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 24, 2025
Q1 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
944+ 8.27% |
$206K - $238K
|
12.4K
$2.84M
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
942+ 5.13% |
$205K - $238K
|
19.3K
$4.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
940+ 23.93% |
$205K - $237K
|
4.87K
$1.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
936+ 2.68% |
$204K - $236K
|
35.8K
$8.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
934+ 6.06% |
$204K - $236K
|
16.3K
$3.76M
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
933+ 3.57% |
$203K - $236K
|
27.1K
$6.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
931+ 52.39% |
$203K - $235K
|
2.71K
$623K
|
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
927+ 76.99% |
$202K - $234K
|
2.13K
$490K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
910+ 24.8% |
$198K - $230K
|
4.58K
$1.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
910+ 1.21% |
$198K - $230K
|
76K
$17.5M
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
907New |
$198K - $229K
|
907
$209K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
903+ 31.74% |
$197K - $228K
|
3.75K
$862K
|
|
|
May 14, 2025
Q1 2025
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
896+ 7.18% |
$195K - $226K
|
13.4K
$3.08M
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
892+ 10.29% |
$194K - $225K
|
9.56K
$2.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
888+ 86.05% |
$193K - $224K
|
1.92K
$442K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
882+ 11.22% |
$192K - $223K
|
8.74K
$2.01M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
876+ 6.92% |
$191K - $221K
|
13.5K
$3.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
873New |
$190K - $221K
|
873
$201K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
865+ 7.99% |
$188K - $219K
|
11.7K
$2.69M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
854+ 8.24% |
$186K - $216K
|
11.2K
$2.58M
|
|
|
Apr 25, 2025
Q1 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
852+ 63.25% |
$186K - $215K
|
2.2K
$506K
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
BUY
|
- |
849+ 5.06% |
$185K - $214K
|
17.6K
$4.06M
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
848+ 4.36% |
$185K - $214K
|
20.3K
$4.67M
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
843+ 2.41% |
$184K - $213K
|
35.9K
$8.25M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
842+ 10.88% |
$183K - $213K
|
8.58K
$1.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
840+ 94.92% |
$183K - $212K
|
1.73K
$397K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
838+ 7.78% |
$183K - $212K
|
11.6K
$2.67M
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
833+ 4.87% |
$182K - $210K
|
18K
$4.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
830+ 7.11% |
$181K - $210K
|
12.5K
$2.87M
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
811+ 6.46% |
$177K - $205K
|
13.4K
$3.07M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
810+ 0.9% |
$176K - $205K
|
90.7K
$20.9M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
799+ 15.78% |
$174K - $202K
|
5.86K
$1.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
BUY
|
- |
798+ 2.4% |
$174K - $202K
|
34K
$7.82M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
793+ 2.76% |
$173K - $200K
|
29.5K
$6.79M
|
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
788+ 82.17% |
$172K - $199K
|
1.75K
$402K
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
787+ 84.62% |
$171K - $199K
|
1.72K
$395K
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
787+ 8.01% |
$171K - $199K
|
10.6K
$2.44M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
787+ 10.07% |
$171K - $199K
|
8.61K
$1.98M
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
785+ 47.78% |
$171K - $198K
|
2.43K
$559K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
781+ 5.78% |
$170K - $197K
|
14.3K
$3.29M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
774+ 1.71% |
$169K - $196K
|
46K
$10.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
768+ 11.99% |
$167K - $194K
|
7.18K
$1.65M
|
|
|
Apr 30, 2025
Q1 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
765+ 0.5% |
$167K - $193K
|
153K
$35.2M
|
|
|
May 01, 2025
Q1 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
765+ 2.44% |
$167K - $193K
|
32.2K
$7.4M
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
BUY
|
- |
760+ 24.28% |
$166K - $192K
|
3.89K
$895K
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
758+ 7.55% |
$165K - $192K
|
10.8K
$2.48M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
758+ 398.95% |
$165K - $192K
|
948
$218K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
BUY
|
- |
749+ 37.21% |
$163K - $189K
|
2.76K
$635K
|
|
|
Apr 22, 2025
Q1 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
738+ 12.28% |
$161K - $186K
|
6.75K
$1.55M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
727+ 0.74% |
$158K - $184K
|
98.4K
$22.6M
|