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 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
53+ 4.11% |
$11.5K - $13.4K
|
1.34K
$348K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
53+ 0.55% |
$11.5K - $13.4K
|
9.61K
$2.49M
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
53+ 0.7% |
$11.5K - $13.4K
|
7.65K
$1.98M
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
52+ 4.4% |
$11.3K - $13.1K
|
1.24K
$320K
|
|
|
May 14, 2025
Q1 2025
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
52+ 0.37% |
$11.3K - $13.1K
|
14K
$3.62M
|
|
|
May 15, 2025
Q1 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
52+ 2.73% |
$11.3K - $13.1K
|
1.96K
$507K
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
51+ 4.69% |
$11.1K - $12.9K
|
1.14K
$295K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
50+ 0.49% |
$10.9K - $12.6K
|
10.2K
$2.63M
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
48+ 1.83% |
$10.5K - $12.1K
|
2.68K
$694K
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
46+ 0.24% |
$10K - $11.6K
|
19.2K
$4.99M
|
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
45+ 1.87% |
$9.81K - $11.4K
|
2.45K
$635K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
44+ 1.45% |
$9.59K - $11.1K
|
3.07K
$796K
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
44+ 2.35% |
$9.59K - $11.1K
|
1.91K
$496K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
43+ 1.89% |
$9.37K - $10.9K
|
2.32K
$602K
|
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
41+ 1.31% |
$8.93K - $10.4K
|
3.18K
$825K
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
40+ 0.54% |
$8.72K - $10.1K
|
7.47K
$1.94M
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
40+ 2.94% |
$8.72K - $10.1K
|
1.4K
$364K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
39+ 63.93% |
$8.5K - $9.85K
|
100
$25.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
38+ 0.66% |
$8.28K - $9.6K
|
5.81K
$1.51M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
38+ 2.49% |
$8.28K - $9.6K
|
1.57K
$406K
|
|
|
May 13, 2025
Q1 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
36+ 0.49% |
$7.84K - $9.1K
|
7.45K
$1.93M
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
35+ 0.33% |
$7.63K - $8.84K
|
10.5K
$2.73M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
35+ 0.63% |
$7.63K - $8.84K
|
5.58K
$1.45M
|
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
33+ 0.56% |
$7.19K - $8.34K
|
5.9K
$1.53M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
33New |
$7.19K - $8.34K
|
33
$8.56K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
33+ 0.14% |
$7.19K - $8.34K
|
23K
$5.95M
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
32+ 2.61% |
$6.97K - $8.08K
|
1.26K
$327K
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
31+ 8.61% |
$6.75K - $7.83K
|
391
$101K
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
31+ 0.25% |
$6.75K - $7.83K
|
12.5K
$3.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
30+ 0.37% |
$6.54K - $7.58K
|
8.16K
$2.12M
|
|
|
Sep 05, 2025
Q1 2025
|
Prospera Capital Management, LLC
Gilbert, AZ |
BUY
|
- |
30+ 1.47% |
$6.54K - $7.58K
|
2.07K
$536K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
29+ 1.66% |
$6.32K - $7.33K
|
1.78K
$462K
|
|
|
Apr 25, 2025
Q1 2025
|
Kendall Capital Management
|
BUY
|
- |
29+ 0.48% |
$6.32K - $7.33K
|
6.05K
$1.57M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
28+ 2.91% |
$6.1K - $7.07K
|
989
$256K
|
|
|
May 07, 2025
Q1 2025
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
28+ 0.2% |
$6.1K - $7.07K
|
13.9K
$3.6M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
28+ 0.95% |
$6.1K - $7.07K
|
2.97K
$769K
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
27+ 0.25% |
$5.88K - $6.82K
|
10.7K
$2.77M
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
27+ 0.22% |
$5.88K - $6.82K
|
12.1K
$3.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
26+ 0.3% |
$5.67K - $6.57K
|
8.83K
$2.29M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
25+ 0.12% |
$5.45K - $6.32K
|
21.7K
$5.64M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
25+ 22.73% |
$5.45K - $6.32K
|
135
$35K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
25+ 0.32% |
$5.45K - $6.32K
|
7.86K
$2.04M
|
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
25+ 0.37% |
$5.45K - $6.32K
|
6.73K
$1.74M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
24+ 1.4% |
$5.23K - $6.06K
|
1.74K
$451K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
24+ 1.46% |
$5.23K - $6.06K
|
1.66K
$431K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
23+ 4.73% |
$5.01K - $5.81K
|
509
$132K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
23+ 9.58% |
$5.01K - $5.81K
|
263
$68.2K
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
23+ 0.9% |
$5.01K - $5.81K
|
2.58K
$670K
|
|
|
May 09, 2025
Q1 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
23+ 2.83% |
$5.01K - $5.81K
|
837
$217K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
22+ 0.39% |
$4.79K - $5.56K
|
5.64K
$1.46M
|