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 08, 2025
Q1 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
2.73K+ 105.42% |
$594K - $688K
|
5.31K
$1.18M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.65K+ 38.28% |
$577K - $669K
|
9.56K
$2.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.57K+ 46.9% |
$560K - $649K
|
8.05K
$1.78M
|
|
|
Apr 15, 2025
Q1 2025
|
Charis Legacy Partners, LLC
Bryan, TX |
BUY
|
- |
2.37KNew |
$516K - $598K
|
2.37K
$525K
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
2.29K+ 6.38% |
$499K - $578K
|
38.1K
$8.45M
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
2.23K+ 17.36% |
$487K - $564K
|
15.1K
$3.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
1.93K+ 3.3% |
$419K - $486K
|
60.3K
$13.4M
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.89K+ 46.02% |
$411K - $477K
|
5.99K
$1.33M
|
|
|
Apr 08, 2025
Q1 2025
|
Armstrong Henry H Associates Inc
|
BUY
|
- |
1.75KNew |
$380K - $441K
|
1.75K
$387K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.68K+ 10.63% |
$366K - $424K
|
17.5K
$3.88M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.61K+ 119.9% |
$351K - $406K
|
2.95K
$654K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.58K+ 8.12% |
$344K - $399K
|
21K
$4.66M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.57K+ 5.94% |
$343K - $398K
|
28.1K
$6.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.56K+ 28.13% |
$340K - $394K
|
7.11K
$1.58M
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
1.52K+ 23.53% |
$331K - $384K
|
7.99K
$1.77M
|
|
|
Apr 17, 2025
Q1 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
1.49KNew |
$325K - $377K
|
1.49K
$331K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.45K+ 29.37% |
$316K - $367K
|
6.39K
$1.42M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
1.4KNew |
$305K - $354K
|
1.4K
$311K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.38K+ 59.9% |
$300K - $348K
|
3.67K
$814K
|
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.34K+ 4.36% |
$291K - $338K
|
32K
$7.09M
|
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
1.28K+ 2.58% |
$279K - $324K
|
51K
$11.3M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.27K+ 14.71% |
$277K - $321K
|
9.9K
$2.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.26KNew |
$275K - $319K
|
1.26K
$280K
|
|
|
Apr 14, 2025
Q1 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
1.22K+ 18.81% |
$267K - $309K
|
7.73K
$1.71M
|
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
1.19K+ 2.57% |
$260K - $302K
|
47.7K
$10.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
1.19K+ 1.37% |
$259K - $300K
|
88K
$19.5M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.18K+ 33.18% |
$257K - $298K
|
4.73K
$1.05M
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.14K+ 2.56% |
$248K - $288K
|
45.5K
$10.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
1.14K+ 44.64% |
$248K - $287K
|
3.68K
$816K
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
1.14KNew |
$248K - $287K
|
1.14K
$252K
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
1.12K+ 36.62% |
$244K - $283K
|
4.18K
$927K
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
1.12K+ 23.06% |
$244K - $283K
|
5.98K
$1.33M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.1K+ 5.53% |
$240K - $278K
|
21K
$4.66M
|
|
|
Apr 16, 2025
Q1 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
996+ 2.97% |
$217K - $252K
|
34.5K
$7.65M
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
981+ 24.89% |
$214K - $248K
|
4.92K
$1.09M
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
980New |
$214K - $248K
|
980
$217K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
976+ 2.06% |
$213K - $247K
|
48.4K
$10.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
971+ 7.88% |
$212K - $245K
|
13.3K
$2.95M
|
|
|
Apr 14, 2025
Q1 2025
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
952+ 1.93% |
$207K - $241K
|
50.4K
$11.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
865+ 7.99% |
$188K - $219K
|
11.7K
$2.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
854+ 8.24% |
$186K - $216K
|
11.2K
$2.49M
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
BUY
|
- |
849+ 5.06% |
$185K - $214K
|
17.6K
$3.91M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
842+ 10.88% |
$183K - $213K
|
8.58K
$1.9M
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
833+ 4.87% |
$182K - $210K
|
18K
$3.98M
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
BUY
|
- |
798+ 2.4% |
$174K - $202K
|
34K
$7.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
787+ 84.62% |
$171K - $199K
|
1.72K
$381K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
781+ 5.78% |
$170K - $197K
|
14.3K
$3.17M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
727+ 0.74% |
$158K - $184K
|
98.4K
$21.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
697+ 7.36% |
$152K - $176K
|
10.2K
$2.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
674+ 1.78% |
$147K - $170K
|
38.6K
$8.55M
|