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 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-283- 13.13% |
$61.7K - $71.5K
|
1.87K
$388K
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-288- 3.68% |
$62.8K - $72.8K
|
7.53K
$1.56M
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-298- 2.44% |
$64.9K - $75.3K
|
11.9K
$2.47M
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-302- 15.88% |
$65.8K - $76.3K
|
1.6K
$331K
|
|
Apr 17, 2025
Q1 2025
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-319- 5.27% |
$69.5K - $80.6K
|
5.73K
$1.19M
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
SELL
|
- |
-341- 5.96% |
$74.3K - $86.2K
|
5.38K
$1.11M
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-356- 4.98% |
$77.6K - $89.9K
|
6.79K
$1.4M
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-375- 48.39% |
$81.7K - $94.7K
|
400
$82.8K
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-389- 28.54% |
$84.8K - $98.3K
|
974
$202K
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-390- 3.81% |
$85K - $98.5K
|
9.85K
$2.04M
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-392- 22.26% |
$85.4K - $99K
|
1.37K
$283K
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-412- 2.86% |
$89.8K - $104K
|
14K
$2.89M
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-425- 4.93% |
$92.6K - $107K
|
8.19K
$1.7M
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-448- 22.2% |
$97.6K - $113K
|
1.57K
$325K
|
|
Apr 16, 2025
Q1 2025
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-481- 1.63% |
$105K - $122K
|
29K
$6M
|
|
Apr 10, 2025
Q1 2025
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-500- 33.88% |
$109K - $126K
|
976
$202K
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-512- 1.93% |
$112K - $129K
|
26K
$5.39M
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-513- 14.63% |
$112K - $130K
|
2.99K
$620K
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-523- 3.02% |
$114K - $132K
|
16.8K
$3.48M
|
|
Apr 14, 2025
Q1 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-529- 8.22% |
$115K - $134K
|
5.91K
$1.22M
|
|
Apr 15, 2025
Q1 2025
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-530- 2.1% |
$115K - $134K
|
24.7K
$5.11M
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-540- 2.79% |
$118K - $136K
|
18.8K
$3.89M
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-564- 3.24% |
$123K - $142K
|
16.8K
$3.49M
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-567- 73.45% |
$124K - $143K
|
205
$42.4K
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-567- 7.31% |
$124K - $143K
|
7.19K
$1.49M
|
|
Apr 09, 2025
Q1 2025
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-575- 9.5% |
$125K - $145K
|
5.48K
$1.13M
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-589- 28.2% |
$128K - $149K
|
1.5K
$311K
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-593- 1.43% |
$129K - $150K
|
40.9K
$8.46M
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-594- 24.82% |
$129K - $150K
|
1.8K
$372K
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-609- 0.78% |
$133K - $154K
|
77K
$15.9M
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-651- 5.76% |
$142K - $164K
|
10.7K
$2.21M
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-660- 6.51% |
$144K - $167K
|
9.49K
$1.96M
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-677- 19.39% |
$148K - $171K
|
2.82K
$583K
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-682- 3.63% |
$149K - $172K
|
18.1K
$3.74M
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-698- 1.89% |
$152K - $176K
|
36.3K
$7.51M
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-716- 12.45% |
$156K - $181K
|
5.04K
$1.04M
|
|
Apr 16, 2025
Q1 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-777- 3.81% |
$169K - $196K
|
19.6K
$4.06M
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-789- 8.95% |
$172K - $199K
|
8.03K
$1.66M
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-799- 55.76% |
$174K - $202K
|
634
$131K
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-811- 7.16% |
$177K - $205K
|
10.5K
$2.18M
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-999- 42.46% |
$218K - $252K
|
1.35K
$280K
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.07K- 10.92% |
$232K - $269K
|
8.69K
$1.8M
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-1.1K- 9.23% |
$239K - $277K
|
10.8K
$2.23M
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-1.15K- 3.86% |
$250K - $290K
|
28.6K
$5.92M
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-1.15K- 16.25% |
$251K - $291K
|
5.93K
$1.23M
|
|
Apr 16, 2025
Q1 2025
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-1.16K- 0.96% |
$252K - $292K
|
120K
$24.8M
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-1.3K- 3.04% |
$282K - $327K
|
41.4K
$8.56M
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.48K- 0.88% |
$321K - $373K
|
166K
$34.4M
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.54K- 2.6% |
$335K - $388K
|
57.5K
$11.9M
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1.55K- 55.67% |
$337K - $391K
|
1.23K
$255K
|