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 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
253+ 0.44% |
$59.1K - $66.2K
|
57.5K
$11.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
252+ 7.37% |
$58.9K - $65.9K
|
3.67K
$760K
|
|
|
Feb 14, 2025
Q4 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
252+ 0.08% |
$58.9K - $65.9K
|
326K
$67.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
252+ 7.48% |
$58.9K - $65.9K
|
3.62K
$749K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
250+ 3.4% |
$58.4K - $65.4K
|
7.6K
$1.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
250+ 0.08% |
$58.4K - $65.4K
|
314K
$65M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
249New |
$58.2K - $65.1K
|
249
$51.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
245+ 3.03% |
$57.3K - $64.1K
|
8.34K
$1.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
240+ 1.23% |
$56.1K - $62.8K
|
19.7K
$4.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
239+ 0.91% |
$55.9K - $62.5K
|
26.5K
$5.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
238+ 0.56% |
$55.6K - $62.3K
|
42.8K
$8.85M
|
|
|
Feb 11, 2025
Q4 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
235+ 10.05% |
$54.9K - $61.5K
|
2.57K
$533K
|
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
234+ 0.65% |
$54.7K - $61.2K
|
36K
$7.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
232+ 3.89% |
$54.2K - $60.7K
|
6.19K
$1.28M
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
231+ 9.63% |
$54K - $60.4K
|
2.63K
$544K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
224+ 1.08% |
$52.4K - $58.6K
|
21K
$4.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
224+ 0.63% |
$52.4K - $58.6K
|
36K
$7.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
219+ 1.98% |
$51.2K - $57.3K
|
11.3K
$2.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
219+ 7.49% |
$51.2K - $57.3K
|
3.14K
$650K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
215+ 0.48% |
$50.3K - $56.2K
|
45.2K
$9.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
215+ 3.76% |
$50.3K - $56.2K
|
5.94K
$1.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
215+ 0.67% |
$50.3K - $56.2K
|
32.3K
$6.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
215New |
$50.3K - $56.2K
|
215
$44.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
214+ 6.34% |
$50K - $56K
|
3.59K
$743K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
212+ 21.2% |
$49.6K - $55.5K
|
1.21K
$251K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
211+ 0.47% |
$49.3K - $55.2K
|
44.9K
$9.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
211New |
$49.3K - $55.2K
|
211
$43.7K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
211+ 16.19% |
$49.3K - $55.2K
|
1.51K
$313K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
210+ 0.85% |
$49.1K - $54.9K
|
25K
$5.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
209+ 1.23% |
$48.9K - $54.7K
|
17.3K
$3.57M
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
209+ 24.68% |
$48.9K - $54.7K
|
1.06K
$219K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
206+ 4.2% |
$48.2K - $53.9K
|
5.11K
$1.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
205+ 1.02% |
$47.9K - $53.6K
|
20.3K
$4.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
205+ 13.44% |
$47.9K - $53.6K
|
1.73K
$358K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
204+ 1.15% |
$47.7K - $53.4K
|
17.9K
$3.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
204+ 15.17% |
$47.7K - $53.4K
|
1.55K
$321K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
203+ 10.61% |
$47.5K - $53.1K
|
2.12K
$438K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
202+ 29.15% |
$47.2K - $52.8K
|
895
$185K
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
202+ 0.15% |
$47.2K - $52.8K
|
131K
$27.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
201+ 3.09% |
$47K - $52.6K
|
6.72K
$1.39M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
200New |
$46.8K - $52.3K
|
200
$41.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
199+ 10.68% |
$46.5K - $52.1K
|
2.06K
$427K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
198+ 2.95% |
$46.3K - $51.8K
|
6.91K
$1.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
198+ 1.27% |
$46.3K - $51.8K
|
15.8K
$3.27M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
198New |
$46.3K - $51.8K
|
198
$41K
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
197+ 8.65% |
$46.1K - $51.5K
|
2.48K
$512K
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
196+ 21.97% |
$45.8K - $51.3K
|
1.09K
$225K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
195+ 5.81% |
$45.6K - $51K
|
3.55K
$735K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
195+ 0.91% |
$45.6K - $51K
|
21.6K
$4.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
191+ 3.63% |
$44.6K - $50K
|
5.46K
$1.13M
|