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 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
122+ 11.5% |
$26.6K - $30.8K
|
1.18K
$272K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
121+ 0.42% |
$26.4K - $30.6K
|
28.8K
$6.63M
|
|
|
Apr 25, 2025
Q1 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
120+ 6.71% |
$26.1K - $30.3K
|
1.91K
$439K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
119+ 9.72% |
$25.9K - $30.1K
|
1.34K
$309K
|
|
|
May 09, 2025
Q1 2025
|
Arjuna Capital
|
BUY
|
- |
119New |
$25.9K - $30.1K
|
119
$27.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
114New |
$24.8K - $28.8K
|
114
$26.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
114+ 3.83% |
$24.8K - $28.8K
|
3.09K
$711K
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
110+ 10.07% |
$24K - $27.8K
|
1.2K
$276K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
109+ 8.99% |
$23.8K - $27.5K
|
1.32K
$304K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
109+ 12.18% |
$23.8K - $27.5K
|
1K
$231K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
109+ 0.87% |
$23.8K - $27.5K
|
12.6K
$2.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
107+ 1.57% |
$23.3K - $27K
|
6.92K
$1.59M
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
107+ 0.74% |
$23.3K - $27K
|
14.6K
$3.37M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
107+ 10.67% |
$23.3K - $27K
|
1.11K
$255K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
107+ 0.2% |
$23.3K - $27K
|
53.2K
$12.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
105+ 8.66% |
$22.9K - $26.5K
|
1.32K
$303K
|
|
|
Apr 23, 2025
Q1 2025
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
104+ 1.72% |
$22.7K - $26.3K
|
6.15K
$1.41M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
100+ 384.62% |
$21.8K - $25.3K
|
126
$29K
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
100+ 5.38% |
$21.8K - $25.3K
|
1.96K
$451K
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
100+ 5.77% |
$21.8K - $25.3K
|
1.83K
$422K
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
100+ 0.69% |
$21.8K - $25.3K
|
14.6K
$3.36M
|
|
|
May 15, 2025
Q1 2025
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
100+ 1.4% |
$21.8K - $25.3K
|
7.26K
$1.67M
|
|
|
Apr 15, 2025
Q1 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
99+ 0.44% |
$21.6K - $25K
|
22.8K
$5.24M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
99+ 0.99% |
$21.6K - $25K
|
10.1K
$2.32M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
98+ 10.95% |
$21.4K - $24.8K
|
993
$228K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
97+ 7.7% |
$21.1K - $24.5K
|
1.36K
$312K
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
96+ 1.51% |
$20.9K - $24.3K
|
6.45K
$1.48M
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
95New |
$20.7K - $24K
|
95
$21.9K
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
94+ 9.44% |
$20.5K - $23.7K
|
1.09K
$251K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
92+ 1.04% |
$20K - $23.2K
|
8.93K
$2.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
91+ 2.49% |
$19.8K - $23K
|
3.74K
$860K
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
91+ 1.88% |
$19.8K - $23K
|
4.93K
$1.13M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
90+ 3.38% |
$19.6K - $22.7K
|
2.75K
$633K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
89+ 8.07% |
$19.4K - $22.5K
|
1.19K
$274K
|
|
|
May 08, 2025
Q1 2025
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
89+ 1.29% |
$19.4K - $22.5K
|
6.98K
$1.61M
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
88+ 2.32% |
$19.2K - $22.2K
|
3.88K
$893K
|
|
|
May 09, 2025
Q1 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
88New |
$19.2K - $22.2K
|
88
$20.2K
|
|
|
May 14, 2025
Q1 2025
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
86+ 0.71% |
$18.7K - $21.7K
|
12.2K
$2.81M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Financial Services Corp.
|
BUY
|
- |
85+ 0.82% |
$18.5K - $21.5K
|
10.4K
$2.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
83+ 0.93% |
$18.1K - $21K
|
9.02K
$2.08M
|
|
|
Apr 24, 2025
Q1 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
80+ 3.18% |
$17.4K - $20.2K
|
2.6K
$597K
|
|
|
May 13, 2025
Q1 2025
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
80+ 4.28% |
$17.4K - $20.2K
|
1.95K
$449K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
79New |
$17.2K - $20K
|
79
$18.2K
|
|
|
May 15, 2025
Q1 2025
|
Finward Bancorp
Munster, IN |
BUY
|
- |
79+ 6.38% |
$17.2K - $20K
|
1.32K
$303K
|
|
|
May 15, 2025
Q1 2025
|
Human Investing LLC
|
BUY
|
- |
77+ 4.31% |
$16.8K - $19.5K
|
1.86K
$429K
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
76+ 0.58% |
$16.6K - $19.2K
|
13.2K
$3.05M
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
76+ 1.28% |
$16.6K - $19.2K
|
6.02K
$1.39M
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
75+ 0.37% |
$16.3K - $18.9K
|
20.5K
$4.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
75+ 3.18% |
$16.3K - $18.9K
|
2.43K
$560K
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
74+ 0.95% |
$16.1K - $18.7K
|
7.9K
$1.82M
|