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 |
---|---|---|---|---|---|---|---|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
953+ 7.87% |
$223K - $249K
|
13.1K
$2.89M
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
953New |
$223K - $249K
|
953
$211K
|
|
Jan 24, 2025
Q4 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
951New |
$222K - $249K
|
951
$211K
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
BUY
|
- |
950+ 14.39% |
$222K - $249K
|
7.55K
$1.67M
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
947+ 2.0% |
$221K - $248K
|
48.2K
$10.7M
|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
945New |
$221K - $247K
|
945
$209K
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
943+ 8.59% |
$220K - $247K
|
11.9K
$2.64M
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
938+ 17.44% |
$219K - $245K
|
6.32K
$1.4M
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
930New |
$217K - $243K
|
930
$206K
|
|
Feb 03, 2025
Q4 2024
|
Capital City Trust CO
|
BUY
|
- |
929+ 24.47% |
$217K - $243K
|
4.73K
$1.05M
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
928+ 11.39% |
$217K - $243K
|
9.08K
$2.01M
|
|
Feb 11, 2025
Q4 2024
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
927New |
$217K - $242K
|
927
$205K
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
927New |
$217K - $242K
|
927
$205K
|
|
Feb 14, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
926+ 11.65% |
$216K - $242K
|
8.88K
$1.97M
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
925+ 13.26% |
$216K - $242K
|
7.9K
$1.75M
|
|
Jan 30, 2025
Q4 2024
|
Anson Capital, Inc.
|
BUY
|
- |
923New |
$216K - $241K
|
923
$205K
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
922New |
$216K - $241K
|
922
$204K
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
920+ 11.47% |
$215K - $241K
|
8.94K
$1.98M
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
905New |
$212K - $237K
|
905
$201K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
902+ 7.15% |
$211K - $236K
|
13.5K
$3M
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
902+ 13.93% |
$211K - $236K
|
7.38K
$1.64M
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
900New |
$210K - $235K
|
900
$199K
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
898New |
$210K - $235K
|
898
$199K
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
895+ 5.22% |
$209K - $234K
|
18.1K
$4M
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
893+ 3.31% |
$209K - $234K
|
27.9K
$6.18M
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
892New |
$209K - $233K
|
892
$198K
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
888New |
$208K - $232K
|
888
$197K
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
885New |
$207K - $231K
|
885
$196K
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
885+ 69.14% |
$207K - $231K
|
2.17K
$480K
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
883New |
$206K - $231K
|
883
$196K
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
877+ 8.86% |
$205K - $229K
|
10.8K
$2.39M
|
|
Feb 14, 2025
Q4 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
875+ 24.93% |
$205K - $229K
|
4.39K
$972K
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
873+ 9.09% |
$204K - $228K
|
10.5K
$2.32M
|
|
Feb 05, 2025
Q4 2024
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
861New |
$201K - $225K
|
861
$191K
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
860+ 2.96% |
$201K - $225K
|
29.9K
$6.63M
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
859New |
$201K - $225K
|
859
$190K
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
857+ 4.17% |
$200K - $224K
|
21.4K
$4.74M
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
854New |
$200K - $223K
|
854
$189K
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
845+ 86.31% |
$198K - $221K
|
1.82K
$404K
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
843New |
$197K - $221K
|
843
$187K
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
843New |
$197K - $221K
|
843
$187K
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
840+ 1.81% |
$196K - $220K
|
47.4K
$10.5M
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
840New |
$196K - $220K
|
840
$186K
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
840+ 30.6% |
$196K - $220K
|
3.59K
$795K
|
|
Jan 23, 2025
Q4 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
838New |
$196K - $219K
|
838
$186K
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
837New |
$196K - $219K
|
837
$186K
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
837New |
$196K - $219K
|
837
$186K
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
835New |
$195K - $218K
|
835
$185K
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
835New |
$195K - $218K
|
835
$185K
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
833New |
$195K - $218K
|
833
$185K
|