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
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
15.1K+ 106.81% |
$3.52M - $3.94M
|
29.2K
$7.22M
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
BUY
|
- |
14.6K+ 16.54% |
$3.41M - $3.81M
|
103K
$25.4M
|
|
Jan 21, 2025
Q4 2024
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
14.1KNew |
$3.3M - $3.69M
|
14.1K
$3.49M
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
13.5K+ 30.2% |
$3.16M - $3.53M
|
58.2K
$14.4M
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
13K+ 21.23% |
$3.04M - $3.4M
|
74.2K
$18.4M
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
12.6KNew |
$2.95M - $3.3M
|
12.6K
$3.13M
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
12.6KNew |
$2.93M - $3.28M
|
12.6K
$3.11M
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
12.4KNew |
$2.89M - $3.23M
|
12.4K
$3.06M
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
11.8KNew |
$2.76M - $3.09M
|
11.8K
$2.92M
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
11.5K+ 13.31% |
$2.69M - $3.01M
|
98K
$24.3M
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
11.4K+ 24.95% |
$2.66M - $2.98M
|
57.1K
$14.1M
|
|
Feb 06, 2025
Q4 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
11.1KNew |
$2.61M - $2.92M
|
11.1K
$2.76M
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
10.7KNew |
$2.51M - $2.81M
|
10.7K
$2.66M
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
10K+ 10.29% |
$2.34M - $2.62M
|
107K
$26.6M
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
9.75K+ 20.41% |
$2.28M - $2.55M
|
57.5K
$14.2M
|
|
Jan 23, 2025
Q4 2024
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
9.72KNew |
$2.27M - $2.54M
|
9.72K
$2.41M
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
9.17K+ 13.1% |
$2.14M - $2.4M
|
79.2K
$19.6M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
9.17K+ 40.07% |
$2.14M - $2.4M
|
32.1K
$7.94M
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.07K+ 25.02% |
$2.12M - $2.37M
|
45.3K
$11.2M
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
8.8KNew |
$2.06M - $2.3M
|
8.8K
$2.18M
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
8.74K+ 22.69% |
$2.04M - $2.29M
|
47.3K
$11.7M
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
BUY
|
- |
8.66K+ 6.18% |
$2.02M - $2.27M
|
149K
$36.8M
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
8.63KNew |
$2.02M - $2.26M
|
8.63K
$2.14M
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
8.39KNew |
$1.96M - $2.19M
|
8.39K
$2.08M
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
8.36K+ 19.76% |
$1.95M - $2.19M
|
50.7K
$12.6M
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
8.25K+ 21.12% |
$1.93M - $2.16M
|
47.3K
$11.7M
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
8.09K+ 6.26% |
$1.89M - $2.12M
|
137K
$34M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
7.83K+ 21.29% |
$1.83M - $2.05M
|
44.6K
$11M
|
|
Feb 04, 2025
Q4 2024
|
Sofi Wealth, LLC
|
BUY
|
- |
7.77K+ 4.72% |
$1.82M - $2.03M
|
172K
$42.7M
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
7.74KNew |
$1.81M - $2.02M
|
7.74K
$1.92M
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
7.7KNew |
$1.8M - $2.01M
|
7.7K
$1.91M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.66K+ 33.6% |
$1.79M - $2M
|
30.4K
$7.54M
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.58KNew |
$1.77M - $1.98M
|
7.58K
$1.88M
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
7.52K+ 509.76% |
$1.76M - $1.97M
|
9K
$2.23M
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
7.16K+ 2862.4% |
$1.67M - $1.87M
|
7.41K
$1.83M
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
7.14K+ 21.12% |
$1.67M - $1.87M
|
40.9K
$10.1M
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.04KNew |
$1.64M - $1.84M
|
7.04K
$1.74M
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
6.9K+ 45.55% |
$1.61M - $1.8M
|
22K
$5.46M
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
6.87KNew |
$1.61M - $1.8M
|
6.87K
$1.7M
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.51K+ 15.03% |
$1.52M - $1.7M
|
49.8K
$12.3M
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
6.51K+ 8.6% |
$1.52M - $1.7M
|
82.2K
$20.4M
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
6.41KNew |
$1.5M - $1.68M
|
6.41K
$1.59M
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
6.35KNew |
$1.48M - $1.66M
|
6.35K
$1.57M
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
6.29KNew |
$1.47M - $1.65M
|
6.29K
$1.56M
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
6.06K+ 8.17% |
$1.42M - $1.58M
|
80.1K
$19.8M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.81K+ 2.6% |
$1.36M - $1.52M
|
229K
$56.8M
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
5.61KNew |
$1.31M - $1.47M
|
5.61K
$1.39M
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.6K+ 4.12% |
$1.31M - $1.47M
|
142K
$35.1M
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
5.29K+ 5.88% |
$1.24M - $1.38M
|
95.2K
$23.6M
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.26K+ 7.84% |
$1.23M - $1.38M
|
72.4K
$17.9M
|