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 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-513- 14.63% |
$112K - $130K
|
2.99K
$720K
|
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-593- 1.43% |
$129K - $150K
|
40.9K
$9.83M
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
787+ 84.62% |
$171K - $199K
|
1.72K
$413K
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
222+ 1.62% |
$48.4K - $56.1K
|
13.9K
$3.35M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
5+ 0.31% |
$1.09K - $1.26K
|
1.62K
$389K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
17.6KNew |
$3.83M - $4.44M
|
17.6K
$4.23M
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
3.58KNew |
$781K - $905K
|
3.58K
$862K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
296+ 28.03% |
$64.5K - $74.8K
|
1.35K
$325K
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
27+ 0.25% |
$5.88K - $6.82K
|
10.7K
$2.57M
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
45.4K+ 802.97% |
$9.89M - $11.5M
|
51K
$12.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
95.7K+ 116.35% |
$20.8M - $24.2M
|
178K
$42.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.74K+ 28.88% |
$1.03M - $1.2M
|
21.1K
$5.08M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
151+ 6.47% |
$32.9K - $38.1K
|
2.48K
$597K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-263- 81.93% |
$57.3K - $66.4K
|
58
$13.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
35+ 0.33% |
$7.63K - $8.84K
|
10.5K
$2.53M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-281- 1.38% |
$61.2K - $71K
|
20K
$4.81M
|
|
|
Apr 08, 2025
Q1 2025
|
Armstrong Henry H Associates Inc
|
BUY
|
- |
1.75KNew |
$380K - $441K
|
1.75K
$420K
|
|
|
Apr 08, 2025
Q1 2025
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-2.44K- 11.46% |
$531K - $616K
|
18.8K
$4.53M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-28- 9.56% |
$6.1K - $7.07K
|
265
$63.7K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-2.85K- 51.45% |
$620K - $719K
|
2.69K
$646K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-1.3K- 3.04% |
$282K - $327K
|
41.4K
$9.95M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.18K+ 33.18% |
$257K - $298K
|
4.73K
$1.14M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-2- 0.1% |
$436 - $505
|
1.96K
$471K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
140+ 9.0% |
$30.5K - $35.4K
|
1.7K
$408K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
SELL
|
- |
-45- 1.18% |
$9.81K - $11.4K
|
3.77K
$908K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
2+ 0.16% |
$436 - $505
|
1.23K
$295K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-3.36K- 9.88% |
$732K - $848K
|
30.6K
$7.37M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
29+ 1.66% |
$6.32K - $7.33K
|
1.78K
$428K
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-4.24K- 8.68% |
$924K - $1.07M
|
44.6K
$10.7M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.94K- 1.05% |
$423K - $491K
|
182K
$43.8M
|
|
| Q4 2024 | |||||||
|
Jul 16, 2025
Q4 2024
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
38+ 1.9% |
$8.88K - $9.94K
|
2.04K
$490K
|
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
42.8K+ 9.81% |
$10M - $11.2M
|
479K
$115M
|
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
4.48KNew |
$1.05M - $1.17M
|
4.48K
$1.08M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
176K+ 27.79% |
$41.2M - $46.1M
|
811K
$195M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-11.4K- 66.92% |
$2.66M - $2.97M
|
5.62K
$1.35M
|
|
|
May 28, 2025
Q4 2024
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
284KNew |
$66.4M - $74.3M
|
284K
$68.3M
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
2.32KNew |
$543K - $607K
|
2.32K
$558K
|
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
SELL
|
- |
-194- 4.17% |
$45.3K - $50.7K
|
4.46K
$1.07M
|
|
|
May 12, 2025
Q4 2024
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
855New |
$200K - $224K
|
855
$206K
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
16KNew |
$3.75M - $4.19M
|
16K
$3.85M
|
|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
945New |
$221K - $247K
|
945
$227K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
883New |
$206K - $231K
|
883
$212K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
3New |
$701 - $785
|
3
$722
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
198New |
$46.3K - $51.8K
|
198
$47.6K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
10New |
$2.34K - $2.62K
|
10
$2.41K
|
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
2.1KNew |
$491K - $549K
|
2.1K
$505K
|
|
|
Mar 03, 2025
Q4 2024
|
Pandi, LLC
Leawood, KS |
BUY
|
- |
233KNew |
$54.4M - $60.9M
|
233K
$55.9M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
17+ 0.27% |
$3.97K - $4.45K
|
6.3K
$1.52M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.62K- 9.81% |
$1.31M - $1.47M
|
51.6K
$12.4M
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
5New |
$1.17K - $1.31K
|
5
$1.2K
|
|