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 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.21K- 30.11% |
$264K - $306K
|
2.81K
$728K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.26K- 4.51% |
$274K - $318K
|
26.6K
$6.89M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.26K- 8.05% |
$274K - $318K
|
14.4K
$3.72M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.26K- 7.38% |
$274K - $318K
|
15.8K
$4.1M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.27K- 2.2% |
$276K - $320K
|
56.2K
$14.6M
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-1.28K- 3.56% |
$279K - $324K
|
34.7K
$9M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-1.3K- 3.04% |
$282K - $327K
|
41.4K
$10.7M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.3K- 30.25% |
$283K - $328K
|
3K
$777K
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-1.3K- 3.88% |
$284K - $329K
|
32.3K
$8.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.3K- 2.8% |
$284K - $329K
|
45.2K
$11.7M
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.33K- 11.27% |
$290K - $337K
|
10.5K
$2.72M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.35K- 8.2% |
$293K - $340K
|
15.1K
$3.91M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.35K- 2.67% |
$295K - $342K
|
49.3K
$12.8M
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.36K- 37.69% |
$296K - $343K
|
2.24K
$582K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.37K- 0.39% |
$298K - $345K
|
348K
$90.2M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1.37K- 31.59% |
$298K - $345K
|
2.96K
$767K
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-1.38K- 7.67% |
$300K - $348K
|
16.6K
$4.29M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-1.38K- 7.82% |
$301K - $349K
|
16.3K
$4.22M
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-1.41K- 85.18% |
$308K - $357K
|
246
$63.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-1.44K- 40.22% |
$313K - $363K
|
2.14K
$554K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.44K- 25.42% |
$313K - $363K
|
4.22K
$1.09M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.48K- 0.88% |
$321K - $373K
|
166K
$43.1M
|
|
|
May 14, 2025
Q1 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.52K- 60.18% |
$332K - $385K
|
1.01K
$261K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.54K- 2.6% |
$335K - $388K
|
57.5K
$14.9M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.54K- 10.34% |
$336K - $389K
|
13.4K
$3.46M
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-1.55K- 16.16% |
$337K - $391K
|
8.02K
$2.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1.55K- 55.67% |
$337K - $391K
|
1.23K
$319K
|
|
|
May 14, 2025
Q1 2025
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-1.56K- 43.91% |
$339K - $394K
|
1.99K
$516K
|
|
|
May 14, 2025
Q1 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-1.64K- 26.9% |
$357K - $414K
|
4.45K
$1.15M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-1.65K- 0.94% |
$359K - $416K
|
173K
$44.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-1.7K- 13.01% |
$370K - $429K
|
11.3K
$2.94M
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-1.71K- 49.84% |
$373K - $433K
|
1.72K
$447K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.74K- 41.31% |
$379K - $440K
|
2.47K
$641K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-1.75K- 10.83% |
$382K - $443K
|
14.4K
$3.75M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.77K- 50.86% |
$385K - $447K
|
1.71K
$443K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.83K- 10.5% |
$398K - $462K
|
15.6K
$4.04M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.84K- 24.31% |
$401K - $465K
|
5.74K
$1.49M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.9K- 26.46% |
$414K - $480K
|
5.28K
$1.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-1.91K- 4.35% |
$417K - $483K
|
42.1K
$10.9M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-1.92K- 2.05% |
$418K - $485K
|
91.7K
$23.8M
|
|
|
May 14, 2025
Q1 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
SELL
|
- |
-1.94K- 14.56% |
$422K - $489K
|
11.4K
$2.94M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.94K- 1.05% |
$423K - $491K
|
182K
$47.3M
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-1.95K- 5.3% |
$424K - $491K
|
34.8K
$9.02M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.96K- 13.82% |
$426K - $494K
|
12.2K
$3.16M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.98K- 2.06% |
$432K - $501K
|
94.4K
$24.5M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.02K- 13.05% |
$441K - $511K
|
13.5K
$3.49M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-2.07K- 35.82% |
$450K - $522K
|
3.7K
$960K
|
|
|
Apr 16, 2025
Q1 2025
|
Kennicott Capital Management LLC
|
SELL
|
- |
-2.12K- 17.26% |
$462K - $536K
|
10.2K
$2.64M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-2.16K- 29.25% |
$471K - $546K
|
5.23K
$1.36M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.17K- 40.19% |
$472K - $547K
|
3.23K
$836K
|