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
|
Round Rock Advisors, LLC
|
BUY
|
- |
775+ 18.9% |
$181K - $203K
|
4.88K
$1.21M
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
773+ 3.73% |
$181K - $202K
|
21.5K
$5.32M
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
770+ 4.15% |
$180K - $201K
|
19.3K
$4.79M
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
769+ 25633.33% |
$180K - $201K
|
772
$191K
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
768+ 1.68% |
$180K - $201K
|
46.5K
$11.5M
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
750+ 2.49% |
$175K - $196K
|
30.9K
$7.65M
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
749+ 10.37% |
$175K - $196K
|
7.97K
$1.97M
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
738+ 2.25% |
$173K - $193K
|
33.6K
$8.31M
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
735+ 10.23% |
$172K - $192K
|
7.92K
$1.96M
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
728+ 3.42% |
$170K - $190K
|
22K
$5.46M
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
722+ 7.16% |
$169K - $189K
|
10.8K
$2.68M
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
708+ 2.02% |
$166K - $185K
|
35.7K
$8.84M
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
690+ 7.12% |
$161K - $180K
|
10.4K
$2.57M
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
671+ 1.58% |
$157K - $176K
|
43.1K
$10.7M
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
BUY
|
- |
666+ 46.77% |
$156K - $174K
|
2.09K
$518K
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
665+ 58.64% |
$155K - $174K
|
1.8K
$446K
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
648+ 0.91% |
$151K - $170K
|
72.2K
$17.9M
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
646+ 23.86% |
$151K - $169K
|
3.35K
$831K
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
643+ 4.16% |
$150K - $168K
|
16.1K
$3.99M
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
642+ 14.27% |
$150K - $168K
|
5.14K
$1.27M
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
639+ 14.43% |
$149K - $167K
|
5.07K
$1.26M
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
631+ 8.16% |
$148K - $165K
|
8.36K
$2.07M
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
630+ 150.72% |
$147K - $165K
|
1.05K
$260K
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
617+ 17.7% |
$144K - $161K
|
4.1K
$1.02M
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
598New |
$140K - $156K
|
598
$148K
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
596+ 6.31% |
$139K - $156K
|
10K
$2.49M
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
595+ 11.31% |
$139K - $156K
|
5.86K
$1.45M
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
589+ 4.23% |
$138K - $154K
|
14.5K
$3.6M
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
588+ 23.49% |
$137K - $154K
|
3.09K
$766K
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
575New |
$134K - $150K
|
575
$142K
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
571+ 2.69% |
$133K - $149K
|
21.8K
$5.39M
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
568+ 5.79% |
$133K - $149K
|
10.4K
$2.57M
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
558+ 9.92% |
$130K - $146K
|
6.19K
$1.53M
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
557+ 11.31% |
$130K - $146K
|
5.48K
$1.36M
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
547+ 16.18% |
$128K - $143K
|
3.93K
$973K
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
545+ 19.0% |
$127K - $143K
|
3.41K
$845K
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
544+ 2.57% |
$127K - $142K
|
21.7K
$5.38M
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
544+ 2.78% |
$127K - $142K
|
20.1K
$4.98M
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
543+ 59.54% |
$127K - $142K
|
1.46K
$360K
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
543+ 1.89% |
$127K - $142K
|
29.3K
$7.25M
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
541+ 1.66% |
$126K - $142K
|
33.2K
$8.23M
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
539+ 29.63% |
$126K - $141K
|
2.36K
$584K
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
539+ 2.85% |
$126K - $141K
|
19.5K
$4.83M
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
529+ 26.36% |
$124K - $138K
|
2.54K
$628K
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
BUY
|
- |
528+ 3.27% |
$123K - $138K
|
16.7K
$4.13M
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
525+ 13.51% |
$123K - $137K
|
4.41K
$1.09M
|
|
Jan 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
521+ 1.8% |
$122K - $136K
|
29.5K
$7.3M
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
517+ 0.45% |
$121K - $135K
|
116K
$28.7M
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
516+ 1.47% |
$121K - $135K
|
35.7K
$8.85M
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
511+ 1.95% |
$119K - $134K
|
26.8K
$6.63M
|