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 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
3.54K+ 13.35% |
$772K - $895K
|
30.1K
$6.87M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.54K+ 20.52% |
$770K - $893K
|
20.8K
$4.74M
|
|
|
Apr 18, 2025
Q1 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
3.51K+ 11.57% |
$765K - $888K
|
33.9K
$7.73M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
3.49KNew |
$760K - $882K
|
3.49K
$796K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
3.48K+ 105.91% |
$757K - $878K
|
6.76K
$1.54M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
3.47KNew |
$757K - $877K
|
3.47K
$793K
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
3.36K+ 6.63% |
$732K - $849K
|
54K
$12.3M
|
|
|
May 15, 2025
Q1 2025
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
3.34K+ 27.12% |
$727K - $843K
|
15.6K
$3.57M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
3.31K+ 2.62% |
$721K - $835K
|
129K
$29.5M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
BUY
|
- |
3.31K+ 12.35% |
$720K - $835K
|
30.1K
$6.87M
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
3.3K+ 2.3% |
$718K - $833K
|
147K
$33.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.27K+ 4.53% |
$712K - $826K
|
75.4K
$17.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
3.24K+ 2.13% |
$705K - $817K
|
155K
$35.4M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
3.2K+ 26.04% |
$696K - $807K
|
15.5K
$3.53M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
3.19K+ 45.04% |
$694K - $805K
|
10.3K
$2.34M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3.18K+ 96.13% |
$694K - $804K
|
6.49K
$1.48M
|
|
|
Apr 28, 2025
Q1 2025
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
3.18K+ 19.94% |
$694K - $804K
|
19.1K
$4.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Fusion Family Wealth LLC
|
BUY
|
- |
3.16K+ 0.8% |
$689K - $799K
|
397K
$90.5M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
3.16K+ 20.87% |
$689K - $798K
|
18.3K
$4.18M
|
|
|
Apr 21, 2025
Q1 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
3.16K+ 6.45% |
$687K - $797K
|
52.1K
$11.9M
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
3.15K+ 10.66% |
$685K - $795K
|
32.7K
$7.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.14K+ 8.05% |
$684K - $793K
|
42.1K
$9.61M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.13K+ 4.3% |
$682K - $791K
|
76K
$17.3M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
3.12K+ 0.33% |
$680K - $789K
|
956K
$218M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.12K+ 15.78% |
$679K - $787K
|
22.9K
$5.22M
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
3.1K+ 3.29% |
$676K - $783K
|
97.5K
$22.2M
|
|
|
May 13, 2025
Q1 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
3.06KNew |
$666K - $772K
|
3.06K
$697K
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.03K+ 5.67% |
$660K - $765K
|
56.4K
$12.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.01K+ 7.47% |
$656K - $760K
|
43.3K
$9.88M
|
|
|
May 14, 2025
Q1 2025
|
United Bank
Vienna, VA |
BUY
|
- |
3K+ 15.62% |
$654K - $758K
|
22.2K
$5.07M
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.97K+ 17.48% |
$648K - $751K
|
20K
$4.56M
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
2.97K+ 4.45% |
$646K - $749K
|
69.6K
$15.9M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
2.91K+ 11.17% |
$634K - $735K
|
28.9K
$6.61M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
2.88K+ 17.61% |
$628K - $728K
|
19.2K
$4.39M
|
|
|
May 12, 2025
Q1 2025
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.85K+ 5.98% |
$622K - $721K
|
50.6K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2.83K+ 938.41% |
$618K - $716K
|
3.14K
$716K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.81K+ 11.02% |
$612K - $709K
|
28.3K
$6.45M
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
2.81K+ 6.66% |
$611K - $709K
|
45K
$10.3M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
2.81K+ 4.67% |
$611K - $709K
|
62.8K
$14.3M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.81K+ 12.82% |
$611K - $709K
|
24.7K
$5.63M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
2.76K+ 6.74% |
$601K - $697K
|
43.7K
$9.97M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.75K+ 4.48% |
$600K - $696K
|
64.2K
$14.6M
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
BUY
|
- |
2.74KNew |
$597K - $693K
|
2.74K
$626K
|
|
|
Apr 08, 2025
Q1 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
2.73K+ 105.42% |
$594K - $688K
|
5.31K
$1.21M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.69K+ 0.24% |
$586K - $680K
|
1.13M
$257M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.67K+ 0.07% |
$581K - $673K
|
4.06M
$927M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.66K+ 1.55% |
$580K - $672K
|
174K
$39.8M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.65K+ 38.28% |
$577K - $669K
|
9.56K
$2.18M
|
|
|
May 14, 2025
Q1 2025
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
2.64KNew |
$576K - $668K
|
2.64K
$603K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.61K+ 12.2% |
$569K - $660K
|
24K
$5.48M
|