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 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
52+ 0.31% |
$12.2K - $13.6K
|
16.8K
$3.83M
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
52+ 0.13% |
$12.2K - $13.6K
|
39.1K
$8.91M
|
|
Feb 10, 2025
Q4 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
50+ 0.25% |
$11.7K - $13.1K
|
20.4K
$4.65M
|
|
Feb 10, 2025
Q4 2024
|
Wulff, Hansen & Co.
|
BUY
|
- |
50+ 3.05% |
$11.7K - $13.1K
|
1.69K
$386K
|
|
Feb 14, 2025
Q4 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
50+ 1.57% |
$11.7K - $13.1K
|
3.24K
$740K
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
49+ 0.21% |
$11.5K - $12.8K
|
22.9K
$5.23M
|
|
Feb 10, 2025
Q4 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
49+ 3.71% |
$11.5K - $12.8K
|
1.37K
$312K
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
48New |
$11.2K - $12.6K
|
48
$11K
|
|
Jan 29, 2025
Q4 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
47+ 0.34% |
$11K - $12.3K
|
13.8K
$3.16M
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
47+ 3.41% |
$11K - $12.3K
|
1.42K
$325K
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
46+ 70.77% |
$10.8K - $12K
|
111
$25.3K
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
46+ 0.39% |
$10.8K - $12K
|
11.8K
$2.69M
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
45+ 2.58% |
$10.5K - $11.8K
|
1.79K
$409K
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
45New |
$10.5K - $11.8K
|
45
$10.3K
|
|
Jan 30, 2025
Q4 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
45+ 4.08% |
$10.5K - $11.8K
|
1.15K
$262K
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
45+ 3.8% |
$10.5K - $11.8K
|
1.23K
$281K
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
44+ 0.34% |
$10.3K - $11.5K
|
12.9K
$2.94M
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
41+ 0.53% |
$9.58K - $10.7K
|
7.84K
$1.79M
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
40+ 0.1% |
$9.35K - $10.5K
|
42K
$9.58M
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
40New |
$9.35K - $10.5K
|
40
$9.13K
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
40+ 3.63% |
$9.35K - $10.5K
|
1.14K
$261K
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
39+ 39.0% |
$9.12K - $10.2K
|
139
$31.7K
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
39+ 0.27% |
$9.12K - $10.2K
|
14.2K
$3.25M
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
39+ 21.43% |
$9.12K - $10.2K
|
221
$50.4K
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
38+ 1.66% |
$8.88K - $9.94K
|
2.32K
$530K
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
38+ 0.78% |
$8.88K - $9.94K
|
4.92K
$1.12M
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
37+ 1.59% |
$8.65K - $9.68K
|
2.36K
$538K
|
|
Feb 07, 2025
Q4 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
37+ 0.31% |
$8.65K - $9.68K
|
12.1K
$2.76M
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
36+ 2.39% |
$8.42K - $9.42K
|
1.54K
$352K
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
35New |
$8.18K - $9.16K
|
35
$7.99K
|
|
Feb 10, 2025
Q4 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
35+ 0.9% |
$8.18K - $9.16K
|
3.92K
$894K
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
35+ 0.62% |
$8.18K - $9.16K
|
5.66K
$1.29M
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
34+ 0.98% |
$7.95K - $8.89K
|
3.49K
$797K
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
34+ 21.12% |
$7.95K - $8.89K
|
195
$44.5K
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
34+ 0.36% |
$7.95K - $8.89K
|
9.56K
$2.18M
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
33+ 2.44% |
$7.71K - $8.63K
|
1.39K
$316K
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
33+ 1.09% |
$7.71K - $8.63K
|
3.07K
$701K
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
32+ 0.66% |
$7.48K - $8.37K
|
4.91K
$1.12M
|
|
Jan 06, 2025
Q4 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
31+ 0.38% |
$7.25K - $8.11K
|
8.1K
$1.85M
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
31+ 1.71% |
$7.25K - $8.11K
|
1.85K
$421K
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
31+ 0.78% |
$7.25K - $8.11K
|
4K
$912K
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
30+ 1.24% |
$7.01K - $7.85K
|
2.44K
$557K
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
29+ 1.9% |
$6.78K - $7.59K
|
1.56K
$355K
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
29+ 1.33% |
$6.78K - $7.59K
|
2.21K
$504K
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
29+ 1.11% |
$6.78K - $7.59K
|
2.64K
$603K
|
|
Feb 11, 2025
Q4 2024
|
Pecaut & Co.
|
BUY
|
- |
28+ 1.23% |
$6.55K - $7.32K
|
2.3K
$524K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
27New |
$6.31K - $7.06K
|
27
$6.16K
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
26+ 0.3% |
$6.08K - $6.8K
|
8.8K
$2.01M
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
25+ 2.24% |
$5.84K - $6.54K
|
1.14K
$260K
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
25+ 1.97% |
$5.84K - $6.54K
|
1.29K
$295K
|