Security record · archived quarter
VB
Vanguard Morningstar Small-Cap ETF · Financial Services · Asset Management
88Tracked holders
0Δ holders
98.44MShares held
$25.76BReported value
+2New positions
−2Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -10.3% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 83 | -3 | 96.85M | $29.34B | +1 | −4 |
| Q1 2026 | 88 | 0 | 98.44M | $25.76B | +2 | −2 |
| Q4 2025 | 87 | -2 | 108.87M | $25.31B | — | −2 |
| Q3 2025 | 15 | +1 | 15.36M | $3.91B | +2 | −1 |
| Q2 2025 | 11 | -1 | 3.51M | $832.41M | +2 | −3 |
| Q1 2025 | 9 | +2 | 1.85M | $409.28M | +2 | — |
| Q4 2024 | 7 | +1 | 1.52M | $366.04M | +2 | −1 |
| Q3 2024 | 5 | -1 | 741.44K | $175.88M | — | −1 |
| Q2 2024 | 6 | — | 781.58K | $170.41M | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 21.63M | -7.7% | $5.67B | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 21.63M | -7.7% | $5.67B | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 21.63M | -7.7% | $5.67B | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 21.63M | -7.7% | $5.67B | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 21.63M | -7.7% | $5.67B | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 8.04M | +2.2% | $2.11B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 8.04M | +2.2% | $2.11B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 8.04M | +2.2% | $2.11B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 8.04M | +2.2% | $2.11B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 8.04M | +2.2% | $2.11B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 8.04M | +2.2% | $2.11B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 8.04M | +2.2% | $2.11B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 8.04M | +2.2% | $2.11B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 8.04M | +2.2% | $2.11B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 8.04M | +2.2% | $2.11B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 6.02M | -0.4% | $1.58B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 6.02M | -0.4% | $1.58B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 6.02M | -0.4% | $1.58B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 6.02M | -0.4% | $1.58B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 6.02M | -0.4% | $1.58B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 21 | UBS Group AG | 4.41M | +12.6% | $1.15B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 22 | UBS Group AG | 4.41M | +12.6% | $1.15B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 23 | UBS Group AG | 4.41M | +12.6% | $1.15B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 24 | Envestnet Asset Management Inc | 3.54M | +8.9% | $925.89M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 25 | Mercer Global Advisors Inc /Adv | 3.33M | +4.2% | $871.90M | 1.3% | ▲ Add | 2 | SEC ↗ |
| 26 | LPL Financial LLC | 3.32M | -15.1% | $870.12M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 2.98M | +19.1% | $763.18M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 28 | Jones Financial Companies Lllp | 2.98M | +19.1% | $763.18M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 29 | Captrust Financial Advisors | 2.83M | +7.1% | $741.81M | 1.3% | ▲ Add | 2 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 2.81M | +2.4% | $736.78M | 0.5% | ▲ Add | 2 | SEC ↗ |
| 31 | Raymond James Financial Inc | 2.25M | -2.3% | $589.87M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 32 | Raymond James Financial Inc | 2.25M | -2.3% | $589.87M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 33 | Raymond James Financial Inc | 2.25M | -2.3% | $589.87M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 34 | Mariner, LLC | 2.22M | +12.7% | $580.32M | 0.7% | ▲ Add | 2 | SEC ↗ |
| 35 | Mariner, LLC | 2.22M | +12.7% | $580.32M | 0.7% | ▲ Add | 2 | SEC ↗ |
| 36 | Mariner, LLC | 2.22M | +12.7% | $580.32M | 0.7% | ▲ Add | 2 | SEC ↗ |
| 37 | Mariner, LLC | 2.22M | +12.7% | $580.32M | 0.7% | ▲ Add | 2 | SEC ↗ |
| 38 | Ameriprise Financial Inc | 2.20M | -8.4% | $575.35M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 39 | Ameriprise Financial Inc | 2.20M | -8.4% | $575.35M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 40 | Ameriprise Financial Inc | 2.20M | -8.4% | $575.35M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 41 | Ameriprise Financial Inc | 2.20M | -8.4% | $575.35M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 42 | Royal Bank Of Canada | 2.09M | -5.1% | $547.76M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 43 | Royal Bank Of Canada | 2.09M | -5.1% | $547.76M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 44 | Royal Bank Of Canada | 2.09M | -5.1% | $547.76M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 45 | Royal Bank Of Canada | 2.09M | -5.1% | $547.76M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 46 | Royal Bank Of Canada | 2.09M | -5.1% | $547.76M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 47 | Royal Bank Of Canada | 2.09M | -5.1% | $547.76M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 48 | Royal Bank Of Canada | 2.09M | -5.1% | $547.76M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 49 | Royal Bank Of Canada | 2.09M | -5.1% | $547.76M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 50 | Creative Planning | 2.04M | -4.2% | $533.17M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 51 | Creative Planning | 2.04M | -4.2% | $533.17M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 52 | Pnc Financial Services Group, Inc. | 1.96M | +1.0% | $514.13M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 53 | Pnc Financial Services Group, Inc. | 1.96M | +1.0% | $514.13M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 54 | Pnc Financial Services Group, Inc. | 1.96M | +1.0% | $514.13M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 55 | Pnc Financial Services Group, Inc. | 1.96M | +1.0% | $514.13M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 56 | Pnc Financial Services Group, Inc. | 1.96M | +1.0% | $514.13M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 57 | Pnc Financial Services Group, Inc. | 1.96M | +1.0% | $514.13M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 58 | Pnc Financial Services Group, Inc. | 1.96M | +1.0% | $514.13M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 59 | Pnc Financial Services Group, Inc. | 1.96M | +1.0% | $514.13M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 60 | Pnc Financial Services Group, Inc. | 1.96M | +1.0% | $514.13M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 61 | Pnc Financial Services Group, Inc. | 1.96M | +1.0% | $514.13M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 62 | Bank of New York Mellon Corp | 1.94M | +11.8% | $508.38M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 63 | Bank of New York Mellon Corp | 1.94M | +11.8% | $508.38M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 64 | Bank of New York Mellon Corp | 1.94M | +11.8% | $508.38M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 65 | Bank of New York Mellon Corp | 1.94M | +11.8% | $508.38M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 66 | Bank of New York Mellon Corp | 1.94M | +11.8% | $508.38M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 67 | Bank of New York Mellon Corp | 1.94M | +11.8% | $508.38M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 68 | Bank of New York Mellon Corp | 1.94M | +11.8% | $508.38M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 69 | Bank of New York Mellon Corp | 1.94M | +11.8% | $508.38M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 70 | Bank of New York Mellon Corp | 1.94M | +11.8% | $508.38M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 71 | Charles Schwab Investment… | 1.78M | -1.7% | $467.21M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 72 | Goldman Sachs Group ✦ | 1.75M | +3.5% | $457.06M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 73 | Goldman Sachs Group ✦ | 1.75M | +3.5% | $457.06M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 74 | Goldman Sachs Group ✦ | 1.75M | +3.5% | $457.06M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 75 | Goldman Sachs Group ✦ | 1.75M | +3.5% | $457.06M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 76 | Goldman Sachs Group ✦ | 1.75M | +3.5% | $457.06M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 77 | Goldman Sachs Group ✦ | 1.75M | +3.5% | $457.06M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 78 | Goldman Sachs Group ✦ | 1.75M | +3.5% | $457.06M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 79 | Wealthfront Advisers LLC | 1.70M | +8.2% | $444.39M | 1.0% | ▲ Add | 2 | SEC ↗ |
| 80 | CIBC Bancorp USA Inc. | 1.51M | — | $394.06M | 0.5% | n/c | 1 | SEC ↗ |
| 81 | CIBC Bancorp USA Inc. | 1.51M | — | $394.06M | 0.5% | n/c | 1 | SEC ↗ |
| 82 | Cetera Investment Advisers | 1.23M | +5.4% | $322.42M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 83 | Wellington Management ✦ | 1.19M | +3.0% | $311.99M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 84 | Wellington Management ✦ | 1.19M | +3.0% | $311.99M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 85 | Wellington Management ✦ | 1.19M | +3.0% | $311.99M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 86 | Fidelity (FMR) ✦ | 1.18M | +2.2% | $307.83M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 87 | Fidelity (FMR) ✦ | 1.18M | +2.2% | $307.83M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 88 | Stifel Financial Corp | 1.17M | -0.5% | $307.49M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 89 | Stifel Financial Corp | 1.17M | -0.5% | $307.49M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 90 | Stifel Financial Corp | 1.17M | -0.5% | $307.49M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 91 | Stifel Financial Corp | 1.17M | -0.5% | $307.49M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 92 | Stifel Financial Corp | 1.17M | -0.5% | $307.49M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 93 | JPMorgan Chase ✦ | 1.20M | +5.2% | $305.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 94 | JPMorgan Chase ✦ | 1.20M | +5.2% | $305.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 95 | JPMorgan Chase ✦ | 1.20M | +5.2% | $305.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 96 | JPMorgan Chase ✦ | 1.20M | +5.2% | $305.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 97 | JPMorgan Chase ✦ | 1.20M | +5.2% | $305.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 98 | JPMorgan Chase ✦ | 1.20M | +5.2% | $305.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 99 | JPMorgan Chase ✦ | 1.20M | +5.2% | $305.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 100 | Commonwealth Equity Services, Llc | 980.88K | -1.5% | $256.91M | 0.4% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $3.84M | was 0.0% |
| Tudor Investment Corp Et Al | $327,597 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 2,365 holders, 156.61M shares, $40.09B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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