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 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
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
2.98K+ 114.93% |
$696K - $779K
|
5.57K
$1.38M
|
|
Jan 13, 2025
Q4 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
2.97K+ 6.39% |
$694K - $777K
|
49.4K
$12.2M
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
2.88K+ 68.17% |
$673K - $753K
|
7.11K
$1.76M
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2.88K+ 8.99% |
$673K - $753K
|
34.9K
$8.64M
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.86K+ 40.71% |
$669K - $749K
|
9.9K
$2.45M
|
|
Jan 21, 2025
Q4 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
2.83KNew |
$661K - $739K
|
2.83K
$700K
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.8K+ 6.23% |
$655K - $732K
|
47.7K
$11.8M
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
2.72K+ 5.38% |
$636K - $711K
|
53.3K
$13.2M
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
2.7K+ 18.38% |
$632K - $707K
|
17.4K
$4.31M
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
2.63KNew |
$615K - $688K
|
2.63K
$652K
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
2.63K+ 17.44% |
$614K - $687K
|
17.7K
$4.38M
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
2.62K+ 1.86% |
$613K - $686K
|
143K
$35.5M
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.56K+ 20.56% |
$597K - $669K
|
15K
$3.71M
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.52KNew |
$588K - $658K
|
2.52K
$623K
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.49K+ 1.01% |
$582K - $651K
|
250K
$61.9M
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
2.47K+ 3.8% |
$576K - $645K
|
67.3K
$16.7M
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
2.46K+ 26.74% |
$574K - $642K
|
11.6K
$2.88M
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
BUY
|
- |
2.4K+ 18.15% |
$560K - $627K
|
15.6K
$3.87M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.39K+ 29.01% |
$558K - $625K
|
10.6K
$2.63M
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.37K+ 5.84% |
$554K - $620K
|
43K
$10.6M
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.33K+ 12.46% |
$544K - $608K
|
21K
$5.2M
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
2.33K+ 6.76% |
$543K - $608K
|
36.7K
$9.1M
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
2.31KNew |
$540K - $604K
|
2.31K
$572K
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.3KNew |
$537K - $601K
|
2.3K
$569K
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
2.28KNew |
$533K - $596K
|
2.28K
$565K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.26K+ 7.33% |
$527K - $590K
|
33K
$8.18M
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
2.24K+ 6.66% |
$523K - $586K
|
35.8K
$8.88M
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.23K+ 10.33% |
$522K - $584K
|
23.9K
$5.91M
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.21K+ 38.02% |
$516K - $578K
|
8.02K
$1.99M
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
2.2K+ 11.0% |
$515K - $576K
|
22.2K
$5.5M
|
|
Feb 04, 2025
Q4 2024
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
2.19KNew |
$513K - $574K
|
2.19K
$543K
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2.19KNew |
$512K - $573K
|
2.19K
$543K
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
2.16K+ 5.49% |
$504K - $564K
|
41.5K
$10.3M
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
2.16K+ 2.87% |
$504K - $564K
|
77.4K
$19.2M
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
2.16K+ 12.14% |
$504K - $564K
|
19.9K
$4.93M
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
2.1K+ 4.72% |
$491K - $550K
|
46.6K
$11.6M
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
2.1K+ 3.35% |
$491K - $549K
|
64.8K
$16M
|
|
Feb 07, 2025
Q4 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
2.08K+ 5.1% |
$485K - $543K
|
42.8K
$10.6M
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.05K+ 2.93% |
$480K - $537K
|
72.1K
$17.9M
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.05KNew |
$479K - $535K
|
2.05K
$507K
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
2.05K+ 4.87% |
$478K - $535K
|
44K
$10.9M
|
|
Jan 28, 2025
Q4 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
2.03K+ 102.58% |
$475K - $531K
|
4.01K
$993K
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
2.02K+ 5.87% |
$473K - $529K
|
36.5K
$9.03M
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.99K+ 3.7% |
$465K - $520K
|
55.7K
$13.8M
|
|
Jan 29, 2025
Q4 2024
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
1.98KNew |
$462K - $517K
|
1.98K
$490K
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.97KNew |
$461K - $516K
|
1.97K
$489K
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.97K+ 4.37% |
$460K - $514K
|
47K
$11.6M
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1.95K+ 7.08% |
$456K - $510K
|
29.5K
$7.31M
|