Purchases and Sales Made in Q1 2025 in Vanguard Small Cap ETF (VB)
This table provides information about the institutional ownership of Vanguard Small Cap ETF (VB) during Q1 2025. The information is specifically focused on institutions that hold shares of VANGUARD SMALL-CAP ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
680K+ 165430.17% |
$148M - $172M
|
680K
$141M
|
|
|
Apr 16, 2025
Q1 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
105KNew |
$22.8M - $26.4M
|
105K
$21.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
95.7K+ 116.35% |
$20.8M - $24.2M
|
178K
$36.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Millburn Ridgefield Corp
|
BUY
|
- |
49.8K+ 15.79% |
$10.8M - $12.6M
|
365K
$75.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
46.3K+ 25.76% |
$10.1M - $11.7M
|
226K
$46.8M
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
45.4K+ 802.97% |
$9.89M - $11.5M
|
51K
$10.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
39.9KNew |
$8.69M - $10.1M
|
39.9K
$8.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
38.2KNew |
$8.32M - $9.65M
|
38.2K
$7.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
30.1K+ 13.62% |
$6.56M - $7.6M
|
251K
$52M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
19K+ 8.1% |
$4.13M - $4.79M
|
253K
$52.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
17.6KNew |
$3.83M - $4.44M
|
17.6K
$3.64M
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
17.1K+ 95.84% |
$3.73M - $4.33M
|
35K
$7.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
16.3K+ 81.61% |
$3.54M - $4.11M
|
36.2K
$7.49M
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
11.1K+ 773.72% |
$2.41M - $2.8M
|
12.5K
$2.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
10.9KNew |
$2.38M - $2.76M
|
10.9K
$2.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
9.83K+ 0.94% |
$2.14M - $2.48M
|
1.06M
$219M
|
|
|
Apr 09, 2025
Q1 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
9.43K+ 14.6% |
$2.06M - $2.38M
|
74K
$15.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
BUY
|
- |
9.15K+ 8.57% |
$1.99M - $2.31M
|
116K
$24M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.04K+ 60.31% |
$1.97M - $2.28M
|
24K
$4.97M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
8.57K+ 9.63% |
$1.87M - $2.17M
|
97.6K
$20.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
8.08K+ 11.41% |
$1.76M - $2.04M
|
78.9K
$16.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
BUY
|
- |
8.05K+ 7.84% |
$1.75M - $2.03M
|
111K
$22.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7.84K+ 15.82% |
$1.71M - $1.98M
|
57.4K
$11.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.66KNew |
$1.67M - $1.93M
|
7.66K
$1.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
7.46K+ 35.08% |
$1.63M - $1.88M
|
28.7K
$5.95M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.46K+ 35.65% |
$1.63M - $1.88M
|
28.4K
$5.88M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
7.45K+ 6.93% |
$1.62M - $1.88M
|
115K
$23.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
7.4K+ 9.34% |
$1.61M - $1.87M
|
86.6K
$17.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
6.61K+ 13.96% |
$1.44M - $1.67M
|
53.9K
$11.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
6.56K+ 143.3% |
$1.43M - $1.66M
|
11.1K
$2.3M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
6.39K+ 201.8% |
$1.39M - $1.61M
|
9.56K
$1.98M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.19K+ 103166.67% |
$1.35M - $1.56M
|
6.2K
$1.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
5.34K+ 9.55% |
$1.16M - $1.35M
|
61.3K
$12.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
5.02K+ 8.66% |
$1.09M - $1.27M
|
62.9K
$13M
|
|
|
Apr 16, 2025
Q1 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
4.99K+ 13.26% |
$1.09M - $1.26M
|
42.6K
$8.83M
|
|
|
Apr 09, 2025
Q1 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
4.91KNew |
$1.07M - $1.24M
|
4.91K
$1.02M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.74K+ 28.88% |
$1.03M - $1.2M
|
21.1K
$4.38M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
4.19KNew |
$913K - $1.06M
|
4.19K
$868K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
4.15K+ 18.81% |
$903K - $1.05M
|
26.2K
$5.42M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
4.01K+ 7.22% |
$874K - $1.01M
|
59.6K
$12.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
3.89K+ 294.18% |
$848K - $983K
|
5.22K
$1.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.84K+ 174.87% |
$836K - $969K
|
6.03K
$1.25M
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
3.58KNew |
$781K - $905K
|
3.58K
$742K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
3.57K+ 62.78% |
$777K - $901K
|
9.25K
$1.91M
|
|
|
Apr 18, 2025
Q1 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
3.51K+ 11.57% |
$765K - $888K
|
33.9K
$7.01M
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
3.36K+ 6.63% |
$732K - $849K
|
54K
$11.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
3.3K+ 2.3% |
$718K - $833K
|
147K
$30.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.27K+ 4.53% |
$712K - $826K
|
75.4K
$15.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
3.19K+ 45.04% |
$694K - $805K
|
10.3K
$2.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
2.88K+ 17.61% |
$628K - $728K
|
19.2K
$3.98M
|