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
|
West Oak Capital, LLC
|
SELL
|
- |
-630- 60.11% |
$147K - $165K
|
418
$106K
|
|
Q3 2024 | |||||||
Jul 25, 2025
Q3 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
23+ 0.9% |
$4.94K - $5.47K
|
2.59K
$656K
|
|
Apr 30, 2025
Q3 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
913New |
$196K - $217K
|
913
$232K
|
|
Mar 21, 2025
Q3 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-1.05KClosed |
$224K - $248K
|
0
$0
|
|
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
1.47KNew |
$315K - $348K
|
1.47K
$372K
|
|
Nov 15, 2024
Q3 2024
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
2+ 0.2% |
$430 - $475
|
1.02K
$258K
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
107+ 8.12% |
$23K - $25.4K
|
1.42K
$361K
|
|
Nov 14, 2024
Q3 2024
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-7.37K- 78.38% |
$1.58M - $1.75M
|
2.03K
$516K
|
|
Nov 14, 2024
Q3 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
1.73KNew |
$371K - $411K
|
1.73K
$438K
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
846New |
$182K - $201K
|
846
$215K
|
|
Nov 13, 2024
Q3 2024
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
BUY
|
- |
730+ 7.3% |
$157K - $174K
|
10.7K
$2.72M
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-3.24K- 82.13% |
$695K - $769K
|
704
$179K
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
242New |
$52K - $57.5K
|
242
$61.4K
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
1.77KNew |
$380K - $420K
|
1.77K
$448K
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
13.4KNew |
$2.88M - $3.19M
|
13.4K
$3.41M
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
909New |
$195K - $216K
|
909
$231K
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.26K+ 5.32% |
$270K - $299K
|
24.8K
$6.3M
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
1New |
$215 - $238
|
1
$254
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.7K+ 9.77% |
$580K - $642K
|
30.4K
$7.7M
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-39- 34.82% |
$8.38K - $9.27K
|
73
$18.5K
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
BUY
|
- |
907New |
$195K - $216K
|
907
$230K
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-100- 2.31% |
$21.5K - $23.8K
|
4.23K
$1.07M
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
35.4KNew |
$7.61M - $8.42M
|
35.4K
$8.99M
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1.04KNew |
$222K - $246K
|
1.04K
$262K
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-61- 0.99% |
$13.1K - $14.5K
|
6.09K
$1.55M
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.25% |
$215 - $238
|
406
$103K
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
350New |
$75.2K - $83.2K
|
350
$88.8K
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
5New |
$1.07K - $1.19K
|
5
$1.27K
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-9- 0.98% |
$1.93K - $2.14K
|
913
$232K
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
1.58K+ 2.65% |
$339K - $375K
|
61.2K
$15.5M
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
522+ 11.82% |
$112K - $124K
|
4.94K
$1.25M
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-196- 65.12% |
$42.1K - $46.6K
|
105
$26.6K
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
350+ 6.09% |
$75.2K - $83.2K
|
6.1K
$1.55M
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-146- 13.22% |
$31.4K - $34.7K
|
958
$243K
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-2- 0.2% |
$430 - $475
|
1.01K
$256K
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
845+ 35.96% |
$181K - $201K
|
3.2K
$810K
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
2+ 0.15% |
$430 - $475
|
1.3K
$330K
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-348- 19.15% |
$74.7K - $82.7K
|
1.47K
$373K
|
|
Nov 04, 2024
Q3 2024
|
Brickley Wealth Management
|
SELL
|
- |
-43- 0.42% |
$9.24K - $10.2K
|
10.3K
$2.6M
|
|
Nov 04, 2024
Q3 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
3.62KNew |
$777K - $860K
|
3.62K
$917K
|
|
Nov 04, 2024
Q3 2024
|
Af Advisors, Inc.
|
BUY
|
- |
1+ 0.11% |
$215 - $238
|
936
$237K
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
SELL
|
- |
-75- 3.1% |
$16.1K - $17.8K
|
2.34K
$594K
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
2.46K+ 222.29% |
$529K - $586K
|
3.57K
$906K
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
8+ 0.71% |
$1.72K - $1.9K
|
1.14K
$288K
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-340- 10.88% |
$73K - $80.8K
|
2.78K
$706K
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
927New |
$199K - $220K
|
927
$235K
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-455- 11.65% |
$97.7K - $108K
|
3.45K
$875K
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
979New |
$210K - $233K
|
979
$248K
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
BUY
|
- |
881New |
$189K - $209K
|
881
$223K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
673+ 11.42% |
$145K - $160K
|
6.57K
$1.67M
|