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 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.35K+ 3.98% |
$316K - $354K
|
35.3K
$8.75M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.34K+ 0.36% |
$314K - $352K
|
375K
$93M
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1.34K+ 9.71% |
$314K - $351K
|
15.2K
$3.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.33KNew |
$311K - $348K
|
1.33K
$330K
|
|
|
Feb 05, 2025
Q4 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
1.33KNew |
$310K - $347K
|
1.33K
$329K
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1.33KNew |
$310K - $347K
|
1.33K
$328K
|
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
1.32KNew |
$308K - $345K
|
1.32K
$326K
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
1.29KNew |
$300K - $336K
|
1.29K
$318K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.27K+ 138.37% |
$298K - $333K
|
2.19K
$543K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.26K+ 3.33% |
$294K - $329K
|
39K
$9.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
1.26K+ 8.13% |
$293K - $328K
|
16.7K
$4.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
1.25K+ 11.85% |
$291K - $326K
|
11.8K
$2.91M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.23K+ 6.92% |
$288K - $322K
|
19K
$4.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.22KNew |
$286K - $320K
|
1.22K
$303K
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
1.22KNew |
$285K - $319K
|
1.22K
$302K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.21KNew |
$282K - $316K
|
1.21K
$299K
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.2K+ 43.97% |
$281K - $315K
|
3.94K
$976K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.19K+ 83.31% |
$279K - $312K
|
2.63K
$650K
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
1.18KNew |
$275K - $307K
|
1.18K
$291K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.17K+ 24.47% |
$273K - $306K
|
5.95K
$1.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
1.17KNew |
$273K - $305K
|
1.17K
$289K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.16K+ 11.98% |
$271K - $303K
|
10.8K
$2.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
1.16KNew |
$271K - $303K
|
1.16K
$287K
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.15K+ 1.51% |
$268K - $300K
|
77K
$19.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
1.14K+ 5.68% |
$267K - $299K
|
21.3K
$5.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Spectrum Financial Alliance LTD LLC
|
BUY
|
- |
1.14K+ 2.54% |
$266K - $297K
|
45.9K
$11.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
1.14KNew |
$265K - $297K
|
1.14K
$281K
|
|
|
Jan 29, 2025
Q4 2024
|
Shade Tree Advisors LLC
Saratoga Springs, NY |
BUY
|
- |
1.12KNew |
$261K - $292K
|
1.12K
$276K
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
1.1KNew |
$257K - $288K
|
1.1K
$272K
|
|
|
Jan 29, 2025
Q4 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
1.1K+ 2.87% |
$256K - $286K
|
39.3K
$9.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
1.09K+ 8.32% |
$256K - $286K
|
14.2K
$3.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
1.09KNew |
$255K - $286K
|
1.09K
$270K
|
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
1.08KNew |
$253K - $284K
|
1.08K
$269K
|
|
|
Feb 06, 2025
Q4 2024
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
1.07K+ 9.42% |
$251K - $281K
|
12.5K
$3.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.07K+ 51.44% |
$251K - $281K
|
3.16K
$783K
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
1.06K+ 11.42% |
$248K - $278K
|
10.4K
$2.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
1.05K+ 85.11% |
$245K - $274K
|
2.28K
$564K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1.05KNew |
$244K - $273K
|
1.05K
$259K
|
|
|
Feb 07, 2025
Q4 2024
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
1.03KNew |
$241K - $270K
|
1.03K
$256K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
1.01KNew |
$237K - $265K
|
1.01K
$251K
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
1.01K+ 4.22% |
$237K - $265K
|
25K
$6.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.01KNew |
$235K - $263K
|
1.01K
$249K
|
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
1K+ 49.7% |
$234K - $262K
|
3.01K
$746K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
990+ 6.44% |
$231K - $259K
|
16.4K
$4.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
987+ 0.82% |
$231K - $258K
|
121K
$29.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
981+ 21.55% |
$229K - $257K
|
5.53K
$1.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
975New |
$228K - $255K
|
975
$242K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
974+ 26.53% |
$228K - $255K
|
4.65K
$1.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
970New |
$227K - $254K
|
970
$240K
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
967+ 1.98% |
$226K - $253K
|
49.7K
$12.3M
|