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 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
45.4K+ 802.97% |
$9.89M - $11.5M
|
51K
$11.6M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
42.4KNew |
$9.23M - $10.7M
|
42.4K
$9.66M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
41.7K+ 1.96% |
$9.1M - $10.5M
|
2.17M
$495M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
40.6K+ 332.59% |
$8.84M - $10.2M
|
52.8K
$12M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
39.9KNew |
$8.69M - $10.1M
|
39.9K
$9.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
38.5KNew |
$8.4M - $9.74M
|
38.5K
$8.79M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
38.2KNew |
$8.32M - $9.65M
|
38.2K
$8.71M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
38K+ 67.72% |
$8.29M - $9.61M
|
94.2K
$21.5M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
37.1K+ 8.28% |
$8.09M - $9.38M
|
485K
$111M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
36.9K+ 0.97% |
$8.05M - $9.33M
|
3.83M
$873M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
36.5K+ 204.74% |
$7.95M - $9.22M
|
54.3K
$12.4M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
35.1K+ 6.89% |
$7.65M - $8.87M
|
544K
$124M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
33.8K+ 72.55% |
$7.36M - $8.53M
|
80.3K
$18.3M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
33.2K+ 1270.52% |
$7.24M - $8.39M
|
35.8K
$8.18M
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
33K+ 70.1% |
$7.2M - $8.34M
|
80.1K
$18.3M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
32.3K+ 590.36% |
$7.05M - $8.17M
|
37.8K
$8.63M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
30.1K+ 13.62% |
$6.56M - $7.6M
|
251K
$57.3M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
29.9K+ 2.81% |
$6.52M - $7.56M
|
1.09M
$250M
|
|
|
Apr 28, 2025
Q1 2025
|
Pictet North America Advisors Sa
|
BUY
|
- |
29.8K+ 2596.26% |
$6.5M - $7.54M
|
31K
$7.07M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
29.2K+ 9.32% |
$6.35M - $7.37M
|
342K
$78.1M
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
28.1KNew |
$6.12M - $7.09M
|
28.1K
$6.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
28.1K+ 95.65% |
$6.11M - $7.09M
|
57.4K
$13.1M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
28K+ 676.1% |
$6.1M - $7.07M
|
32.1K
$7.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
27.6K+ 242.14% |
$6.01M - $6.97M
|
39K
$8.9M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
23.9KNew |
$5.21M - $6.04M
|
23.9K
$5.45M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
23.9K+ 12.79% |
$5.2M - $6.03M
|
210K
$48M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
23.2KNew |
$5.06M - $5.87M
|
23.2K
$5.3M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
22.9K+ 24.25% |
$4.99M - $5.79M
|
117K
$26.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
21.5K+ 20.32% |
$4.69M - $5.43M
|
127K
$29.1M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
21.3K+ 6.78% |
$4.63M - $5.37M
|
335K
$76.4M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
19.6K+ 2192.63% |
$4.28M - $4.96M
|
20.5K
$4.68M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
19K+ 4.08% |
$4.14M - $4.8M
|
484K
$110M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
19K+ 8.1% |
$4.13M - $4.79M
|
253K
$57.8M
|
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
18.9K+ 25.63% |
$4.11M - $4.77M
|
92.5K
$21.1M
|
|
|
May 07, 2025
Q1 2025
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
18.7K+ 115.41% |
$4.08M - $4.73M
|
35K
$7.98M
|
|
|
Apr 24, 2025
Q1 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
18.7KNew |
$4.07M - $4.72M
|
18.7K
$4.26M
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
18.4K+ 1137.6% |
$4.01M - $4.65M
|
20K
$4.57M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
18K+ 48.52% |
$3.91M - $4.54M
|
55K
$12.5M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
17.9K+ 4.51% |
$3.9M - $4.52M
|
415K
$94.7M
|
|
|
May 12, 2025
Q1 2025
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
17.7KNew |
$3.87M - $4.48M
|
17.7K
$4.05M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
17.6KNew |
$3.83M - $4.44M
|
17.6K
$4.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
17.1K+ 95.84% |
$3.73M - $4.33M
|
35K
$7.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
17.1K+ 38.4% |
$3.73M - $4.33M
|
61.7K
$14.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
17.1K+ 29.71% |
$3.72M - $4.32M
|
74.6K
$17M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
BUY
|
- |
16.6K+ 19.74% |
$3.61M - $4.19M
|
101K
$22.9M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
16.4KNew |
$3.58M - $4.16M
|
16.4K
$3.75M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
16.3K+ 81.61% |
$3.54M - $4.11M
|
36.2K
$8.25M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
16.1K+ 30.01% |
$3.51M - $4.06M
|
69.7K
$15.9M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
15.7K+ 1152.13% |
$3.42M - $3.97M
|
17.1K
$3.9M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
14.9K+ 10.24% |
$3.24M - $3.76M
|
160K
$36.6M
|