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 |
---|---|---|---|---|---|---|---|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-19- 0.29% |
$4.14K - $4.8K
|
6.59K
$1.59M
|
|
Apr 17, 2025
Q1 2025
|
Trevian Wealth Management LLC
|
SELL
|
- |
-20- 0.64% |
$4.36K - $5.05K
|
3.08K
$741K
|
|
Apr 18, 2025
Q1 2025
|
Roth Financial Partners LLC
|
SELL
|
- |
-20- 0.15% |
$4.36K - $5.05K
|
13.6K
$3.28M
|
|
May 12, 2025
Q1 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-20- 0.97% |
$4.36K - $5.05K
|
2.05K
$494K
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-21- 1.25% |
$4.58K - $5.31K
|
1.66K
$399K
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-21- 0.92% |
$4.58K - $5.31K
|
2.27K
$546K
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-21- 2.27% |
$4.58K - $5.31K
|
906
$218K
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-22- 0.11% |
$4.79K - $5.56K
|
20K
$4.8M
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
SELL
|
- |
-22- 0.93% |
$4.79K - $5.56K
|
2.33K
$561K
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-22- 1.73% |
$4.79K - $5.56K
|
1.25K
$300K
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-23- 1.22% |
$5.01K - $5.81K
|
1.86K
$448K
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-23- 0.08% |
$5.01K - $5.81K
|
27.5K
$6.63M
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-23- 2.49% |
$5.01K - $5.81K
|
902
$217K
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-23- 2.09% |
$5.01K - $5.81K
|
1.08K
$259K
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-23- 0.66% |
$5.01K - $5.81K
|
3.46K
$832K
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-24- 1.76% |
$5.23K - $6.06K
|
1.34K
$321K
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-25- 1.13% |
$5.45K - $6.32K
|
2.18K
$525K
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-25- 0.28% |
$5.45K - $6.32K
|
9K
$2.17M
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-25- 0.07% |
$5.45K - $6.32K
|
33.6K
$8.08M
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-26- 0.15% |
$5.67K - $6.57K
|
17.2K
$4.14M
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-26- 0.37% |
$5.67K - $6.57K
|
7.05K
$1.7M
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-27- 2.37% |
$5.88K - $6.82K
|
1.11K
$267K
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-27- 0.7% |
$5.88K - $6.82K
|
3.82K
$918K
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-27- 1.02% |
$5.88K - $6.82K
|
2.62K
$629K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-27- 0.15% |
$5.88K - $6.82K
|
18.6K
$4.47M
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-28- 9.56% |
$6.1K - $7.07K
|
265
$63.7K
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-28- 2.56% |
$6.1K - $7.07K
|
1.07K
$257K
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-29- 1.42% |
$6.32K - $7.33K
|
2.02K
$486K
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-29- 0.11% |
$6.32K - $7.33K
|
25.7K
$6.17M
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-30- 1.13% |
$6.54K - $7.58K
|
2.64K
$634K
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-30- 2.58% |
$6.54K - $7.58K
|
1.13K
$272K
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-30- 1.32% |
$6.54K - $7.58K
|
2.25K
$540K
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-30- 0.98% |
$6.54K - $7.58K
|
3.04K
$732K
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-30- 0.11% |
$6.54K - $7.58K
|
27.3K
$6.56M
|
|
May 14, 2025
Q1 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-30- 1.59% |
$6.54K - $7.58K
|
1.86K
$446K
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-31- 2.76% |
$6.75K - $7.83K
|
1.09K
$263K
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-31- 2.22% |
$6.75K - $7.83K
|
1.37K
$329K
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-32- 2.51% |
$6.97K - $8.08K
|
1.25K
$299K
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
SELL
|
- |
-32- 0.22% |
$6.97K - $8.08K
|
14.5K
$3.48M
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-34- 1.62% |
$7.41K - $8.59K
|
2.07K
$497K
|
|
May 13, 2025
Q1 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-35- 0.53% |
$7.63K - $8.84K
|
6.59K
$1.58M
|
|
May 05, 2025
Q1 2025
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-36- 1.78% |
$7.84K - $9.1K
|
1.99K
$478K
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-37- 0.06% |
$8.06K - $9.35K
|
59.4K
$14.3M
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-37- 4.15% |
$8.06K - $9.35K
|
854
$205K
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-38- 1.64% |
$8.28K - $9.6K
|
2.28K
$549K
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-39- 4.14% |
$8.5K - $9.85K
|
903
$217K
|
|
Apr 16, 2025
Q1 2025
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-39- 0.16% |
$8.5K - $9.85K
|
23.8K
$5.72M
|
|
Apr 25, 2025
Q1 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
SELL
|
- |
-39- 3.6% |
$8.5K - $9.85K
|
1.05K
$251K
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-40- 0.36% |
$8.72K - $10.1K
|
11.1K
$2.66M
|
|
May 07, 2025
Q1 2025
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-40- 23.67% |
$8.72K - $10.1K
|
129
$31K
|