Latest Institutional Transactions on Vanguard Small Cap ETF (VB)
This table provides information on the latest institutional transactions involving Vanguard Small Cap ETF (VB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
SELL
|
- |
-252- 6.37% |
$54.9K - $63.7K
|
3.7K
$890K
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-11.6K- 14.93% |
$2.52M - $2.92M
|
65.8K
$15.8M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-13.9K- 2.77% |
$3.02M - $3.51M
|
487K
$117M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
618+ 6.63% |
$135K - $156K
|
9.94K
$2.39M
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
2+ 0.13% |
$436 - $505
|
1.56K
$375K
|
|
|
May 13, 2025
Q1 2025
|
Delta Financial Advisors LLC
|
SELL
|
- |
-242- 4.73% |
$52.7K - $61.1K
|
4.87K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-44K- 20.29% |
$9.6M - $11.1M
|
173K
$41.6M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
36.5K+ 204.74% |
$7.95M - $9.22M
|
54.3K
$13.1M
|
|
|
May 13, 2025
Q1 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
1.25KNew |
$273K - $316K
|
1.25K
$301K
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
91+ 1.88% |
$19.8K - $23K
|
4.93K
$1.18M
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
3+ 0.23% |
$654 - $758
|
1.33K
$321K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
12.9K+ 1.95% |
$2.81M - $3.26M
|
677K
$163M
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
811+ 6.46% |
$177K - $205K
|
13.4K
$3.21M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.18K+ 12.05% |
$474K - $549K
|
20.2K
$4.87M
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
392New |
$85.4K - $99K
|
392
$94.3K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-768- 2.65% |
$167K - $194K
|
28.3K
$6.8M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-22- 1.73% |
$4.79K - $5.56K
|
1.25K
$300K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.27K- 2.2% |
$276K - $320K
|
56.2K
$13.5M
|
|
|
May 13, 2025
Q1 2025
|
Harbor Advisory Corp
|
BUY
|
- |
1.47K+ 3.81% |
$321K - $372K
|
40.2K
$9.66M
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-1.3K- 3.88% |
$284K - $329K
|
32.3K
$7.76M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-6- 0.08% |
$1.31K - $1.52K
|
7.6K
$1.83M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-7.65K- 11.56% |
$1.67M - $1.93M
|
58.6K
$14.1M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
40.6K+ 332.59% |
$8.84M - $10.2M
|
52.8K
$12.7M
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-584- 10.31% |
$127K - $148K
|
5.08K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
496+ 13.71% |
$108K - $125K
|
4.12K
$990K
|
|
|
May 13, 2025
Q1 2025
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
80+ 4.28% |
$17.4K - $20.2K
|
1.95K
$469K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
145K+ 2.55% |
$31.5M - $36.5M
|
5.82M
$1.4B
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-3.29K- 60.65% |
$717K - $831K
|
2.14K
$513K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-120- 0.59% |
$26.1K - $30.3K
|
20.1K
$4.84M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
11.7K+ 16.35% |
$2.56M - $2.96M
|
83.5K
$20.1M
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-10- 0.9% |
$2.18K - $2.53K
|
1.1K
$265K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1+ 0.01% |
$218 - $253
|
6.87K
$1.65M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-133- 2.41% |
$29K - $33.6K
|
5.39K
$1.3M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
787+ 10.07% |
$171K - $199K
|
8.61K
$2.07M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.08K+ 7.47% |
$454K - $526K
|
29.9K
$7.2M
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
12+ 2.86% |
$2.61K - $3.03K
|
432
$104K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-10.4K- 20.64% |
$2.27M - $2.64M
|
40.1K
$9.65M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.35K- 1.96% |
$1.38M - $1.6M
|
317K
$76.2M
|
|
|
May 13, 2025
Q1 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
36+ 0.49% |
$7.84K - $9.1K
|
7.45K
$1.79M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-14.9K- 74.19% |
$3.25M - $3.77M
|
5.19K
$1.25M
|
|
|
May 13, 2025
Q1 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-33.1K- 34.12% |
$7.21M - $8.36M
|
63.9K
$15.4M
|
|
|
May 13, 2025
Q1 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
10.3KNew |
$2.24M - $2.59M
|
10.3K
$2.47M
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-544- 13.35% |
$119K - $137K
|
3.53K
$849K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
2.11K+ 5.83% |
$459K - $532K
|
38.2K
$9.2M
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-65.5K- 62.28% |
$14.3M - $16.6M
|
39.7K
$9.54M
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
SELL
|
- |
-2.4K- 31.67% |
$522K - $605K
|
5.17K
$1.24M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-22.8K- 18.11% |
$4.96M - $5.75M
|
103K
$24.8M
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-28.7K- 66.08% |
$6.24M - $7.24M
|
14.7K
$3.54M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
127+ 0.55% |
$27.7K - $32.1K
|
23.2K
$5.57M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
3.56K+ 201.58% |
$777K - $900K
|
5.33K
$1.28M
|