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 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
322+ 1.71% |
$70.2K - $81.4K
|
19.1K
$4.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
321+ 9.51% |
$69.9K - $81.1K
|
3.7K
$850K
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
321+ 0.67% |
$69.9K - $81.1K
|
48K
$11M
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
321+ 3.17% |
$69.9K - $81.1K
|
10.4K
$2.4M
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
321+ 8.44% |
$69.9K - $81.1K
|
4.13K
$949K
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
319+ 16.45% |
$69.5K - $80.6K
|
2.26K
$519K
|
|
|
Apr 22, 2025
Q1 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
316+ 3.24% |
$68.9K - $79.8K
|
10.1K
$2.31M
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
316+ 6.26% |
$68.9K - $79.8K
|
5.36K
$1.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
308+ 19.91% |
$67.1K - $77.8K
|
1.86K
$427K
|
|
|
Apr 24, 2025
Q1 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
304+ 2.73% |
$66.2K - $76.8K
|
11.5K
$2.63M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
303+ 1.73% |
$66K - $76.5K
|
17.8K
$4.09M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
301+ 3.8% |
$65.6K - $76K
|
8.22K
$1.89M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
299+ 1.12% |
$65.1K - $75.5K
|
27K
$6.21M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
296+ 28.03% |
$64.5K - $74.8K
|
1.35K
$311K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
295New |
$64.3K - $74.5K
|
295
$67.9K
|
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
293+ 15.37% |
$63.8K - $74K
|
2.2K
$506K
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
292+ 1.53% |
$63.6K - $73.8K
|
19.4K
$4.47M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
290+ 6.07% |
$63.2K - $73.3K
|
5.07K
$1.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
283+ 2.67% |
$61.7K - $71.5K
|
10.9K
$2.51M
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
283+ 9.32% |
$61.7K - $71.5K
|
3.32K
$763K
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
282+ 2.22% |
$61.4K - $71.2K
|
13K
$2.98M
|
|
|
Apr 14, 2025
Q1 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
282+ 1.0% |
$61.4K - $71.2K
|
28.4K
$6.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
280+ 23.03% |
$61K - $70.7K
|
1.5K
$344K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
277+ 199.28% |
$60.4K - $70K
|
416
$95.7K
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
BUY
|
- |
276+ 29.93% |
$60.1K - $69.7K
|
1.2K
$276K
|
|
|
May 12, 2025
Q1 2025
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
275+ 1.14% |
$59.9K - $69.5K
|
24.4K
$5.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
270+ 8.39% |
$58.8K - $68.2K
|
3.49K
$802K
|
|
|
May 06, 2025
Q1 2025
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
270+ 10.49% |
$58.8K - $68.2K
|
2.84K
$654K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
268+ 3.93% |
$58.4K - $67.7K
|
7.09K
$1.63M
|
|
|
May 05, 2025
Q1 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
267+ 31.9% |
$58.2K - $67.5K
|
1.1K
$254K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
265+ 1.72% |
$57.7K - $66.9K
|
15.7K
$3.61M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
263+ 30.44% |
$57.3K - $66.4K
|
1.13K
$259K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
262+ 4.82% |
$57.1K - $66.2K
|
5.7K
$1.31M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
262New |
$57.1K - $66.2K
|
262
$60.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
259+ 2.59% |
$56.4K - $65.4K
|
10.3K
$2.36M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
259+ 1726.67% |
$56.4K - $65.4K
|
274
$63K
|
|
|
Apr 21, 2025
Q1 2025
|
Advocate Group LLC
|
BUY
|
- |
255+ 5.27% |
$55.6K - $64.4K
|
5.09K
$1.17M
|
|
|
Apr 24, 2025
Q1 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
254+ 2.53% |
$55.3K - $64.2K
|
10.3K
$2.37M
|
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
253+ 0.54% |
$55.1K - $63.9K
|
47.2K
$10.9M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
253+ 1.33% |
$55.1K - $63.9K
|
19.2K
$4.42M
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
251+ 2.12% |
$54.7K - $63.4K
|
12.1K
$2.78M
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
250New |
$54.5K - $63.2K
|
250
$57.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
250+ 1.49% |
$54.5K - $63.2K
|
17.1K
$3.93M
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
249+ 0.47% |
$54.3K - $62.9K
|
53.7K
$12.4M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
249+ 7.89% |
$54.3K - $62.9K
|
3.4K
$783K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
247+ 13.73% |
$53.8K - $62.4K
|
2.05K
$471K
|
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
BUY
|
- |
246+ 8.34% |
$53.6K - $62.1K
|
3.2K
$735K
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
246+ 9.15% |
$53.6K - $62.1K
|
2.94K
$675K
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
238+ 24.41% |
$51.9K - $60.1K
|
1.21K
$279K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
234+ 13.17% |
$51K - $59.1K
|
2.01K
$463K
|