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
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-72- 5.99% |
$15.7K - $18.2K
|
1.13K
$287K
|
|
|
Apr 10, 2025
Q1 2025
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-500- 33.88% |
$109K - $126K
|
976
$247K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
4.19KNew |
$913K - $1.06M
|
4.19K
$1.06M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-513- 14.63% |
$112K - $130K
|
2.99K
$759K
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
787+ 84.62% |
$171K - $199K
|
1.72K
$435K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
5+ 0.31% |
$1.09K - $1.26K
|
1.62K
$410K
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
3.58KNew |
$781K - $905K
|
3.58K
$909K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
296+ 28.03% |
$64.5K - $74.8K
|
1.35K
$343K
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
27+ 0.25% |
$5.88K - $6.82K
|
10.7K
$2.71M
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-263- 81.93% |
$57.3K - $66.4K
|
58
$14.7K
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
35+ 0.33% |
$7.63K - $8.84K
|
10.5K
$2.67M
|
|
|
Apr 08, 2025
Q1 2025
|
Armstrong Henry H Associates Inc
|
BUY
|
- |
1.75KNew |
$380K - $441K
|
1.75K
$442K
|
|
|
Apr 08, 2025
Q1 2025
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-2.44K- 11.46% |
$531K - $616K
|
18.8K
$4.78M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-28- 9.56% |
$6.1K - $7.07K
|
265
$67.2K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
2+ 0.16% |
$436 - $505
|
1.23K
$311K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
29+ 1.66% |
$6.32K - $7.33K
|
1.78K
$451K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.94K- 1.05% |
$423K - $491K
|
182K
$46.2M
|
|
| Q4 2024 | |||||||
|
Sep 08, 2025
Q4 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.48KNew |
$345K - $387K
|
1.48K
$375K
|
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-39.2K- 45.2% |
$9.17M - $10.3M
|
47.6K
$12.1M
|
|
|
Aug 25, 2025
Q4 2024
|
Nautilus Advisors LLC
La Jolla, CA |
BUY
|
- |
1.8KNew |
$421K - $471K
|
1.8K
$456K
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
349+ 1.21% |
$81.6K - $91.3K
|
29.2K
$7.39M
|
|
|
Jul 16, 2025
Q4 2024
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
38+ 1.9% |
$8.88K - $9.94K
|
2.04K
$517K
|
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
SELL
|
- |
-194- 4.17% |
$45.3K - $50.7K
|
4.46K
$1.13M
|
|
|
May 12, 2025
Q4 2024
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
855New |
$200K - $224K
|
855
$217K
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
16KNew |
$3.75M - $4.19M
|
16K
$4.06M
|
|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
945New |
$221K - $247K
|
945
$240K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
883New |
$206K - $231K
|
883
$224K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
3New |
$701 - $785
|
3
$761
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
10New |
$2.34K - $2.62K
|
10
$2.54K
|
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
2.1KNew |
$491K - $549K
|
2.1K
$532K
|
|
|
Mar 03, 2025
Q4 2024
|
Pandi, LLC
Leawood, KS |
BUY
|
- |
233KNew |
$54.4M - $60.9M
|
233K
$59M
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
5New |
$1.17K - $1.31K
|
5
$1.27K
|
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
18.8KNew |
$4.4M - $4.93M
|
18.8K
$4.78M
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
888New |
$208K - $232K
|
888
$225K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1.08KNew |
$253K - $283K
|
1.08K
$275K
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-8- 1.04% |
$1.87K - $2.09K
|
763
$193K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
11.9K+ 50.87% |
$2.79M - $3.12M
|
35.4K
$8.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
99.1KNew |
$23.2M - $25.9M
|
99.1K
$25.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
1.21KNew |
$283K - $316K
|
1.21K
$307K
|
|
|
Feb 14, 2025
Q4 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-3.04K- 90.87% |
$709K - $794K
|
305
$77.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
22New |
$5.14K - $5.75K
|
22
$5.58K
|
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-21- 2.06% |
$4.91K - $5.49K
|
1K
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-37- 2.22% |
$8.65K - $9.68K
|
1.63K
$414K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
199+ 10.68% |
$46.5K - $52.1K
|
2.06K
$523K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-1.03K- 18.66% |
$240K - $269K
|
4.48K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
25.6KNew |
$5.98M - $6.7M
|
25.6K
$6.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
90New |
$21K - $23.5K
|
90
$22.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Michelson Medical Research Foundation, Inc.
Los Angeles, CA |
SELL
|
- |
-7.9K- 41.78% |
$1.85M - $2.07M
|
11K
$2.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
97New |
$22.7K - $25.4K
|
97
$24.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
158New |
$36.9K - $41.3K
|
158
$40.1K
|
|