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 28, 2025
Q4 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
3+ 0.05% |
$701 - $785
|
6.04K
$1.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
3+ 0.07% |
$701 - $785
|
4.09K
$1.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
3+ 0.16% |
$701 - $785
|
1.94K
$480K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
3+ 0.04% |
$701 - $785
|
8.19K
$2.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
3+ 0.1% |
$701 - $785
|
2.94K
$728K
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
3+ 0.34% |
$701 - $785
|
887
$220K
|
|
|
Feb 07, 2025
Q4 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
3+ 0.08% |
$701 - $785
|
3.6K
$893K
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
2+ 0.19% |
$468 - $523
|
1.05K
$259K
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
2+ 0.11% |
$468 - $523
|
1.82K
$451K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2+ 0.54% |
$468 - $523
|
370
$91.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
2+ 0.1% |
$468 - $523
|
1.95K
$482K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2+ 0.05% |
$468 - $523
|
4.28K
$1.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
2+ 8.7% |
$468 - $523
|
25
$6.19K
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
2+ 2.06% |
$468 - $523
|
99
$24.5K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
2+ 0.84% |
$468 - $523
|
240
$59.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
2+ 0.06% |
$468 - $523
|
3.53K
$873K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 0.08% |
$468 - $523
|
2.43K
$602K
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
2+ 0.07% |
$468 - $523
|
3K
$744K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
2+ 1.04% |
$468 - $523
|
195
$48.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
2+ 0.03% |
$468 - $523
|
5.76K
$1.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
1+ 0.05% |
$234 - $262
|
2.12K
$524K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$234 - $262
|
5.43K
$1.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
1+ 2.56% |
$234 - $262
|
40
$9.91K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1+ 0.09% |
$234 - $262
|
1.17K
$289K
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
1+ 0.09% |
$234 - $262
|
1.11K
$274K
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
1+ 0.09% |
$234 - $262
|
1.17K
$290K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1+ 0.05% |
$234 - $262
|
2.14K
$529K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1+ 0.04% |
$234 - $262
|
2.31K
$571K
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
BUY
|
- |
1+ 50.0% |
$234 - $262
|
3
$743
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
BUY
|
- |
1+ 0.07% |
$234 - $262
|
1.46K
$361K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
1+ 0.01% |
$234 - $262
|
7.4K
$1.83M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$234 - $262
|
11K
$2.72M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1+ 0.11% |
$234 - $262
|
891
$221K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.7% |
$234 - $262
|
143
$35.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Zeit Capital LLC
|
BUY
|
- |
1+ 3.33% |
$234 - $262
|
31
$7.68K
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1+ 0.02% |
$234 - $262
|
4.95K
$1.23M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-1- 0.01% |
$234 - $262
|
7.52K
$1.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-2- 0.04% |
$468 - $523
|
5.36K
$1.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-2- 0.03% |
$468 - $523
|
7.82K
$1.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-2- 0.07% |
$468 - $523
|
2.74K
$679K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-3- 0.17% |
$701 - $785
|
1.79K
$443K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-3- 0.03% |
$701 - $785
|
9.94K
$2.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-3- 0.33% |
$701 - $785
|
901
$223K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-4- 0.37% |
$935 - $1.05K
|
1.07K
$265K
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-4- 0.16% |
$935 - $1.05K
|
2.52K
$624K
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-4- 3.81% |
$935 - $1.05K
|
101
$25K
|
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
SELL
|
- |
-5- 0.17% |
$1.17K - $1.31K
|
3.01K
$745K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-6- 1.92% |
$1.4K - $1.57K
|
307
$76K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-7- 0.77% |
$1.64K - $1.83K
|
907
$225K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-7- 0.29% |
$1.64K - $1.83K
|
2.44K
$603K
|