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 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-163- 1.81% |
$35.5K - $41.2K
|
8.87K
$2.04M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-165- 2.82% |
$36K - $41.7K
|
5.69K
$1.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-165- 0.93% |
$36K - $41.7K
|
17.5K
$4.03M
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-165- 4.19% |
$36K - $41.7K
|
3.78K
$869K
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-165- 8.87% |
$36K - $41.7K
|
1.7K
$390K
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-166- 0.63% |
$36.2K - $41.9K
|
26.2K
$6.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-167- 2.43% |
$36.4K - $42.2K
|
6.7K
$1.54M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-167- 3.1% |
$36.4K - $42.2K
|
5.22K
$1.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-168- 1.87% |
$36.6K - $42.4K
|
8.83K
$2.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-168- 3.92% |
$36.6K - $42.4K
|
4.11K
$946K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-171- 14.78% |
$37.3K - $43.2K
|
986
$227K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-177- 5.04% |
$38.6K - $44.7K
|
3.33K
$767K
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-180- 6.83% |
$39.2K - $45.5K
|
2.46K
$565K
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-181- 6.94% |
$39.4K - $45.7K
|
2.43K
$558K
|
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
SELL
|
- |
-184- 4.62% |
$40.1K - $46.5K
|
3.8K
$873K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-184- 0.56% |
$40.1K - $46.5K
|
32.4K
$7.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-185- 53.31% |
$40.3K - $46.7K
|
162
$37.3K
|
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
SELL
|
- |
-186- 5.32% |
$40.5K - $47K
|
3.31K
$762K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-190- 85.97% |
$41.4K - $48K
|
31
$7.13K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-196- 3.6% |
$42.7K - $49.5K
|
5.24K
$1.21M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-200- 14.46% |
$43.6K - $50.5K
|
1.18K
$272K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-200- 7.34% |
$43.6K - $50.5K
|
2.53K
$581K
|
|
|
May 09, 2025
Q1 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-200- 1.65% |
$43.6K - $50.5K
|
11.9K
$2.74M
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-200- 1.37% |
$43.6K - $50.5K
|
14.4K
$3.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-201- 3.89% |
$43.8K - $50.8K
|
4.96K
$1.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-202- 5.36% |
$44K - $51K
|
3.57K
$821K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-202- 5.02% |
$44K - $51K
|
3.82K
$879K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-204- 60.36% |
$44.4K - $51.5K
|
134
$30.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-205- 15.46% |
$44.7K - $51.8K
|
1.12K
$258K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-205- 5.72% |
$44.7K - $51.8K
|
3.38K
$778K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-205- 9.23% |
$44.7K - $51.8K
|
2.02K
$464K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-208- 18.71% |
$45.3K - $52.5K
|
904
$208K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-209- 2.65% |
$45.5K - $52.8K
|
7.68K
$1.77M
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-210- 3.25% |
$45.8K - $53.1K
|
6.25K
$1.44M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-211- 0.6% |
$46K - $53.3K
|
35.1K
$8.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-211- 57.03% |
$46K - $53.3K
|
159
$36.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-211- 0.58% |
$46K - $53.3K
|
35.9K
$8.26M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-212- 98.6% |
$46.2K - $53.6K
|
3
$690
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-216- 8.04% |
$47.1K - $54.6K
|
2.47K
$569K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-224- 2.55% |
$48.8K - $56.6K
|
8.58K
$1.97M
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-224- 12.05% |
$48.8K - $56.6K
|
1.64K
$376K
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-227- 4.29% |
$49.5K - $57.3K
|
5.07K
$1.17M
|
|
|
Apr 16, 2025
Q1 2025
|
James Reed Financial Services, Inc.
Cleveland, OH |
SELL
|
- |
-229- 1.09% |
$49.9K - $57.9K
|
20.8K
$4.79M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-233- 18.6% |
$50.8K - $58.9K
|
1.02K
$235K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-236- 2.08% |
$51.4K - $59.6K
|
11.1K
$2.56M
|
|
|
Apr 24, 2025
Q1 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-237- 1.71% |
$51.6K - $59.9K
|
13.6K
$3.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Santori & Peters, Inc.
|
SELL
|
- |
-238- 3.72% |
$51.9K - $60.1K
|
6.16K
$1.42M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-239- 8.81% |
$52.1K - $60.4K
|
2.47K
$569K
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
SELL
|
- |
-240- 9.12% |
$52.3K - $60.6K
|
2.39K
$550K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-240- 45.54% |
$52.3K - $60.6K
|
287
$66K
|