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 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
6+ 0.18% |
$1.43K - $1.56K
|
3.42K
$886K
|
|
|
Oct 20, 2025
Q3 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
5+ 0.44% |
$1.19K - $1.3K
|
1.14K
$296K
|
|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
4+ 0.04% |
$950 - $1.04K
|
10.5K
$2.71M
|
|
|
Oct 17, 2025
Q3 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
4+ 0.2% |
$950 - $1.04K
|
1.96K
$508K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
4+ 0.28% |
$950 - $1.04K
|
1.43K
$371K
|
|
|
Oct 15, 2025
Q3 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
3+ 0.33% |
$713 - $778
|
902
$234K
|
|
|
Oct 10, 2025
Q3 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
3+ 0.29% |
$713 - $778
|
1.03K
$266K
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
3+ 0.3% |
$713 - $778
|
1K
$260K
|
|
|
Oct 21, 2025
Q3 2025
|
Bell Bank
|
BUY
|
- |
2+ 0.1% |
$475 - $518
|
2K
$519K
|
|
|
Oct 09, 2025
Q3 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
2+ 0.12% |
$475 - $518
|
1.69K
$438K
|
|
|
Oct 16, 2025
Q3 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
1+ 0.17% |
$238 - $259
|
576
$149K
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1+ 0.22% |
$238 - $259
|
465
$121K
|
|
|
Oct 10, 2025
Q3 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1+ 0.04% |
$238 - $259
|
2.31K
$598K
|
|
|
Oct 14, 2025
Q3 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
1+ 0.26% |
$238 - $259
|
385
$99.8K
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$238 - $259
|
5.65K
$1.47M
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1+ 0.07% |
$238 - $259
|
1.4K
$363K
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-2- 0.19% |
$475 - $518
|
1.03K
$266K
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
SELL
|
- |
-3- 0.88% |
$713 - $778
|
336
$87.1K
|
|
|
Oct 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-3- 0.03% |
$713 - $778
|
11.6K
$3M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-4- 0.49% |
$950 - $1.04K
|
810
$210K
|
|
|
Oct 08, 2025
Q3 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-8- 0.3% |
$1.9K - $2.07K
|
2.66K
$688K
|
|
|
Oct 15, 2025
Q3 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-9- 0.16% |
$2.14K - $2.33K
|
5.76K
$1.49M
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-9- 0.55% |
$2.14K - $2.33K
|
1.64K
$424K
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-10- 0.22% |
$2.38K - $2.59K
|
4.59K
$1.19M
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-11- 0.1% |
$2.61K - $2.85K
|
10.7K
$2.77M
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
SELL
|
- |
-14- 0.19% |
$3.33K - $3.63K
|
7.39K
$1.92M
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-14- 0.24% |
$3.33K - $3.63K
|
5.88K
$1.52M
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-15- 0.35% |
$3.56K - $3.89K
|
4.22K
$1.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-17- 0.31% |
$4.04K - $4.41K
|
5.44K
$1.41M
|
|
|
Oct 20, 2025
Q3 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-17- 0.91% |
$4.04K - $4.41K
|
1.84K
$478K
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-18- 1.31% |
$4.28K - $4.67K
|
1.36K
$352K
|
|
|
Oct 17, 2025
Q3 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-18- 0.14% |
$4.28K - $4.67K
|
12.9K
$3.35M
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-19- 1.23% |
$4.51K - $4.92K
|
1.53K
$397K
|
|
|
Oct 15, 2025
Q3 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-20- 0.32% |
$4.75K - $5.18K
|
6.3K
$1.63M
|
|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-21- 1.1% |
$4.99K - $5.44K
|
1.88K
$488K
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
SELL
|
- |
-23- 1.42% |
$5.46K - $5.96K
|
1.59K
$413K
|
|
|
Oct 08, 2025
Q3 2025
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-23- 2.34% |
$5.46K - $5.96K
|
959
$249K
|
|
|
Oct 10, 2025
Q3 2025
|
Newton One Investments LLC
|
SELL
|
- |
-25- 0.12% |
$5.94K - $6.48K
|
20.7K
$5.36M
|
|
|
Oct 14, 2025
Q3 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-25- 40.98% |
$5.94K - $6.48K
|
36
$9.33K
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-25- 1.55% |
$5.94K - $6.48K
|
1.59K
$413K
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-25- 0.3% |
$5.94K - $6.48K
|
8.22K
$2.13M
|
|
|
Oct 21, 2025
Q3 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-26- 0.05% |
$6.18K - $6.74K
|
55.1K
$14.3M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-27- 0.57% |
$6.41K - $7K
|
4.74K
$1.23M
|
|
|
Oct 14, 2025
Q3 2025
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-27- 0.64% |
$6.41K - $7K
|
4.17K
$1.08M
|
|
|
Oct 08, 2025
Q3 2025
|
Flower City Capital
|
SELL
|
- |
-28- 2.08% |
$6.65K - $7.26K
|
1.32K
$342K
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-31- 2.11% |
$7.36K - $8.03K
|
1.44K
$373K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-36- 0.43% |
$8.55K - $9.33K
|
8.39K
$2.17M
|
|
|
Oct 14, 2025
Q3 2025
|
Tabr Capital Management, LLC
Orange, CA |
SELL
|
- |
-37- 0.89% |
$8.79K - $9.59K
|
4.11K
$1.07M
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-38- 0.48% |
$9.03K - $9.85K
|
7.91K
$2.05M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-38- 2.73% |
$9.03K - $9.85K
|
1.35K
$351K
|