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 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
250+ 6.88% |
$48.4K - $59.3K
|
3.88K
$1.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
250New |
$48.4K - $59.3K
|
250
$64.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
249+ 18.04% |
$48.2K - $59.1K
|
1.63K
$422K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
248New |
$48K - $58.9K
|
248
$64.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
247+ 1.78% |
$47.9K - $58.6K
|
14.1K
$3.66M
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
247+ 2.25% |
$47.9K - $58.6K
|
11.2K
$2.91M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
246+ 1.11% |
$47.7K - $58.4K
|
22.4K
$5.81M
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
243+ 1.47% |
$47.1K - $57.7K
|
16.8K
$4.36M
|
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
243+ 1.15% |
$47.1K - $57.7K
|
21.4K
$5.56M
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
243New |
$47.1K - $57.7K
|
243
$63K
|
|
|
Aug 05, 2025
Q2 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
241+ 4.99% |
$46.7K - $57.2K
|
5.07K
$1.31M
|
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
239+ 9.95% |
$46.3K - $56.7K
|
2.64K
$685K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
234+ 20.69% |
$45.3K - $55.5K
|
1.37K
$354K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital City Trust CO
|
BUY
|
- |
231+ 4.74% |
$44.8K - $54.8K
|
5.11K
$1.32M
|
|
|
Aug 05, 2025
Q2 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
230+ 1.31% |
$44.6K - $54.6K
|
17.7K
$4.59M
|
|
|
Jul 21, 2025
Q2 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
227+ 2.57% |
$44K - $53.9K
|
9.06K
$2.35M
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
BUY
|
- |
224+ 6.87% |
$43.4K - $53.2K
|
3.49K
$904K
|
|
|
Aug 05, 2025
Q2 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
224+ 2.96% |
$43.4K - $53.2K
|
7.8K
$2.02M
|
|
|
Jul 25, 2025
Q2 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
221+ 5.77% |
$42.8K - $52.5K
|
4.05K
$1.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
220+ 1.12% |
$42.6K - $52.2K
|
19.9K
$5.17M
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
218+ 0.91% |
$42.2K - $51.7K
|
24.2K
$6.27M
|
|
|
Jul 25, 2025
Q2 2025
|
Advocate Group LLC
|
BUY
|
- |
217+ 4.26% |
$42K - $51.5K
|
5.31K
$1.38M
|
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
214New |
$41.5K - $50.8K
|
214
$55.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
210+ 5.34% |
$40.7K - $49.8K
|
4.15K
$1.07M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
210+ 6.49% |
$40.7K - $49.8K
|
3.45K
$893K
|
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
209+ 2.08% |
$40.5K - $49.6K
|
10.3K
$2.66M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
BUY
|
- |
209+ 10.76% |
$40.5K - $49.6K
|
2.15K
$558K
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
BUY
|
- |
206+ 14.69% |
$39.9K - $48.9K
|
1.61K
$417K
|
|
|
Aug 14, 2025
Q2 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
206+ 8.54% |
$39.9K - $48.9K
|
2.62K
$679K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
205+ 2.02% |
$39.7K - $48.7K
|
10.3K
$2.68M
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
200+ 7.92% |
$38.7K - $47.5K
|
2.73K
$707K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
198+ 2.73% |
$38.4K - $47K
|
7.44K
$1.93M
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
196+ 1.11% |
$38K - $46.5K
|
17.9K
$4.64M
|
|
|
Aug 08, 2025
Q2 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
196+ 14.77% |
$38K - $46.5K
|
1.52K
$395K
|
|
|
Jul 31, 2025
Q2 2025
|
Northstar Asset Management LLC
|
BUY
|
- |
195+ 0.47% |
$37.8K - $46.3K
|
41.7K
$10.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
193+ 3.39% |
$37.4K - $45.8K
|
5.89K
$1.53M
|
|
|
Jul 23, 2025
Q2 2025
|
Cohen Investment Advisors LLC
|
BUY
|
- |
192+ 4.88% |
$37.2K - $45.6K
|
4.13K
$1.07M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
192+ 3.99% |
$37.2K - $45.6K
|
5K
$1.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
192+ 21.19% |
$37.2K - $45.6K
|
1.1K
$285K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
184+ 12.61% |
$35.6K - $43.7K
|
1.64K
$426K
|
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
183+ 15.84% |
$35.5K - $43.4K
|
1.34K
$347K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
182+ 0.52% |
$35.3K - $43.2K
|
35.3K
$9.15M
|
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
180+ 4.69% |
$34.9K - $42.7K
|
4.02K
$1.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
177+ 3.17% |
$34.3K - $42K
|
5.77K
$1.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
176+ 2.15% |
$34.1K - $41.8K
|
8.37K
$2.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
175+ 0.36% |
$33.9K - $41.5K
|
48.7K
$12.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
174+ 0.73% |
$33.7K - $41.3K
|
24K
$6.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
173+ 4.96% |
$33.5K - $41.1K
|
3.66K
$949K
|
|
|
Aug 13, 2025
Q2 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
171+ 11.75% |
$33.1K - $40.6K
|
1.63K
$422K
|
|
|
Jul 17, 2025
Q2 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
168+ 0.86% |
$32.5K - $39.9K
|
19.8K
$5.13M
|