Purchases and Sales Made in Q3 2025 in Vanguard Small Cap ETF (VB)
This table provides information about the institutional ownership of Vanguard Small Cap ETF (VB) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.99K+ 13.52% |
$472K - $515K
|
16.7K
$4.32M
|
|
Oct 16, 2025
Q3 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
1.88K+ 1.78% |
$448K - $488K
|
108K
$27.9M
|
|
Oct 20, 2025
Q3 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.87K+ 2.7% |
$443K - $483K
|
71K
$18.4M
|
|
Oct 10, 2025
Q3 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
1.8K+ 80.07% |
$427K - $465K
|
4.04K
$1.05M
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.77K+ 4.31% |
$419K - $457K
|
42.8K
$11.1M
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
1.75K+ 11.75% |
$415K - $453K
|
16.6K
$4.31M
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.65K+ 1.32% |
$391K - $427K
|
126K
$32.7M
|
|
Oct 20, 2025
Q3 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
1.64K+ 26.14% |
$389K - $424K
|
7.9K
$2.05M
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.64K+ 22.15% |
$388K - $424K
|
9.02K
$2.34M
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1.6KNew |
$380K - $415K
|
1.6K
$415K
|
|
Oct 14, 2025
Q3 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
1.59K+ 4.03% |
$377K - $411K
|
41K
$10.6M
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.57K+ 94.13% |
$373K - $407K
|
3.24K
$840K
|
|
Oct 09, 2025
Q3 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
1.43K+ 1.85% |
$340K - $371K
|
78.8K
$20.4M
|
|
Oct 20, 2025
Q3 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
1.39K+ 13.78% |
$329K - $359K
|
11.4K
$2.96M
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.34K+ 2.04% |
$318K - $347K
|
66.8K
$17.3M
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.33KNew |
$317K - $345K
|
1.33K
$346K
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
1.25K+ 2.02% |
$298K - $325K
|
63.3K
$16.4M
|
|
Oct 06, 2025
Q3 2025
|
Beacon Financial Strategies Corp
Raleigh, NC |
BUY
|
- |
1.19K+ 2.97% |
$283K - $309K
|
41.2K
$10.7M
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
1.19K+ 24.21% |
$282K - $308K
|
6.1K
$1.58M
|
|
Oct 17, 2025
Q3 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
1.15KNew |
$273K - $298K
|
1.15K
$298K
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.15KNew |
$272K - $297K
|
1.15K
$297K
|
|
Oct 17, 2025
Q3 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
1.14KNew |
$272K - $296K
|
1.14K
$297K
|
|
Oct 07, 2025
Q3 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
1.1K+ 11.11% |
$262K - $286K
|
11K
$2.86M
|
|
Oct 10, 2025
Q3 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
1.06K+ 11.2% |
$251K - $274K
|
10.5K
$2.72M
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.01K+ 3.96% |
$240K - $262K
|
26.5K
$6.88M
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
992+ 3.48% |
$236K - $257K
|
29.5K
$7.65M
|
|
Oct 15, 2025
Q3 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
970New |
$230K - $251K
|
970
$252K
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
956+ 4156.52% |
$227K - $248K
|
979
$254K
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
930+ 48.95% |
$221K - $241K
|
2.83K
$734K
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
BUY
|
- |
885New |
$210K - $229K
|
885
$229K
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
879+ 5.23% |
$209K - $228K
|
17.7K
$4.59M
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
871+ 4.48% |
$207K - $226K
|
20.3K
$5.26M
|
|
Oct 08, 2025
Q3 2025
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
858New |
$204K - $222K
|
858
$222K
|
|
Oct 14, 2025
Q3 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
854+ 2.06% |
$203K - $221K
|
42.2K
$11M
|
|
Oct 10, 2025
Q3 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
834New |
$198K - $216K
|
834
$216K
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
833+ 34.94% |
$198K - $216K
|
3.22K
$834K
|
|
Oct 09, 2025
Q3 2025
|
Central Bank & Trust CO
|
BUY
|
- |
803New |
$191K - $208K
|
803
$208K
|
|
Oct 09, 2025
Q3 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
800New |
$190K - $207K
|
800
$207K
|
|
Oct 14, 2025
Q3 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
800New |
$190K - $207K
|
800
$207K
|
|
Oct 15, 2025
Q3 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
796+ 1.03% |
$189K - $206K
|
77.7K
$20.2M
|
|
Oct 16, 2025
Q3 2025
|
Olio Financial Planning
|
BUY
|
- |
796New |
$189K - $206K
|
796
$206K
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
790+ 31.89% |
$188K - $205K
|
3.27K
$847K
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
776+ 21.01% |
$184K - $201K
|
4.47K
$1.16M
|
|
Oct 15, 2025
Q3 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
768+ 5.08% |
$182K - $199K
|
15.9K
$4.12M
|
|
Oct 21, 2025
Q3 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
738+ 15.94% |
$175K - $191K
|
5.37K
$1.39M
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
737+ 2.71% |
$175K - $191K
|
28K
$7.25M
|
|
Oct 20, 2025
Q3 2025
|
Adirondack Trust CO
|
BUY
|
- |
736+ 60.83% |
$175K - $191K
|
1.95K
$505K
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
694+ 0.57% |
$165K - $180K
|
121K
$31.5M
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
691+ 6.24% |
$164K - $179K
|
11.8K
$3.05M
|
|
Oct 21, 2025
Q3 2025
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
652+ 1.2% |
$155K - $169K
|
55.1K
$14.3M
|