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 16, 2025
Q1 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-777- 3.81% |
$169K - $196K
|
19.6K
$4.52M
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-781- 0.71% |
$170K - $197K
|
110K
$25.2M
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-787- 9.41% |
$171K - $199K
|
7.57K
$1.74M
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-789- 8.95% |
$172K - $199K
|
8.03K
$1.85M
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-789- 6.44% |
$172K - $199K
|
11.5K
$2.64M
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-797- 29.52% |
$174K - $201K
|
1.9K
$438K
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-799- 55.76% |
$174K - $202K
|
634
$146K
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-808- 21.75% |
$176K - $204K
|
2.91K
$669K
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-810- 10.47% |
$176K - $205K
|
6.93K
$1.59M
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-811- 7.16% |
$177K - $205K
|
10.5K
$2.42M
|
|
Apr 29, 2025
Q1 2025
|
Whelan Financial
|
SELL
|
- |
-836- 0.64% |
$182K - $211K
|
131K
$30.1M
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-838- 1.3% |
$183K - $212K
|
63.8K
$14.7M
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-842- 29.02% |
$183K - $213K
|
2.06K
$474K
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-845- 1.02% |
$184K - $213K
|
81.7K
$18.8M
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-850- 1.6% |
$185K - $215K
|
52.3K
$12M
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-850- 67.68% |
$185K - $215K
|
406
$93.4K
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-853- 7.77% |
$186K - $216K
|
10.1K
$2.33M
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-854- 15.46% |
$186K - $216K
|
4.67K
$1.07M
|
|
May 09, 2025
Q1 2025
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
SELL
|
- |
-855- 17.8% |
$186K - $216K
|
3.95K
$908K
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-873- 26.08% |
$190K - $221K
|
2.47K
$569K
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-886- 9.16% |
$193K - $224K
|
8.79K
$2.02M
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-895- 8.96% |
$195K - $226K
|
9.09K
$2.09M
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-897- 18.88% |
$195K - $227K
|
3.85K
$887K
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-898- 28.51% |
$196K - $227K
|
2.25K
$518K
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-903- 24.09% |
$197K - $228K
|
2.85K
$654K
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-907- 3.62% |
$198K - $229K
|
24.2K
$5.56M
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-915- 12.46% |
$199K - $231K
|
6.43K
$1.48M
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-928- 1.92% |
$202K - $234K
|
47.3K
$10.9M
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-948- 4.52% |
$207K - $240K
|
20K
$4.61M
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-949- 5.94% |
$207K - $240K
|
15K
$3.46M
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-949- 2.19% |
$207K - $240K
|
42.4K
$9.76M
|
|
May 09, 2025
Q1 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-954- 19.95% |
$208K - $241K
|
3.83K
$880K
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-954- 25.89% |
$208K - $241K
|
2.73K
$628K
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-957- 3.0% |
$209K - $242K
|
31K
$7.12M
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-958- 2.13% |
$209K - $242K
|
44K
$10.1M
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-959- 22.61% |
$209K - $242K
|
3.28K
$755K
|
|
May 12, 2025
Q1 2025
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-965- 12.96% |
$210K - $244K
|
6.48K
$1.49M
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-967- 9.59% |
$211K - $244K
|
9.12K
$2.1M
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-974- 27.62% |
$212K - $246K
|
2.55K
$587K
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-983- 8.81% |
$214K - $248K
|
10.2K
$2.34M
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-999- 42.46% |
$218K - $252K
|
1.35K
$311K
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.02K- 4.01% |
$222K - $258K
|
24.5K
$5.63M
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.03K- 7.17% |
$225K - $261K
|
13.4K
$3.08M
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.04K- 2.92% |
$227K - $264K
|
34.7K
$7.98M
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-1.05K- 4.21% |
$229K - $266K
|
24K
$5.51M
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.06K- 29.37% |
$230K - $267K
|
2.54K
$584K
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.07K- 10.92% |
$232K - $269K
|
8.69K
$2M
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.07K- 0.27% |
$233K - $271K
|
400K
$92M
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-1.1K- 9.23% |
$239K - $277K
|
10.8K
$2.48M
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
SELL
|
- |
-1.11K- 38.02% |
$242K - $280K
|
1.81K
$416K
|