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 |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.32K+ 92.22% |
$308K - $344K
|
2.74K
$696K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-390- 31.38% |
$91.2K - $102K
|
853
$216K
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-8- 7.21% |
$1.87K - $2.09K
|
103
$26.1K
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-2- 0.08% |
$468 - $523
|
2.46K
$624K
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
54+ 2.22% |
$12.6K - $14.1K
|
2.48K
$629K
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-436- 1.16% |
$102K - $114K
|
37.2K
$9.43M
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.16KNew |
$271K - $303K
|
1.16K
$294K
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
62New |
$14.5K - $16.2K
|
62
$15.7K
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
1.31KNew |
$307K - $343K
|
1.31K
$333K
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-40- 1.1% |
$9.35K - $10.5K
|
3.6K
$912K
|
|
Feb 13, 2025
Q4 2024
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-200- 17.7% |
$46.8K - $52.3K
|
930
$236K
|
|
Feb 13, 2025
Q4 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-205- 1.13% |
$47.9K - $53.6K
|
17.9K
$4.54M
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
859New |
$201K - $225K
|
859
$218K
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-13- 0.78% |
$3.04K - $3.4K
|
1.65K
$418K
|
|
Feb 13, 2025
Q4 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
2.03KNew |
$475K - $531K
|
2.03K
$515K
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1.56K+ 297.14% |
$364K - $407K
|
2.08K
$528K
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
6New |
$1.4K - $1.57K
|
6
$1.52K
|
|
Feb 12, 2025
Q4 2024
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
BUY
|
- |
5.4KNew |
$1.26M - $1.41M
|
5.4K
$1.37M
|
|
Feb 12, 2025
Q4 2024
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-73- 2.59% |
$17.1K - $19.1K
|
2.75K
$696K
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
70+ 33.65% |
$16.4K - $18.3K
|
278
$70.5K
|
|
Feb 12, 2025
Q4 2024
|
Meridian Management CO
|
SELL
|
- |
-575- 34.89% |
$134K - $150K
|
1.07K
$272K
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
2.76K+ 78.41% |
$646K - $723K
|
6.29K
$1.59M
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
1.06KNew |
$247K - $276K
|
1.06K
$268K
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
17.5K+ 126.7% |
$4.1M - $4.58M
|
31.4K
$7.95M
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
835New |
$195K - $218K
|
835
$212K
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
446New |
$104K - $117K
|
446
$113K
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
74+ 0.28% |
$17.3K - $19.4K
|
26.7K
$6.78M
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
885+ 69.14% |
$207K - $231K
|
2.17K
$549K
|
|
Feb 11, 2025
Q4 2024
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
299KNew |
$70M - $78.3M
|
299K
$75.9M
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
9+ 0.6% |
$2.1K - $2.35K
|
1.52K
$385K
|
|
Feb 11, 2025
Q4 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-130- 5.56% |
$30.4K - $34K
|
2.21K
$560K
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
824New |
$193K - $216K
|
824
$209K
|
|
Feb 11, 2025
Q4 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
4+ 0.47% |
$935 - $1.05K
|
854
$217K
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
211New |
$49.3K - $55.2K
|
211
$53.5K
|
|
Feb 11, 2025
Q4 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
12.4KNew |
$2.9M - $3.24M
|
12.4K
$3.14M
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
517New |
$121K - $135K
|
517
$131K
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
278New |
$65K - $72.7K
|
278
$70.5K
|
|
Feb 11, 2025
Q4 2024
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
927New |
$217K - $242K
|
927
$235K
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
9.46K+ 20.33% |
$2.21M - $2.48M
|
56K
$14.2M
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
3.03KNew |
$709K - $793K
|
3.03K
$769K
|
|
Feb 11, 2025
Q4 2024
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
7New |
$1.64K - $1.83K
|
7
$1.78K
|
|
Feb 11, 2025
Q4 2024
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
5.01KNew |
$1.17M - $1.31M
|
5.01K
$1.27M
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
274New |
$64.1K - $71.7K
|
274
$69.5K
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-75- 7.01% |
$17.5K - $19.6K
|
995
$252K
|
|
Feb 10, 2025
Q4 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-166- 15.4% |
$38.8K - $43.4K
|
912
$231K
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
3.11KNew |
$726K - $812K
|
3.11K
$788K
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
3.11KNew |
$726K - $812K
|
3.11K
$788K
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
43.9KNew |
$10.3M - $11.5M
|
43.9K
$11.1M
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
2.16K+ 5.17% |
$504K - $564K
|
43.9K
$11.1M
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
185+ 4.97% |
$43.2K - $48.4K
|
3.91K
$990K
|