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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
8Tracked holders
-1Δ holders
2.57MShares held
$764.25MReported value
+0New positions
−1Exits
Falling Conviction score 50/100 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -11.1% · share flow +0.3% · net new positions -12.5%formula
Concentrated accumulation — rising shares among fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 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 · Q3 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley 1.93M $574.93M 0.0% n/c 1 SEC ↗
2 Morgan Stanley 1.93M $574.93M 0.0% n/c 1 SEC ↗
3 Morgan Stanley 1.93M $574.93M 0.0% n/c 1 SEC ↗
4 Morgan Stanley 1.93M $574.93M 0.0% n/c 1 SEC ↗
5 Morgan Stanley 1.93M $574.93M 0.0% n/c 1 SEC ↗
6 Morgan Stanley 1.93M $574.93M 0.0% n/c 1 SEC ↗
7 Morgan Stanley 1.93M $574.93M 0.0% n/c 1 SEC ↗
8 JPMorgan Chase 486.73K $144.86M 0.0% n/c 1 SEC ↗
9 JPMorgan Chase 486.73K $144.86M 0.0% n/c 1 SEC ↗
10 JPMorgan Chase 486.73K $144.86M 0.0% n/c 1 SEC ↗
11 JPMorgan Chase 486.73K $144.86M 0.0% n/c 1 SEC ↗
12 JPMorgan Chase 486.73K $144.86M 0.0% n/c 1 SEC ↗
13 JPMorgan Chase 486.73K $144.86M 0.0% n/c 1 SEC ↗
14 JPMorgan Chase 486.73K $144.86M 0.0% n/c 1 SEC ↗
15 JPMorgan Chase 486.73K $144.86M 0.0% n/c 1 SEC ↗
16 JPMorgan Chase 486.73K $144.86M 0.0% n/c 1 SEC ↗
17 JPMorgan Chase 486.73K $144.86M 0.0% n/c 1 SEC ↗
18 JPMorgan Chase 486.73K $144.86M 0.0% n/c 1 SEC ↗
19 JPMorgan Chase 486.73K $144.86M 0.0% n/c 1 SEC ↗
20 Goldman Sachs Group 71.20K $21.19M 0.0% n/c 1 SEC ↗
21 Goldman Sachs Group 71.20K $21.19M 0.0% n/c 1 SEC ↗
22 Goldman Sachs Group 71.20K $21.19M 0.0% n/c 1 SEC ↗
23 Fidelity (FMR) 56.45K +3.2% $16.80M 0.0% ▲ Add 2 SEC ↗
24 Fidelity (FMR) 56.45K +3.2% $16.80M 0.0% ▲ Add 2 SEC ↗
25 The Vanguard Group (passive) 9.23K +7.8% $2.75M 0.0% ▲ Add 2 SEC ↗
26 The Vanguard Group (passive) 9.23K +7.8% $2.75M 0.0% ▲ Add 2 SEC ↗
27 AQR Capital Management 5.89K +253.2% $1.75M 0.0% ▲ Add 3 SEC ↗
28 AQR Capital Management 5.89K +253.2% $1.75M 0.0% ▲ Add 3 SEC ↗
29 Gotham Asset Management 4.08K +26.3% $1.21M 0.0% ▲ Add 2 SEC ↗
30 BlackRock (passive) 2.55K +611.2% $757,889 0.0% ▲ Add 2 SEC ↗
31 BlackRock (passive) 2.55K +611.2% $757,889 0.0% ▲ Add 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

Fisher Asset Management $257,139 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: Q3 2025 · Methodology · Get this via the API