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
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-152- 3.8% |
$33.1K - $38.4K
|
3.85K
$925K
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-154- 11.18% |
$33.6K - $38.9K
|
1.22K
$294K
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-154- 1.43% |
$33.6K - $38.9K
|
10.6K
$2.56M
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-154- 2.46% |
$33.6K - $38.9K
|
6.11K
$1.47M
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-156- 8.91% |
$34K - $39.4K
|
1.59K
$383K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-157- 0.09% |
$34.2K - $39.7K
|
176K
$42.4M
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-158- 35.35% |
$34.4K - $39.9K
|
289
$69.5K
|
|
May 05, 2025
Q1 2025
|
Pachira Investments Inc.
|
SELL
|
- |
-159- 5.29% |
$34.6K - $40.2K
|
2.85K
$685K
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-160- 0.49% |
$34.9K - $40.4K
|
32.6K
$7.84M
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-161- 1.5% |
$35.1K - $40.7K
|
10.6K
$2.55M
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-162- 68.35% |
$35.3K - $40.9K
|
75
$18K
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-162- 1.21% |
$35.3K - $40.9K
|
13.2K
$3.18M
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-162- 5.21% |
$35.3K - $40.9K
|
2.95K
$709K
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-163- 11.45% |
$35.5K - $41.2K
|
1.26K
$303K
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-163- 1.81% |
$35.5K - $41.2K
|
8.87K
$2.13M
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-165- 2.82% |
$36K - $41.7K
|
5.69K
$1.37M
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-165- 0.93% |
$36K - $41.7K
|
17.5K
$4.22M
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-165- 4.19% |
$36K - $41.7K
|
3.78K
$908K
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-165- 8.87% |
$36K - $41.7K
|
1.7K
$408K
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-166- 0.63% |
$36.2K - $41.9K
|
26.2K
$6.31M
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-167- 2.43% |
$36.4K - $42.2K
|
6.7K
$1.61M
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-167- 3.1% |
$36.4K - $42.2K
|
5.22K
$1.26M
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-168- 1.87% |
$36.6K - $42.4K
|
8.83K
$2.12M
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-168- 3.92% |
$36.6K - $42.4K
|
4.11K
$989K
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-171- 14.78% |
$37.3K - $43.2K
|
986
$237K
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-174- 22.77% |
$37.9K - $44K
|
590
$142K
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-177- 5.04% |
$38.6K - $44.7K
|
3.33K
$802K
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-180- 6.83% |
$39.2K - $45.5K
|
2.46K
$591K
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-181- 6.94% |
$39.4K - $45.7K
|
2.43K
$583K
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
SELL
|
- |
-184- 4.62% |
$40.1K - $46.5K
|
3.8K
$913K
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-184- 0.56% |
$40.1K - $46.5K
|
32.4K
$7.8M
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-185- 53.31% |
$40.3K - $46.7K
|
162
$39K
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
SELL
|
- |
-186- 5.32% |
$40.5K - $47K
|
3.31K
$796K
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-190- 85.97% |
$41.4K - $48K
|
31
$7.46K
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-196- 3.6% |
$42.7K - $49.5K
|
5.24K
$1.26M
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-200- 14.46% |
$43.6K - $50.5K
|
1.18K
$285K
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-200- 7.34% |
$43.6K - $50.5K
|
2.53K
$607K
|
|
May 09, 2025
Q1 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-200- 1.65% |
$43.6K - $50.5K
|
11.9K
$2.86M
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-200- 1.37% |
$43.6K - $50.5K
|
14.4K
$3.45M
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-201- 3.89% |
$43.8K - $50.8K
|
4.96K
$1.19M
|
|
Apr 29, 2025
Q1 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-202- 5.36% |
$44K - $51K
|
3.57K
$858K
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-202- 5.02% |
$44K - $51K
|
3.82K
$919K
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-204- 60.36% |
$44.4K - $51.5K
|
134
$32.2K
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-205- 15.46% |
$44.7K - $51.8K
|
1.12K
$270K
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-205- 5.72% |
$44.7K - $51.8K
|
3.38K
$813K
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-205- 9.23% |
$44.7K - $51.8K
|
2.02K
$485K
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-208- 18.71% |
$45.3K - $52.5K
|
904
$217K
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-209- 2.65% |
$45.5K - $52.8K
|
7.68K
$1.85M
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-210- 3.25% |
$45.8K - $53.1K
|
6.25K
$1.5M
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-211- 0.6% |
$46K - $53.3K
|
35.1K
$8.45M
|