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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.36K+ 25.67% |
$2.04M - $2.37M
|
45.8K
$9.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
1.97KNew |
$429K - $497K
|
1.97K
$425K
|
|
|
Apr 29, 2025
Q1 2025
|
Whelan Financial
|
SELL
|
- |
-836- 0.64% |
$182K - $211K
|
131K
$28.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-1.44K- 40.22% |
$313K - $363K
|
2.14K
$462K
|
|
|
Apr 29, 2025
Q1 2025
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-267- 1.29% |
$58.2K - $67.5K
|
20.5K
$4.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
840+ 94.92% |
$183K - $212K
|
1.73K
$373K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-958- 2.13% |
$209K - $242K
|
44K
$9.51M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
224+ 1.6% |
$48.8K - $56.6K
|
14.2K
$3.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
277+ 199.28% |
$60.4K - $70K
|
416
$89.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Northstar Asset Management LLC
|
BUY
|
- |
545+ 1.33% |
$119K - $138K
|
41.5K
$8.98M
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-5.82K- 78.19% |
$1.27M - $1.47M
|
1.62K
$351K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-670- 32.24% |
$146K - $169K
|
1.41K
$304K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-185- 53.31% |
$40.3K - $46.7K
|
162
$35K
|
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-60- 1.29% |
$13.1K - $15.2K
|
4.58K
$990K
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-15- 55.56% |
$3.27K - $3.79K
|
12
$2.59K
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-462- 4.59% |
$101K - $117K
|
9.61K
$2.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
1.26KNew |
$274K - $318K
|
1.26K
$272K
|
|
|
Apr 29, 2025
Q1 2025
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
174+ 2.62% |
$37.9K - $44K
|
6.83K
$1.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-300K- 5.7% |
$65.4M - $75.8M
|
4.96M
$1.07B
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-5- 0.37% |
$1.09K - $1.26K
|
1.36K
$295K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-27.6K- 31.8% |
$6.02M - $6.98M
|
59.2K
$12.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-2.6K- 5.84% |
$567K - $658K
|
42K
$9.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
211K+ 362.54% |
$46M - $53.3M
|
269K
$58.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-62- 1.65% |
$13.5K - $15.7K
|
3.69K
$798K
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
537+ 8.99% |
$117K - $136K
|
6.51K
$1.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-2.27K- 6.25% |
$495K - $573K
|
34K
$7.36M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-612- 1.33% |
$133K - $155K
|
45.5K
$9.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-47- 5.33% |
$10.2K - $11.9K
|
834
$180K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
698+ 14.66% |
$152K - $176K
|
5.46K
$1.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
1.94K+ 1.46% |
$423K - $491K
|
135K
$29.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
212+ 7.29% |
$46.2K - $53.6K
|
3.12K
$674K
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-166- 0.63% |
$36.2K - $41.9K
|
26.2K
$5.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-52K- 93.38% |
$11.3M - $13.1M
|
3.69K
$797K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6.6K+ 16.33% |
$1.44M - $1.67M
|
47K
$10.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-424- 8.17% |
$92.4K - $107K
|
4.77K
$1.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
BUY
|
- |
16.6K+ 19.74% |
$3.61M - $4.19M
|
101K
$21.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
279KNew |
$60.8M - $70.5M
|
279K
$60.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-8.37K- 6.98% |
$1.82M - $2.12M
|
112K
$24.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Davidson Investment Advisors
|
BUY
|
- |
2.54K+ 1.55% |
$554K - $643K
|
166K
$35.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
21.5K+ 20.32% |
$4.69M - $5.43M
|
127K
$27.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Lincoln National Corp
|
BUY
|
- |
8.68K+ 3.19% |
$1.89M - $2.19M
|
281K
$60.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
SELL
|
- |
-137- 4.06% |
$29.9K - $34.6K
|
3.24K
$700K
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-692- 9.37% |
$151K - $175K
|
6.69K
$1.45M
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-16- 0.14% |
$3.49K - $4.04K
|
11.2K
$2.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
28.1K+ 95.65% |
$6.11M - $7.09M
|
57.4K
$12.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-2.88K- 10.69% |
$628K - $728K
|
24.1K
$5.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-78- 5.18% |
$17K - $19.7K
|
1.43K
$308K
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
10.7KNew |
$2.32M - $2.69M
|
10.7K
$2.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-579- 24.23% |
$126K - $146K
|
1.81K
$391K
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
7.09K+ 1324.49% |
$1.54M - $1.79M
|
7.62K
$1.65M
|