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 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
25+ 0.14% |
$5.84K - $6.54K
|
17.9K
$4.09M
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
25+ 0.44% |
$5.84K - $6.54K
|
5.74K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
25+ 2.37% |
$5.84K - $6.54K
|
1.08K
$247K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
24+ 0.99% |
$5.61K - $6.28K
|
2.46K
$561K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
24+ 1.24% |
$5.61K - $6.28K
|
1.97K
$448K
|
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
24+ 1.25% |
$5.61K - $6.28K
|
1.95K
$445K
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
24+ 1.43% |
$5.61K - $6.28K
|
1.71K
$390K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
24+ 1.3% |
$5.61K - $6.28K
|
1.87K
$426K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
23+ 0.83% |
$5.38K - $6.02K
|
2.81K
$640K
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
23+ 2.09% |
$5.38K - $6.02K
|
1.12K
$256K
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
23+ 0.58% |
$5.38K - $6.02K
|
3.96K
$903K
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
23+ 0.9% |
$5.38K - $6.02K
|
2.59K
$590K
|
|
|
Jan 24, 2025
Q4 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
22+ 0.6% |
$5.14K - $5.75K
|
3.69K
$841K
|
|
|
Feb 14, 2025
Q4 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
22New |
$5.14K - $5.75K
|
22
$5.02K
|
|
|
Apr 17, 2025
Q4 2024
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
22+ 0.2% |
$5.14K - $5.75K
|
10.8K
$2.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
21+ 190.91% |
$4.91K - $5.49K
|
32
$7.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
21+ 1.13% |
$4.91K - $5.49K
|
1.88K
$429K
|
|
|
May 14, 2025
Q4 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
21+ 0.71% |
$4.91K - $5.49K
|
2.97K
$678K
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
20+ 4.6% |
$4.68K - $5.23K
|
455
$104K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
20+ 90.91% |
$4.68K - $5.23K
|
42
$9.58K
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
20+ 0.65% |
$4.68K - $5.23K
|
3.11K
$710K
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
19+ 1.42% |
$4.44K - $4.97K
|
1.36K
$310K
|
|
|
Jan 23, 2025
Q4 2024
|
Kearns & Associates LLC
|
BUY
|
- |
19+ 0.05% |
$4.44K - $4.97K
|
39.5K
$9.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
19+ 25.68% |
$4.44K - $4.97K
|
93
$21.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
18+ 0.99% |
$4.21K - $4.71K
|
1.83K
$417K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
18+ 0.29% |
$4.21K - $4.71K
|
6.27K
$1.43M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
18+ 0.53% |
$4.21K - $4.71K
|
3.42K
$780K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
17+ 1.64% |
$3.97K - $4.45K
|
1.05K
$240K
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
17+ 1.98% |
$3.97K - $4.45K
|
874
$199K
|
|
|
Feb 04, 2025
Q4 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
17+ 0.65% |
$3.97K - $4.45K
|
2.63K
$599K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
17+ 0.27% |
$3.97K - $4.45K
|
6.3K
$1.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Axos Invest Inc.
Las Vegas, NV |
BUY
|
- |
16+ 1.01% |
$3.74K - $4.19K
|
1.61K
$367K
|
|
|
Feb 07, 2025
Q4 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
16+ 0.66% |
$3.74K - $4.19K
|
2.42K
$553K
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
BUY
|
- |
16+ 0.29% |
$3.74K - $4.19K
|
5.56K
$1.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
15New |
$3.51K - $3.92K
|
15
$3.42K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
15+ 0.19% |
$3.51K - $3.92K
|
7.82K
$1.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
15+ 0.23% |
$3.51K - $3.92K
|
6.62K
$1.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
BUY
|
- |
15+ 0.11% |
$3.51K - $3.92K
|
13.5K
$3.08M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
14+ 0.81% |
$3.27K - $3.66K
|
1.73K
$395K
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
14+ 5.69% |
$3.27K - $3.66K
|
260
$59.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.56% |
$3.27K - $3.66K
|
2.54K
$579K
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
14+ 0.37% |
$3.27K - $3.66K
|
3.84K
$877K
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
14+ 0.21% |
$3.27K - $3.66K
|
6.75K
$1.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
14+ 4.86% |
$3.27K - $3.66K
|
302
$68.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
13+ 0.75% |
$3.04K - $3.4K
|
1.74K
$398K
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
13+ 0.04% |
$3.04K - $3.4K
|
32.9K
$7.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
13+ 0.01% |
$3.04K - $3.4K
|
173K
$39.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
13+ 0.67% |
$3.04K - $3.4K
|
1.96K
$448K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
12+ 0.35% |
$2.81K - $3.14K
|
3.41K
$777K
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
12+ 0.45% |
$2.81K - $3.14K
|
2.69K
$614K
|