Who owns VANGUARD SMALL-CAP GROWTH INDEX FUND (VBK)
Which tracked institutional funds hold VBK, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VBK company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on VBK is one-sided between 2026-Q1 and 2026-Q2: 448 added or opened and 86 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
VBK’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.3% of theirs — a 0.1pp gap the other way — the median holder sizes VBK more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in VBK divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 1235 tracked filers holding VBK, 527 increased or opened the position and 549 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in VBK between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 24
- Systelligence, LLC$20M
- Carolina Wealth Management Inc$9M
- Global Retirement Partners, LLC$9M
- Copper Harbor Investment Advisors, LLC$9M
- GTS SECURITIES LLC$6M
- BRIGHTON JONES LLC$6M
Full exits 49
- Mill Creek Capital Advisors, LLC$96M
- HighTower Advisors, LLC$83M
- CWM, LLC$36M
- NATIXIS ADVISORS, LLC$26M
- Cambridge Investment Research Advisors, Inc.$23M
- EXENCIAL WEALTH ADVISORS, LLC$21M
Largest adds
- BANK OF AMERICA CORP /DE/$552M
- MORGAN STANLEY$149M
- EP Wealth Advisors, LLC$129M
- Pathstone Holdings, LLC$124M
- ASSETMARK, INC$102M
- St. Louis Trust Co$80M
Largest trims
- Corient Private Wealth LP$162M
- CONGRESS ASSET MANAGEMENT CO$46M
- EverSource Wealth Advisors, LLC$27M
- Private Advisor Group, LLC$11M
- Avior Wealth Management, LLC$9M
- Kingsview Wealth Management, LLC$7M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 8,482,761 | $3.1B | 25.7% | 2026-Q2 |
| MORGAN STANLEY added | 2,007,340 | $734M | 6.1% | 2026-Q2 |
| ASSETMARK, INC trimmed | 1,608,348 | $588M | 4.9% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 1,020,017 | $373M | 3.1% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 982,654 | $359M | 3.0% | 2026-Q2 |
| LPL Financial LLC added | 915,761 | $335M | 2.8% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 825,425 | $302M | 2.5% | 2026-Q2 |
| UBS Group AG trimmed | 765,614 | $280M | 2.3% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 679,026 | $248M | 2.1% | 2026-Q2 |
| MATHER GROUP, LLC. added | 648,466 | $237M | 2.0% | 2026-Q2 |
| Cohen Klingenstein LLC trimmed | 641,022 | $234M | 1.9% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 638,366 | $228M | 1.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 612,769 | $224M | 1.9% | 2026-Q2 |
| MONETA GROUP INVESTMENT ADVISORS LLC added | 538,400 | $197M | 1.6% | 2026-Q2 |
| CHOREO, LLC added | 535,483 | $196M | 1.6% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 505,429 | $185M | 1.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 476,329 | $174M | 1.4% | 2026-Q2 |
| Pathstone Holdings, LLC added | 456,269 | $167M | 1.4% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 439,364 | $161M | 1.3% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 409,058 | $150M | 1.2% | 2026-Q2 |
| RWA WEALTH PARTNERS, LLC added | 375,004 | $137M | 1.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 373,109 | $136M | 1.1% | 2026-Q2 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC trimmed | 340,130 | $124M | 1.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 330,779 | $121M | 1.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 326,837 | $120M | 1.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 322,843 | $118M | 1.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 319,268 | $117M | 1.0% | 2026-Q2 |
| Sand Hill Global Advisors, LLC trimmed | 296,997 | $109M | 0.9% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 228,047 | $82M | 0.7% | 2026-Q2 |
| Focus Partners Wealth trimmed | 218,136 | $80M | 0.7% | 2026-Q2 |
| Wealthspire Advisors, LLC added | 205,004 | $75M | 0.6% | 2026-Q2 |
| Mariner, LLC trimmed | 204,648 | $75M | 0.6% | 2026-Q2 |
| Savant Capital, LLC added | 200,771 | $69M | 0.6% | 2026-Q2 |
| 1832 Asset Management L.P. trimmed | 196,613 | $72M | 0.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 193,066 | $71M | 0.6% | 2026-Q2 |
| Howard Capital Management, LLC | 183,200 | $67M | 0.6% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 181,979 | $67M | 0.6% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 170,183 | $62M | 0.5% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 156,872 | $57M | 0.5% | 2026-Q2 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC trimmed | 149,149 | $55M | 0.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 148,109 | $54M | 0.4% | 2026-Q2 |
| STEPHENS INC /AR/ added | 140,559 | $51M | 0.4% | 2026-Q2 |
| Creative Planning added | 140,393 | $51M | 0.4% | 2026-Q2 |
| Bragg Financial Advisors, Inc added | 139,930 | $51M | 0.4% | 2026-Q2 |
| Rodgers & Associates, LTD trimmed | 137,533 | $50M | 0.4% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 136,150 | $50M | 0.4% | 2026-Q2 |
| Summit Financial Strategies, Inc. trimmed | 135,738 | $50M | 0.4% | 2026-Q2 |
| One Day In July LLC added | 131,643 | $48M | 0.4% | 2026-Q2 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC added | 124,773 | $46M | 0.4% | 2026-Q2 |
| Strategies Wealth Advisors, LLC trimmed | 123,901 | $45M | 0.4% | 2026-Q2 |
| American Financial Advisors, LLC trimmed | 114,217 | $42M | 0.3% | 2026-Q2 |
| FMR LLC added | 113,480 | $41M | 0.3% | 2026-Q2 |
| Waldron Private Wealth LLC trimmed | 102,047 | $37M | 0.3% | 2026-Q2 |
| Brickley Wealth Management added | 101,567 | $37M | 0.3% | 2026-Q2 |
| NewEdge Advisors, LLC added | 100,187 | $37M | 0.3% | 2026-Q2 |
| Aaron Wealth Advisors LLC trimmed | 96,959 | $35M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 94,262 | $34M | 0.3% | 2026-Q2 |
| Arax Advisory Partners added | 93,475 | $34M | 0.3% | 2026-Q2 |
| Cresset Asset Management, LLC added | 89,369 | $33M | 0.3% | 2026-Q2 |
| BHK Investment Advisors, LLC trimmed | 86,081 | $31M | 0.3% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 85,159 | $31M | 0.3% | 2026-Q2 |
| Avior Wealth Management, LLC trimmed | 84,243 | $31M | 0.3% | 2026-Q2 |
| Vision Capital Management, Inc. trimmed | 84,065 | $31M | 0.3% | 2026-Q2 |
| Whitaker-Myers Wealth Managers, LTD. added | 78,324 | $29M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 77,969 | $28M | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 75,560 | $28M | 0.2% | 2026-Q2 |
| OpenArc Corporate Advisory, LLC added | 73,173 | $27M | 0.2% | 2026-Q2 |
| Quent Capital, LLC added | 72,761 | $27M | 0.2% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 72,414 | $26M | 0.2% | 2026-Q2 |
| Retirement Investment Advisors, Inc. added | 72,220 | $25M | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 70,499 | $26M | 0.2% | 2026-Q2 |
| Atria Investments, Inc trimmed | 69,585 | $25M | 0.2% | 2026-Q2 |
| Partners in Financial Planning trimmed | 66,268 | $24M | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 65,040 | $24M | 0.2% | 2026-Q2 |
| SAGE FINANCIAL GROUP INC added | 64,985 | $24M | 0.2% | 2026-Q2 |
| CIBC Bancorp USA Inc. trimmed | 62,476 | $23M | 0.2% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 60,854 | $22M | 0.2% | 2026-Q2 |
| Robinswood Financial LLC added | 59,919 | $22M | 0.2% | 2026-Q2 |
| McAdam, LLC trimmed | 58,684 | $21M | 0.2% | 2026-Q2 |
| Asset Management Group, Inc. trimmed | 57,788 | $21M | 0.2% | 2026-Q2 |
| Gallagher Fiduciary Advisors, LLC trimmed | 57,740 | $21M | 0.2% | 2026-Q2 |
| Cornerstone Management, Inc. added | 57,180 | $21M | 0.2% | 2026-Q2 |
| RS CRUM INC. added | 54,988 | $20M | 0.2% | 2026-Q2 |
| PRESILIUM PRIVATE WEALTH, LLC trimmed | 54,594 | $20M | 0.2% | 2026-Q2 |
| Systelligence, LLC added | 53,847 | $20M | 0.2% | 2026-Q2 |
| Pasadena Private Wealth, LLC trimmed | 53,151 | $19M | 0.2% | 2026-Q2 |
| Praetorian Wealth Management, Inc. added | 51,662 | $19M | 0.2% | 2026-Q2 |
| Vawter Financial, Ltd. added | 51,083 | $19M | 0.2% | 2026-Q2 |
| Cerity Partners LLC added | 50,496 | $18M | 0.2% | 2026-Q2 |
| Avantax Planning Partners, Inc. trimmed | 49,306 | $18M | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 49,248 | $18M | 0.1% | 2026-Q2 |
| Focus Financial Network, Inc. added | 47,956 | $18M | 0.1% | 2026-Q2 |
| GLENMEDE TRUST CO NA added | 47,936 | $18M | 0.1% | 2026-Q2 |
| Peak Retirement Planning, Inc. added | 47,871 | $18M | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 47,366 | $17M | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 47,227 | $17M | 0.1% | 2026-Q2 |
| Payne Capital Management, LLC added | 46,677 | $17M | 0.1% | 2026-Q2 |
| Baird Financial Group, Inc. added | 45,395 | $17M | 0.1% | 2026-Q2 |
| LMCG INVESTMENTS, LLC trimmed | 45,090 | $16M | 0.1% | 2026-Q2 |
| St. Louis Trust Co | 3,648 | $82M | 0.7% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.