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 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
1.47KNew |
$284K - $348K
|
1.47K
$380K
|
|
Aug 08, 2025
Q2 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
1.46K+ 7.3% |
$283K - $347K
|
21.5K
$5.57M
|
|
Aug 11, 2025
Q2 2025
|
Addison Capital CO
|
BUY
|
- |
1.46K+ 20.15% |
$282K - $346K
|
8.69K
$2.25M
|
|
Aug 04, 2025
Q2 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
1.45K+ 3.68% |
$281K - $345K
|
41K
$10.6M
|
|
Aug 12, 2025
Q2 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
1.45KNew |
$281K - $345K
|
1.45K
$376K
|
|
Aug 01, 2025
Q2 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1.45K+ 3.28% |
$280K - $343K
|
45.6K
$11.8M
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.45K+ 5.52% |
$280K - $343K
|
27.6K
$7.17M
|
|
Jul 21, 2025
Q2 2025
|
Intrinsic Value Partners, LLC
|
BUY
|
- |
1.44K+ 17.85% |
$280K - $343K
|
9.53K
$2.47M
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.44KNew |
$279K - $342K
|
1.44K
$373K
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.44K+ 10.77% |
$279K - $341K
|
14.8K
$3.84M
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.44K+ 12.99% |
$278K - $341K
|
12.5K
$3.24M
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1.43KNew |
$277K - $339K
|
1.43K
$370K
|
|
Aug 08, 2025
Q2 2025
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
1.43K+ 7.45% |
$276K - $339K
|
20.6K
$5.33M
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.42K+ 21.06% |
$276K - $338K
|
8.18K
$2.12M
|
|
Aug 12, 2025
Q2 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.42K+ 1.63% |
$275K - $337K
|
88.4K
$22.9M
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
1.41KNew |
$273K - $335K
|
1.41K
$366K
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.4K+ 193.24% |
$271K - $333K
|
2.13K
$551K
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.4K+ 6.11% |
$270K - $331K
|
24.3K
$6.29M
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
1.39K+ 26.13% |
$270K - $331K
|
6.73K
$1.74M
|
|
Aug 12, 2025
Q2 2025
|
Harbor Advisory Corp
|
BUY
|
- |
1.38K+ 3.44% |
$267K - $328K
|
41.5K
$10.8M
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.37K+ 3.27% |
$265K - $324K
|
43.2K
$11.2M
|
|
Aug 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
1.35KNew |
$261K - $320K
|
1.35K
$349K
|
|
Aug 12, 2025
Q2 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
1.34KNew |
$260K - $319K
|
1.34K
$348K
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.34K+ 7.53% |
$259K - $318K
|
19.1K
$4.96M
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.34K+ 21.34% |
$259K - $317K
|
7.59K
$1.97M
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.33K+ 17.31% |
$258K - $316K
|
9.01K
$2.34M
|
|
Jul 10, 2025
Q2 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
1.32K+ 2.54% |
$256K - $314K
|
53.4K
$13.8M
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.32KNew |
$256K - $314K
|
1.32K
$343K
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.32K+ 3.4% |
$255K - $312K
|
40.1K
$10.4M
|
|
Jul 29, 2025
Q2 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
1.32KNew |
$255K - $312K
|
1.32K
$341K
|
|
Jul 31, 2025
Q2 2025
|
Bip Alliance, LLC
Atlanta, GA |
BUY
|
- |
1.29KNew |
$250K - $306K
|
1.29K
$334K
|
|
Aug 14, 2025
Q2 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
1.27K+ 22.75% |
$246K - $302K
|
6.86K
$1.78M
|
|
Jul 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
1.27K+ 7.21% |
$246K - $301K
|
18.8K
$4.89M
|
|
Jul 16, 2025
Q2 2025
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
1.26K+ 1.05% |
$243K - $298K
|
121K
$31.4M
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
1.25KNew |
$242K - $296K
|
1.25K
$324K
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1.25K+ 25.3% |
$242K - $296K
|
6.18K
$1.6M
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.24K+ 29.95% |
$241K - $295K
|
5.39K
$1.4M
|
|
Aug 14, 2025
Q2 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
1.24K+ 30.18% |
$241K - $295K
|
5.36K
$1.39M
|
|
Jul 16, 2025
Q2 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
1.24K+ 1.19% |
$240K - $294K
|
106K
$27.5M
|
|
Aug 14, 2025
Q2 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1.24K+ 42.06% |
$240K - $294K
|
4.18K
$1.08M
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
1.23K+ 12.91% |
$239K - $293K
|
10.8K
$2.8M
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
1.23K+ 7.32% |
$238K - $292K
|
18K
$4.67M
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
1.22K+ 41.56% |
$236K - $289K
|
4.15K
$1.08M
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.21K+ 2.84% |
$235K - $287K
|
43.9K
$11.4M
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.21K+ 3.35% |
$234K - $287K
|
37.3K
$9.68M
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.21K+ 48.81% |
$234K - $287K
|
3.69K
$956K
|
|
Jul 29, 2025
Q2 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
1.21K+ 6.71% |
$233K - $286K
|
19.2K
$4.97M
|
|
Aug 14, 2025
Q2 2025
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
1.2K+ 16.53% |
$232K - $285K
|
8.46K
$2.19M
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.2K+ 28.57% |
$232K - $284K
|
5.39K
$1.4M
|
|
Aug 14, 2025
Q2 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.19K+ 5.98% |
$231K - $283K
|
21.2K
$5.49M
|