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 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
134+ 1.74% |
$29.2K - $33.9K
|
7.83K
$1.62M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
109+ 8.99% |
$23.8K - $27.5K
|
1.32K
$274K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
105+ 8.66% |
$22.9K - $26.5K
|
1.32K
$273K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
100+ 384.62% |
$21.8K - $25.3K
|
126
$26.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
99+ 0.44% |
$21.6K - $25K
|
22.8K
$4.71M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
98+ 10.95% |
$21.4K - $24.8K
|
993
$206K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
95New |
$20.7K - $24K
|
95
$19.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
92+ 1.04% |
$20K - $23.2K
|
8.93K
$1.85M
|
|
|
Apr 16, 2025
Q1 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
91+ 2.49% |
$19.8K - $23K
|
3.74K
$774K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
83+ 0.93% |
$18.1K - $21K
|
9.02K
$1.87M
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
75+ 0.37% |
$16.3K - $18.9K
|
20.5K
$4.23M
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
73+ 6.27% |
$15.9K - $18.4K
|
1.24K
$256K
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
70+ 5.05% |
$15.3K - $17.7K
|
1.46K
$301K
|
|
|
Apr 17, 2025
Q1 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
70+ 0.64% |
$15.3K - $17.7K
|
11K
$2.27M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
62+ 0.54% |
$13.5K - $15.7K
|
11.5K
$2.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
BUY
|
- |
56+ 14.0% |
$12.2K - $14.1K
|
456
$94.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
54+ 0.78% |
$11.8K - $13.6K
|
6.99K
$1.45M
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
52+ 4.4% |
$11.3K - $13.1K
|
1.24K
$256K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
50+ 0.49% |
$10.9K - $12.6K
|
10.2K
$2.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
46+ 0.24% |
$10K - $11.6K
|
19.2K
$3.98M
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
38+ 0.66% |
$8.28K - $9.6K
|
5.81K
$1.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
35+ 0.63% |
$7.63K - $8.84K
|
5.58K
$1.15M
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
35+ 0.33% |
$7.63K - $8.84K
|
10.5K
$2.18M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
29+ 1.66% |
$6.32K - $7.33K
|
1.78K
$368K
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
27+ 0.25% |
$5.88K - $6.82K
|
10.7K
$2.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
27+ 0.22% |
$5.88K - $6.82K
|
12.1K
$2.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
26+ 0.3% |
$5.67K - $6.57K
|
8.83K
$1.83M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
25+ 22.73% |
$5.45K - $6.32K
|
135
$27.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
25+ 0.12% |
$5.45K - $6.32K
|
21.7K
$4.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
24+ 1.4% |
$5.23K - $6.06K
|
1.74K
$360K
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
21+ 0.43% |
$4.58K - $5.31K
|
4.93K
$1.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
20+ 3.18% |
$4.36K - $5.05K
|
649
$134K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.63% |
$3.49K - $4.04K
|
2.55K
$528K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
16+ 8.21% |
$3.49K - $4.04K
|
211
$43.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
15+ 0.27% |
$3.27K - $3.79K
|
5.59K
$1.16M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
15+ 14.02% |
$3.27K - $3.79K
|
122
$25.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
15+ 0.27% |
$3.27K - $3.79K
|
5.59K
$1.16M
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
14+ 2.51% |
$3.05K - $3.54K
|
572
$118K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
13+ 32.5% |
$2.83K - $3.28K
|
53
$11K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
12+ 6.52% |
$2.61K - $3.03K
|
196
$40.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
7New |
$1.53K - $1.77K
|
7
$1.45K
|
|
|
Apr 11, 2025
Q1 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
6+ 0.31% |
$1.31K - $1.52K
|
1.96K
$405K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
5+ 0.31% |
$1.09K - $1.26K
|
1.62K
$335K
|
|
|
Apr 11, 2025
Q1 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
5+ 0.22% |
$1.09K - $1.26K
|
2.3K
$476K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
5+ 0.5% |
$1.09K - $1.26K
|
999
$207K
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.23% |
$872 - $1.01K
|
1.72K
$357K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
4+ 0.22% |
$872 - $1.01K
|
1.8K
$372K
|
|
|
Apr 16, 2025
Q1 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
4+ 0.27% |
$872 - $1.01K
|
1.49K
$308K
|
|
|
Apr 07, 2025
Q1 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
2+ 0.16% |
$436 - $505
|
1.23K
$255K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
2+ 0.16% |
$436 - $505
|
1.23K
$254K
|