Purchases and Sales Made in Q4 2024 in Vanguard Small Cap ETF (VB)
This table provides information about the institutional ownership of Vanguard Small Cap ETF (VB) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
232+ 3.89% |
$54.2K - $60.7K
|
6.19K
$1.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
224+ 1.08% |
$52.4K - $58.6K
|
21K
$5.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
219+ 1.98% |
$51.2K - $57.3K
|
11.3K
$2.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
215+ 0.48% |
$50.3K - $56.2K
|
45.2K
$11.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
215+ 3.76% |
$50.3K - $56.2K
|
5.94K
$1.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
215+ 0.67% |
$50.3K - $56.2K
|
32.3K
$7.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
215New |
$50.3K - $56.2K
|
215
$53.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
214+ 6.34% |
$50K - $56K
|
3.59K
$889K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
211+ 0.47% |
$49.3K - $55.2K
|
44.9K
$11.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
210+ 0.85% |
$49.1K - $54.9K
|
25K
$6.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
209+ 1.23% |
$48.9K - $54.7K
|
17.3K
$4.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
206+ 4.2% |
$48.2K - $53.9K
|
5.11K
$1.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
205+ 1.02% |
$47.9K - $53.6K
|
20.3K
$5.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
205+ 13.44% |
$47.9K - $53.6K
|
1.73K
$429K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
204+ 1.15% |
$47.7K - $53.4K
|
17.9K
$4.43M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
203+ 10.61% |
$47.5K - $53.1K
|
2.12K
$524K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
202+ 29.15% |
$47.2K - $52.8K
|
895
$222K
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
202+ 0.15% |
$47.2K - $52.8K
|
131K
$32.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
201+ 3.09% |
$47K - $52.6K
|
6.72K
$1.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
200New |
$46.8K - $52.3K
|
200
$49.5K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
198+ 2.95% |
$46.3K - $51.8K
|
6.91K
$1.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
198+ 1.27% |
$46.3K - $51.8K
|
15.8K
$3.92M
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
197+ 8.65% |
$46.1K - $51.5K
|
2.48K
$613K
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
196+ 21.97% |
$45.8K - $51.3K
|
1.09K
$270K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
195+ 5.81% |
$45.6K - $51K
|
3.55K
$879K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
195+ 0.91% |
$45.6K - $51K
|
21.6K
$5.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
191+ 3.63% |
$44.6K - $50K
|
5.46K
$1.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
189New |
$44.2K - $49.4K
|
189
$46.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
187+ 2.99% |
$43.7K - $48.9K
|
6.44K
$1.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
185+ 4.97% |
$43.2K - $48.4K
|
3.91K
$967K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
184+ 11.34% |
$43K - $48.1K
|
1.81K
$448K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
180New |
$42.1K - $47.1K
|
180
$44.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
180+ 11.79% |
$42.1K - $47.1K
|
1.71K
$423K
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
179+ 0.4% |
$41.8K - $46.8K
|
44.4K
$11M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
177+ 7.02% |
$41.4K - $46.3K
|
2.7K
$669K
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
175+ 0.7% |
$40.9K - $45.8K
|
25.1K
$6.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
172+ 1.79% |
$40.2K - $45K
|
9.8K
$2.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
172+ 0.58% |
$40.2K - $45K
|
29.9K
$7.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
171+ 97.16% |
$40K - $44.7K
|
347
$86K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
BUY
|
- |
170+ 0.1% |
$39.7K - $44.5K
|
164K
$40.5M
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
BUY
|
- |
166+ 5.4% |
$38.8K - $43.4K
|
3.24K
$802K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
165+ 1.27% |
$38.6K - $43.2K
|
13.2K
$3.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
162+ 18.12% |
$37.9K - $42.4K
|
1.06K
$262K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
161+ 48.49% |
$37.6K - $42.1K
|
493
$122K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
156+ 2.29% |
$36.5K - $40.8K
|
6.95K
$1.72M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
150+ 6.87% |
$35.1K - $39.2K
|
2.33K
$578K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
149+ 1.41% |
$34.8K - $39K
|
10.7K
$2.66M
|
|
|
Jan 08, 2025
Q4 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
148+ 13.68% |
$34.6K - $38.7K
|
1.23K
$305K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
147+ 0.38% |
$34.4K - $38.5K
|
38.6K
$9.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
143+ 1.17% |
$33.4K - $37.4K
|
12.3K
$3.05M
|