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 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
697+ 7.36% |
$152K - $176K
|
10.2K
$2.1M
|
|
Apr 15, 2025
Q1 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
674+ 1.78% |
$147K - $170K
|
38.6K
$7.98M
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
666+ 3.09% |
$145K - $168K
|
22.2K
$4.6M
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
647+ 3.88% |
$141K - $163K
|
17.3K
$3.59M
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
565+ 4.62% |
$123K - $143K
|
12.8K
$2.65M
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
510+ 0.72% |
$111K - $129K
|
71.7K
$14.8M
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
510+ 1.32% |
$111K - $129K
|
39.2K
$8.11M
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
505+ 41.6% |
$110K - $128K
|
1.72K
$356K
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
469+ 8.05% |
$102K - $118K
|
6.3K
$1.3M
|
|
Apr 17, 2025
Q1 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
438+ 9.64% |
$95.4K - $111K
|
4.98K
$1.03M
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
407+ 16.04% |
$88.7K - $103K
|
2.95K
$610K
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
400+ 5.17% |
$87.2K - $101K
|
8.13K
$1.68M
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
BUY
|
- |
389+ 12.01% |
$84.8K - $98.3K
|
3.63K
$751K
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
382+ 11.19% |
$83.2K - $96.5K
|
3.8K
$786K
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
355+ 22.93% |
$77.4K - $89.7K
|
1.9K
$394K
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
322+ 1.71% |
$70.2K - $81.4K
|
19.1K
$3.96M
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
321+ 0.67% |
$69.9K - $81.1K
|
48K
$9.94M
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
321+ 9.51% |
$69.9K - $81.1K
|
3.7K
$765K
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
319+ 16.45% |
$69.5K - $80.6K
|
2.26K
$467K
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
296+ 28.03% |
$64.5K - $74.8K
|
1.35K
$280K
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
292+ 1.53% |
$63.6K - $73.8K
|
19.4K
$4.02M
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
290+ 6.07% |
$63.2K - $73.3K
|
5.07K
$1.05M
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
282+ 2.22% |
$61.4K - $71.2K
|
13K
$2.69M
|
|
Apr 14, 2025
Q1 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
282+ 1.0% |
$61.4K - $71.2K
|
28.4K
$5.89M
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
BUY
|
- |
276+ 29.93% |
$60.1K - $69.7K
|
1.2K
$248K
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
268+ 3.93% |
$58.4K - $67.7K
|
7.09K
$1.47M
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
BUY
|
- |
246+ 8.34% |
$53.6K - $62.1K
|
3.2K
$662K
|
|
Apr 15, 2025
Q1 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
233+ 20.56% |
$50.8K - $58.9K
|
1.37K
$283K
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
233+ 22.3% |
$50.8K - $58.9K
|
1.28K
$265K
|
|
Apr 11, 2025
Q1 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
226+ 0.41% |
$49.2K - $57.1K
|
54.8K
$11.3M
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
222+ 1.62% |
$48.4K - $56.1K
|
13.9K
$2.88M
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
218+ 36.45% |
$47.5K - $55.1K
|
816
$169K
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
216+ 3.97% |
$47.1K - $54.6K
|
5.65K
$1.17M
|
|
Apr 18, 2025
Q1 2025
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
215+ 5.29% |
$46.8K - $54.3K
|
4.28K
$887K
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
214+ 6.26% |
$46.6K - $54.1K
|
3.63K
$752K
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
BUY
|
- |
205+ 2.72% |
$44.7K - $51.8K
|
7.73K
$1.6M
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
BUY
|
- |
190+ 5.7% |
$41.4K - $48K
|
3.52K
$729K
|
|
Apr 09, 2025
Q1 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
190+ 1.72% |
$41.4K - $48K
|
11.2K
$2.33M
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
175+ 4.11% |
$38.1K - $44.2K
|
4.44K
$918K
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
171+ 9.1% |
$37.3K - $43.2K
|
2.05K
$425K
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
165+ 1.38% |
$36K - $41.7K
|
12.1K
$2.51M
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
164+ 0.43% |
$35.7K - $41.4K
|
38.7K
$8.02M
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
BUY
|
- |
159+ 0.38% |
$34.6K - $40.2K
|
42.1K
$8.72M
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
159+ 12.83% |
$34.6K - $40.2K
|
1.4K
$289K
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
151+ 6.47% |
$32.9K - $38.1K
|
2.48K
$514K
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
150New |
$32.7K - $37.9K
|
150
$31.1K
|
|
Apr 11, 2025
Q1 2025
|
Sara Bay Financial
|
BUY
|
- |
149+ 6.65% |
$32.5K - $37.6K
|
2.39K
$494K
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
142+ 4.43% |
$30.9K - $35.9K
|
3.35K
$692K
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
140+ 9.0% |
$30.5K - $35.4K
|
1.7K
$351K
|
|
Apr 03, 2025
Q1 2025
|
Jvl Associates LLC
|
BUY
|
- |
134+ 1.6% |
$29.2K - $33.9K
|
8.5K
$1.76M
|