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 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
100+ 2.63% |
$23.4K - $26.2K
|
3.9K
$1.01M
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
99+ 7.07% |
$23.1K - $25.9K
|
1.5K
$389K
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
98+ 4.51% |
$22.9K - $25.6K
|
2.27K
$589K
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
97+ 1.83% |
$22.7K - $25.4K
|
5.41K
$1.4M
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
97+ 6.78% |
$22.7K - $25.4K
|
1.53K
$396K
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
97New |
$22.7K - $25.4K
|
97
$25.2K
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
96New |
$22.4K - $25.1K
|
96
$24.9K
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
96+ 0.36% |
$22.4K - $25.1K
|
26.7K
$6.93M
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
94+ 1.24% |
$22K - $24.6K
|
7.66K
$1.99M
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
93+ 64.14% |
$21.7K - $24.3K
|
238
$61.7K
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
91+ 7.42% |
$21.3K - $23.8K
|
1.32K
$342K
|
|
Jan 17, 2025
Q4 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
90+ 2.1% |
$21K - $23.5K
|
4.38K
$1.14M
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
90+ 0.63% |
$21K - $23.5K
|
14.5K
$3.76M
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
90New |
$21K - $23.5K
|
90
$23.3K
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
89+ 0.3% |
$20.8K - $23.3K
|
29.3K
$7.61M
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
88+ 3.78% |
$20.6K - $23K
|
2.42K
$627K
|
|
Feb 06, 2025
Q4 2024
|
Signify Wealth
|
BUY
|
- |
88+ 9.38% |
$20.6K - $23K
|
1.03K
$266K
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
86+ 6.66% |
$20.1K - $22.5K
|
1.38K
$357K
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
85+ 13.47% |
$19.9K - $22.2K
|
716
$186K
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
85+ 5.81% |
$19.9K - $22.2K
|
1.55K
$401K
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
84+ 0.27% |
$19.6K - $22K
|
31.4K
$8.14M
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
84+ 0.62% |
$19.6K - $22K
|
13.6K
$3.52M
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
83+ 1.19% |
$19.4K - $21.7K
|
7.07K
$1.83M
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
82+ 0.6% |
$19.2K - $21.4K
|
13.7K
$3.55M
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
82+ 1.3% |
$19.2K - $21.4K
|
6.4K
$1.66M
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
81+ 0.59% |
$18.9K - $21.2K
|
13.7K
$3.55M
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
81+ 7.99% |
$18.9K - $21.2K
|
1.1K
$284K
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
80+ 0.41% |
$18.7K - $20.9K
|
19.4K
$5.04M
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
80+ 0.91% |
$18.7K - $20.9K
|
8.84K
$2.29M
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
79+ 4.21% |
$18.5K - $20.7K
|
1.95K
$507K
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
79+ 1.35% |
$18.5K - $20.7K
|
5.95K
$1.54M
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
78+ 0.58% |
$18.2K - $20.4K
|
13.5K
$3.5M
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
74+ 0.28% |
$17.3K - $19.4K
|
26.7K
$6.93M
|
|
Feb 11, 2025
Q4 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
73+ 3.99% |
$17.1K - $19.1K
|
1.9K
$493K
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
72+ 83.72% |
$16.8K - $18.8K
|
158
$41K
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
71+ 15.2% |
$16.6K - $18.6K
|
538
$139K
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
70+ 3.36% |
$16.4K - $18.3K
|
2.16K
$559K
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
70+ 33.65% |
$16.4K - $18.3K
|
278
$72.1K
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
67New |
$15.7K - $17.5K
|
67
$17.4K
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
66+ 0.68% |
$15.4K - $17.3K
|
9.75K
$2.53M
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
65+ 0.74% |
$15.2K - $17K
|
8.84K
$2.29M
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
65+ 7.83% |
$15.2K - $17K
|
895
$232K
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
65+ 5.89% |
$15.2K - $17K
|
1.17K
$303K
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
65+ 2.87% |
$15.2K - $17K
|
2.33K
$605K
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
65New |
$15.2K - $17K
|
65
$16.9K
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
64+ 11.33% |
$15K - $16.7K
|
629
$163K
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
64+ 1.88% |
$15K - $16.7K
|
3.47K
$899K
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
64+ 1.11% |
$15K - $16.7K
|
5.81K
$1.51M
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
64+ 0.67% |
$15K - $16.7K
|
9.68K
$2.51M
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
64+ 1.77% |
$15K - $16.7K
|
3.69K
$955K
|