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 24, 2025
Q1 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
944+ 8.27% |
$206K - $238K
|
12.4K
$2.97M
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-96- 2.18% |
$20.9K - $24.3K
|
4.31K
$1.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-3.26K- 50.17% |
$710K - $823K
|
3.24K
$778K
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
785+ 47.78% |
$171K - $198K
|
2.43K
$584K
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
301+ 3.8% |
$65.6K - $76K
|
8.22K
$1.98M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
8.31K+ 4.57% |
$1.81M - $2.1M
|
190K
$45.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Cohen Investment Advisors LLC
|
BUY
|
- |
345+ 9.62% |
$75.2K - $87.2K
|
3.93K
$946K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
420+ 2.07% |
$91.5K - $106K
|
20.7K
$4.97M
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
250New |
$54.5K - $63.2K
|
250
$60.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
308+ 19.91% |
$67.1K - $77.8K
|
1.86K
$446K
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
51+ 4.69% |
$11.1K - $12.9K
|
1.14K
$274K
|
|
|
Apr 24, 2025
Q1 2025
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-1.21K- 9.29% |
$263K - $305K
|
11.8K
$2.84M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.74K+ 29.21% |
$378K - $439K
|
7.68K
$1.85M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
247+ 13.73% |
$53.8K - $62.4K
|
2.05K
$492K
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
8+ 0.35% |
$1.74K - $2.02K
|
2.28K
$548K
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-152- 3.84% |
$33.1K - $38.4K
|
3.81K
$915K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
68+ 4.07% |
$14.8K - $17.2K
|
1.74K
$418K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-605- 8.89% |
$132K - $153K
|
6.2K
$1.49M
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-69- 2.84% |
$15K - $17.4K
|
2.36K
$569K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2+ 0.2% |
$436 - $505
|
990
$238K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-99- 1.66% |
$21.6K - $25K
|
5.88K
$1.41M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-115- 6.38% |
$25.1K - $29.1K
|
1.69K
$406K
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.24K+ 1.84% |
$270K - $313K
|
68.6K
$16.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
7.44K+ 10.22% |
$1.62M - $1.88M
|
80.2K
$19.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
104+ 1.72% |
$22.7K - $26.3K
|
6.15K
$1.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
1.05KNew |
$228K - $265K
|
1.05K
$252K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-38- 1.64% |
$8.28K - $9.6K
|
2.28K
$549K
|
|
|
Apr 23, 2025
Q1 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
364+ 0.93% |
$79.3K - $92K
|
39.6K
$9.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-30.1K- 73.39% |
$6.57M - $7.62M
|
10.9K
$2.63M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
11.8K+ 5.97% |
$2.58M - $2.99M
|
210K
$50.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
2.18K+ 15.58% |
$476K - $552K
|
16.2K
$3.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
2.56KNew |
$557K - $646K
|
2.56K
$615K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
24+ 1.46% |
$5.23K - $6.06K
|
1.66K
$400K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
283+ 2.67% |
$61.7K - $71.5K
|
10.9K
$2.62M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-565- 4.28% |
$123K - $143K
|
12.6K
$3.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.51K+ 18.91% |
$1.2M - $1.39M
|
34.7K
$8.34M
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
5K+ 126.36% |
$1.09M - $1.26M
|
8.95K
$2.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-128- 2.43% |
$27.9K - $32.3K
|
5.14K
$1.24M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
SELL
|
- |
-95- 0.48% |
$20.7K - $24K
|
19.5K
$4.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Ti Trust, Inc
|
BUY
|
- |
662+ 3.5% |
$144K - $167K
|
19.6K
$4.71M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
75+ 3.18% |
$16.3K - $18.9K
|
2.43K
$585K
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
2.06K+ 2.79% |
$449K - $521K
|
75.9K
$18.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.64KNew |
$357K - $414K
|
1.64K
$394K
|
|
|
Apr 23, 2025
Q1 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
161+ 11.65% |
$35.1K - $40.7K
|
1.54K
$371K
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
246+ 9.15% |
$53.6K - $62.1K
|
2.94K
$706K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
SELL
|
- |
-97- 0.21% |
$21.1K - $24.5K
|
45.8K
$11M
|
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
2+ 2.02% |
$436 - $505
|
101
$24.3K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
23+ 9.58% |
$5.01K - $5.81K
|
263
$63.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-1.18K- 6.22% |
$258K - $299K
|
17.8K
$4.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
154+ 8.57% |
$33.6K - $38.9K
|
1.95K
$469K
|