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
|
Facet Wealth, Inc.
|
BUY
|
- |
263+ 30.44% |
$57.3K - $66.4K
|
1.13K
$292K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
262+ 4.82% |
$57.1K - $66.2K
|
5.7K
$1.48M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
262New |
$57.1K - $66.2K
|
262
$67.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
259+ 2.59% |
$56.4K - $65.4K
|
10.3K
$2.66M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
259+ 1726.67% |
$56.4K - $65.4K
|
274
$71K
|
|
|
Apr 21, 2025
Q1 2025
|
Advocate Group LLC
|
BUY
|
- |
255+ 5.27% |
$55.6K - $64.4K
|
5.09K
$1.32M
|
|
|
Apr 24, 2025
Q1 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
254+ 2.53% |
$55.3K - $64.2K
|
10.3K
$2.67M
|
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
253+ 0.54% |
$55.1K - $63.9K
|
47.2K
$12.2M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
253+ 1.33% |
$55.1K - $63.9K
|
19.2K
$4.99M
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
251+ 2.12% |
$54.7K - $63.4K
|
12.1K
$3.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
250New |
$54.5K - $63.2K
|
250
$64.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
250+ 1.49% |
$54.5K - $63.2K
|
17.1K
$4.43M
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
249+ 0.47% |
$54.3K - $62.9K
|
53.7K
$13.9M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
249+ 7.89% |
$54.3K - $62.9K
|
3.4K
$882K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
247+ 13.73% |
$53.8K - $62.4K
|
2.05K
$530K
|
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
BUY
|
- |
246+ 8.34% |
$53.6K - $62.1K
|
3.2K
$829K
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
246+ 9.15% |
$53.6K - $62.1K
|
2.94K
$761K
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
238+ 24.41% |
$51.9K - $60.1K
|
1.21K
$315K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
234+ 13.17% |
$51K - $59.1K
|
2.01K
$521K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
233+ 22.3% |
$50.8K - $58.9K
|
1.28K
$331K
|
|
|
Apr 15, 2025
Q1 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
233+ 20.56% |
$50.8K - $58.9K
|
1.37K
$354K
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
232+ 25.47% |
$50.6K - $58.6K
|
1.14K
$296K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
230+ 11.86% |
$50.1K - $58.1K
|
2.17K
$562K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
229+ 2.21% |
$49.9K - $57.9K
|
10.6K
$2.75M
|
|
|
Apr 11, 2025
Q1 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
226+ 0.41% |
$49.2K - $57.1K
|
54.8K
$14.2M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
224+ 1.6% |
$48.8K - $56.6K
|
14.2K
$3.69M
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
222+ 1.62% |
$48.4K - $56.1K
|
13.9K
$3.61M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
221+ 8.99% |
$48.2K - $55.8K
|
2.68K
$695K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
220New |
$47.9K - $55.6K
|
220
$57K
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
220+ 4.24% |
$47.9K - $55.6K
|
5.41K
$1.4M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
219+ 1.55% |
$47.7K - $55.3K
|
14.3K
$3.71M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
218+ 36.45% |
$47.5K - $55.1K
|
816
$212K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
217New |
$47.3K - $54.8K
|
217
$56.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
216+ 3.97% |
$47.1K - $54.6K
|
5.65K
$1.46M
|
|
|
Apr 18, 2025
Q1 2025
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
215+ 5.29% |
$46.8K - $54.3K
|
4.28K
$1.11M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
214+ 6.26% |
$46.6K - $54.1K
|
3.63K
$942K
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
212+ 7.29% |
$46.2K - $53.6K
|
3.12K
$809K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
211+ 12.13% |
$46K - $53.3K
|
1.95K
$506K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
209+ 0.63% |
$45.5K - $52.8K
|
33.4K
$8.66M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
209+ 0.96% |
$45.5K - $52.8K
|
22K
$5.7M
|
|
|
May 14, 2025
Q1 2025
|
Synergy Financial Group, LTD
|
BUY
|
- |
209+ 10.73% |
$45.5K - $52.8K
|
2.16K
$559K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
208+ 22.68% |
$45.3K - $52.5K
|
1.13K
$292K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
207+ 431.25% |
$45.1K - $52.3K
|
255
$66.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
BUY
|
- |
205+ 2.72% |
$44.7K - $51.8K
|
7.73K
$2.01M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
204+ 3.67% |
$44.4K - $51.5K
|
5.77K
$1.5M
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
204New |
$44.4K - $51.5K
|
204
$52.9K
|
|
|
Aug 12, 2025
Q1 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
BUY
|
- |
204+ 3.62% |
$44.4K - $51.5K
|
5.85K
$1.52M
|
|
|
Aug 26, 2025
Q1 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
203New |
$44.2K - $51.3K
|
203
$52.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
202+ 2.1% |
$44K - $51K
|
9.84K
$2.55M
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
200New |
$43.6K - $50.5K
|
200
$51.9K
|