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
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
1.89KNew |
$443K - $495K
|
1.89K
$469K
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
1.89KNew |
$441K - $494K
|
1.89K
$467K
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
1.89KNew |
$441K - $493K
|
1.89K
$467K
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
1.88KNew |
$440K - $493K
|
1.88K
$466K
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.87K+ 16.22% |
$437K - $489K
|
13.4K
$3.32M
|
|
Jan 13, 2025
Q4 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
1.86K+ 2.69% |
$434K - $485K
|
70.8K
$17.5M
|
|
Feb 04, 2025
Q4 2024
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
1.85KNew |
$433K - $485K
|
1.85K
$459K
|
|
Feb 03, 2025
Q4 2024
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
1.85KNew |
$432K - $483K
|
1.85K
$457K
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
1.84KNew |
$429K - $480K
|
1.84K
$455K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.83K+ 5.81% |
$428K - $479K
|
33.4K
$8.27M
|
|
Feb 07, 2025
Q4 2024
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
1.83KNew |
$428K - $479K
|
1.83K
$454K
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.8KNew |
$421K - $472K
|
1.8K
$447K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.8K+ 2.05% |
$420K - $470K
|
89.6K
$22.2M
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
1.79KNew |
$418K - $468K
|
1.79K
$443K
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
1.79KNew |
$417K - $467K
|
1.79K
$442K
|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.78KNew |
$416K - $465K
|
1.78K
$440K
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.78KNew |
$415K - $465K
|
1.78K
$440K
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.77K+ 153.7% |
$413K - $462K
|
2.92K
$722K
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.74K+ 2.98% |
$406K - $455K
|
60K
$14.9M
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.72K+ 12.39% |
$403K - $450K
|
15.6K
$3.87M
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.68K+ 11.07% |
$392K - $439K
|
16.8K
$4.17M
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1.66KNew |
$388K - $434K
|
1.66K
$411K
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.65KNew |
$385K - $431K
|
1.65K
$408K
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.63K+ 3.71% |
$382K - $427K
|
45.7K
$11.3M
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
1.63KNew |
$381K - $426K
|
1.63K
$404K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.61K+ 4.09% |
$377K - $422K
|
41.1K
$10.2M
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.59K+ 90.71% |
$372K - $416K
|
3.35K
$829K
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.53K+ 11.77% |
$358K - $400K
|
14.5K
$3.6M
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.52K+ 4.1% |
$356K - $398K
|
38.7K
$9.58M
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.52K+ 40.03% |
$355K - $398K
|
5.32K
$1.32M
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.51KNew |
$352K - $394K
|
1.51K
$373K
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
1.5KNew |
$351K - $393K
|
1.5K
$372K
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
1.48KNew |
$346K - $388K
|
1.48K
$367K
|
|
Feb 06, 2025
Q4 2024
|
James Reed Financial Services, Inc.
Cleveland, OH |
BUY
|
- |
1.48K+ 7.54% |
$345K - $386K
|
21.1K
$5.22M
|
|
Feb 07, 2025
Q4 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
1.48KNew |
$345K - $386K
|
1.48K
$366K
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.47K+ 102.3% |
$343K - $384K
|
2.9K
$719K
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.46K+ 90.48% |
$342K - $383K
|
3.08K
$763K
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.46K+ 9.78% |
$342K - $382K
|
16.4K
$4.06M
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.45KNew |
$340K - $380K
|
1.45K
$360K
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
1.44K+ 1.01% |
$336K - $376K
|
144K
$35.7M
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
1.43KNew |
$335K - $375K
|
1.43K
$355K
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.43K+ 8.16% |
$335K - $375K
|
19K
$4.7M
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.43K+ 165.24% |
$333K - $373K
|
2.29K
$567K
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.41K+ 2.98% |
$330K - $370K
|
48.9K
$12.1M
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.4KNew |
$327K - $366K
|
1.4K
$347K
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.4K+ 153.96% |
$327K - $366K
|
2.31K
$571K
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.39K+ 9.93% |
$325K - $364K
|
15.4K
$3.82M
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
1.38KNew |
$323K - $362K
|
1.38K
$342K
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.37K+ 23.59% |
$320K - $358K
|
7.16K
$1.77M
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
1.37K+ 3.03% |
$319K - $357K
|
46.5K
$11.5M
|