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 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
185+ 4.97% |
$43.2K - $48.4K
|
3.91K
$954K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
184+ 11.34% |
$43K - $48.1K
|
1.81K
$442K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
180New |
$42.1K - $47.1K
|
180
$44K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
180+ 11.79% |
$42.1K - $47.1K
|
1.71K
$417K
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
179+ 0.4% |
$41.8K - $46.8K
|
44.4K
$10.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
177+ 7.02% |
$41.4K - $46.3K
|
2.7K
$660K
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
175+ 0.7% |
$40.9K - $45.8K
|
25.1K
$6.12M
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
174+ 3.47% |
$40.7K - $45.5K
|
5.19K
$1.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
172+ 1.79% |
$40.2K - $45K
|
9.8K
$2.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
172+ 0.58% |
$40.2K - $45K
|
29.9K
$7.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
171+ 97.16% |
$40K - $44.7K
|
347
$84.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
BUY
|
- |
170+ 0.1% |
$39.7K - $44.5K
|
164K
$40M
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
BUY
|
- |
166+ 5.4% |
$38.8K - $43.4K
|
3.24K
$791K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
165+ 1.27% |
$38.6K - $43.2K
|
13.2K
$3.22M
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
163+ 5.19% |
$38.1K - $42.6K
|
3.31K
$808K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
162+ 18.12% |
$37.9K - $42.4K
|
1.06K
$258K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
161+ 48.49% |
$37.6K - $42.1K
|
493
$120K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
156+ 2.29% |
$36.5K - $40.8K
|
6.95K
$1.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
150+ 6.87% |
$35.1K - $39.2K
|
2.33K
$570K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
149+ 1.41% |
$34.8K - $39K
|
10.7K
$2.62M
|
|
|
Jan 08, 2025
Q4 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
148+ 13.68% |
$34.6K - $38.7K
|
1.23K
$301K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
147+ 0.38% |
$34.4K - $38.5K
|
38.6K
$9.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
143+ 1.17% |
$33.4K - $37.4K
|
12.3K
$3.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
140+ 53.85% |
$32.7K - $36.6K
|
400
$97.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
140+ 12.11% |
$32.7K - $36.6K
|
1.3K
$317K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
139+ 4.38% |
$32.5K - $36.4K
|
3.31K
$809K
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
BUY
|
- |
139+ 6.99% |
$32.5K - $36.4K
|
2.13K
$520K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
137+ 1.22% |
$32K - $35.8K
|
11.4K
$2.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
137+ 2.58% |
$32K - $35.8K
|
5.44K
$1.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
135+ 1.35% |
$31.6K - $35.3K
|
10.1K
$2.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
135New |
$31.6K - $35.3K
|
135
$33K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
133+ 1.1% |
$31.1K - $34.8K
|
12.2K
$2.99M
|
|
|
Jan 23, 2025
Q4 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
133+ 0.22% |
$31.1K - $34.8K
|
61K
$14.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
133+ 4.22% |
$31.1K - $34.8K
|
3.28K
$802K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
132New |
$30.9K - $34.5K
|
132
$32.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
131+ 2.59% |
$30.6K - $34.3K
|
5.19K
$1.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
131+ 9.75% |
$30.6K - $34.3K
|
1.47K
$360K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
130+ 5.13% |
$30.4K - $34K
|
2.67K
$651K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
130+ 0.62% |
$30.4K - $34K
|
21.1K
$5.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
129+ 2.61% |
$30.2K - $33.7K
|
5.08K
$1.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
128+ 0.67% |
$29.9K - $33.5K
|
19.2K
$4.69M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
128+ 1.65% |
$29.9K - $33.5K
|
7.89K
$1.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
127+ 9.98% |
$29.7K - $33.2K
|
1.4K
$342K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
124New |
$29K - $32.4K
|
124
$30.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
123+ 9.44% |
$28.8K - $32.2K
|
1.43K
$348K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
122+ 9.67% |
$28.5K - $31.9K
|
1.38K
$338K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
120+ 7.35% |
$28.1K - $31.4K
|
1.75K
$428K
|
|
|
Feb 04, 2025
Q4 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
120+ 9.98% |
$28.1K - $31.4K
|
1.32K
$323K
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
118+ 10.87% |
$27.6K - $30.9K
|
1.2K
$294K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
118+ 0.25% |
$27.6K - $30.9K
|
47.6K
$11.6M
|