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 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-14.1K- 25.52% |
$3.07M - $3.56M
|
41.1K
$10.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-14.3K- 9.3% |
$3.1M - $3.6M
|
139K
$36M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-14.4K- 8.3% |
$3.14M - $3.64M
|
159K
$41.2M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-14.9K- 74.19% |
$3.25M - $3.77M
|
5.19K
$1.35M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-15K- 11.35% |
$3.27M - $3.79M
|
117K
$30.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-15.9K- 4.45% |
$3.46M - $4.01M
|
341K
$88.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-15.9K- 19.09% |
$3.46M - $4.01M
|
67.3K
$17.5M
|
|
|
May 13, 2025
Q1 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-16.4K- 91.71% |
$3.57M - $4.14M
|
1.48K
$384K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-17K- 12.38% |
$3.7M - $4.29M
|
120K
$31.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-17.2K- 15.17% |
$3.76M - $4.35M
|
96.3K
$25M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-18.4K- 52.31% |
$4.01M - $4.65M
|
16.8K
$4.36M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-18.9K- 78.57% |
$4.11M - $4.77M
|
5.14K
$1.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-19.1K- 25.74% |
$4.16M - $4.83M
|
55.1K
$14.3M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-20.5K- 51.27% |
$4.46M - $5.17M
|
19.5K
$5.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-20.6K- 19.34% |
$4.48M - $5.2M
|
85.8K
$22.2M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-21K- 99.91% |
$4.57M - $5.29M
|
18
$4.67K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-21.5K- 6.22% |
$4.68M - $5.43M
|
324K
$83.9M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-22.1K- 12.14% |
$4.81M - $5.58M
|
160K
$41.4M
|
|
|
Aug 08, 2025
Q1 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
SELL
|
- |
-22.7K- 67.92% |
$4.95M - $5.73M
|
10.7K
$2.78M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-22.8K- 18.11% |
$4.96M - $5.75M
|
103K
$26.7M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-23.3KClosed |
$5.08M - $5.89M
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-24K- 9.12% |
$5.24M - $6.07M
|
240K
$62.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-25K- 10.9% |
$5.45M - $6.32M
|
205K
$53M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-26.6K- 11.67% |
$5.79M - $6.71M
|
201K
$52.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-27.6K- 31.8% |
$6.02M - $6.98M
|
59.2K
$15.4M
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-28.7K- 66.08% |
$6.24M - $7.24M
|
14.7K
$3.81M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-30.1K- 73.39% |
$6.57M - $7.62M
|
10.9K
$2.83M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-31.8K- 91.72% |
$6.94M - $8.05M
|
2.87K
$745K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-32.9K- 49.05% |
$7.17M - $8.31M
|
34.2K
$8.86M
|
|
|
May 13, 2025
Q1 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-33.1K- 34.12% |
$7.21M - $8.36M
|
63.9K
$16.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-36.3K- 93.97% |
$7.91M - $9.17M
|
2.33K
$604K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-37.6K- 5.12% |
$8.2M - $9.51M
|
697K
$181M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-39K- 7.71% |
$8.49M - $9.85M
|
466K
$121M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-44K- 20.29% |
$9.6M - $11.1M
|
173K
$44.9M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-44.2K- 10.37% |
$9.63M - $11.2M
|
382K
$99.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-44.3K- 100.0% |
$9.64M - $11.2M
|
1
$259
|
|
|
Aug 26, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-45.5K- 20.83% |
$9.92M - $11.5M
|
173K
$44.9M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-50.8K- 36.73% |
$11.1M - $12.8M
|
87.6K
$22.7M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-51.3K- 2.73% |
$11.2M - $13M
|
1.82M
$473M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-52K- 93.38% |
$11.3M - $13.1M
|
3.69K
$956K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-54.3K- 2.46% |
$11.8M - $13.7M
|
2.15M
$557M
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-65.5K- 62.28% |
$14.3M - $16.6M
|
39.7K
$10.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-67K- 94.8% |
$14.6M - $16.9M
|
3.68K
$953K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-76.1K- 97.8% |
$16.6M - $19.2M
|
1.71K
$443K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-82.9K- 58.63% |
$18.1M - $20.9M
|
58.5K
$15.2M
|
|
|
Sep 15, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-93.5K- 4.63% |
$20.4M - $23.6M
|
1.92M
$499M
|
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-97.3K- 97.84% |
$21.2M - $24.6M
|
2.15K
$556K
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-106K- 99.98% |
$23.1M - $26.8M
|
21
$5.44K
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-111K- 99.9% |
$24.1M - $28M
|
114
$29.6K
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-112K- 47.16% |
$24.4M - $28.3M
|
126K
$32.6M
|