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
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-260- 3.99% |
$56.7K - $65.7K
|
6.26K
$1.62M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-261- 10.29% |
$56.9K - $65.9K
|
2.28K
$590K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-263- 81.93% |
$57.3K - $66.4K
|
58
$15K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-266- 1.96% |
$58K - $67.2K
|
13.3K
$3.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-267- 1.29% |
$58.2K - $67.5K
|
20.5K
$5.31M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-267- 0.58% |
$58.2K - $67.5K
|
46K
$11.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-273- 10.85% |
$59.5K - $69K
|
2.24K
$582K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-279- 12.26% |
$60.8K - $70.5K
|
2K
$518K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-280- 8.6% |
$61K - $70.7K
|
2.98K
$772K
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-281- 1.38% |
$61.2K - $71K
|
20K
$5.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-281- 3.88% |
$61.2K - $71K
|
6.95K
$1.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-281- 3.18% |
$61.2K - $71K
|
8.56K
$2.22M
|
|
|
Sep 25, 2025
Q1 2025
|
Beacon Financial Strategies Corp
Raleigh, NC |
SELL
|
- |
-281- 0.7% |
$61.2K - $71K
|
39.9K
$10.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-283- 13.13% |
$61.7K - $71.5K
|
1.87K
$486K
|
|
|
May 14, 2025
Q1 2025
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-286- 11.11% |
$62.3K - $72.3K
|
2.29K
$593K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-288- 3.68% |
$62.8K - $72.8K
|
7.53K
$1.95M
|
|
|
May 21, 2025
Q1 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-290- 15.22% |
$63.2K - $73.3K
|
1.62K
$419K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-297- 0.83% |
$64.7K - $75K
|
35.6K
$9.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-298- 2.44% |
$64.9K - $75.3K
|
11.9K
$3.09M
|
|
|
May 02, 2025
Q1 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-300- 2.89% |
$65.4K - $75.8K
|
10.1K
$2.61M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-302- 15.88% |
$65.8K - $76.3K
|
1.6K
$415K
|
|
|
Apr 30, 2025
Q1 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-302- 11.5% |
$65.8K - $76.3K
|
2.32K
$602K
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
SELL
|
- |
-302- 0.59% |
$65.8K - $76.3K
|
50.7K
$13.2M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-314- 2.86% |
$68.4K - $79.3K
|
10.7K
$2.77M
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-317- 10.67% |
$69.1K - $80.1K
|
2.65K
$688K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-318- 64.5% |
$69.3K - $80.3K
|
175
$45.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-319- 5.27% |
$69.5K - $80.6K
|
5.73K
$1.49M
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-320- 8.17% |
$69.7K - $80.8K
|
3.6K
$933K
|
|
|
Apr 22, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-321- 3.07% |
$69.9K - $81.1K
|
10.1K
$2.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-327- 7.22% |
$71.3K - $82.6K
|
4.2K
$1.09M
|
|
|
May 02, 2025
Q1 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-328- 25.25% |
$71.5K - $82.9K
|
971
$252K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-329- 3.29% |
$71.7K - $83.1K
|
9.67K
$2.51M
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-332- 2.37% |
$72.3K - $83.9K
|
13.7K
$3.55M
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-332- 4.16% |
$72.3K - $83.9K
|
7.65K
$1.98M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-333- 2.27% |
$72.6K - $84.1K
|
14.3K
$3.71M
|
|
|
May 02, 2025
Q1 2025
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-337- 0.77% |
$73.4K - $85.1K
|
43.4K
$11.3M
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-339- 13.07% |
$73.9K - $85.6K
|
2.25K
$584K
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
SELL
|
- |
-341- 5.96% |
$74.3K - $86.2K
|
5.38K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-343- 4.57% |
$74.7K - $86.7K
|
7.16K
$1.86M
|
|
|
Apr 23, 2025
Q1 2025
|
Tabr Capital Management, LLC
Orange, CA |
SELL
|
- |
-344- 8.04% |
$75K - $86.9K
|
3.94K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-345- 10.71% |
$75.2K - $87.2K
|
2.88K
$746K
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
SELL
|
- |
-355- 24.79% |
$77.4K - $89.7K
|
1.08K
$279K
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-356- 4.98% |
$77.6K - $89.9K
|
6.79K
$1.76M
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-359- 18.19% |
$78.2K - $90.7K
|
1.62K
$419K
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-360- 14.39% |
$78.4K - $91K
|
2.14K
$555K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-360- 1.08% |
$78.4K - $91K
|
33K
$8.56M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-360- 5.81% |
$78.4K - $91K
|
5.83K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-361- 5.06% |
$78.7K - $91.2K
|
6.77K
$1.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
SELL
|
- |
-362- 11.79% |
$78.9K - $91.5K
|
2.71K
$702K
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-363- 5.75% |
$79.1K - $91.7K
|
5.95K
$1.54M
|