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
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.26K+ 7.84% |
$1.23M - $1.38M
|
72.4K
$17.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
BUY
|
- |
4.88K+ 14.43% |
$1.14M - $1.28M
|
38.7K
$9.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
4.79K+ 5.69% |
$1.12M - $1.25M
|
89.1K
$22.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
4.77K+ 105.16% |
$1.11M - $1.25M
|
9.3K
$2.3M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.72K+ 160.96% |
$1.1M - $1.23M
|
7.65K
$1.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
4.28KNew |
$1M - $1.12M
|
4.28K
$1.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
4.26K+ 8.3% |
$995K - $1.11M
|
55.6K
$13.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
4.23K+ 141.25% |
$989K - $1.11M
|
7.22K
$1.79M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
4.02KNew |
$941K - $1.05M
|
4.02K
$997K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.99K+ 25.38% |
$934K - $1.04M
|
19.7K
$4.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
3.91K+ 31.44% |
$914K - $1.02M
|
16.4K
$4.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.89K+ 3.84% |
$909K - $1.02M
|
105K
$26.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
3.89K+ 36.12% |
$909K - $1.02M
|
14.6K
$3.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.86K+ 296.7% |
$903K - $1.01M
|
5.17K
$1.28M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.83K+ 1.93% |
$894K - $1M
|
202K
$50.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
3.74K+ 5.96% |
$875K - $979K
|
66.6K
$16.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
3.71KNew |
$868K - $972K
|
3.71K
$920K
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
3.65KNew |
$853K - $955K
|
3.65K
$904K
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
3.63K+ 127.69% |
$847K - $948K
|
6.46K
$1.6M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
3.59K+ 1.8% |
$839K - $939K
|
203K
$50.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3.54K+ 1.0% |
$827K - $926K
|
357K
$88.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.49K+ 5.03% |
$816K - $913K
|
72.8K
$18M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
3.45K+ 3.62% |
$806K - $902K
|
98.8K
$24.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
3.45KNew |
$806K - $902K
|
3.45K
$854K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
3.44K+ 2.32% |
$805K - $900K
|
152K
$37.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Brown Financial Advisory
|
BUY
|
- |
3.32K+ 4.12% |
$777K - $869K
|
83.9K
$20.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
3.31KNew |
$773K - $865K
|
3.31K
$819K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
3.26KNew |
$761K - $852K
|
3.26K
$807K
|
|
|
Jan 29, 2025
Q4 2024
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
3.25K+ 5.11% |
$760K - $850K
|
66.8K
$16.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
3.25K+ 6.16% |
$759K - $849K
|
56K
$13.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.25K+ 29.03% |
$759K - $849K
|
14.4K
$3.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
3.23KNew |
$755K - $845K
|
3.23K
$800K
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
3.22KNew |
$752K - $842K
|
3.22K
$797K
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
3.22KNew |
$752K - $842K
|
3.22K
$797K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.21K+ 7.44% |
$751K - $840K
|
46.4K
$11.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
3.2KNew |
$749K - $838K
|
3.2K
$793K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.2K+ 36.45% |
$748K - $837K
|
12K
$2.97M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
3.17KNew |
$740K - $828K
|
3.17K
$784K
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
3.16K+ 19.16% |
$738K - $826K
|
19.6K
$4.86M
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
3.12K+ 2.68% |
$729K - $816K
|
119K
$29.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
3.11KNew |
$726K - $812K
|
3.11K
$769K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
3.11KNew |
$726K - $812K
|
3.11K
$769K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
3.07K+ 2.58% |
$717K - $803K
|
122K
$30.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
3.06KNew |
$716K - $801K
|
3.06K
$758K
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
3.05K+ 81.06% |
$713K - $797K
|
6.81K
$1.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
3.04K+ 13.82% |
$711K - $796K
|
25.1K
$6.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.03K+ 7.68% |
$709K - $793K
|
42.5K
$10.5M
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
3.01K+ 21.86% |
$704K - $788K
|
16.8K
$4.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
3.01K+ 62.12% |
$704K - $788K
|
7.86K
$1.95M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.01K+ 31.69% |
$703K - $787K
|
12.5K
$3.1M
|