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 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-10- 0.87% |
$2.34K - $2.62K
|
1.14K
$261K
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-10- 1.06% |
$2.34K - $2.62K
|
933
$213K
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-11- 0.06% |
$2.57K - $2.88K
|
18.6K
$4.25M
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-12- 0.88% |
$2.81K - $3.14K
|
1.35K
$309K
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-12- 0.1% |
$2.81K - $3.14K
|
12.4K
$2.82M
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
SELL
|
- |
-12- 0.83% |
$2.81K - $3.14K
|
1.43K
$327K
|
|
Feb 13, 2025
Q4 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-12- 1.31% |
$2.81K - $3.14K
|
905
$207K
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-13- 0.78% |
$3.04K - $3.4K
|
1.65K
$376K
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-14- 1.29% |
$3.27K - $3.66K
|
1.07K
$244K
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-14- 0.19% |
$3.27K - $3.66K
|
7.49K
$1.71M
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-14- 0.61% |
$3.27K - $3.66K
|
2.28K
$519K
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-14- 0.92% |
$3.27K - $3.66K
|
1.5K
$343K
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-15- 0.78% |
$3.51K - $3.92K
|
1.91K
$435K
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-16- 1.15% |
$3.74K - $4.19K
|
1.38K
$315K
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-16- 25.0% |
$3.74K - $4.19K
|
48
$11K
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-17- 0.42% |
$3.97K - $4.45K
|
4.08K
$931K
|
|
Feb 05, 2025
Q4 2024
|
Connable Office Inc
|
SELL
|
- |
-17- 0.09% |
$3.97K - $4.45K
|
17.9K
$4.09M
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-17- 1.52% |
$3.97K - $4.45K
|
1.1K
$251K
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-18- 0.94% |
$4.21K - $4.71K
|
1.9K
$434K
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-18- 0.17% |
$4.21K - $4.71K
|
10.4K
$2.36M
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-18- 1.02% |
$4.21K - $4.71K
|
1.74K
$397K
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-18- 1.27% |
$4.21K - $4.71K
|
1.4K
$319K
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-18- 1.02% |
$4.21K - $4.71K
|
1.75K
$400K
|
|
Feb 13, 2025
Q4 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-18- 0.54% |
$4.21K - $4.71K
|
3.3K
$752K
|
|
Feb 14, 2025
Q4 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-19- 1.88% |
$4.44K - $4.97K
|
989
$226K
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-19- 0.86% |
$4.44K - $4.97K
|
2.2K
$502K
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-20- 0.83% |
$4.68K - $5.23K
|
2.4K
$548K
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-20- 1.53% |
$4.68K - $5.23K
|
1.29K
$295K
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-21- 2.18% |
$4.91K - $5.49K
|
942
$215K
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-21- 0.7% |
$4.91K - $5.49K
|
2.97K
$678K
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-21- 0.13% |
$4.91K - $5.49K
|
16.5K
$3.76M
|
|
Feb 07, 2025
Q4 2024
|
My Wealth Management Inc.
|
SELL
|
- |
-21- 0.12% |
$4.91K - $5.49K
|
17.2K
$3.92M
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-21- 1.76% |
$4.91K - $5.49K
|
1.17K
$267K
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-21- 2.06% |
$4.91K - $5.49K
|
1K
$228K
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-22- 0.3% |
$5.14K - $5.75K
|
7.43K
$1.69M
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-22- 0.24% |
$5.14K - $5.75K
|
9.03K
$2.06M
|
|
Jan 28, 2025
Q4 2024
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-22- 0.61% |
$5.14K - $5.75K
|
3.6K
$822K
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-22- 2.06% |
$5.14K - $5.75K
|
1.05K
$239K
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-23- 1.35% |
$5.38K - $6.02K
|
1.68K
$383K
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-23- 2.12% |
$5.38K - $6.02K
|
1.06K
$243K
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-24- 0.43% |
$5.61K - $6.28K
|
5.51K
$1.26M
|
|
Jan 22, 2025
Q4 2024
|
Refined Wealth Management
|
SELL
|
- |
-24- 0.39% |
$5.61K - $6.28K
|
6.18K
$1.41M
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-24- 1.83% |
$5.61K - $6.28K
|
1.29K
$293K
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-24- 0.64% |
$5.61K - $6.28K
|
3.72K
$850K
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-25- 0.91% |
$5.84K - $6.54K
|
2.71K
$619K
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-27- 0.76% |
$6.31K - $7.06K
|
3.51K
$800K
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-27- 3.03% |
$6.31K - $7.06K
|
865
$197K
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-28- 2.76% |
$6.55K - $7.32K
|
988
$225K
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-29- 4.94% |
$6.78K - $7.59K
|
558
$127K
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-30- 0.38% |
$7.01K - $7.85K
|
7.82K
$1.78M
|