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 21, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
1.96K+ 19.19% |
$380K - $466K
|
12.2K
$3.16M
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.92K+ 6.01% |
$372K - $456K
|
33.9K
$8.8M
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.89K+ 18.63% |
$367K - $450K
|
12.1K
$3.13M
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.87K+ 2.49% |
$363K - $445K
|
77.3K
$20M
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.86K+ 48.61% |
$360K - $441K
|
5.68K
$1.47M
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.84K+ 37.42% |
$357K - $437K
|
6.77K
$1.75M
|
|
Jul 28, 2025
Q2 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
1.83K+ 4.61% |
$354K - $434K
|
41.4K
$10.7M
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.82K+ 4.81% |
$353K - $432K
|
39.6K
$10.3M
|
|
Aug 05, 2025
Q2 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
1.81K+ 110.09% |
$351K - $430K
|
3.46K
$896K
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.81KNew |
$351K - $430K
|
1.81K
$469K
|
|
Aug 28, 2025
Q2 2025
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
BUY
|
- |
1.81KNew |
$350K - $429K
|
1.81K
$468K
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
1.8K+ 17.47% |
$348K - $427K
|
12.1K
$3.13M
|
|
Jul 22, 2025
Q2 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.79K+ 2.66% |
$347K - $426K
|
69.1K
$17.9M
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.78K+ 14.96% |
$346K - $423K
|
13.7K
$3.55M
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.78K+ 1.77% |
$345K - $423K
|
102K
$26.5M
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.78K+ 3.84% |
$344K - $422K
|
48.1K
$12.5M
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.75K+ 9.46% |
$339K - $416K
|
20.3K
$5.25M
|
|
Jul 15, 2025
Q2 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
1.74K+ 16.84% |
$336K - $412K
|
12K
$3.12M
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
1.73K+ 2.86% |
$334K - $410K
|
62K
$16.1M
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.73K+ 75.87% |
$334K - $410K
|
4K
$1.04M
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
1.72K+ 2.79% |
$333K - $409K
|
63.4K
$16.5M
|
|
Aug 14, 2025
Q2 2025
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
1.71K+ 136.4% |
$330K - $405K
|
2.96K
$766K
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.7KNew |
$330K - $404K
|
1.7K
$441K
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.7K+ 11.75% |
$329K - $403K
|
16.1K
$4.18M
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.7K+ 32.15% |
$329K - $403K
|
6.97K
$1.81M
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.68K+ 6.59% |
$326K - $399K
|
27.2K
$7.06M
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.68K+ 4.49% |
$324K - $398K
|
39K
$10.1M
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.67K+ 5.02% |
$324K - $397K
|
35K
$9.09M
|
|
Jul 22, 2025
Q2 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
1.67K+ 1652.48% |
$323K - $396K
|
1.77K
$459K
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
1.67K+ 9.88% |
$323K - $395K
|
18.5K
$4.8M
|
|
Jul 21, 2025
Q2 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
1.64K+ 3.21% |
$317K - $389K
|
52.6K
$13.6M
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
1.63KNew |
$316K - $387K
|
1.63K
$423K
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.63K+ 20375.0% |
$316K - $387K
|
1.64K
$425K
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
1.63K+ 12.03% |
$315K - $386K
|
15.2K
$3.93M
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.62K+ 6.1% |
$314K - $385K
|
28.2K
$7.31M
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.62K+ 142.64% |
$314K - $384K
|
2.75K
$714K
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.61K+ 3.78% |
$311K - $381K
|
44K
$11.4M
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.6K+ 51.98% |
$310K - $380K
|
4.68K
$1.21M
|
|
Jul 15, 2025
Q2 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
1.59KNew |
$309K - $378K
|
1.59K
$413K
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
1.57KNew |
$304K - $372K
|
1.57K
$407K
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.55K+ 2.75% |
$299K - $367K
|
57.7K
$15M
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
BUY
|
- |
1.53K+ 7.41% |
$297K - $364K
|
22.2K
$5.76M
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.52K+ 153.13% |
$294K - $360K
|
2.51K
$650K
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.52K+ 12.31% |
$294K - $360K
|
13.8K
$3.58M
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.5K+ 3.14% |
$290K - $356K
|
49.2K
$12.8M
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.49K+ 55.58% |
$289K - $354K
|
4.18K
$1.08M
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.49K+ 2.7% |
$288K - $353K
|
56.6K
$14.7M
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
1.48K+ 2.8% |
$287K - $352K
|
54.5K
$14.1M
|
|
Aug 12, 2025
Q2 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
1.48KNew |
$286K - $350K
|
1.48K
$382K
|
|
Aug 07, 2025
Q2 2025
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
1.47K+ 8.27% |
$284K - $348K
|
19.2K
$4.98M
|