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 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
727+ 49.97% |
$158K - $184K
|
2.18K
$502K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
725New |
$158K - $183K
|
725
$167K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
722+ 3.12% |
$157K - $182K
|
23.8K
$5.48M
|
|
|
May 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
722+ 17.58% |
$157K - $182K
|
4.83K
$1.11M
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
700+ 42.68% |
$153K - $177K
|
2.34K
$538K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
699+ 8.72% |
$152K - $177K
|
8.72K
$2M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
698+ 14.66% |
$152K - $176K
|
5.46K
$1.26M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
697+ 7.36% |
$152K - $176K
|
10.2K
$2.34M
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
696+ 1.5% |
$152K - $176K
|
47.2K
$10.9M
|
|
|
May 12, 2025
Q1 2025
|
Asset Planning Corporation
|
BUY
|
- |
685+ 3.11% |
$149K - $173K
|
22.7K
$5.23M
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
683New |
$149K - $173K
|
683
$157K
|
|
|
Apr 15, 2025
Q1 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
674+ 1.78% |
$147K - $170K
|
38.6K
$8.87M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
666+ 3.09% |
$145K - $168K
|
22.2K
$5.11M
|
|
|
Apr 23, 2025
Q1 2025
|
Ti Trust, Inc
|
BUY
|
- |
662+ 3.5% |
$144K - $167K
|
19.6K
$4.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
647+ 3.88% |
$141K - $163K
|
17.3K
$3.99M
|
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
643+ 4.93% |
$140K - $162K
|
13.7K
$3.15M
|
|
|
May 14, 2025
Q1 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
639+ 1.76% |
$139K - $161K
|
36.9K
$8.5M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
637New |
$139K - $161K
|
637
$147K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
631+ 11.88% |
$137K - $159K
|
5.94K
$1.37M
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
629+ 15.84% |
$137K - $159K
|
4.6K
$1.06M
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
628+ 20.85% |
$137K - $159K
|
3.64K
$837K
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
626+ 8.06% |
$136K - $158K
|
8.4K
$1.93M
|
|
|
May 12, 2025
Q1 2025
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
625+ 18.81% |
$136K - $158K
|
3.95K
$908K
|
|
|
Apr 21, 2025
Q1 2025
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
620+ 0.93% |
$135K - $157K
|
67.4K
$15.5M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
620+ 41.36% |
$135K - $157K
|
2.12K
$487K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
618+ 6.63% |
$135K - $156K
|
9.94K
$2.29M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
617+ 3.18% |
$134K - $156K
|
20K
$4.61M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
616+ 73.07% |
$134K - $156K
|
1.46K
$336K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
614+ 45.41% |
$134K - $155K
|
1.97K
$452K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
609+ 28.77% |
$133K - $154K
|
2.73K
$627K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
587+ 3.31% |
$128K - $148K
|
18.3K
$4.21M
|
|
|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
585+ 29.47% |
$127K - $148K
|
2.57K
$591K
|
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
583+ 1.25% |
$127K - $147K
|
47.2K
$10.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
BUY
|
- |
582+ 11.32% |
$127K - $147K
|
5.72K
$1.32M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
576+ 11.65% |
$126K - $146K
|
5.52K
$1.27M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
565+ 4.62% |
$123K - $143K
|
12.8K
$2.95M
|
|
|
Apr 24, 2025
Q1 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
560+ 49.34% |
$122K - $141K
|
1.7K
$390K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
560+ 97.39% |
$122K - $141K
|
1.14K
$261K
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
553+ 17.89% |
$120K - $140K
|
3.64K
$838K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
552+ 43.71% |
$120K - $139K
|
1.82K
$418K
|
|
|
Apr 29, 2025
Q1 2025
|
Northstar Asset Management LLC
|
BUY
|
- |
545+ 1.33% |
$119K - $138K
|
41.5K
$9.55M
|
|
|
Apr 30, 2025
Q1 2025
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
541+ 5.57% |
$118K - $137K
|
10.3K
$2.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
537+ 8.99% |
$117K - $136K
|
6.51K
$1.5M
|
|
|
May 09, 2025
Q1 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
522+ 17.32% |
$114K - $132K
|
3.54K
$813K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
510+ 0.72% |
$111K - $129K
|
71.7K
$16.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
510+ 1.32% |
$111K - $129K
|
39.2K
$9.01M
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
507+ 956.6% |
$110K - $128K
|
560
$129K
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
505+ 41.6% |
$110K - $128K
|
1.72K
$395K
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
496+ 13.71% |
$108K - $125K
|
4.12K
$947K
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
488New |
$106K - $123K
|
488
$112K
|