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 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-196- 3.6% |
$42.7K - $49.5K
|
5.24K
$1.36M
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-200- 14.46% |
$43.6K - $50.5K
|
1.18K
$307K
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-200- 7.34% |
$43.6K - $50.5K
|
2.53K
$655K
|
|
May 09, 2025
Q1 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-200- 1.65% |
$43.6K - $50.5K
|
11.9K
$3.09M
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-200- 1.37% |
$43.6K - $50.5K
|
14.4K
$3.72M
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-201- 3.89% |
$43.8K - $50.8K
|
4.96K
$1.29M
|
|
Apr 29, 2025
Q1 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-202- 5.36% |
$44K - $51K
|
3.57K
$925K
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-202- 5.02% |
$44K - $51K
|
3.82K
$991K
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-204- 60.36% |
$44.4K - $51.5K
|
134
$34.7K
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-205- 15.46% |
$44.7K - $51.8K
|
1.12K
$291K
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-205- 5.72% |
$44.7K - $51.8K
|
3.38K
$876K
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-205- 9.23% |
$44.7K - $51.8K
|
2.02K
$523K
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-208- 18.71% |
$45.3K - $52.5K
|
904
$234K
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-209- 2.65% |
$45.5K - $52.8K
|
7.68K
$1.99M
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-210- 3.25% |
$45.8K - $53.1K
|
6.25K
$1.62M
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-211- 0.6% |
$46K - $53.3K
|
35.1K
$9.11M
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-211- 57.03% |
$46K - $53.3K
|
159
$41.2K
|
|
Apr 30, 2025
Q1 2025
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-211- 0.58% |
$46K - $53.3K
|
35.9K
$9.32M
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-212- 98.6% |
$46.2K - $53.6K
|
3
$778
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-216- 8.04% |
$47.1K - $54.6K
|
2.47K
$641K
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-224- 2.55% |
$48.8K - $56.6K
|
8.58K
$2.22M
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-224- 12.05% |
$48.8K - $56.6K
|
1.64K
$424K
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-227- 4.29% |
$49.5K - $57.3K
|
5.07K
$1.31M
|
|
Apr 16, 2025
Q1 2025
|
James Reed Financial Services, Inc.
Cleveland, OH |
SELL
|
- |
-229- 1.09% |
$49.9K - $57.9K
|
20.8K
$5.4M
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-233- 18.6% |
$50.8K - $58.9K
|
1.02K
$264K
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-236- 2.08% |
$51.4K - $59.6K
|
11.1K
$2.88M
|
|
Apr 24, 2025
Q1 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-237- 1.71% |
$51.6K - $59.9K
|
13.6K
$3.53M
|
|
Apr 24, 2025
Q1 2025
|
Santori & Peters, Inc.
|
SELL
|
- |
-238- 3.72% |
$51.9K - $60.1K
|
6.16K
$1.6M
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-239- 8.81% |
$52.1K - $60.4K
|
2.47K
$641K
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
SELL
|
- |
-240- 9.12% |
$52.3K - $60.6K
|
2.39K
$620K
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-240- 45.54% |
$52.3K - $60.6K
|
287
$74.4K
|
|
May 13, 2025
Q1 2025
|
Delta Financial Advisors LLC
|
SELL
|
- |
-242- 4.73% |
$52.7K - $61.1K
|
4.87K
$1.26M
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-243- 14.02% |
$52.9K - $61.4K
|
1.49K
$386K
|
|
Apr 21, 2025
Q1 2025
|
Colony Family Offices, LLC
|
SELL
|
- |
-243- 0.8% |
$52.9K - $61.4K
|
30.3K
$7.86M
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-244- 14.01% |
$53.2K - $61.6K
|
1.5K
$388K
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-247- 0.79% |
$53.8K - $62.4K
|
31.2K
$8.08M
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
SELL
|
- |
-248- 4.93% |
$54K - $62.7K
|
4.79K
$1.24M
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
SELL
|
- |
-249- 17.51% |
$54.3K - $62.9K
|
1.17K
$304K
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-250- 16.67% |
$54.5K - $63.2K
|
1.25K
$324K
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-252- 13.73% |
$54.9K - $63.7K
|
1.58K
$411K
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
SELL
|
- |
-252- 6.37% |
$54.9K - $63.7K
|
3.7K
$960K
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
SELL
|
- |
-253- 13.82% |
$55.1K - $63.9K
|
1.58K
$409K
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-254- 3.52% |
$55.3K - $64.2K
|
6.97K
$1.81M
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-255- 5.49% |
$55.6K - $64.4K
|
4.39K
$1.14M
|
|
May 14, 2025
Q1 2025
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-255- 0.08% |
$55.6K - $64.4K
|
326K
$84.6M
|
|
Apr 10, 2025
Q1 2025
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-256- 2.24% |
$55.8K - $64.7K
|
11.2K
$2.89M
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-257- 5.27% |
$56K - $64.9K
|
4.62K
$1.2M
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-258- 11.81% |
$56.2K - $65.2K
|
1.93K
$500K
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-260- 1.99% |
$56.7K - $65.7K
|
12.8K
$3.32M
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-260- 1.4% |
$56.7K - $65.7K
|
18.4K
$4.76M
|