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 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
148New |
$32.2K - $37.4K
|
148
$35.6K
|
|
|
May 09, 2025
Q1 2025
|
Geometric Wealth Advisors
|
SELL
|
- |
-6- 0.16% |
$1.31K - $1.52K
|
3.81K
$917K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-635- 1.55% |
$138K - $160K
|
40.4K
$9.72M
|
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-16- 0.55% |
$3.49K - $4.04K
|
2.87K
$691K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
175K+ 10.04% |
$38.2M - $44.3M
|
1.92M
$463M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.34K+ 4.47% |
$1.38M - $1.6M
|
148K
$35.6M
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-2.24K- 2.71% |
$489K - $567K
|
80.5K
$19.4M
|
|
|
May 09, 2025
Q1 2025
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-105- 0.6% |
$22.9K - $26.5K
|
17.5K
$4.21M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-1.92K- 2.05% |
$418K - $485K
|
91.7K
$22.1M
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.34K+ 8.15% |
$293K - $339K
|
17.8K
$4.29M
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
BUY
|
- |
2.27K+ 7.87% |
$494K - $573K
|
31.1K
$7.48M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-333- 2.27% |
$72.6K - $84.1K
|
14.3K
$3.44M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.46K+ 8.29% |
$318K - $369K
|
19.1K
$4.58M
|
|
|
May 09, 2025
Q1 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
324+ 4.61% |
$70.6K - $81.9K
|
7.36K
$1.77M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-212- 98.6% |
$46.2K - $53.6K
|
3
$722
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
3.31K+ 2.62% |
$721K - $835K
|
129K
$31.1M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
143KNew |
$31.2M - $36.2M
|
143K
$34.4M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
35.1K+ 6.89% |
$7.65M - $8.87M
|
544K
$131M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-709- 3.38% |
$154K - $179K
|
20.3K
$4.88M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-74- 10.34% |
$16.1K - $18.7K
|
642
$154K
|
|
|
May 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
2.31K+ 29.77% |
$502K - $582K
|
10K
$2.42M
|
|
|
May 08, 2025
Q1 2025
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
89+ 1.29% |
$19.4K - $22.5K
|
6.98K
$1.68M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-3.96K- 52.72% |
$863K - $1M
|
3.55K
$855K
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
7+ 0.37% |
$1.53K - $1.77K
|
1.89K
$455K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
204+ 3.67% |
$44.4K - $51.5K
|
5.77K
$1.39M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.99K+ 172.28% |
$869K - $1.01M
|
6.31K
$1.52M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.7K+ 6.98% |
$1.02M - $1.19M
|
72.1K
$17.3M
|
|
|
May 08, 2025
Q1 2025
|
Hall Capital Management CO Inc
|
BUY
|
- |
1.63K+ 36.23% |
$355K - $411K
|
6.12K
$1.47M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
8.08K+ 48.11% |
$1.76M - $2.04M
|
24.9K
$5.98M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-644- 0.69% |
$140K - $163K
|
92.9K
$22.3M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-3.56K- 24.53% |
$775K - $899K
|
10.9K
$2.63M
|
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-19- 0.29% |
$4.14K - $4.8K
|
6.59K
$1.59M
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
167+ 7.59% |
$36.4K - $42.2K
|
2.37K
$569K
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-948- 4.52% |
$207K - $240K
|
20K
$4.82M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-12- 0.83% |
$2.61K - $3.03K
|
1.44K
$346K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
942+ 5.13% |
$205K - $238K
|
19.3K
$4.64M
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-648- 5.57% |
$141K - $164K
|
11K
$2.64M
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-7.49K- 83.27% |
$1.63M - $1.89M
|
1.51K
$362K
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
907New |
$198K - $229K
|
907
$218K
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
4.32K+ 27.17% |
$941K - $1.09M
|
20.2K
$4.86M
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
1.27K+ 0.97% |
$276K - $320K
|
132K
$31.8M
|
|
|
May 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
6.22KNew |
$1.36M - $1.57M
|
6.22K
$1.5M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.33K+ 1.27% |
$291K - $337K
|
106K
$25.6M
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-152- 3.8% |
$33.1K - $38.4K
|
3.85K
$925K
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
553+ 17.89% |
$120K - $140K
|
3.64K
$876K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-949- 2.19% |
$207K - $240K
|
42.4K
$10.2M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-808- 21.75% |
$176K - $204K
|
2.91K
$699K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.54K- 10.34% |
$336K - $389K
|
13.4K
$3.21M
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
2+ 0.1% |
$436 - $505
|
2.08K
$501K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
8.51K+ 1.68% |
$1.85M - $2.15M
|
515K
$124M
|