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 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
35+ 0.31% |
$6.78K - $8.31K
|
11.2K
$2.89M
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
BUY
|
- |
35+ 0.98% |
$6.78K - $8.31K
|
3.59K
$931K
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
35+ 12.46% |
$6.78K - $8.31K
|
316
$81.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
35+ 0.21% |
$6.78K - $8.31K
|
16.4K
$4.25M
|
|
|
Aug 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
35+ 0.11% |
$6.78K - $8.31K
|
32.3K
$8.37M
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
35+ 0.88% |
$6.78K - $8.31K
|
4.01K
$1.04M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
33+ 0.92% |
$6.39K - $7.83K
|
3.64K
$943K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
33+ 44.0% |
$6.39K - $7.83K
|
108
$28K
|
|
|
Oct 02, 2025
Q2 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
33+ 7.66% |
$6.39K - $7.83K
|
464
$120K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
32New |
$6.2K - $7.6K
|
32
$8.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
32New |
$6.2K - $7.6K
|
32
$8.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
31+ 2.53% |
$6.01K - $7.36K
|
1.25K
$325K
|
|
|
Aug 14, 2025
Q2 2025
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
30+ 0.93% |
$5.81K - $7.12K
|
3.27K
$849K
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
29+ 15.34% |
$5.62K - $6.88K
|
218
$56.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
29+ 0.37% |
$5.62K - $6.88K
|
7.93K
$2.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
28+ 0.25% |
$5.42K - $6.65K
|
11.4K
$2.96M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
28+ 1.22% |
$5.42K - $6.65K
|
2.32K
$602K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
28+ 0.77% |
$5.42K - $6.65K
|
3.66K
$949K
|
|
|
Aug 05, 2025
Q2 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
26+ 2.4% |
$5.04K - $6.17K
|
1.11K
$288K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
26+ 162.5% |
$5.04K - $6.17K
|
42
$10.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
26+ 162.5% |
$5.04K - $6.17K
|
42
$10.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
25+ 0.66% |
$4.84K - $5.93K
|
3.84K
$995K
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
25+ 1.42% |
$4.84K - $5.93K
|
1.79K
$463K
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
24+ 0.37% |
$4.65K - $5.7K
|
6.53K
$1.69M
|
|
|
Jul 17, 2025
Q2 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
24+ 1.48% |
$4.65K - $5.7K
|
1.64K
$426K
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
24+ 1.15% |
$4.65K - $5.7K
|
2.1K
$546K
|
|
|
Aug 14, 2025
Q2 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
24+ 19.05% |
$4.65K - $5.7K
|
150
$38.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
23+ 1.42% |
$4.46K - $5.46K
|
1.64K
$425K
|
|
|
Jul 31, 2025
Q2 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
22New |
$4.26K - $5.22K
|
22
$5.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
21+ 0.23% |
$4.07K - $4.98K
|
9.03K
$2.34M
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
21+ 0.14% |
$4.07K - $4.98K
|
14.9K
$3.86M
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
21+ 1.41% |
$4.07K - $4.98K
|
1.51K
$391K
|
|
|
Jul 21, 2025
Q2 2025
|
J2 Capital Management Inc
|
BUY
|
- |
20+ 0.63% |
$3.87K - $4.75K
|
3.22K
$834K
|
|
|
Jul 24, 2025
Q2 2025
|
Shayne & Co., LLC
|
BUY
|
- |
20+ 0.6% |
$3.87K - $4.75K
|
3.34K
$866K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
20+ 0.19% |
$3.87K - $4.75K
|
10.7K
$2.77M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
20+ 0.65% |
$3.87K - $4.75K
|
3.09K
$801K
|
|
|
Aug 11, 2025
Q2 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
20+ 0.05% |
$3.87K - $4.75K
|
38.9K
$10.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
19+ 0.27% |
$3.68K - $4.51K
|
6.99K
$1.81M
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
18+ 0.31% |
$3.49K - $4.27K
|
5.77K
$1.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
17+ 3.73% |
$3.29K - $4.04K
|
473
$123K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
16+ 0.68% |
$3.1K - $3.8K
|
2.36K
$611K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
16+ 0.32% |
$3.1K - $3.8K
|
5.05K
$1.31M
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
15+ 0.07% |
$2.91K - $3.56K
|
20.3K
$5.26M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
15+ 0.83% |
$2.91K - $3.56K
|
1.83K
$473K
|
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
15+ 0.3% |
$2.91K - $3.56K
|
5K
$1.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
15+ 2.78% |
$2.91K - $3.56K
|
554
$144K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
15+ 0.35% |
$2.91K - $3.56K
|
4.35K
$1.13M
|
|
|
Aug 06, 2025
Q2 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
15+ 0.3% |
$2.91K - $3.56K
|
4.99K
$1.29M
|
|
|
Jul 30, 2025
Q2 2025
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
14+ 0.14% |
$2.71K - $3.32K
|
10.3K
$2.66M
|
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
14+ 0.49% |
$2.71K - $3.32K
|
2.86K
$741K
|