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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Spectrum Financial Alliance LTD LLC
|
BUY
|
- |
488+ 1.06% |
$106K - $123K
|
46.4K
$10.7M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
487+ 27.07% |
$106K - $123K
|
2.29K
$526K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
486+ 11.27% |
$106K - $123K
|
4.8K
$1.1M
|
|
|
May 12, 2025
Q1 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
484+ 12.63% |
$105K - $122K
|
4.32K
$993K
|
|
|
May 13, 2025
Q1 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
479+ 3.16% |
$104K - $121K
|
15.7K
$3.6M
|
|
|
May 06, 2025
Q1 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
475+ 0.66% |
$103K - $120K
|
72.6K
$16.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
471+ 8.78% |
$103K - $119K
|
5.83K
$1.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
469+ 8.05% |
$102K - $118K
|
6.3K
$1.45M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
463+ 2.43% |
$101K - $117K
|
19.5K
$4.48M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
452+ 11.75% |
$98.5K - $114K
|
4.3K
$989K
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
451+ 166.42% |
$98.3K - $114K
|
722
$166K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
450+ 1.37% |
$98.1K - $114K
|
33.4K
$7.68M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
442+ 5.79% |
$96.3K - $112K
|
8.08K
$1.86M
|
|
|
Apr 21, 2025
Q1 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
441+ 1.17% |
$96.1K - $111K
|
38.1K
$8.76M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
439+ 3.25% |
$95.7K - $111K
|
13.9K
$3.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
438+ 9.64% |
$95.4K - $111K
|
4.98K
$1.15M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
431New |
$93.9K - $109K
|
431
$99.1K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
427+ 1.2% |
$93K - $108K
|
36.1K
$8.31M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
425+ 3.65% |
$92.6K - $107K
|
12.1K
$2.78M
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
421+ 3.04% |
$91.7K - $106K
|
14.3K
$3.29M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
420+ 2.07% |
$91.5K - $106K
|
20.7K
$4.76M
|
|
|
May 02, 2025
Q1 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
419+ 5.79% |
$91.3K - $106K
|
7.65K
$1.76M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
418+ 5.8% |
$91.1K - $106K
|
7.62K
$1.75M
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
418+ 20.96% |
$91.1K - $106K
|
2.41K
$555K
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
416+ 41.03% |
$90.6K - $105K
|
1.43K
$329K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
416+ 1.59% |
$90.6K - $105K
|
26.6K
$6.11M
|
|
|
May 15, 2025
Q1 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
415+ 1.42% |
$90.4K - $105K
|
29.7K
$6.84M
|
|
|
May 01, 2025
Q1 2025
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
411+ 0.25% |
$89.6K - $104K
|
166K
$38.1M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
407+ 16.04% |
$88.7K - $103K
|
2.95K
$677K
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
404+ 16.32% |
$88K - $102K
|
2.88K
$662K
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
400+ 5.17% |
$87.2K - $101K
|
8.13K
$1.87M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
400+ 26.6% |
$87.2K - $101K
|
1.9K
$438K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
392New |
$85.4K - $99K
|
392
$90.2K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
390+ 18.67% |
$85K - $98.5K
|
2.48K
$570K
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
BUY
|
- |
389+ 12.01% |
$84.8K - $98.3K
|
3.63K
$834K
|
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
388+ 1.38% |
$84.5K - $98K
|
28.6K
$6.58M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
385+ 3.75% |
$83.9K - $97.3K
|
10.7K
$2.45M
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
382+ 11.19% |
$83.2K - $96.5K
|
3.8K
$873K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
369+ 3.42% |
$80.4K - $93.2K
|
11.2K
$2.57M
|
|
|
Apr 23, 2025
Q1 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
364+ 0.93% |
$79.3K - $92K
|
39.6K
$9.11M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
355+ 22.93% |
$77.4K - $89.7K
|
1.9K
$438K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
353+ 3.54% |
$76.9K - $89.2K
|
10.3K
$2.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
351+ 8.04% |
$76.5K - $88.7K
|
4.72K
$1.09M
|
|
|
Apr 24, 2025
Q1 2025
|
Cohen Investment Advisors LLC
|
BUY
|
- |
345+ 9.62% |
$75.2K - $87.2K
|
3.93K
$905K
|
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
344+ 5.01% |
$75K - $86.9K
|
7.21K
$1.66M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
337+ 0.82% |
$73.4K - $85.1K
|
41.3K
$9.49M
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
336+ 15.21% |
$73.2K - $84.9K
|
2.55K
$585K
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
335+ 26.07% |
$73K - $84.6K
|
1.62K
$373K
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
326+ 28.52% |
$71K - $82.4K
|
1.47K
$338K
|
|
|
May 09, 2025
Q1 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
324+ 4.61% |
$70.6K - $81.9K
|
7.36K
$1.69M
|