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 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5.03K+ 1.34% |
$1.1M - $1.27M
|
381K
$87M
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
5.02K+ 4.21% |
$1.09M - $1.27M
|
124K
$28.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
5.02K+ 8.66% |
$1.09M - $1.27M
|
62.9K
$14.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
5K+ 126.36% |
$1.09M - $1.26M
|
8.95K
$2.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
4.99K+ 13.26% |
$1.09M - $1.26M
|
42.6K
$9.73M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4.98K+ 4.74% |
$1.09M - $1.26M
|
110K
$25.1M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.96K+ 6.85% |
$1.08M - $1.25M
|
77.3K
$17.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
4.91KNew |
$1.07M - $1.24M
|
4.91K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
4.91K+ 16.43% |
$1.07M - $1.24M
|
34.8K
$7.94M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.86K+ 1.29% |
$1.06M - $1.23M
|
382K
$87.2M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.84K+ 19.2% |
$1.06M - $1.22M
|
30.1K
$6.86M
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
4.79K+ 314.1% |
$1.04M - $1.21M
|
6.32K
$1.44M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
4.77K+ 1.26% |
$1.04M - $1.2M
|
383K
$87.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.74K+ 28.88% |
$1.03M - $1.2M
|
21.1K
$4.82M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.7K+ 6.98% |
$1.02M - $1.19M
|
72.1K
$16.4M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
4.7K+ 16.74% |
$1.02M - $1.19M
|
32.8K
$7.48M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.65K+ 8.54% |
$1.01M - $1.18M
|
59.1K
$13.5M
|
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
4.57K+ 3.07% |
$996K - $1.15M
|
153K
$35M
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
4.53K+ 7.23% |
$986K - $1.14M
|
67.1K
$15.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
4.38K+ 21.2% |
$955K - $1.11M
|
25.1K
$5.72M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
4.32KNew |
$942K - $1.09M
|
4.32K
$987K
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
4.32K+ 27.17% |
$941K - $1.09M
|
20.2K
$4.61M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
4.3KNew |
$937K - $1.09M
|
4.3K
$981K
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
4.25K+ 5.13% |
$926K - $1.07M
|
87K
$19.9M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
4.23K+ 42.3% |
$921K - $1.07M
|
14.2K
$3.24M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.22K+ 8.47% |
$919K - $1.07M
|
54.1K
$12.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
4.22K+ 20.65% |
$919K - $1.07M
|
24.6K
$5.62M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
4.19KNew |
$913K - $1.06M
|
4.19K
$956K
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
4.18KNew |
$910K - $1.06M
|
4.18K
$953K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
4.16K+ 3.41% |
$906K - $1.05M
|
126K
$28.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
4.15K+ 18.81% |
$903K - $1.05M
|
26.2K
$5.98M
|
|
|
Apr 30, 2025
Q1 2025
|
Ramiah Investment Group
Brookfield, WI |
BUY
|
- |
4.12K+ 20.27% |
$898K - $1.04M
|
24.5K
$5.58M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
4.01K+ 7.22% |
$874K - $1.01M
|
59.6K
$13.6M
|
|
|
May 28, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
4K+ 268.48% |
$870K - $1.01M
|
5.48K
$1.25M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.99K+ 172.28% |
$869K - $1.01M
|
6.31K
$1.44M
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
3.97KNew |
$865K - $1M
|
3.97K
$905K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
3.93K+ 7.15% |
$857K - $993K
|
58.9K
$13.4M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.89K+ 69.85% |
$848K - $984K
|
9.47K
$2.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
3.89K+ 294.18% |
$848K - $983K
|
5.22K
$1.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.84K+ 174.87% |
$836K - $969K
|
6.03K
$1.38M
|
|
|
May 05, 2025
Q1 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
3.79K+ 3.34% |
$826K - $958K
|
117K
$26.8M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.79K+ 3.01% |
$826K - $958K
|
130K
$29.6M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.78K+ 17.59% |
$823K - $954K
|
25.3K
$5.76M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.77K+ 180.13% |
$822K - $953K
|
5.87K
$1.34M
|
|
|
May 09, 2025
Q1 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
3.75K+ 22.79% |
$818K - $948K
|
20.2K
$4.61M
|
|
|
May 09, 2025
Q1 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
3.61K+ 8.16% |
$786K - $911K
|
47.8K
$10.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
3.6K+ 137.3% |
$785K - $911K
|
6.23K
$1.42M
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
3.58KNew |
$781K - $905K
|
3.58K
$818K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
3.57K+ 62.78% |
$777K - $901K
|
9.25K
$2.11M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
3.56K+ 201.58% |
$777K - $900K
|
5.33K
$1.22M
|