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 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.84K- 24.31% |
$401K - $465K
|
5.74K
$1.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-1.91K- 4.35% |
$417K - $483K
|
42.1K
$9.68M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-1.92K- 2.05% |
$418K - $485K
|
91.7K
$21.1M
|
|
|
May 14, 2025
Q1 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
SELL
|
- |
-1.94K- 14.56% |
$422K - $489K
|
11.4K
$2.61M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.94K- 1.05% |
$423K - $491K
|
182K
$41.9M
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-1.95K- 5.3% |
$424K - $491K
|
34.8K
$8M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.96K- 13.82% |
$426K - $494K
|
12.2K
$2.81M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.98K- 2.06% |
$432K - $501K
|
94.4K
$21.7M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.02K- 13.05% |
$441K - $511K
|
13.5K
$3.1M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-2.07K- 35.82% |
$450K - $522K
|
3.7K
$851K
|
|
|
Apr 16, 2025
Q1 2025
|
Kennicott Capital Management LLC
|
SELL
|
- |
-2.12K- 17.26% |
$462K - $536K
|
10.2K
$2.34M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-2.16K- 29.25% |
$471K - $546K
|
5.23K
$1.2M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.17K- 40.19% |
$472K - $547K
|
3.23K
$742K
|
|
|
Apr 28, 2025
Q1 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-2.21K- 2.71% |
$480K - $557K
|
79.3K
$18.2M
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-2.24K- 2.71% |
$489K - $567K
|
80.5K
$18.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-2.25K- 7.31% |
$490K - $569K
|
28.6K
$6.57M
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
SELL
|
- |
-2.26K- 49.26% |
$493K - $571K
|
2.33K
$536K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-2.27K- 6.25% |
$495K - $573K
|
34K
$7.83M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-2.29K- 11.43% |
$499K - $579K
|
17.7K
$4.08M
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-2.3K- 22.92% |
$500K - $580K
|
7.72K
$1.78M
|
|
|
Apr 30, 2025
Q1 2025
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
SELL
|
- |
-2.3K- 56.29% |
$501K - $581K
|
1.79K
$411K
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-2.3K- 85.19% |
$501K - $581K
|
400
$92K
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-2.31K- 67.66% |
$503K - $583K
|
1.1K
$254K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-2.35K- 33.09% |
$512K - $594K
|
4.75K
$1.09M
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-2.38K- 1.73% |
$518K - $600K
|
135K
$31M
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-2.38K- 16.23% |
$518K - $601K
|
12.3K
$2.82M
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-2.38K- 16.86% |
$519K - $602K
|
11.7K
$2.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-2.4K- 22.16% |
$522K - $605K
|
8.42K
$1.94M
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
SELL
|
- |
-2.4K- 31.67% |
$522K - $605K
|
5.17K
$1.19M
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-2.4K- 31.67% |
$522K - $605K
|
5.17K
$1.19M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.41K- 13.97% |
$524K - $608K
|
14.8K
$3.41M
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-2.42K- 30.05% |
$527K - $611K
|
5.63K
$1.29M
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-2.43K- 1.63% |
$529K - $613K
|
147K
$33.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-2.44K- 11.46% |
$531K - $616K
|
18.8K
$4.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-2.47K- 31.42% |
$538K - $624K
|
5.39K
$1.24M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.5K- 1.95% |
$544K - $630K
|
126K
$28.9M
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-2.5K- 40.87% |
$545K - $632K
|
3.62K
$833K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.51K- 12.8% |
$547K - $634K
|
17.1K
$3.93M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.51K- 8.25% |
$547K - $635K
|
27.9K
$6.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-2.6K- 5.84% |
$567K - $658K
|
42K
$9.66M
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-2.66K- 17.1% |
$579K - $671K
|
12.9K
$2.96M
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-2.85K- 51.45% |
$620K - $719K
|
2.69K
$618K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.86K- 36.41% |
$623K - $722K
|
4.99K
$1.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-2.88K- 10.69% |
$628K - $728K
|
24.1K
$5.54M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.93K- 13.07% |
$639K - $741K
|
19.5K
$4.49M
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
SELL
|
- |
-2.94K- 7.67% |
$641K - $743K
|
35.4K
$8.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-3.11K- 11.28% |
$679K - $787K
|
24.5K
$5.64M
|
|
|
May 13, 2025
Q1 2025
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-3.21K- 71.99% |
$700K - $811K
|
1.25K
$288K
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-3.24K- 35.42% |
$705K - $818K
|
5.9K
$1.36M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-3.26K- 50.17% |
$710K - $823K
|
3.24K
$744K
|