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 10, 2025
Q1 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-1.75K- 10.83% |
$382K - $443K
|
14.4K
$2.99M
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.94K- 1.05% |
$423K - $491K
|
182K
$37.7M
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-1.95K- 5.3% |
$424K - $491K
|
34.8K
$7.2M
|
|
Apr 16, 2025
Q1 2025
|
Kennicott Capital Management LLC
|
SELL
|
- |
-2.12K- 17.26% |
$462K - $536K
|
10.2K
$2.1M
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-2.16K- 29.25% |
$471K - $546K
|
5.23K
$1.08M
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-2.31K- 67.66% |
$503K - $583K
|
1.1K
$228K
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-2.38K- 1.73% |
$518K - $600K
|
135K
$27.9M
|
|
Apr 17, 2025
Q1 2025
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-2.4K- 22.16% |
$522K - $605K
|
8.42K
$1.74M
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-2.42K- 30.05% |
$527K - $611K
|
5.63K
$1.16M
|
|
Apr 08, 2025
Q1 2025
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-2.44K- 11.46% |
$531K - $616K
|
18.8K
$3.9M
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-2.85K- 51.45% |
$620K - $719K
|
2.69K
$556K
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.86K- 36.41% |
$623K - $722K
|
4.99K
$1.03M
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-3.11K- 11.28% |
$679K - $787K
|
24.5K
$5.07M
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-3.27K- 24.09% |
$712K - $825K
|
10.3K
$2.13M
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-3.36K- 9.88% |
$732K - $848K
|
30.6K
$6.34M
|
|
Apr 03, 2025
Q1 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-3.36K- 41.49% |
$732K - $849K
|
4.74K
$981K
|
|
Apr 16, 2025
Q1 2025
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-3.42K- 2.53% |
$745K - $864K
|
132K
$27.3M
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-4.06K- 65.19% |
$885K - $1.03M
|
2.17K
$449K
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-4.24K- 8.68% |
$924K - $1.07M
|
44.6K
$9.24M
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.43K- 1.93% |
$965K - $1.12M
|
225K
$46.5M
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-4.74K- 12.99% |
$1.03M - $1.2M
|
31.7K
$6.57M
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.76K- 2.52% |
$1.26M - $1.46M
|
223K
$46.1M
|
|
Apr 04, 2025
Q1 2025
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-13.5K- 99.56% |
$2.94M - $3.41M
|
59
$12.2K
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-18.9K- 78.57% |
$4.11M - $4.77M
|
5.14K
$1.06M
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-19.1K- 25.74% |
$4.16M - $4.83M
|
55.1K
$11.4M
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-21.5K- 6.22% |
$4.68M - $5.43M
|
324K
$67M
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-25K- 10.9% |
$5.45M - $6.32M
|
205K
$42.3M
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-32.9K- 49.05% |
$7.17M - $8.31M
|
34.2K
$7.07M
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-126K- 17.94% |
$27.4M - $31.8M
|
576K
$119M
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-677K- 99.55% |
$148M - $171M
|
3.07K
$635K
|