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 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
33New |
$7.19K - $8.34K
|
33
$7.59K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
33+ 0.14% |
$7.19K - $8.34K
|
23K
$5.28M
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
32+ 2.61% |
$6.97K - $8.08K
|
1.26K
$290K
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
31+ 8.61% |
$6.75K - $7.83K
|
391
$89.9K
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
31+ 0.25% |
$6.75K - $7.83K
|
12.5K
$2.87M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
30+ 0.37% |
$6.54K - $7.58K
|
8.16K
$1.88M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
29+ 1.66% |
$6.32K - $7.33K
|
1.78K
$409K
|
|
|
Apr 25, 2025
Q1 2025
|
Kendall Capital Management
|
BUY
|
- |
29+ 0.48% |
$6.32K - $7.33K
|
6.05K
$1.39M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
28+ 2.91% |
$6.1K - $7.07K
|
989
$227K
|
|
|
May 07, 2025
Q1 2025
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
28+ 0.2% |
$6.1K - $7.07K
|
13.9K
$3.19M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
28+ 0.95% |
$6.1K - $7.07K
|
2.97K
$682K
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
27+ 0.25% |
$5.88K - $6.82K
|
10.7K
$2.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
27+ 0.22% |
$5.88K - $6.82K
|
12.1K
$2.79M
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
26+ 0.3% |
$5.67K - $6.57K
|
8.83K
$2.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
25+ 0.12% |
$5.45K - $6.32K
|
21.7K
$5M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
25+ 22.73% |
$5.45K - $6.32K
|
135
$31.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
25+ 0.32% |
$5.45K - $6.32K
|
7.86K
$1.81M
|
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
25+ 0.37% |
$5.45K - $6.32K
|
6.73K
$1.55M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
24+ 1.4% |
$5.23K - $6.06K
|
1.74K
$400K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
24+ 1.46% |
$5.23K - $6.06K
|
1.66K
$383K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
23+ 4.73% |
$5.01K - $5.81K
|
509
$117K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
23+ 9.58% |
$5.01K - $5.81K
|
263
$60.5K
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
23+ 0.9% |
$5.01K - $5.81K
|
2.58K
$594K
|
|
|
May 09, 2025
Q1 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
23+ 2.83% |
$5.01K - $5.81K
|
837
$193K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
22+ 0.39% |
$4.79K - $5.56K
|
5.64K
$1.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
21+ 0.43% |
$4.58K - $5.31K
|
4.93K
$1.13M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
21+ 0.42% |
$4.58K - $5.31K
|
5.01K
$1.15M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
21+ 0.65% |
$4.58K - $5.31K
|
3.26K
$750K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
20+ 3.18% |
$4.36K - $5.05K
|
649
$149K
|
|
|
May 05, 2025
Q1 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
20+ 0.76% |
$4.36K - $5.05K
|
2.65K
$609K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
20New |
$4.36K - $5.05K
|
20
$4.6K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
20+ 66.67% |
$4.36K - $5.05K
|
50
$11.5K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
20+ 0.58% |
$4.36K - $5.05K
|
3.45K
$793K
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
19+ 0.21% |
$4.14K - $4.8K
|
9.22K
$2.12M
|
|
|
May 14, 2025
Q1 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
19+ 0.58% |
$4.14K - $4.8K
|
3.32K
$763K
|
|
|
May 13, 2025
Q1 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
17+ 0.4% |
$3.7K - $4.29K
|
4.26K
$979K
|
|
|
May 14, 2025
Q1 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
17+ 1.88% |
$3.7K - $4.29K
|
922
$212K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.63% |
$3.49K - $4.04K
|
2.55K
$587K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
16+ 8.21% |
$3.49K - $4.04K
|
211
$48.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
BUY
|
- |
16+ 0.45% |
$3.49K - $4.04K
|
3.59K
$826K
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
16+ 0.46% |
$3.49K - $4.04K
|
3.48K
$801K
|
|
|
May 06, 2025
Q1 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
16+ 0.36% |
$3.49K - $4.04K
|
4.47K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
16+ 0.48% |
$3.49K - $4.04K
|
3.37K
$776K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
15+ 14.02% |
$3.27K - $3.79K
|
122
$28.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
15+ 0.27% |
$3.27K - $3.79K
|
5.59K
$1.28M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
15+ 0.27% |
$3.27K - $3.79K
|
5.59K
$1.29M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
15+ 0.08% |
$3.27K - $3.79K
|
17.7K
$4.07M
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
BUY
|
- |
15+ 0.71% |
$3.27K - $3.79K
|
2.14K
$493K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
14+ 2.51% |
$3.05K - $3.54K
|
572
$132K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
13+ 32.5% |
$2.83K - $3.28K
|
53
$12.2K
|