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 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.57K+ 46.9% |
$560K - $649K
|
8.05K
$1.84M
|
|
|
May 08, 2025
Q1 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
2.57K+ 3.18% |
$560K - $649K
|
83.3K
$19M
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
2.56KNew |
$557K - $646K
|
2.56K
$583K
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
2.56K+ 5.93% |
$557K - $645K
|
45.7K
$10.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Davidson Investment Advisors
|
BUY
|
- |
2.54K+ 1.55% |
$554K - $643K
|
166K
$37.9M
|
|
|
May 09, 2025
Q1 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
2.52K+ 6.82% |
$549K - $637K
|
39.5K
$9.01M
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
2.52K+ 3.89% |
$549K - $636K
|
67.3K
$15.4M
|
|
|
May 01, 2025
Q1 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
2.51K+ 4.68% |
$548K - $635K
|
56.2K
$12.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
2.49KNew |
$542K - $629K
|
2.49K
$568K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.49K+ 2.15% |
$542K - $629K
|
118K
$27M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.48K+ 9523.08% |
$539K - $626K
|
2.5K
$571K
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
2.43K+ 18.01% |
$530K - $614K
|
15.9K
$3.64M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
2.41K+ 229.89% |
$524K - $608K
|
3.45K
$788K
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
BUY
|
- |
2.38K+ 10.69% |
$518K - $600K
|
24.6K
$5.61M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2.38K+ 9.51% |
$517K - $600K
|
27.4K
$6.24M
|
|
|
Apr 15, 2025
Q1 2025
|
Charis Legacy Partners, LLC
Bryan, TX |
BUY
|
- |
2.37KNew |
$516K - $598K
|
2.37K
$540K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
2.37K+ 78.99% |
$515K - $597K
|
5.36K
$1.22M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
2.36K+ 9.41% |
$514K - $595K
|
27.4K
$6.25M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
2.35K+ 2.38% |
$513K - $594K
|
101K
$23.1M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.35K+ 297.85% |
$513K - $594K
|
3.14K
$717K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.34K+ 11.76% |
$509K - $590K
|
22.2K
$5.07M
|
|
|
May 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
2.31K+ 29.77% |
$502K - $582K
|
10K
$2.29M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
2.3K+ 12.41% |
$501K - $581K
|
20.8K
$4.75M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
2.29K+ 6.38% |
$499K - $578K
|
38.1K
$8.7M
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
BUY
|
- |
2.27K+ 7.87% |
$494K - $573K
|
31.1K
$7.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
2.25K+ 3.18% |
$490K - $569K
|
72.9K
$16.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
2.23K+ 17.36% |
$487K - $564K
|
15.1K
$3.45M
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.21K+ 24.1% |
$482K - $559K
|
11.4K
$2.6M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.2K+ 11.7% |
$479K - $556K
|
21K
$4.79M
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
2.18K+ 15.58% |
$476K - $552K
|
16.2K
$3.7M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.18K+ 12.05% |
$474K - $549K
|
20.2K
$4.62M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.15K+ 4.58% |
$469K - $544K
|
49.1K
$11.2M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.12K+ 2.26% |
$463K - $536K
|
96K
$21.9M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.12K+ 24.96% |
$462K - $535K
|
10.6K
$2.42M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
2.11K+ 5.83% |
$459K - $532K
|
38.2K
$8.73M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
2.1K+ 16.98% |
$458K - $531K
|
14.5K
$3.31M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.08K+ 7.47% |
$454K - $526K
|
29.9K
$6.83M
|
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
2.07K+ 26.91% |
$451K - $523K
|
9.76K
$2.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.07K+ 2.31% |
$450K - $522K
|
91.7K
$20.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
2.06K+ 2.79% |
$449K - $521K
|
75.9K
$17.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
2.03KNew |
$443K - $513K
|
2.03K
$463K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
2.02K+ 2.7% |
$440K - $511K
|
76.9K
$17.5M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.02K+ 7.36% |
$440K - $510K
|
29.4K
$6.72M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.01K+ 124.47% |
$439K - $509K
|
3.63K
$829K
|
|
|
May 19, 2025
Q1 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
2KNew |
$436K - $506K
|
2K
$457K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.98K+ 111.47% |
$432K - $501K
|
3.76K
$858K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
1.98K+ 10.49% |
$431K - $499K
|
20.8K
$4.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
1.97KNew |
$429K - $497K
|
1.97K
$449K
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.96K+ 4.29% |
$428K - $496K
|
47.7K
$10.9M
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
1.95K+ 2.39% |
$426K - $493K
|
83.6K
$19.1M
|