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 |
---|---|---|---|---|---|---|---|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-1.99K- 17.56% |
$466K - $522K
|
9.36K
$2.02M
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-630- 60.11% |
$147K - $165K
|
418
$90.4K
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
57+ 3.14% |
$13.3K - $14.9K
|
1.87K
$404K
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
72+ 83.72% |
$16.8K - $18.8K
|
158
$34.2K
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-412- 18.59% |
$96.3K - $108K
|
1.8K
$390K
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-108- 0.83% |
$25.2K - $28.3K
|
13K
$2.8M
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-87- 1.18% |
$20.3K - $22.8K
|
7.3K
$1.58M
|
|
Q3 2024 | |||||||
Apr 30, 2025
Q3 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
913New |
$196K - $217K
|
913
$197K
|
|
Apr 01, 2025
Q3 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
2.96K+ 921.18% |
$635K - $703K
|
3.28K
$709K
|
|
Mar 21, 2025
Q3 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-1.05KClosed |
$224K - $248K
|
0
$0
|
|
Feb 28, 2025
Q3 2024
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
285KNew |
$61.3M - $67.8M
|
285K
$61.7M
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-545- 2.69% |
$117K - $130K
|
19.7K
$4.26M
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
BUY
|
- |
220+ 5.65% |
$47.2K - $52.3K
|
4.11K
$889K
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
238+ 0.73% |
$51.1K - $56.6K
|
32.7K
$7.08M
|
|
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
1.47KNew |
$315K - $348K
|
1.47K
$317K
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-1.51K- 7.25% |
$325K - $359K
|
19.3K
$4.18M
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
16New |
$3.44K - $3.8K
|
16
$3.46K
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
80New |
$17.2K - $19K
|
80
$17.3K
|
|
Nov 15, 2024
Q3 2024
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
2+ 0.2% |
$430 - $475
|
1.02K
$220K
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-10.9K- 88.72% |
$2.34M - $2.59M
|
1.38K
$299K
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
107+ 8.12% |
$23K - $25.4K
|
1.42K
$308K
|
|
Nov 14, 2024
Q3 2024
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-7.37K- 78.38% |
$1.58M - $1.75M
|
2.03K
$439K
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-37- 3.61% |
$7.95K - $8.8K
|
988
$214K
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
20+ 0.93% |
$4.3K - $4.75K
|
2.18K
$472K
|
|
Nov 14, 2024
Q3 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
1.73KNew |
$371K - $411K
|
1.73K
$374K
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
321+ 25.95% |
$68.9K - $76.3K
|
1.56K
$337K
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-156- 10.94% |
$33.5K - $37.1K
|
1.27K
$275K
|
|
Nov 14, 2024
Q3 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
42+ 3.4% |
$9.02K - $9.98K
|
1.28K
$276K
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
848New |
$182K - $202K
|
848
$183K
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
648+ 4.17% |
$139K - $154K
|
16.2K
$3.5M
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-8.11K- 41.09% |
$1.74M - $1.93M
|
11.6K
$2.51M
|
|
Nov 14, 2024
Q3 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-389- 26.12% |
$83.5K - $92.5K
|
1.1K
$238K
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
177New |
$38K - $42.1K
|
177
$38.3K
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
846New |
$182K - $201K
|
846
$183K
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
38+ 3.41% |
$8.16K - $9.03K
|
1.15K
$249K
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
16New |
$3.44K - $3.8K
|
16
$3.46K
|
|
Nov 13, 2024
Q3 2024
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
BUY
|
- |
730+ 7.3% |
$157K - $174K
|
10.7K
$2.32M
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-3.24K- 82.13% |
$695K - $769K
|
704
$152K
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
242New |
$52K - $57.5K
|
242
$52.3K
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
1.77KNew |
$380K - $420K
|
1.77K
$382K
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
128+ 12.06% |
$27.5K - $30.4K
|
1.19K
$257K
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-4.75K- 48.12% |
$1.02M - $1.13M
|
5.12K
$1.11M
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
13.4KNew |
$2.88M - $3.19M
|
13.4K
$2.9M
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-2.4K- 1.66% |
$515K - $571K
|
142K
$30.8M
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-8- 28.57% |
$1.72K - $1.9K
|
20
$4.32K
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-6.09K- 68.21% |
$1.31M - $1.45M
|
2.84K
$613K
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
160New |
$34.4K - $38K
|
160
$34.6K
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
909New |
$195K - $216K
|
909
$196K
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.26K+ 5.32% |
$270K - $299K
|
24.8K
$5.37M
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
1New |
$215 - $238
|
1
$216
|