Purchases and Sales Made in Q2 2025 in Vanguard Small Cap ETF (VB)
This table provides information about the institutional ownership of Vanguard Small Cap ETF (VB) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 05, 2025
Q2 2025
|
Carson Advisory Inc.
|
BUY
|
- |
926New |
$179K - $220K
|
926
$240K
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
913New |
$177K - $217K
|
913
$237K
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
907+ 9.54% |
$176K - $215K
|
10.4K
$2.7M
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
907New |
$176K - $215K
|
907
$235K
|
|
Jul 08, 2025
Q2 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
900New |
$174K - $214K
|
900
$233K
|
|
Jul 30, 2025
Q2 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
894New |
$173K - $212K
|
894
$232K
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
893New |
$173K - $212K
|
893
$232K
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
891+ 6.13% |
$173K - $211K
|
15.4K
$4M
|
|
Jul 31, 2025
Q2 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
890New |
$172K - $211K
|
890
$231K
|
|
Aug 06, 2025
Q2 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
887New |
$172K - $211K
|
887
$230K
|
|
Aug 04, 2025
Q2 2025
|
Evergreen Advisors, LLC
|
BUY
|
- |
886New |
$172K - $210K
|
886
$230K
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
885+ 35.77% |
$171K - $210K
|
3.36K
$871K
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
885+ 4.03% |
$171K - $210K
|
22.9K
$5.93M
|
|
Aug 04, 2025
Q2 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
884New |
$171K - $210K
|
884
$229K
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
877+ 1.68% |
$170K - $208K
|
53.2K
$13.8M
|
|
Jul 09, 2025
Q2 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
869New |
$168K - $206K
|
869
$225K
|
|
Jul 16, 2025
Q2 2025
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
867New |
$168K - $206K
|
867
$225K
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
862New |
$167K - $205K
|
862
$223K
|
|
Aug 08, 2025
Q2 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
859New |
$166K - $204K
|
859
$223K
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
854+ 3.17% |
$165K - $203K
|
27.8K
$7.21M
|
|
Aug 05, 2025
Q2 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
853+ 11.14% |
$165K - $202K
|
8.51K
$2.21M
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
851New |
$165K - $202K
|
851
$221K
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
850New |
$165K - $202K
|
850
$220K
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
850New |
$165K - $202K
|
850
$220K
|
|
Aug 14, 2025
Q2 2025
|
Broyhill Asset Management
Charlotte, NC |
BUY
|
- |
850New |
$165K - $202K
|
850
$220K
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
849New |
$164K - $202K
|
849
$220K
|
|
Aug 15, 2025
Q2 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
848New |
$164K - $201K
|
848
$220K
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
847New |
$164K - $201K
|
847
$220K
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
BUY
|
- |
847New |
$164K - $201K
|
847
$220K
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
845+ 15.0% |
$164K - $201K
|
6.48K
$1.68M
|
|
Jul 18, 2025
Q2 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
844+ 22.29% |
$164K - $200K
|
4.63K
$1.2M
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
843New |
$163K - $200K
|
843
$219K
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
839+ 1.17% |
$163K - $199K
|
72.5K
$18.8M
|
|
Jul 25, 2025
Q2 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
827+ 3.0% |
$160K - $196K
|
28.4K
$7.36M
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
824+ 7.3% |
$160K - $196K
|
12.1K
$3.14M
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
822+ 2.15% |
$159K - $195K
|
39.1K
$10.1M
|
|
Jul 22, 2025
Q2 2025
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
819+ 1.72% |
$159K - $194K
|
48.3K
$12.5M
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
816+ 7.96% |
$158K - $194K
|
11.1K
$2.87M
|
|
Aug 04, 2025
Q2 2025
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
816+ 1.21% |
$158K - $194K
|
68.3K
$17.7M
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
813+ 2.11% |
$158K - $193K
|
39.4K
$10.2M
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
798+ 10.2% |
$155K - $189K
|
8.62K
$2.23M
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
797+ 2.14% |
$154K - $189K
|
38K
$9.86M
|
|
Aug 18, 2025
Q2 2025
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
796+ 2.22% |
$154K - $189K
|
36.7K
$9.52M
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
791+ 0.72% |
$153K - $188K
|
110K
$28.6M
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
781+ 34.59% |
$151K - $185K
|
3.04K
$788K
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
765+ 4.23% |
$148K - $182K
|
18.8K
$4.89M
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
763+ 16.03% |
$148K - $181K
|
5.52K
$1.43M
|
|
Aug 12, 2025
Q2 2025
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
762+ 3.12% |
$148K - $181K
|
25.2K
$6.53M
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
755+ 1.74% |
$146K - $179K
|
44.1K
$11.4M
|
|
Jul 21, 2025
Q2 2025
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
753+ 17.58% |
$146K - $179K
|
5.04K
$1.31M
|