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 28, 2025
Q1 2025
|
Mcia Inc
|
BUY
|
- |
14.8K+ 9.62% |
$3.22M - $3.73M
|
168K
$38.4M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
14.3K+ 84.67% |
$3.12M - $3.61M
|
31.2K
$7.12M
|
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
13.7KNew |
$2.99M - $3.46M
|
13.7K
$3.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
13.6K+ 14.71% |
$2.96M - $3.43M
|
106K
$24.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
13.4K+ 2.54% |
$2.92M - $3.39M
|
542K
$124M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
13.1K+ 13.34% |
$2.85M - $3.3M
|
111K
$25.3M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
12.9K+ 1.95% |
$2.81M - $3.26M
|
677K
$154M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
12.9KNew |
$2.81M - $3.25M
|
12.9K
$2.94M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
12.8K+ 13.23% |
$2.78M - $3.23M
|
109K
$24.9M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
12.6KNew |
$2.74M - $3.18M
|
12.6K
$2.87M
|
|
|
May 15, 2025
Q1 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
12.2K+ 149.27% |
$2.66M - $3.08M
|
20.4K
$4.65M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
11.8K+ 5.97% |
$2.58M - $2.99M
|
210K
$47.9M
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
11.8KNew |
$2.58M - $2.99M
|
11.8K
$2.7M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
11.7K+ 16.35% |
$2.56M - $2.96M
|
83.5K
$19.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11.4KNew |
$2.49M - $2.89M
|
11.4K
$2.61M
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
11.4K+ 33.71% |
$2.49M - $2.89M
|
45.3K
$10.3M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
11.4K+ 202.91% |
$2.48M - $2.87M
|
17K
$3.87M
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
11.1K+ 773.72% |
$2.41M - $2.8M
|
12.5K
$2.85M
|
|
|
Apr 17, 2025
Q1 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
10.9KNew |
$2.38M - $2.76M
|
10.9K
$2.49M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
10.8KNew |
$2.34M - $2.72M
|
10.8K
$2.45M
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
10.7KNew |
$2.32M - $2.69M
|
10.7K
$2.43M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
10.3K+ 123.59% |
$2.25M - $2.6M
|
18.7K
$4.26M
|
|
|
May 13, 2025
Q1 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
10.3KNew |
$2.24M - $2.59M
|
10.3K
$2.34M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
9.96K+ 341.58% |
$2.17M - $2.52M
|
12.9K
$2.94M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
9.83K+ 0.94% |
$2.14M - $2.48M
|
1.06M
$241M
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
9.71K+ 129.68% |
$2.12M - $2.45M
|
17.2K
$3.92M
|
|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
9.69K+ 3.02% |
$2.11M - $2.45M
|
331K
$75.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
9.43K+ 14.6% |
$2.06M - $2.38M
|
74K
$16.9M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
9.37K+ 14407.69% |
$2.04M - $2.37M
|
9.43K
$2.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.36K+ 25.67% |
$2.04M - $2.37M
|
45.8K
$10.5M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
9.32K+ 3.31% |
$2.03M - $2.36M
|
291K
$66.5M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
9.26K+ 13.98% |
$2.02M - $2.34M
|
75.5K
$17.2M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
9.2K+ 2.35% |
$2M - $2.32M
|
401K
$91.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
BUY
|
- |
9.15K+ 8.57% |
$1.99M - $2.31M
|
116K
$26.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.04K+ 60.31% |
$1.97M - $2.28M
|
24K
$5.48M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.94K+ 181.65% |
$1.95M - $2.26M
|
13.9K
$3.16M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
8.85K+ 8.32% |
$1.93M - $2.24M
|
115K
$26.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
8.74K+ 65.17% |
$1.9M - $2.21M
|
22.1K
$5.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Lincoln National Corp
|
BUY
|
- |
8.68K+ 3.19% |
$1.89M - $2.19M
|
281K
$64M
|
|
|
Apr 21, 2025
Q1 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
8.67K+ 70.11% |
$1.89M - $2.19M
|
21K
$4.8M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
8.66K+ 4.26% |
$1.89M - $2.19M
|
212K
$48.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
8.57K+ 9.63% |
$1.87M - $2.17M
|
97.6K
$22.3M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
8.51K+ 1.68% |
$1.85M - $2.15M
|
515K
$118M
|
|
|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
BUY
|
- |
8.47K+ 54.28% |
$1.85M - $2.14M
|
24.1K
$5.49M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
8.31K+ 4.57% |
$1.81M - $2.1M
|
190K
$43.3M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
8.29K+ 17.84% |
$1.81M - $2.09M
|
54.8K
$12.5M
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
8.26K+ 13.77% |
$1.8M - $2.09M
|
68.2K
$15.6M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
8.24K+ 364.09% |
$1.8M - $2.08M
|
10.5K
$2.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
8.18K+ 43.62% |
$1.78M - $2.07M
|
26.9K
$6.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
8.08K+ 11.41% |
$1.76M - $2.04M
|
78.9K
$18M
|