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 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.3K- 4.75% |
$537K - $601K
|
46.1K
$11.4M
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-2.33K- 29.05% |
$544K - $608K
|
5.68K
$1.41M
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-2.36K- 1.41% |
$553K - $618K
|
165K
$41M
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.41K- 4.0% |
$564K - $631K
|
57.9K
$14.4M
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-2.44K- 11.49% |
$570K - $638K
|
18.8K
$4.66M
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-2.45K- 64.93% |
$572K - $640K
|
1.32K
$328K
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-2.48K- 25.74% |
$579K - $648K
|
7.14K
$1.77M
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.49K- 5.08% |
$582K - $651K
|
46.5K
$11.5M
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-2.57K- 12.58% |
$601K - $673K
|
17.9K
$4.43M
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-2.58K- 45.93% |
$603K - $675K
|
3.04K
$753K
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.63K- 3.89% |
$614K - $687K
|
64.9K
$16.1M
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-2.64K- 22.4% |
$617K - $690K
|
9.14K
$2.27M
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-2.66K- 18.99% |
$621K - $695K
|
11.3K
$2.81M
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.66K- 14.64% |
$621K - $695K
|
15.5K
$3.84M
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.85K- 3.82% |
$666K - $745K
|
71.8K
$17.8M
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-2.87K- 11.24% |
$671K - $751K
|
22.7K
$5.62M
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.88K- 4.19% |
$673K - $753K
|
65.8K
$16.3M
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-2.93K- 3.46% |
$684K - $766K
|
81.6K
$20.2M
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-2.93K- 30.5% |
$684K - $766K
|
6.67K
$1.65M
|
|
Feb 14, 2025
Q4 2024
|
Arrow Financial Corp
|
SELL
|
- |
-2.95K- 5.46% |
$690K - $772K
|
51K
$12.7M
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-2.96K- 22.91% |
$691K - $774K
|
9.95K
$2.47M
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-2.97K- 62.32% |
$695K - $778K
|
1.8K
$446K
|
|
Feb 14, 2025
Q4 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-3.04K- 90.87% |
$709K - $794K
|
305
$75.6K
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3.08K- 2.2% |
$721K - $807K
|
137K
$34M
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-3.16K- 10.14% |
$740K - $828K
|
28K
$6.95M
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-3.35K- 4.75% |
$782K - $876K
|
67.1K
$16.6M
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-3.39K- 2.9% |
$793K - $888K
|
114K
$28.2M
|
|
Jan 31, 2025
Q4 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-3.45K- 20.94% |
$806K - $902K
|
13K
$3.23M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.49K- 0.99% |
$815K - $912K
|
349K
$86.6M
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-3.6K- 38.05% |
$842K - $942K
|
5.86K
$1.45M
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-3.69K- 1.33% |
$862K - $964K
|
273K
$67.8M
|
|
Jan 27, 2025
Q4 2024
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-3.77K- 1.32% |
$880K - $985K
|
281K
$69.7M
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-3.89K- 2.07% |
$910K - $1.02M
|
184K
$45.7M
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-3.93K- 2.63% |
$918K - $1.03M
|
145K
$36M
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.16K- 5.91% |
$972K - $1.09M
|
66.2K
$16.4M
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-4.23K- 37.23% |
$988K - $1.11M
|
7.13K
$1.77M
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-4.29K- 10.06% |
$1M - $1.12M
|
38.3K
$9.5M
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.4K- 4.66% |
$1.03M - $1.15M
|
89.9K
$22.3M
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-4.51K- 81.66% |
$1.05M - $1.18M
|
1.01K
$251K
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.51K- 4.55% |
$1.05M - $1.18M
|
94.5K
$23.4M
|
|
Feb 04, 2025
Q4 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-4.56K- 4.05% |
$1.07M - $1.19M
|
108K
$26.8M
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-4.58K- 46.31% |
$1.07M - $1.2M
|
5.31K
$1.32M
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-4.65K- 13.17% |
$1.09M - $1.22M
|
30.7K
$7.6M
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-4.7K- 53.84% |
$1.1M - $1.23M
|
4.03K
$999K
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-5.27K- 9.02% |
$1.23M - $1.38M
|
53.2K
$13.2M
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
SELL
|
- |
-5.51K- 4.16% |
$1.29M - $1.44M
|
127K
$31.5M
|
|
Feb 12, 2025
Q4 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-5.64K- 42.58% |
$1.32M - $1.48M
|
7.61K
$1.89M
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-5.71K- 13.53% |
$1.33M - $1.49M
|
36.5K
$9.04M
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-5.74K- 85.09% |
$1.34M - $1.5M
|
1.01K
$249K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-5.84K- 2.0% |
$1.37M - $1.53M
|
286K
$70.8M
|