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 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
831+ 33.17% |
$194K - $217K
|
3.34K
$739K
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
830+ 2.61% |
$194K - $217K
|
32.6K
$7.23M
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
827+ 27.38% |
$193K - $216K
|
3.85K
$853K
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
824New |
$193K - $216K
|
824
$183K
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
818+ 4.56% |
$191K - $214K
|
18.8K
$4.16M
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
815+ 4.38% |
$191K - $213K
|
19.4K
$4.3M
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
807+ 2.49% |
$189K - $211K
|
33.2K
$7.35M
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
806+ 19.47% |
$188K - $211K
|
4.95K
$1.1M
|
|
Feb 07, 2025
Q4 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
802+ 5.29% |
$187K - $210K
|
16K
$3.54M
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
799+ 7.66% |
$187K - $209K
|
11.2K
$2.49M
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
791+ 0.21% |
$185K - $207K
|
376K
$83.4M
|
|
Jan 24, 2025
Q4 2024
|
Lynch Asset Management, Inc.
|
BUY
|
- |
785+ 4.82% |
$184K - $205K
|
17.1K
$3.79M
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
780+ 4.27% |
$182K - $204K
|
19K
$4.22M
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
775+ 18.9% |
$181K - $203K
|
4.88K
$1.08M
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
773+ 3.73% |
$181K - $202K
|
21.5K
$4.76M
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
773+ 4.1% |
$181K - $202K
|
19.6K
$4.35M
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
770+ 4.15% |
$180K - $201K
|
19.3K
$4.29M
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
769+ 25633.33% |
$180K - $201K
|
772
$171K
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
768+ 1.68% |
$180K - $201K
|
46.5K
$10.3M
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
754+ 2.17% |
$176K - $197K
|
35.5K
$7.88M
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
750+ 2.49% |
$175K - $196K
|
30.9K
$6.85M
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
749+ 10.37% |
$175K - $196K
|
7.97K
$1.77M
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
738+ 2.25% |
$173K - $193K
|
33.6K
$7.44M
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
735+ 10.23% |
$172K - $192K
|
7.92K
$1.76M
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
730+ 26.52% |
$171K - $191K
|
3.48K
$772K
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
728+ 3.42% |
$170K - $190K
|
22K
$4.88M
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
722+ 7.16% |
$169K - $189K
|
10.8K
$2.39M
|
|
Feb 11, 2025
Q4 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
717+ 10.65% |
$168K - $188K
|
7.45K
$1.65M
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
708+ 2.02% |
$166K - $185K
|
35.7K
$7.91M
|
|
Feb 13, 2025
Q4 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
706+ 0.71% |
$165K - $185K
|
99.5K
$22M
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
705+ 6.03% |
$165K - $184K
|
12.4K
$2.75M
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
704+ 2.82% |
$165K - $184K
|
25.7K
$5.69M
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
703New |
$164K - $184K
|
703
$156K
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
700+ 7.54% |
$164K - $183K
|
9.98K
$2.21M
|
|
Feb 13, 2025
Q4 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
696+ 2.53% |
$163K - $182K
|
28.2K
$6.25M
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
690+ 7.12% |
$161K - $180K
|
10.4K
$2.3M
|
|
Feb 14, 2025
Q4 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
684+ 4023.53% |
$160K - $179K
|
701
$155K
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
671+ 1.58% |
$157K - $176K
|
43.1K
$9.56M
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
BUY
|
- |
666+ 46.77% |
$156K - $174K
|
2.09K
$463K
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
665+ 58.64% |
$155K - $174K
|
1.8K
$399K
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
660+ 1.31% |
$154K - $173K
|
50.9K
$11.3M
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
648+ 0.91% |
$151K - $170K
|
72.2K
$16M
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
646+ 23.86% |
$151K - $169K
|
3.35K
$743K
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
644+ 42.51% |
$151K - $168K
|
2.16K
$478K
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
643+ 4.16% |
$150K - $168K
|
16.1K
$3.57M
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
642+ 14.27% |
$150K - $168K
|
5.14K
$1.14M
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
639+ 14.43% |
$149K - $167K
|
5.07K
$1.12M
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
631+ 8.16% |
$148K - $165K
|
8.36K
$1.85M
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
630+ 150.72% |
$147K - $165K
|
1.05K
$232K
|
|
Feb 14, 2025
Q4 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
620+ 0.64% |
$145K - $162K
|
96.9K
$21.5M
|