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 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
85+ 5.81% |
$19.9K - $22.2K
|
1.55K
$383K
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
84+ 0.27% |
$19.6K - $22K
|
31.4K
$7.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
84+ 0.62% |
$19.6K - $22K
|
13.6K
$3.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
83+ 1.19% |
$19.4K - $21.7K
|
7.07K
$1.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
82+ 0.6% |
$19.2K - $21.4K
|
13.7K
$3.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
82+ 1.3% |
$19.2K - $21.4K
|
6.4K
$1.58M
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
81+ 0.59% |
$18.9K - $21.2K
|
13.7K
$3.4M
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
80+ 0.41% |
$18.7K - $20.9K
|
19.4K
$4.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
80+ 0.91% |
$18.7K - $20.9K
|
8.84K
$2.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
79+ 4.21% |
$18.5K - $20.7K
|
1.95K
$484K
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
78+ 0.58% |
$18.2K - $20.4K
|
13.5K
$3.34M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
72+ 83.72% |
$16.8K - $18.8K
|
158
$39.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
71+ 15.2% |
$16.6K - $18.6K
|
538
$133K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
70+ 3.36% |
$16.4K - $18.3K
|
2.16K
$534K
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
67New |
$15.7K - $17.5K
|
67
$16.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
66+ 0.68% |
$15.4K - $17.3K
|
9.75K
$2.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
65+ 0.74% |
$15.2K - $17K
|
8.84K
$2.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
65+ 7.83% |
$15.2K - $17K
|
895
$222K
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
65+ 5.89% |
$15.2K - $17K
|
1.17K
$289K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
65+ 2.87% |
$15.2K - $17K
|
2.33K
$578K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
64+ 11.33% |
$15K - $16.7K
|
629
$156K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
64+ 1.88% |
$15K - $16.7K
|
3.47K
$859K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
64+ 1.11% |
$15K - $16.7K
|
5.81K
$1.44M
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
64+ 0.67% |
$15K - $16.7K
|
9.68K
$2.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
63+ 6.06% |
$14.7K - $16.5K
|
1.1K
$273K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
61+ 0.31% |
$14.3K - $16K
|
20K
$4.97M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
61New |
$14.3K - $16K
|
61
$15.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
60+ 1.81% |
$14K - $15.7K
|
3.37K
$836K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
60+ 0.48% |
$14K - $15.7K
|
12.4K
$3.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
60+ 5.2% |
$14K - $15.7K
|
1.21K
$301K
|
|
|
Jan 03, 2025
Q4 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
59+ 0.44% |
$13.8K - $15.4K
|
13.6K
$3.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
58+ 0.42% |
$13.6K - $15.2K
|
14K
$3.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
57+ 3.14% |
$13.3K - $14.9K
|
1.87K
$463K
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
56+ 4.4% |
$13.1K - $14.6K
|
1.33K
$329K
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
54+ 0.28% |
$12.6K - $14.1K
|
19.4K
$4.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
52+ 0.31% |
$12.2K - $13.6K
|
16.8K
$4.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
52+ 0.13% |
$12.2K - $13.6K
|
39.1K
$9.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
50+ 0.25% |
$11.7K - $13.1K
|
20.4K
$5.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
49+ 0.21% |
$11.5K - $12.8K
|
22.9K
$5.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
49+ 3.71% |
$11.5K - $12.8K
|
1.37K
$339K
|
|
|
Jan 29, 2025
Q4 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
47+ 0.34% |
$11K - $12.3K
|
13.8K
$3.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
47+ 3.41% |
$11K - $12.3K
|
1.42K
$353K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
46+ 70.77% |
$10.8K - $12K
|
111
$27.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
46+ 0.39% |
$10.8K - $12K
|
11.8K
$2.92M
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
45+ 2.58% |
$10.5K - $11.8K
|
1.79K
$444K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
45New |
$10.5K - $11.8K
|
45
$11.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
45+ 4.08% |
$10.5K - $11.8K
|
1.15K
$285K
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
45+ 3.8% |
$10.5K - $11.8K
|
1.23K
$305K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
44+ 0.34% |
$10.3K - $11.5K
|
12.9K
$3.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
41+ 0.53% |
$9.58K - $10.7K
|
7.84K
$1.94M
|