bancorp USA Inc.	$479.9M	1.6M	Added
21	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$472.5M	1.6M	Trimmed
22	Sixth Street Partners Management Company, L.P.	$472.5M	1.6M	New
23	MISSION WEALTH MANAGEMENT, LP	$448.3M	1.5M	Added
24	Cetera Investment Advisers	$384.2M	1.3M	Added
25	JPMORGAN CHASE & CO	$373.7M	1.2M	Added

Source: SEC Form 13F filings · as of 2026-06-30