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 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.14K+ 2.56% |
$248K - $288K
|
45.5K
$10.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
1.14KNew |
$248K - $287K
|
1.14K
$261K
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
1.14K+ 44.64% |
$248K - $287K
|
3.68K
$847K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.13KNew |
$246K - $286K
|
1.13K
$260K
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
1.12K+ 43.39% |
$244K - $283K
|
3.71K
$853K
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
1.12K+ 36.62% |
$244K - $283K
|
4.18K
$962K
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
1.12K+ 23.06% |
$244K - $283K
|
5.98K
$1.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.12K+ 4.71% |
$244K - $283K
|
24.9K
$5.72M
|
|
|
Apr 25, 2025
Q1 2025
|
Bck Partners, Inc.
|
BUY
|
- |
1.11K+ 1.47% |
$241K - $279K
|
76.4K
$17.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.1K+ 5.53% |
$240K - $278K
|
21K
$4.84M
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.08KNew |
$236K - $274K
|
1.08K
$249K
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.08K+ 5.57% |
$236K - $274K
|
20.5K
$4.72M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.08K+ 34.06% |
$236K - $273K
|
4.26K
$979K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.08K+ 5.33% |
$235K - $273K
|
21.3K
$4.91M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.06K+ 1.68% |
$232K - $269K
|
64.4K
$14.8M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.06K+ 30.14% |
$232K - $269K
|
4.59K
$1.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.06K+ 2.54% |
$231K - $267K
|
42.7K
$9.82M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.06K+ 17.09% |
$230K - $267K
|
7.24K
$1.67M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.06K+ 2.48% |
$230K - $267K
|
43.6K
$10M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
1.05K+ 3.11% |
$229K - $266K
|
34.9K
$8.02M
|
|
|
May 08, 2025
Q1 2025
|
Intrinsic Value Partners, LLC
|
BUY
|
- |
1.05K+ 14.93% |
$229K - $265K
|
8.09K
$1.86M
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
1.05KNew |
$228K - $265K
|
1.05K
$241K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.05K+ 14.07% |
$228K - $265K
|
8.49K
$1.95M
|
|
|
May 09, 2025
Q1 2025
|
Wills Financial Group LLC
Richmond, VA |
BUY
|
- |
1.05KNew |
$228K - $264K
|
1.05K
$241K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.04K+ 5.01% |
$226K - $262K
|
21.7K
$5M
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.04KNew |
$226K - $261K
|
1.04K
$238K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.03K+ 1.03% |
$225K - $261K
|
102K
$23.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
1.03K+ 13.05% |
$223K - $259K
|
8.88K
$2.04M
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
1.01K+ 7.25% |
$221K - $256K
|
15K
$3.45M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1K+ 26.38% |
$219K - $254K
|
4.81K
$1.11M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1K+ 13.98% |
$218K - $253K
|
8.16K
$1.88M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
998+ 6.87% |
$217K - $252K
|
15.5K
$3.57M
|
|
|
Apr 16, 2025
Q1 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
996+ 2.97% |
$217K - $252K
|
34.5K
$7.94M
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
985+ 92.49% |
$215K - $249K
|
2.05K
$472K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
984New |
$214K - $249K
|
984
$226K
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
981+ 24.89% |
$214K - $248K
|
4.92K
$1.13M
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
980New |
$214K - $248K
|
980
$225K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
976+ 2.06% |
$213K - $247K
|
48.4K
$11.1M
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
974New |
$212K - $246K
|
974
$224K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
971+ 7.88% |
$212K - $245K
|
13.3K
$3.06M
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
966+ 12.69% |
$210K - $244K
|
8.58K
$1.97M
|
|
|
Apr 22, 2025
Q1 2025
|
Gpwm LLC
|
BUY
|
- |
962+ 1.81% |
$210K - $243K
|
54K
$12.4M
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
962+ 67.18% |
$210K - $243K
|
2.39K
$551K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
962+ 21.81% |
$210K - $243K
|
5.37K
$1.24M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
960New |
$209K - $243K
|
960
$221K
|
|
|
Apr 14, 2025
Q1 2025
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
952+ 1.93% |
$207K - $241K
|
50.4K
$11.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
948New |
$207K - $240K
|
948
$218K
|
|
|
May 12, 2025
Q1 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
948New |
$207K - $240K
|
948
$218K
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
945+ 18.56% |
$206K - $239K
|
6.04K
$1.39M
|
|
|
Apr 24, 2025
Q1 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
944+ 0.85% |
$206K - $238K
|
111K
$25.6M
|