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Security record · archived quarter

VBK

Vanguard Morningstar Small-Cap Growth ETF · Financial Services · Asset Management

356.19 +0.4% mkt cap $49.19B quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
6Tracked holders
0Δ holders
69.44KShares held
$19.23MReported value
+2New positions
−2Exits
Strongly Falling 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -21.2% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 75 0 23.97M $8.76B +5 −5
Q1 2026 76 +4 24.57M $7.43B +6 −2
Q4 2025 72 +2 26.96M $8.15B +2
Q3 2025 8 -1 2.57M $764.25M −1
Q2 2025 6 0 69.44K $19.23M +2 −2
Q1 2025 3 +1 24.51K $6.17M +2 −1
Q4 2024 2 -1 12.81K $3.59M +1 −2
Q3 2024 3 0 16.17K $4.32M
Q2 2024 3 52.20K $13.06M
Holder count
Who holds it · Q2 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Fidelity (FMR) 54.70K $15.15M 0.0% n/c 1 SEC ↗
2 Fidelity (FMR) 54.70K $15.15M 0.0% n/c 1 SEC ↗
3 The Vanguard Group (passive) 8.57K $2.37M 0.0% n/c 1 SEC ↗
4 The Vanguard Group (passive) 8.57K $2.37M 0.0% n/c 1 SEC ↗
5 Gotham Asset Management 3.23K New $894,516 0.0% New 1 SEC ↗
6 AQR Capital Management 1.67K +53.9% $461,659 0.0% ▲ Add 2 SEC ↗
7 AQR Capital Management 1.67K +53.9% $461,659 0.0% ▲ Add 2 SEC ↗
8 Fisher Asset Management 928 New $257,139 0.0% New 1 SEC ↗
9 BlackRock (passive) 358 $99,144 0.0% n/c 1 SEC ↗
10 BlackRock (passive) 358 $99,144 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Gotham Asset Management $894,516 0.0%
Fisher Asset Management $257,139 0.0%

Exited

Citadel Advisors $4.36M was 0.0%
Renaissance Technologies $1.54M was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1,201 holders, 39.99M shares, $11.86B 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: Q2 2025 · Methodology · Get this via the API