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 |
|---|---|---|---|---|---|---|---|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
2.1KNew |
$491K - $549K
|
2.1K
$454K
|
|
|
Mar 03, 2025
Q4 2024
|
Pandi, LLC
Leawood, KS |
BUY
|
- |
233KNew |
$54.4M - $60.9M
|
233K
$50.3M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
17+ 0.27% |
$3.97K - $4.45K
|
6.3K
$1.36M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.62K- 9.81% |
$1.31M - $1.47M
|
51.6K
$11.2M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.49KNew |
$347K - $388K
|
1.49K
$321K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
5New |
$1.17K - $1.31K
|
5
$1.08K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
13.1K+ 98.08% |
$3.07M - $3.44M
|
26.5K
$5.74M
|
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
18.8KNew |
$4.4M - $4.93M
|
18.8K
$4.07M
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
1.16KNew |
$270K - $302K
|
1.16K
$250K
|
|
|
Feb 20, 2025
Q4 2024
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
26KNew |
$6.09M - $6.81M
|
26K
$5.63M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
211+ 16.19% |
$49.3K - $55.2K
|
1.51K
$327K
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
888New |
$208K - $232K
|
888
$192K
|
|
|
Feb 18, 2025
Q4 2024
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-4.15K- 25.21% |
$970K - $1.09M
|
12.3K
$2.66M
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
704+ 2.82% |
$165K - $184K
|
25.7K
$5.55M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1.08KNew |
$253K - $283K
|
1.08K
$234K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.65K+ 91.34% |
$385K - $430K
|
3.45K
$745K
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-8- 1.04% |
$1.87K - $2.09K
|
763
$165K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-17.2K- 6.75% |
$4.02M - $4.5M
|
238K
$51.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
837New |
$196K - $219K
|
837
$181K
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-1.28K- 14.46% |
$300K - $336K
|
7.59K
$1.64M
|
|
|
Feb 18, 2025
Q4 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
530+ 2.57% |
$124K - $139K
|
21.2K
$4.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
11.9K+ 50.87% |
$2.79M - $3.12M
|
35.4K
$7.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.09K- 97.67% |
$255K - $285K
|
26
$5.62K
|
|
|
Feb 14, 2025
Q4 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
99.1KNew |
$23.2M - $25.9M
|
99.1K
$21.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
14.8K+ 46.71% |
$3.46M - $3.88M
|
46.5K
$10.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
1.21KNew |
$283K - $316K
|
1.21K
$261K
|
|
|
Feb 14, 2025
Q4 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-411- 5.38% |
$96.1K - $108K
|
7.23K
$1.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-3.04K- 90.87% |
$709K - $794K
|
305
$65.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.36KNew |
$317K - $355K
|
1.36K
$293K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.49K- 37.38% |
$1.52M - $1.7M
|
10.9K
$2.35M
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-9.43K- 1.79% |
$2.2M - $2.47M
|
517K
$112M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
35+ 0.62% |
$8.18K - $9.16K
|
5.66K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
754+ 2.17% |
$176K - $197K
|
35.5K
$7.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.46K+ 23.62% |
$341K - $382K
|
7.64K
$1.65M
|
|
|
Feb 14, 2025
Q4 2024
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
954+ 71.89% |
$223K - $250K
|
2.28K
$493K
|
|
|
Feb 14, 2025
Q4 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
50+ 1.57% |
$11.7K - $13.1K
|
3.24K
$701K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
3+ 0.06% |
$701 - $785
|
5.06K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-4.23K- 37.23% |
$988K - $1.11M
|
7.13K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-116- 4.96% |
$27.1K - $30.3K
|
2.22K
$480K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.36K+ 102.82% |
$1.25M - $1.4M
|
10.6K
$2.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
22New |
$5.14K - $5.75K
|
22
$4.76K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-283K- 1.13% |
$66.1M - $74M
|
24.8M
$5.36B
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
4.1KNew |
$958K - $1.07M
|
4.1K
$886K
|
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-21- 2.06% |
$4.91K - $5.49K
|
1K
$216K
|
|
|
Feb 14, 2025
Q4 2024
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-37- 2.22% |
$8.65K - $9.68K
|
1.63K
$353K
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
20+ 0.65% |
$4.68K - $5.23K
|
3.11K
$672K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
87.6K+ 70.11% |
$20.5M - $22.9M
|
213K
$45.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
4.07K+ 15.98% |
$952K - $1.06M
|
29.5K
$6.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
492+ 7.38% |
$115K - $129K
|
7.16K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
199+ 10.68% |
$46.5K - $52.1K
|
2.06K
$446K
|