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 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
13+ 0.48% |
$2.83K - $3.28K
|
2.71K
$623K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
12+ 6.52% |
$2.61K - $3.03K
|
196
$45.1K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
12+ 0.55% |
$2.61K - $3.03K
|
2.2K
$507K
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
12+ 2.86% |
$2.61K - $3.03K
|
432
$99.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
11+ 0.16% |
$2.4K - $2.78K
|
6.98K
$1.6M
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
11+ 0.81% |
$2.4K - $2.78K
|
1.37K
$314K
|
|
|
May 06, 2025
Q1 2025
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
10+ 0.41% |
$2.18K - $2.53K
|
2.43K
$560K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
10+ 0.65% |
$2.18K - $2.53K
|
1.56K
$359K
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
9+ 0.58% |
$1.96K - $2.27K
|
1.55K
$357K
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
9+ 0.14% |
$1.96K - $2.27K
|
6.44K
$1.48M
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
9+ 0.23% |
$1.96K - $2.27K
|
3.97K
$912K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
9+ 0.32% |
$1.96K - $2.27K
|
2.82K
$648K
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
8+ 0.35% |
$1.74K - $2.02K
|
2.28K
$524K
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
8+ 0.21% |
$1.74K - $2.02K
|
3.83K
$881K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
8+ 0.04% |
$1.74K - $2.02K
|
22K
$5.07M
|
|
|
May 12, 2025
Q1 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
8+ 0.24% |
$1.74K - $2.02K
|
3.32K
$763K
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
8+ 0.76% |
$1.74K - $2.02K
|
1.06K
$245K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
8+ 2.76% |
$1.74K - $2.02K
|
298
$68.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
7New |
$1.53K - $1.77K
|
7
$1.61K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
7+ 0.21% |
$1.53K - $1.77K
|
3.41K
$785K
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
7+ 0.13% |
$1.53K - $1.77K
|
5.38K
$1.24M
|
|
|
Apr 23, 2025
Q1 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
7+ 0.5% |
$1.53K - $1.77K
|
1.4K
$323K
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
7+ 0.37% |
$1.53K - $1.77K
|
1.89K
$435K
|
|
|
May 14, 2025
Q1 2025
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
7+ 0.43% |
$1.53K - $1.77K
|
1.64K
$376K
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7+ 0.52% |
$1.53K - $1.77K
|
1.36K
$314K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
7+ 0.4% |
$1.53K - $1.77K
|
1.76K
$405K
|
|
|
Apr 11, 2025
Q1 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
6+ 0.31% |
$1.31K - $1.52K
|
1.96K
$450K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
6+ 0.12% |
$1.31K - $1.52K
|
4.93K
$1.13M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
5+ 0.31% |
$1.09K - $1.26K
|
1.62K
$372K
|
|
|
Apr 11, 2025
Q1 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
5+ 0.22% |
$1.09K - $1.26K
|
2.3K
$529K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
5+ 0.5% |
$1.09K - $1.26K
|
999
$230K
|
|
|
Apr 22, 2025
Q1 2025
|
Flower City Capital
|
BUY
|
- |
5+ 0.37% |
$1.09K - $1.26K
|
1.35K
$310K
|
|
|
Apr 30, 2025
Q1 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
5+ 0.38% |
$1.09K - $1.26K
|
1.32K
$304K
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
5+ 0.38% |
$1.09K - $1.26K
|
1.33K
$307K
|
|
|
May 12, 2025
Q1 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
5+ 45.45% |
$1.09K - $1.26K
|
16
$3.68K
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.23% |
$872 - $1.01K
|
1.72K
$397K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
4+ 0.22% |
$872 - $1.01K
|
1.8K
$414K
|
|
|
Apr 16, 2025
Q1 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
4+ 0.27% |
$872 - $1.01K
|
1.49K
$342K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
4New |
$872 - $1.01K
|
4
$920
|
|
|
May 02, 2025
Q1 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
4+ 0.1% |
$872 - $1.01K
|
4.08K
$939K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
4+ 80.0% |
$872 - $1.01K
|
9
$2.07K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
4+ 0.17% |
$872 - $1.01K
|
2.43K
$558K
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
4+ 0.23% |
$872 - $1.01K
|
1.74K
$401K
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
4+ 0.06% |
$872 - $1.01K
|
6.32K
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
4+ 0.09% |
$872 - $1.01K
|
4.66K
$1.07M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
3+ 0.43% |
$654 - $758
|
707
$163K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
3New |
$654 - $758
|
3
$690
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
3+ 0.03% |
$654 - $758
|
9.94K
$2.29M
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
3+ 0.23% |
$654 - $758
|
1.33K
$307K
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
3+ 0.33% |
$654 - $758
|
911
$210K
|