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 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-368- 8.08% |
$80.2K - $93K
|
4.19K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
SELL
|
- |
-369- 11.15% |
$80.4K - $93.2K
|
2.94K
$763K
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-370- 18.93% |
$80.6K - $93.5K
|
1.59K
$411K
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-375- 48.39% |
$81.7K - $94.7K
|
400
$104K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-380- 20.34% |
$82.8K - $96K
|
1.49K
$386K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-382- 3.49% |
$83.2K - $96.5K
|
10.6K
$2.74M
|
|
|
May 15, 2025
Q1 2025
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-382- 16.75% |
$83.2K - $96.5K
|
1.9K
$492K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-385- 13.44% |
$83.9K - $97.3K
|
2.48K
$643K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-385- 2.3% |
$83.9K - $97.3K
|
16.4K
$4.24M
|
|
|
May 13, 2025
Q1 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-385- 20.41% |
$83.9K - $97.3K
|
1.5K
$389K
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-387- 22.08% |
$84.3K - $97.8K
|
1.37K
$354K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-387- 5.05% |
$84.3K - $97.8K
|
7.27K
$1.89M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-389- 28.54% |
$84.8K - $98.3K
|
974
$253K
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-390- 3.81% |
$85K - $98.5K
|
9.85K
$2.55M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-390- 26.84% |
$85K - $98.5K
|
1.06K
$276K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-392- 22.26% |
$85.4K - $99K
|
1.37K
$355K
|
|
|
May 09, 2025
Q1 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-393- 10.9% |
$85.6K - $99.3K
|
3.21K
$833K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-395- 10.15% |
$86.1K - $99.8K
|
3.5K
$906K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-397- 4.62% |
$86.5K - $100K
|
8.2K
$2.13M
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-400- 25.72% |
$87.2K - $101K
|
1.16K
$299K
|
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-412- 2.86% |
$89.8K - $104K
|
14K
$3.62M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-415- 52.66% |
$90.4K - $105K
|
373
$96.7K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-423- 15.25% |
$92.2K - $107K
|
2.35K
$610K
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
SELL
|
- |
-423- 9.65% |
$92.2K - $107K
|
3.96K
$1.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-424- 8.17% |
$92.4K - $107K
|
4.77K
$1.24M
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-424- 15.17% |
$92.4K - $107K
|
2.37K
$615K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-425- 4.93% |
$92.6K - $107K
|
8.19K
$2.12M
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-426- 4.29% |
$92.8K - $108K
|
9.51K
$2.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Axos Invest Inc.
Las Vegas, NV |
SELL
|
- |
-428- 26.63% |
$93.3K - $108K
|
1.18K
$306K
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-428- 7.46% |
$93.3K - $108K
|
5.31K
$1.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-435- 11.25% |
$94.8K - $110K
|
3.43K
$889K
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-445- 2.04% |
$97K - $112K
|
21.3K
$5.53M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-448- 22.2% |
$97.6K - $113K
|
1.57K
$407K
|
|
|
May 15, 2025
Q1 2025
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-452- 0.97% |
$98.5K - $114K
|
46K
$11.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-462- 4.59% |
$101K - $117K
|
9.61K
$2.49M
|
|
|
Apr 16, 2025
Q1 2025
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-481- 1.63% |
$105K - $122K
|
29K
$7.51M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-486- 25.1% |
$106K - $123K
|
1.45K
$376K
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-486- 17.06% |
$106K - $123K
|
2.36K
$613K
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-491- 1.12% |
$107K - $124K
|
43.2K
$11.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-495- 9.07% |
$108K - $125K
|
4.96K
$1.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-498- 2.35% |
$109K - $126K
|
20.7K
$5.36M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-498- 5.49% |
$109K - $126K
|
8.58K
$2.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-500- 33.88% |
$109K - $126K
|
976
$253K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-500- 28.25% |
$109K - $126K
|
1.27K
$329K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-500- 1.09% |
$109K - $126K
|
45.4K
$11.8M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-500- 1.33% |
$109K - $126K
|
37.2K
$9.65M
|
|
|
Sep 24, 2025
Q1 2025
|
Burrus Financial Services, Inc.
Salt Lake City, UT |
SELL
|
- |
-502- 0.61% |
$109K - $127K
|
81.9K
$21.2M
|
|
|
May 09, 2025
Q1 2025
|
Connable Office Inc
|
SELL
|
- |
-504- 2.82% |
$110K - $127K
|
17.4K
$4.51M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-505- 3.09% |
$110K - $128K
|
15.9K
$4.11M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-507- 1.08% |
$110K - $128K
|
46.3K
$12M
|