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 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
8.08K+ 5.68% |
$1.76M - $2.04M
|
150K
$34.3M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
8.08K+ 48.11% |
$1.76M - $2.04M
|
24.9K
$5.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Moneywise, Inc.
|
BUY
|
- |
8.06K+ 160.86% |
$1.76M - $2.04M
|
13.1K
$2.98M
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
BUY
|
- |
8.05K+ 7.84% |
$1.75M - $2.03M
|
111K
$25.3M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.85K+ 58.05% |
$1.71M - $1.98M
|
21.4K
$4.88M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7.84K+ 15.82% |
$1.71M - $1.98M
|
57.4K
$13.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
7.82K+ 20.03% |
$1.7M - $1.98M
|
46.9K
$10.7M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
7.77K+ 53.34% |
$1.69M - $1.96M
|
22.3K
$5.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.66KNew |
$1.67M - $1.93M
|
7.66K
$1.75M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
7.61K+ 1.73% |
$1.66M - $1.92M
|
449K
$102M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
7.59K+ 21.58% |
$1.65M - $1.92M
|
42.8K
$9.76M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
7.58K+ 3.86% |
$1.65M - $1.92M
|
204K
$46.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Refined Wealth Management
|
BUY
|
- |
7.54K+ 121.9% |
$1.64M - $1.9M
|
13.7K
$3.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
7.46K+ 35.08% |
$1.63M - $1.88M
|
28.7K
$6.55M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.46K+ 35.65% |
$1.63M - $1.88M
|
28.4K
$6.48M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
7.45K+ 6.93% |
$1.62M - $1.88M
|
115K
$26.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
7.44K+ 10.22% |
$1.62M - $1.88M
|
80.2K
$18.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
7.4K+ 9.34% |
$1.61M - $1.87M
|
86.6K
$19.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
7.23K+ 7.59% |
$1.58M - $1.83M
|
102K
$23.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
7.13K+ 15.1% |
$1.55M - $1.8M
|
54.4K
$12.4M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.12K+ 103.15% |
$1.55M - $1.8M
|
14K
$3.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
7.09K+ 1324.49% |
$1.54M - $1.79M
|
7.62K
$1.74M
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
7.06K+ 17.04% |
$1.54M - $1.78M
|
48.5K
$11.1M
|
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
7.04K+ 6.52% |
$1.53M - $1.78M
|
115K
$26.3M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
6.7K+ 4.88% |
$1.46M - $1.69M
|
144K
$32.9M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
6.69K+ 9.0% |
$1.46M - $1.69M
|
81K
$18.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
6.61K+ 13.96% |
$1.44M - $1.67M
|
53.9K
$12.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6.6K+ 16.33% |
$1.44M - $1.67M
|
47K
$10.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
6.56K+ 143.3% |
$1.43M - $1.66M
|
11.1K
$2.54M
|
|
|
May 07, 2025
Q1 2025
|
Chandler Asset Management, Inc.
|
BUY
|
- |
6.55K+ 2.33% |
$1.43M - $1.65M
|
288K
$65.6M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
6.55K+ 9.32% |
$1.43M - $1.65M
|
76.8K
$17.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.55K+ 9.95% |
$1.43M - $1.65M
|
72.3K
$16.5M
|
|
|
May 12, 2025
Q1 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
6.44K+ 753.86% |
$1.4M - $1.63M
|
7.29K
$1.66M
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
6.4K+ 9.78% |
$1.39M - $1.62M
|
71.8K
$16.4M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
6.39K+ 201.8% |
$1.39M - $1.61M
|
9.56K
$2.18M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.34K+ 4.47% |
$1.38M - $1.6M
|
148K
$33.8M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6.29K+ 17.68% |
$1.37M - $1.59M
|
41.8K
$9.55M
|
|
|
May 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
6.22KNew |
$1.36M - $1.57M
|
6.22K
$1.42M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.19K+ 103166.67% |
$1.35M - $1.56M
|
6.2K
$1.41M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
6.08KNew |
$1.32M - $1.54M
|
6.08K
$1.39M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
6.07K+ 16.18% |
$1.32M - $1.53M
|
43.6K
$9.95M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
5.95K+ 8.68% |
$1.3M - $1.5M
|
74.5K
$17M
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
5.92K+ 23.66% |
$1.29M - $1.5M
|
31K
$7.06M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.82K+ 12.54% |
$1.27M - $1.47M
|
52.2K
$11.9M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
5.54K+ 1.86% |
$1.21M - $1.4M
|
303K
$69.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.51K+ 18.91% |
$1.2M - $1.39M
|
34.7K
$7.91M
|
|
|
May 14, 2025
Q1 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
5.39K+ 18.41% |
$1.17M - $1.36M
|
34.6K
$7.91M
|
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
5.34K+ 9.55% |
$1.16M - $1.35M
|
61.3K
$14M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
5.17KNew |
$1.13M - $1.31M
|
5.17K
$1.18M
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
5.11K+ 115.69% |
$1.11M - $1.29M
|
9.53K
$2.17M
|