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 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-211- 57.03% |
$46K - $53.3K
|
159
$38.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-211- 0.58% |
$46K - $53.3K
|
35.9K
$8.64M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-212- 98.6% |
$46.2K - $53.6K
|
3
$722
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-216- 8.04% |
$47.1K - $54.6K
|
2.47K
$595K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-224- 2.55% |
$48.8K - $56.6K
|
8.58K
$2.06M
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-224- 12.05% |
$48.8K - $56.6K
|
1.64K
$393K
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-227- 4.29% |
$49.5K - $57.3K
|
5.07K
$1.22M
|
|
|
Apr 16, 2025
Q1 2025
|
James Reed Financial Services, Inc.
Cleveland, OH |
SELL
|
- |
-229- 1.09% |
$49.9K - $57.9K
|
20.8K
$5.01M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-233- 18.6% |
$50.8K - $58.9K
|
1.02K
$245K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-236- 2.08% |
$51.4K - $59.6K
|
11.1K
$2.67M
|
|
|
Apr 24, 2025
Q1 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-237- 1.71% |
$51.6K - $59.9K
|
13.6K
$3.27M
|
|
|
Apr 24, 2025
Q1 2025
|
Santori & Peters, Inc.
|
SELL
|
- |
-238- 3.72% |
$51.9K - $60.1K
|
6.16K
$1.48M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-239- 8.81% |
$52.1K - $60.4K
|
2.47K
$595K
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
SELL
|
- |
-240- 9.12% |
$52.3K - $60.6K
|
2.39K
$575K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-240- 45.54% |
$52.3K - $60.6K
|
287
$69K
|
|
|
May 13, 2025
Q1 2025
|
Delta Financial Advisors LLC
|
SELL
|
- |
-242- 4.73% |
$52.7K - $61.1K
|
4.87K
$1.17M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-243- 14.02% |
$52.9K - $61.4K
|
1.49K
$358K
|
|
|
Apr 21, 2025
Q1 2025
|
Colony Family Offices, LLC
|
SELL
|
- |
-243- 0.8% |
$52.9K - $61.4K
|
30.3K
$7.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-244- 14.01% |
$53.2K - $61.6K
|
1.5K
$360K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-247- 0.79% |
$53.8K - $62.4K
|
31.2K
$7.5M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
SELL
|
- |
-248- 4.93% |
$54K - $62.7K
|
4.79K
$1.15M
|
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
SELL
|
- |
-249- 17.51% |
$54.3K - $62.9K
|
1.17K
$282K
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-250- 16.67% |
$54.5K - $63.2K
|
1.25K
$301K
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-252- 13.73% |
$54.9K - $63.7K
|
1.58K
$381K
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
SELL
|
- |
-252- 6.37% |
$54.9K - $63.7K
|
3.7K
$890K
|
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
SELL
|
- |
-253- 13.82% |
$55.1K - $63.9K
|
1.58K
$380K
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-254- 3.52% |
$55.3K - $64.2K
|
6.97K
$1.68M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-255- 5.49% |
$55.6K - $64.4K
|
4.39K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-255- 0.08% |
$55.6K - $64.4K
|
326K
$78.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-256- 2.24% |
$55.8K - $64.7K
|
11.2K
$2.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-257- 5.27% |
$56K - $64.9K
|
4.62K
$1.11M
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-258- 11.81% |
$56.2K - $65.2K
|
1.93K
$463K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-260- 1.99% |
$56.7K - $65.7K
|
12.8K
$3.08M
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-260- 1.4% |
$56.7K - $65.7K
|
18.4K
$4.42M
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-260- 3.99% |
$56.7K - $65.7K
|
6.26K
$1.5M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-261- 10.29% |
$56.9K - $65.9K
|
2.28K
$547K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-263- 81.93% |
$57.3K - $66.4K
|
58
$13.9K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-266- 1.96% |
$58K - $67.2K
|
13.3K
$3.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-267- 1.29% |
$58.2K - $67.5K
|
20.5K
$4.92M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-267- 0.58% |
$58.2K - $67.5K
|
46K
$11.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-273- 10.85% |
$59.5K - $69K
|
2.24K
$539K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-279- 12.26% |
$60.8K - $70.5K
|
2K
$480K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-280- 8.6% |
$61K - $70.7K
|
2.98K
$716K
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-281- 1.38% |
$61.2K - $71K
|
20K
$4.81M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-281- 3.88% |
$61.2K - $71K
|
6.95K
$1.67M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-281- 3.18% |
$61.2K - $71K
|
8.56K
$2.06M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-283- 13.13% |
$61.7K - $71.5K
|
1.87K
$450K
|
|
|
May 14, 2025
Q1 2025
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-286- 11.11% |
$62.3K - $72.3K
|
2.29K
$551K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-288- 3.68% |
$62.8K - $72.8K
|
7.53K
$1.81M
|
|
|
May 21, 2025
Q1 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-290- 15.22% |
$63.2K - $73.3K
|
1.62K
$388K
|