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 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-5- 0.15% |
$1.09K - $1.26K
|
3.38K
$778K
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-5- 0.37% |
$1.09K - $1.26K
|
1.36K
$314K
|
|
May 07, 2025
Q1 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-5- 0.14% |
$1.09K - $1.26K
|
3.68K
$847K
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-6- 0.08% |
$1.31K - $1.52K
|
7.12K
$1.64M
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-6- 0.56% |
$1.31K - $1.52K
|
1.07K
$245K
|
|
May 09, 2025
Q1 2025
|
Geometric Wealth Advisors
|
SELL
|
- |
-6- 0.16% |
$1.31K - $1.52K
|
3.81K
$877K
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-6- 0.08% |
$1.31K - $1.52K
|
7.6K
$1.75M
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-6- 0.07% |
$1.31K - $1.52K
|
8.11K
$1.87M
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-7- 0.18% |
$1.53K - $1.77K
|
3.9K
$896K
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-7- 0.54% |
$1.53K - $1.77K
|
1.29K
$297K
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-7- 0.44% |
$1.53K - $1.77K
|
1.59K
$365K
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-8- 15.38% |
$1.74K - $2.02K
|
44
$10.1K
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-9- 5.0% |
$1.96K - $2.27K
|
171
$39.3K
|
|
Apr 15, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-9- 0.13% |
$1.96K - $2.27K
|
6.66K
$1.53M
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-10- 0.04% |
$2.18K - $2.53K
|
24.2K
$5.56M
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-10- 0.9% |
$2.18K - $2.53K
|
1.1K
$253K
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-11- 0.33% |
$2.4K - $2.78K
|
3.33K
$766K
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-11- 0.83% |
$2.4K - $2.78K
|
1.32K
$304K
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-11- 11.83% |
$2.4K - $2.78K
|
82
$18.9K
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-11- 0.02% |
$2.4K - $2.78K
|
51.8K
$11.9M
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-12- 0.29% |
$2.61K - $3.03K
|
4.13K
$950K
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-12- 0.83% |
$2.61K - $3.03K
|
1.44K
$331K
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-12- 0.15% |
$2.61K - $3.03K
|
7.89K
$1.81M
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-13- 0.21% |
$2.83K - $3.28K
|
6.26K
$1.44M
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-13- 0.05% |
$2.83K - $3.28K
|
24.6K
$5.66M
|
|
Apr 25, 2025
Q1 2025
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-14- 1.2% |
$3.05K - $3.54K
|
1.16K
$266K
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-14- 0.35% |
$3.05K - $3.54K
|
3.98K
$915K
|
|
May 15, 2025
Q1 2025
|
Tumwater Wealth Management, LLC
Boise, ID |
SELL
|
- |
-14- 0.53% |
$3.05K - $3.54K
|
2.62K
$603K
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-15- 1.63% |
$3.27K - $3.79K
|
907
$209K
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-15- 55.56% |
$3.27K - $3.79K
|
12
$2.76K
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-16- 0.66% |
$3.49K - $4.04K
|
2.4K
$553K
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-16- 0.14% |
$3.49K - $4.04K
|
11.2K
$2.58M
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-16- 0.55% |
$3.49K - $4.04K
|
2.87K
$661K
|
|
May 14, 2025
Q1 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-16- 0.44% |
$3.49K - $4.04K
|
3.65K
$839K
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-17- 0.05% |
$3.7K - $4.29K
|
35.1K
$8.08M
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-18- 1.39% |
$3.92K - $4.55K
|
1.28K
$293K
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-18- 1.78% |
$3.92K - $4.55K
|
994
$229K
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-19- 0.6% |
$4.14K - $4.8K
|
3.14K
$722K
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-19- 0.29% |
$4.14K - $4.8K
|
6.59K
$1.52M
|
|
Apr 17, 2025
Q1 2025
|
Trevian Wealth Management LLC
|
SELL
|
- |
-20- 0.64% |
$4.36K - $5.05K
|
3.08K
$709K
|
|
Apr 18, 2025
Q1 2025
|
Roth Financial Partners LLC
|
SELL
|
- |
-20- 0.15% |
$4.36K - $5.05K
|
13.6K
$3.14M
|
|
May 12, 2025
Q1 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-20- 0.97% |
$4.36K - $5.05K
|
2.05K
$472K
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-21- 1.25% |
$4.58K - $5.31K
|
1.66K
$382K
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-21- 0.92% |
$4.58K - $5.31K
|
2.27K
$522K
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-21- 2.27% |
$4.58K - $5.31K
|
906
$208K
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-22- 0.11% |
$4.79K - $5.56K
|
20K
$4.59M
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
SELL
|
- |
-22- 0.93% |
$4.79K - $5.56K
|
2.33K
$536K
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-22- 1.73% |
$4.79K - $5.56K
|
1.25K
$287K
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-23- 1.22% |
$5.01K - $5.81K
|
1.86K
$429K
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-23- 0.08% |
$5.01K - $5.81K
|
27.5K
$6.34M
|