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 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
211New |
$49.3K - $55.2K
|
211
$54.7K
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
211+ 16.19% |
$49.3K - $55.2K
|
1.51K
$393K
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
210+ 0.85% |
$49.1K - $54.9K
|
25K
$6.49M
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
209+ 1.23% |
$48.9K - $54.7K
|
17.3K
$4.48M
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
209+ 24.68% |
$48.9K - $54.7K
|
1.06K
$274K
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
206+ 4.2% |
$48.2K - $53.9K
|
5.11K
$1.33M
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
205+ 1.02% |
$47.9K - $53.6K
|
20.3K
$5.25M
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
205+ 13.44% |
$47.9K - $53.6K
|
1.73K
$449K
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
204+ 1.15% |
$47.7K - $53.4K
|
17.9K
$4.63M
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
204+ 15.17% |
$47.7K - $53.4K
|
1.55K
$402K
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
203+ 10.61% |
$47.5K - $53.1K
|
2.12K
$549K
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
202+ 29.15% |
$47.2K - $52.8K
|
895
$232K
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
202+ 0.15% |
$47.2K - $52.8K
|
131K
$34M
|
|
Aug 21, 2025
Q4 2024
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
202New |
$47.2K - $52.8K
|
202
$52.4K
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
201+ 3.09% |
$47K - $52.6K
|
6.72K
$1.74M
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
200New |
$46.8K - $52.3K
|
200
$51.9K
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
199+ 10.68% |
$46.5K - $52.1K
|
2.06K
$535K
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
198+ 2.95% |
$46.3K - $51.8K
|
6.91K
$1.79M
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
198+ 1.27% |
$46.3K - $51.8K
|
15.8K
$4.1M
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
198New |
$46.3K - $51.8K
|
198
$51.3K
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
197+ 8.65% |
$46.1K - $51.5K
|
2.48K
$642K
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
196+ 21.97% |
$45.8K - $51.3K
|
1.09K
$282K
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
195+ 5.81% |
$45.6K - $51K
|
3.55K
$920K
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
195+ 0.91% |
$45.6K - $51K
|
21.6K
$5.59M
|
|
Jan 14, 2025
Q4 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
191+ 3.63% |
$44.6K - $50K
|
5.46K
$1.41M
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
189New |
$44.2K - $49.4K
|
189
$49K
|
|
Apr 29, 2025
Q4 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
188+ 0.14% |
$43.9K - $49.2K
|
133K
$34.5M
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
187+ 2.99% |
$43.7K - $48.9K
|
6.44K
$1.67M
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
185+ 4.97% |
$43.2K - $48.4K
|
3.91K
$1.01M
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
184+ 11.34% |
$43K - $48.1K
|
1.81K
$469K
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
183+ 2.12% |
$42.8K - $47.9K
|
8.8K
$2.28M
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
180New |
$42.1K - $47.1K
|
180
$46.7K
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
180+ 11.79% |
$42.1K - $47.1K
|
1.71K
$443K
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
179+ 0.4% |
$41.8K - $46.8K
|
44.4K
$11.5M
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
177+ 7.02% |
$41.4K - $46.3K
|
2.7K
$700K
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
175+ 0.7% |
$40.9K - $45.8K
|
25.1K
$6.5M
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
174+ 3.47% |
$40.7K - $45.5K
|
5.19K
$1.35M
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
172+ 1.79% |
$40.2K - $45K
|
9.8K
$2.54M
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
172+ 0.58% |
$40.2K - $45K
|
29.9K
$7.76M
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
171+ 97.16% |
$40K - $44.7K
|
347
$90K
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
BUY
|
- |
170+ 0.1% |
$39.7K - $44.5K
|
164K
$42.4M
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
BUY
|
- |
166+ 5.4% |
$38.8K - $43.4K
|
3.24K
$840K
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
165+ 1.27% |
$38.6K - $43.2K
|
13.2K
$3.42M
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
163+ 5.19% |
$38.1K - $42.6K
|
3.31K
$857K
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
162+ 18.12% |
$37.9K - $42.4K
|
1.06K
$274K
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
161+ 48.49% |
$37.6K - $42.1K
|
493
$128K
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
158New |
$36.9K - $41.3K
|
158
$41K
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
156+ 2.29% |
$36.5K - $40.8K
|
6.95K
$1.8M
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
151New |
$35.3K - $39.5K
|
151
$39.2K
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
150+ 6.87% |
$35.1K - $39.2K
|
2.33K
$605K
|