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
|
Novem Group
Rochester, NY |
SELL
|
- |
-579- 24.23% |
$126K - $146K
|
1.81K
$417K
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-584- 9.69% |
$127K - $148K
|
5.44K
$1.25M
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-584- 10.31% |
$127K - $148K
|
5.08K
$1.17M
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-588- 17.74% |
$128K - $149K
|
2.73K
$627K
|
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-588- 11.87% |
$128K - $149K
|
4.36K
$1M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-589- 28.2% |
$128K - $149K
|
1.5K
$345K
|
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-593- 1.43% |
$129K - $150K
|
40.9K
$9.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-594- 24.82% |
$129K - $150K
|
1.8K
$414K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-605- 8.89% |
$132K - $153K
|
6.2K
$1.43M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-607- 0.22% |
$132K - $153K
|
280K
$64.5M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-609- 0.78% |
$133K - $154K
|
77K
$17.7M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-612- 1.33% |
$133K - $155K
|
45.5K
$10.5M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-612- 31.15% |
$133K - $155K
|
1.35K
$311K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-615- 6.18% |
$134K - $155K
|
9.34K
$2.15M
|
|
|
May 09, 2025
Q1 2025
|
Allianz Se
Munich, 2M |
SELL
|
- |
-625- 1.86% |
$136K - $158K
|
33K
$7.58M
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-631- 34.59% |
$137K - $159K
|
1.19K
$274K
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-634- 3.31% |
$138K - $160K
|
18.5K
$4.26M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-635- 1.55% |
$138K - $160K
|
40.4K
$9.3M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-644- 0.69% |
$140K - $163K
|
92.9K
$21.4M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-647- 2.6% |
$141K - $163K
|
24.3K
$5.58M
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-647- 1.36% |
$141K - $163K
|
47K
$10.8M
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-648- 5.57% |
$141K - $164K
|
11K
$2.53M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-651- 5.76% |
$142K - $164K
|
10.7K
$2.45M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-654- 17.56% |
$143K - $165K
|
3.07K
$706K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-658- 5.1% |
$143K - $166K
|
12.2K
$2.82M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-660- 6.51% |
$144K - $167K
|
9.49K
$2.18M
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
SELL
|
- |
-664- 1.33% |
$145K - $168K
|
49.3K
$11.3M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-666- 26.4% |
$145K - $168K
|
1.86K
$427K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-670- 32.24% |
$146K - $169K
|
1.41K
$324K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-673- 11.06% |
$147K - $170K
|
5.41K
$1.24M
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-673- 2.14% |
$147K - $170K
|
30.7K
$7.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-677- 19.39% |
$148K - $171K
|
2.82K
$648K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-682- 3.63% |
$149K - $172K
|
18.1K
$4.16M
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-682- 0.25% |
$149K - $172K
|
273K
$62.7M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-686- 5.88% |
$149K - $173K
|
11K
$2.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-692- 9.37% |
$151K - $175K
|
6.69K
$1.54M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-693- 0.6% |
$151K - $175K
|
115K
$26.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-698- 1.89% |
$152K - $176K
|
36.3K
$8.34M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-708- 3.02% |
$154K - $179K
|
22.7K
$5.22M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-709- 3.38% |
$154K - $179K
|
20.3K
$4.67M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-716- 12.45% |
$156K - $181K
|
5.04K
$1.16M
|
|
|
May 07, 2025
Q1 2025
|
Sam Advisors, LLC
|
SELL
|
- |
-719- 1.04% |
$157K - $182K
|
68.7K
$15.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-727- 74.41% |
$158K - $184K
|
250
$57.5K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-732- 72.76% |
$159K - $185K
|
274
$63K
|
|
|
May 14, 2025
Q1 2025
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-732- 0.5% |
$159K - $185K
|
146K
$33.6M
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-768- 5.76% |
$167K - $194K
|
12.6K
$2.89M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-768- 2.65% |
$167K - $194K
|
28.3K
$6.5M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-771- 6.22% |
$168K - $195K
|
11.6K
$2.67M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-773- 9.47% |
$168K - $195K
|
7.39K
$1.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
SELL
|
- |
-775- 46.21% |
$169K - $196K
|
902
$207K
|