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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
526+ 11.28% |
$102K - $125K
|
5.19K
$1.35M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
523+ 3.37% |
$101K - $124K
|
16K
$4.16M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
523+ 2.51% |
$101K - $124K
|
21.3K
$5.53M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
522+ 2.71% |
$101K - $124K
|
19.8K
$5.12M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
520+ 11.84% |
$101K - $123K
|
4.91K
$1.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
518+ 23.88% |
$100K - $123K
|
2.69K
$697K
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
BUY
|
- |
514+ 2.05% |
$99.6K - $122K
|
25.6K
$6.63M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
512New |
$99.2K - $122K
|
512
$133K
|
|
|
Jul 09, 2025
Q2 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
500+ 4.45% |
$96.9K - $119K
|
11.7K
$3.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Madden Securities Corp
|
BUY
|
- |
493+ 6.37% |
$95.5K - $117K
|
8.23K
$2.13M
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
483+ 15.65% |
$93.6K - $115K
|
3.57K
$926K
|
|
|
Jul 29, 2025
Q2 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
483+ 3.91% |
$93.6K - $115K
|
12.8K
$3.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
482+ 8.26% |
$93.4K - $114K
|
6.32K
$1.64M
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
481+ 44.01% |
$93.2K - $114K
|
1.57K
$408K
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
481+ 8.24% |
$93.2K - $114K
|
6.32K
$1.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
480+ 14.16% |
$93K - $114K
|
3.87K
$1M
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
480+ 7.45% |
$93K - $114K
|
6.93K
$1.8M
|
|
|
Aug 05, 2025
Q2 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
480+ 36.17% |
$93K - $114K
|
1.81K
$469K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
478+ 4.35% |
$92.6K - $113K
|
11.5K
$2.97M
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
474+ 10.98% |
$91.8K - $113K
|
4.79K
$1.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Wambolt & Associates, LLC
|
BUY
|
- |
468+ 1.51% |
$90.7K - $111K
|
31.6K
$8.18M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
460+ 14.02% |
$89.1K - $109K
|
3.74K
$970K
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
458+ 4.24% |
$88.7K - $109K
|
11.3K
$2.92M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
452+ 1.61% |
$87.6K - $107K
|
28.5K
$7.39M
|
|
|
Jul 18, 2025
Q2 2025
|
United Bank
Vienna, VA |
BUY
|
- |
447+ 2.01% |
$86.6K - $106K
|
22.7K
$5.87M
|
|
|
Jul 22, 2025
Q2 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
441New |
$85.4K - $105K
|
441
$114K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
440+ 6.43% |
$85.2K - $104K
|
7.28K
$1.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
437+ 52.21% |
$84.7K - $104K
|
1.27K
$330K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
434+ 3.04% |
$84.1K - $103K
|
14.7K
$3.82M
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
424+ 1.27% |
$82.1K - $101K
|
33.8K
$8.77M
|
|
|
Aug 05, 2025
Q2 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
422+ 13.64% |
$81.8K - $100K
|
3.52K
$911K
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
418+ 6.93% |
$81K - $99.2K
|
6.45K
$1.67M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
415+ 6.52% |
$80.4K - $98.5K
|
6.78K
$1.76M
|
|
|
Jul 28, 2025
Q2 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
406+ 35.65% |
$78.7K - $96.4K
|
1.55K
$401K
|
|
|
Jul 28, 2025
Q2 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
404+ 19.69% |
$78.3K - $95.9K
|
2.46K
$637K
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
402+ 4.63% |
$77.9K - $95.4K
|
9.09K
$2.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
402+ 12.11% |
$77.9K - $95.4K
|
3.72K
$965K
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
396+ 8.38% |
$76.7K - $94K
|
5.12K
$1.33M
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
392+ 20.22% |
$75.9K - $93K
|
2.33K
$604K
|
|
|
Jul 24, 2025
Q2 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
391+ 2.61% |
$75.7K - $92.8K
|
15.4K
$3.99M
|
|
|
Jul 17, 2025
Q2 2025
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
390+ 0.9% |
$75.6K - $92.6K
|
43.8K
$11.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
390+ 2.69% |
$75.6K - $92.6K
|
14.9K
$3.86M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
389+ 8.47% |
$75.4K - $92.3K
|
4.98K
$1.29M
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
387+ 1.74% |
$75K - $91.9K
|
22.7K
$5.87M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
386+ 54.6% |
$74.8K - $91.6K
|
1.09K
$283K
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
379+ 16.41% |
$73.4K - $90K
|
2.69K
$697K
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
373+ 0.45% |
$72.3K - $88.5K
|
83.7K
$21.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
373+ 3.16% |
$72.3K - $88.5K
|
12.2K
$3.16M
|
|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
370+ 34.68% |
$71.7K - $87.8K
|
1.44K
$373K
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
368+ 3.83% |
$71.3K - $87.4K
|
9.97K
$2.59M
|