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 |
---|---|---|---|---|---|---|---|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.4K+ 193.24% |
$271K - $333K
|
2.13K
$539K
|
|
Jul 28, 2025
Q2 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
404+ 19.69% |
$78.3K - $95.9K
|
2.46K
$623K
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
BUY
|
- |
2.83K+ 238.99% |
$549K - $672K
|
4.02K
$1.02M
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
713+ 3.56% |
$138K - $169K
|
20.7K
$5.26M
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.22K+ 22.29% |
$1.21M - $1.48M
|
34.2K
$8.66M
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-247- 3.14% |
$47.9K - $58.6K
|
7.61K
$1.93M
|
|
Jul 28, 2025
Q2 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-18- 0.97% |
$3.49K - $4.27K
|
1.83K
$465K
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
10+ 18.18% |
$1.94K - $2.37K
|
65
$16.5K
|
|
Jul 28, 2025
Q2 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-7.63K- 33.53% |
$1.48M - $1.81M
|
15.1K
$3.84M
|
|
Jul 28, 2025
Q2 2025
|
Davidson Investment Advisors
|
SELL
|
- |
-138K- 83.13% |
$26.8M - $32.8M
|
28K
$7.11M
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
526+ 11.28% |
$102K - $125K
|
5.19K
$1.32M
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
7.71K+ 23.09% |
$1.49M - $1.83M
|
41.1K
$10.4M
|
|
Jul 28, 2025
Q2 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
406+ 35.65% |
$78.7K - $96.4K
|
1.55K
$392K
|
|
Jul 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-24- 0.25% |
$4.65K - $5.7K
|
9.63K
$2.44M
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
36+ 1.2% |
$6.97K - $8.55K
|
3.04K
$772K
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-38- 2.06% |
$7.36K - $9.02K
|
1.8K
$457K
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
3+ 0.12% |
$581 - $712
|
2.56K
$648K
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
1.13K+ 4.16% |
$218K - $268K
|
28.2K
$7.15M
|
|
Jul 25, 2025
Q2 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-22- 1.88% |
$4.26K - $5.22K
|
1.15K
$291K
|
|
Jul 25, 2025
Q2 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
150+ 0.71% |
$29.1K - $35.6K
|
21.2K
$5.37M
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
13+ 0.11% |
$2.52K - $3.09K
|
11.7K
$2.97M
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
286+ 5.02% |
$55.4K - $67.9K
|
5.99K
$1.52M
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
452+ 1.61% |
$87.6K - $107K
|
28.5K
$7.23M
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
7.3K+ 14.86% |
$1.41M - $1.73M
|
56.4K
$14.3M
|
|
Jul 25, 2025
Q2 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-177- 2.81% |
$34.3K - $42K
|
6.12K
$1.55M
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-384- 2.37% |
$74.4K - $91.2K
|
15.8K
$4.01M
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.47K+ 26.95% |
$1.83M - $2.25M
|
44.6K
$11.3M
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
275+ 11.09% |
$53.3K - $65.3K
|
2.75K
$698K
|
|
Jul 25, 2025
Q2 2025
|
Advocate Group LLC
|
BUY
|
- |
217+ 4.26% |
$42K - $51.5K
|
5.31K
$1.35M
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
43+ 2.97% |
$8.33K - $10.2K
|
1.49K
$379K
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.17K+ 27.75% |
$226K - $277K
|
5.36K
$1.36M
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
BUY
|
- |
152+ 4.24% |
$29.4K - $36.1K
|
3.74K
$949K
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-67K- 96.05% |
$13M - $15.9M
|
2.75K
$698K
|
|
Jul 25, 2025
Q2 2025
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-471- 8.11% |
$91.2K - $112K
|
5.34K
$1.35M
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
13K+ 15.58% |
$2.52M - $3.08M
|
96.3K
$24.4M
|
|
Jul 25, 2025
Q2 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1+ 0.04% |
$194 - $237
|
2.59K
$656K
|
|
Jul 25, 2025
Q2 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.13K- 69.72% |
$218K - $267K
|
489
$124K
|
|
Jul 25, 2025
Q2 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
221+ 5.77% |
$42.8K - $52.5K
|
4.05K
$1.03M
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
39+ 3.93% |
$7.56K - $9.26K
|
1.03K
$262K
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
64+ 7.08% |
$12.4K - $15.2K
|
968
$245K
|
|
Jul 25, 2025
Q2 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
827+ 3.0% |
$160K - $196K
|
28.4K
$7.2M
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
537+ 6.26% |
$104K - $127K
|
9.11K
$2.31M
|
|
Jul 25, 2025
Q2 2025
|
Libra Wealth LLC
|
BUY
|
- |
154+ 4.17% |
$29.8K - $36.6K
|
3.84K
$975K
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-35- 0.16% |
$6.78K - $8.31K
|
21.3K
$5.4M
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
180+ 4.69% |
$34.9K - $42.7K
|
4.02K
$1.02M
|
|
Jul 25, 2025
Q2 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-675- 39.13% |
$131K - $160K
|
1.05K
$266K
|
|
Jul 25, 2025
Q2 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-426- 18.46% |
$82.5K - $101K
|
1.88K
$477K
|
|
Jul 25, 2025
Q2 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-575- 2.88% |
$111K - $136K
|
19.4K
$4.92M
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
974New |
$189K - $231K
|
974
$247K
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.44K+ 10.77% |
$279K - $341K
|
14.8K
$3.75M
|