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 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
170New |
$37K - $42.9K
|
170
$39.1K
|
|
|
May 14, 2025
Q1 2025
|
Bakala Capital Management LLC
Greenville, SC |
BUY
|
- |
169+ 10.34% |
$36.8K - $42.7K
|
1.8K
$415K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
168+ 4.87% |
$36.6K - $42.4K
|
3.62K
$832K
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
167+ 7.59% |
$36.4K - $42.2K
|
2.37K
$544K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
165+ 1.38% |
$36K - $41.7K
|
12.1K
$2.79M
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
164+ 0.43% |
$35.7K - $41.4K
|
38.7K
$8.91M
|
|
|
May 15, 2025
Q1 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
163+ 2.64% |
$35.5K - $41.2K
|
6.33K
$1.46M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
162+ 24.0% |
$35.3K - $40.9K
|
837
$193K
|
|
|
Apr 23, 2025
Q1 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
161+ 11.65% |
$35.1K - $40.7K
|
1.54K
$355K
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
BUY
|
- |
159+ 0.38% |
$34.6K - $40.2K
|
42.1K
$9.69M
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
159+ 12.83% |
$34.6K - $40.2K
|
1.4K
$322K
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
158+ 0.81% |
$34.4K - $39.9K
|
19.7K
$4.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
158+ 2.47% |
$34.4K - $39.9K
|
6.54K
$1.51M
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
156+ 4.23% |
$34K - $39.4K
|
3.84K
$883K
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
155+ 0.47% |
$33.8K - $39.2K
|
33.4K
$7.68M
|
|
|
Apr 23, 2025
Q1 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
154+ 8.57% |
$33.6K - $38.9K
|
1.95K
$449K
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
154+ 21.91% |
$33.6K - $38.9K
|
857
$197K
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
153+ 101.32% |
$33.3K - $38.7K
|
304
$69.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
151+ 6.47% |
$32.9K - $38.1K
|
2.48K
$571K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
151+ 0.91% |
$32.9K - $38.1K
|
16.8K
$3.86M
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
150New |
$32.7K - $37.9K
|
150
$34.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Sara Bay Financial
|
BUY
|
- |
149+ 6.65% |
$32.5K - $37.6K
|
2.39K
$549K
|
|
|
May 07, 2025
Q1 2025
|
Capital City Trust CO
|
BUY
|
- |
149+ 3.15% |
$32.5K - $37.6K
|
4.87K
$1.12M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
148New |
$32.2K - $37.4K
|
148
$34K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
148New |
$32.2K - $37.4K
|
148
$34K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
147+ 31.08% |
$32K - $37.1K
|
620
$143K
|
|
|
Apr 22, 2025
Q1 2025
|
Mayport, LLC
|
BUY
|
- |
145+ 0.87% |
$31.6K - $36.6K
|
16.9K
$3.88M
|
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
145+ 9.87% |
$31.6K - $36.6K
|
1.61K
$371K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
143+ 0.82% |
$31.2K - $36.1K
|
17.5K
$4.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
142+ 4.43% |
$30.9K - $35.9K
|
3.35K
$769K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
142+ 9.85% |
$30.9K - $35.9K
|
1.58K
$364K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
141+ 1.13% |
$30.7K - $35.6K
|
12.6K
$2.91M
|
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
141New |
$30.7K - $35.6K
|
141
$32.4K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
141New |
$30.7K - $35.6K
|
141
$32.4K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
140+ 9.0% |
$30.5K - $35.4K
|
1.7K
$390K
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
139+ 0.42% |
$30.3K - $35.1K
|
33.4K
$7.68M
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
136+ 4.58% |
$29.6K - $34.4K
|
3.11K
$715K
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
134+ 1.74% |
$29.2K - $33.9K
|
7.83K
$1.8M
|
|
|
Apr 03, 2025
Q1 2025
|
Jvl Associates LLC
|
BUY
|
- |
134+ 1.6% |
$29.2K - $33.9K
|
8.5K
$1.95M
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
134+ 3.23% |
$29.2K - $33.9K
|
4.29K
$986K
|
|
|
May 14, 2025
Q1 2025
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
134+ 10.52% |
$29.2K - $33.9K
|
1.41K
$324K
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
133+ 0.41% |
$29K - $33.6K
|
32.4K
$7.45M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
131+ 2.66% |
$28.5K - $33.1K
|
5.05K
$1.16M
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
130+ 3.32% |
$28.3K - $32.8K
|
4.05K
$931K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
130New |
$28.3K - $32.8K
|
130
$29.9K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
129+ 7.17% |
$28.1K - $32.6K
|
1.93K
$443K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
127+ 6.94% |
$27.7K - $32.1K
|
1.96K
$450K
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
127+ 0.55% |
$27.7K - $32.1K
|
23.2K
$5.33M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
124+ 1.05% |
$27K - $31.3K
|
11.9K
$2.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
123+ 1.2% |
$26.8K - $31.1K
|
10.4K
$2.39M
|