Purchases and Sales Made in Q1 2025 in Vanguard Small Cap ETF (VB)
This table provides information about the institutional ownership of Vanguard Small Cap ETF (VB) during Q1 2025. The information is specifically focused on institutions that hold shares of VANGUARD SMALL-CAP ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
16+ 8.21% |
$3.49K - $4.04K
|
211
$50.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
BUY
|
- |
16+ 0.45% |
$3.49K - $4.04K
|
3.59K
$863K
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
16+ 0.46% |
$3.49K - $4.04K
|
3.48K
$837K
|
|
|
May 06, 2025
Q1 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
16+ 0.36% |
$3.49K - $4.04K
|
4.47K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
16+ 0.48% |
$3.49K - $4.04K
|
3.37K
$811K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
15+ 14.02% |
$3.27K - $3.79K
|
122
$29.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
15+ 0.27% |
$3.27K - $3.79K
|
5.59K
$1.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
15+ 0.27% |
$3.27K - $3.79K
|
5.59K
$1.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
15+ 0.08% |
$3.27K - $3.79K
|
17.7K
$4.26M
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
BUY
|
- |
15+ 0.71% |
$3.27K - $3.79K
|
2.14K
$515K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
14+ 2.51% |
$3.05K - $3.54K
|
572
$138K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
13+ 32.5% |
$2.83K - $3.28K
|
53
$12.7K
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
13+ 0.48% |
$2.83K - $3.28K
|
2.71K
$652K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
12+ 6.52% |
$2.61K - $3.03K
|
196
$47.1K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
12+ 0.55% |
$2.61K - $3.03K
|
2.2K
$530K
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
12+ 2.86% |
$2.61K - $3.03K
|
432
$104K
|
|
|
Apr 30, 2025
Q1 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
11+ 0.16% |
$2.4K - $2.78K
|
6.98K
$1.68M
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
11+ 0.81% |
$2.4K - $2.78K
|
1.37K
$329K
|
|
|
May 06, 2025
Q1 2025
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
10+ 0.41% |
$2.18K - $2.53K
|
2.43K
$585K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
10+ 0.65% |
$2.18K - $2.53K
|
1.56K
$375K
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
9+ 0.58% |
$1.96K - $2.27K
|
1.55K
$373K
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
9+ 0.14% |
$1.96K - $2.27K
|
6.44K
$1.55M
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
9+ 0.23% |
$1.96K - $2.27K
|
3.97K
$954K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
9+ 0.32% |
$1.96K - $2.27K
|
2.82K
$677K
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
8+ 0.35% |
$1.74K - $2.02K
|
2.28K
$548K
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
8+ 0.21% |
$1.74K - $2.02K
|
3.83K
$921K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
8+ 0.04% |
$1.74K - $2.02K
|
22K
$5.3M
|
|
|
May 12, 2025
Q1 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
8+ 0.24% |
$1.74K - $2.02K
|
3.32K
$797K
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
8+ 0.76% |
$1.74K - $2.02K
|
1.06K
$256K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
8+ 2.76% |
$1.74K - $2.02K
|
298
$71.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
7New |
$1.53K - $1.77K
|
7
$1.68K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
7+ 0.21% |
$1.53K - $1.77K
|
3.41K
$821K
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
7+ 0.13% |
$1.53K - $1.77K
|
5.38K
$1.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
7+ 0.5% |
$1.53K - $1.77K
|
1.4K
$338K
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
7+ 0.37% |
$1.53K - $1.77K
|
1.89K
$455K
|
|
|
May 14, 2025
Q1 2025
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
7+ 0.43% |
$1.53K - $1.77K
|
1.64K
$393K
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7+ 0.52% |
$1.53K - $1.77K
|
1.36K
$328K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
7+ 0.4% |
$1.53K - $1.77K
|
1.76K
$424K
|
|
|
Apr 11, 2025
Q1 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
6+ 0.31% |
$1.31K - $1.52K
|
1.96K
$470K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
6+ 0.12% |
$1.31K - $1.52K
|
4.93K
$1.19M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
5+ 0.31% |
$1.09K - $1.26K
|
1.62K
$389K
|
|
|
Apr 11, 2025
Q1 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
5+ 0.22% |
$1.09K - $1.26K
|
2.3K
$553K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
5+ 0.5% |
$1.09K - $1.26K
|
999
$240K
|
|
|
Apr 22, 2025
Q1 2025
|
Flower City Capital
|
BUY
|
- |
5+ 0.37% |
$1.09K - $1.26K
|
1.35K
$324K
|
|
|
Apr 30, 2025
Q1 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
5+ 0.38% |
$1.09K - $1.26K
|
1.32K
$318K
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
5+ 0.38% |
$1.09K - $1.26K
|
1.33K
$321K
|
|
|
May 12, 2025
Q1 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
5+ 45.45% |
$1.09K - $1.26K
|
16
$3.85K
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.23% |
$872 - $1.01K
|
1.72K
$415K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
4+ 0.22% |
$872 - $1.01K
|
1.8K
$433K
|
|
|
Apr 16, 2025
Q1 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
4+ 0.27% |
$872 - $1.01K
|
1.49K
$357K
|