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 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
72+ 83.72% |
$16.8K - $18.8K
|
158
$35.7K
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
71+ 15.2% |
$16.6K - $18.6K
|
538
$122K
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
70+ 3.36% |
$16.4K - $18.3K
|
2.16K
$487K
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
70+ 33.65% |
$16.4K - $18.3K
|
278
$62.8K
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
67New |
$15.7K - $17.5K
|
67
$15.1K
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
66+ 0.68% |
$15.4K - $17.3K
|
9.75K
$2.2M
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
65+ 0.74% |
$15.2K - $17K
|
8.84K
$2M
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
65+ 7.83% |
$15.2K - $17K
|
895
$202K
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
65+ 5.89% |
$15.2K - $17K
|
1.17K
$264K
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
65+ 2.87% |
$15.2K - $17K
|
2.33K
$527K
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
65New |
$15.2K - $17K
|
65
$14.7K
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
64+ 11.33% |
$15K - $16.7K
|
629
$142K
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
64+ 1.88% |
$15K - $16.7K
|
3.47K
$783K
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
64+ 1.11% |
$15K - $16.7K
|
5.81K
$1.31M
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
64+ 0.67% |
$15K - $16.7K
|
9.68K
$2.19M
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
64+ 1.77% |
$15K - $16.7K
|
3.69K
$833K
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
63+ 6.06% |
$14.7K - $16.5K
|
1.1K
$249K
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
62New |
$14.5K - $16.2K
|
62
$14K
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
61+ 0.31% |
$14.3K - $16K
|
20K
$4.53M
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
61New |
$14.3K - $16K
|
61
$13.8K
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
61New |
$14.3K - $16K
|
61
$13.8K
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
60+ 1.81% |
$14K - $15.7K
|
3.37K
$763K
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
60+ 0.48% |
$14K - $15.7K
|
12.4K
$2.81M
|
|
Feb 10, 2025
Q4 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
60+ 5.2% |
$14K - $15.7K
|
1.21K
$274K
|
|
Jan 03, 2025
Q4 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
59+ 0.44% |
$13.8K - $15.4K
|
13.6K
$3.06M
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
58+ 0.42% |
$13.6K - $15.2K
|
14K
$3.17M
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
57+ 3.14% |
$13.3K - $14.9K
|
1.87K
$423K
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
57+ 2.94% |
$13.3K - $14.9K
|
1.99K
$451K
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
56+ 4.4% |
$13.1K - $14.6K
|
1.33K
$300K
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
55+ 2.14% |
$12.9K - $14.4K
|
2.62K
$593K
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
54+ 0.28% |
$12.6K - $14.1K
|
19.4K
$4.39M
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
54+ 2.22% |
$12.6K - $14.1K
|
2.48K
$561K
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
52+ 0.31% |
$12.2K - $13.6K
|
16.8K
$3.79M
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
52+ 0.13% |
$12.2K - $13.6K
|
39.1K
$8.83M
|
|
Feb 10, 2025
Q4 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
50+ 0.25% |
$11.7K - $13.1K
|
20.4K
$4.6M
|
|
Feb 10, 2025
Q4 2024
|
Wulff, Hansen & Co.
|
BUY
|
- |
50+ 3.05% |
$11.7K - $13.1K
|
1.69K
$382K
|
|
Feb 14, 2025
Q4 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
50+ 1.57% |
$11.7K - $13.1K
|
3.24K
$733K
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
49+ 0.21% |
$11.5K - $12.8K
|
22.9K
$5.18M
|
|
Feb 10, 2025
Q4 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
49+ 3.71% |
$11.5K - $12.8K
|
1.37K
$309K
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
48New |
$11.2K - $12.6K
|
48
$10.8K
|
|
Jan 29, 2025
Q4 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
47+ 0.34% |
$11K - $12.3K
|
13.8K
$3.13M
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
47+ 3.41% |
$11K - $12.3K
|
1.42K
$322K
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
46+ 70.77% |
$10.8K - $12K
|
111
$25.1K
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
46+ 0.39% |
$10.8K - $12K
|
11.8K
$2.67M
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
45+ 2.58% |
$10.5K - $11.8K
|
1.79K
$405K
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
45New |
$10.5K - $11.8K
|
45
$10.2K
|
|
Jan 30, 2025
Q4 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
45+ 4.08% |
$10.5K - $11.8K
|
1.15K
$260K
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
45+ 3.8% |
$10.5K - $11.8K
|
1.23K
$278K
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
44+ 0.34% |
$10.3K - $11.5K
|
12.9K
$2.91M
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
41+ 0.53% |
$9.58K - $10.7K
|
7.84K
$1.77M
|