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 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
74+ 4.34% |
$16.1K - $18.7K
|
1.78K
$410K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
73+ 6.27% |
$15.9K - $18.4K
|
1.24K
$285K
|
|
|
Apr 21, 2025
Q1 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
72+ 1.94% |
$15.7K - $18.2K
|
3.79K
$871K
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
70+ 5.05% |
$15.3K - $17.7K
|
1.46K
$335K
|
|
|
Apr 17, 2025
Q1 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
70+ 0.64% |
$15.3K - $17.7K
|
11K
$2.52M
|
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
70+ 3.52% |
$15.3K - $17.7K
|
2.06K
$474K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
70+ 1.7% |
$15.3K - $17.7K
|
4.2K
$966K
|
|
|
May 14, 2025
Q1 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
70+ 0.6% |
$15.3K - $17.7K
|
11.8K
$2.72M
|
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
BUY
|
- |
69+ 0.33% |
$15K - $17.4K
|
20.9K
$4.82M
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
69+ 0.32% |
$15K - $17.4K
|
21.8K
$5.01M
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
69+ 3.19% |
$15K - $17.4K
|
2.23K
$513K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
68+ 4.07% |
$14.8K - $17.2K
|
1.74K
$400K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
68+ 3.67% |
$14.8K - $17.2K
|
1.92K
$441K
|
|
|
May 02, 2025
Q1 2025
|
Pecaut & Co.
|
BUY
|
- |
68+ 2.96% |
$14.8K - $17.2K
|
2.37K
$544K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
67+ 0.49% |
$14.6K - $16.9K
|
13.7K
$3.16M
|
|
|
Apr 21, 2025
Q1 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
66+ 1.51% |
$14.4K - $16.7K
|
4.45K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
66+ 2.41% |
$14.4K - $16.7K
|
2.81K
$646K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
62+ 0.54% |
$13.5K - $15.7K
|
11.5K
$2.65M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
62+ 1.45% |
$13.5K - $15.7K
|
4.33K
$997K
|
|
|
Apr 22, 2025
Q1 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
60+ 0.72% |
$13.1K - $15.2K
|
8.45K
$1.94M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
59+ 0.74% |
$12.9K - $14.9K
|
8.03K
$1.85M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
59+ 0.46% |
$12.9K - $14.9K
|
13K
$2.99M
|
|
|
May 13, 2025
Q1 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
57+ 1.99% |
$12.4K - $14.4K
|
2.92K
$672K
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
BUY
|
- |
56+ 14.0% |
$12.2K - $14.1K
|
456
$105K
|
|
|
May 14, 2025
Q1 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
55+ 2.75% |
$12K - $13.9K
|
2.06K
$473K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
54+ 0.78% |
$11.8K - $13.6K
|
6.99K
$1.61M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
53+ 4.11% |
$11.5K - $13.4K
|
1.34K
$308K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
53+ 0.55% |
$11.5K - $13.4K
|
9.61K
$2.21M
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
53+ 0.7% |
$11.5K - $13.4K
|
7.65K
$1.76M
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
52+ 4.4% |
$11.3K - $13.1K
|
1.24K
$284K
|
|
|
May 14, 2025
Q1 2025
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
52+ 0.37% |
$11.3K - $13.1K
|
14K
$3.21M
|
|
|
May 15, 2025
Q1 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
52+ 2.73% |
$11.3K - $13.1K
|
1.96K
$450K
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
51+ 4.69% |
$11.1K - $12.9K
|
1.14K
$262K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
50+ 0.49% |
$10.9K - $12.6K
|
10.2K
$2.34M
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
48+ 1.83% |
$10.5K - $12.1K
|
2.68K
$616K
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
46+ 0.24% |
$10K - $11.6K
|
19.2K
$4.42M
|
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
45+ 1.87% |
$9.81K - $11.4K
|
2.45K
$563K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
44+ 1.45% |
$9.59K - $11.1K
|
3.07K
$706K
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
44+ 2.35% |
$9.59K - $11.1K
|
1.91K
$440K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
43+ 1.89% |
$9.37K - $10.9K
|
2.32K
$534K
|
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
41+ 1.31% |
$8.93K - $10.4K
|
3.18K
$732K
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
40+ 0.54% |
$8.72K - $10.1K
|
7.47K
$1.72M
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
40+ 2.94% |
$8.72K - $10.1K
|
1.4K
$323K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
39+ 63.93% |
$8.5K - $9.85K
|
100
$23K
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
38+ 0.66% |
$8.28K - $9.6K
|
5.81K
$1.34M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
38+ 2.49% |
$8.28K - $9.6K
|
1.57K
$360K
|
|
|
May 13, 2025
Q1 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
36+ 0.49% |
$7.84K - $9.1K
|
7.45K
$1.71M
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
35+ 0.33% |
$7.63K - $8.84K
|
10.5K
$2.42M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
35+ 0.63% |
$7.63K - $8.84K
|
5.58K
$1.28M
|
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
33+ 0.56% |
$7.19K - $8.34K
|
5.9K
$1.36M
|