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 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-297- 0.83% |
$64.7K - $75K
|
35.6K
$8.57M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-298- 2.44% |
$64.9K - $75.3K
|
11.9K
$2.87M
|
|
|
May 02, 2025
Q1 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-300- 2.89% |
$65.4K - $75.8K
|
10.1K
$2.42M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-302- 15.88% |
$65.8K - $76.3K
|
1.6K
$385K
|
|
|
Apr 30, 2025
Q1 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-302- 11.5% |
$65.8K - $76.3K
|
2.32K
$559K
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
SELL
|
- |
-302- 0.59% |
$65.8K - $76.3K
|
50.7K
$12.2M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-314- 2.86% |
$68.4K - $79.3K
|
10.7K
$2.56M
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-317- 10.67% |
$69.1K - $80.1K
|
2.65K
$638K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-318- 64.5% |
$69.3K - $80.3K
|
175
$42.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-319- 5.27% |
$69.5K - $80.6K
|
5.73K
$1.38M
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-320- 8.17% |
$69.7K - $80.8K
|
3.6K
$865K
|
|
|
Apr 22, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-321- 3.07% |
$69.9K - $81.1K
|
10.1K
$2.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-327- 7.22% |
$71.3K - $82.6K
|
4.2K
$1.01M
|
|
|
May 02, 2025
Q1 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-328- 25.25% |
$71.5K - $82.9K
|
971
$234K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-329- 3.29% |
$71.7K - $83.1K
|
9.67K
$2.33M
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-332- 2.37% |
$72.3K - $83.9K
|
13.7K
$3.29M
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-332- 4.16% |
$72.3K - $83.9K
|
7.65K
$1.84M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-333- 2.27% |
$72.6K - $84.1K
|
14.3K
$3.44M
|
|
|
May 02, 2025
Q1 2025
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-337- 0.77% |
$73.4K - $85.1K
|
43.4K
$10.4M
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-339- 13.07% |
$73.9K - $85.6K
|
2.25K
$542K
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
SELL
|
- |
-341- 5.96% |
$74.3K - $86.2K
|
5.38K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-343- 4.57% |
$74.7K - $86.7K
|
7.16K
$1.72M
|
|
|
Apr 23, 2025
Q1 2025
|
Tabr Capital Management, LLC
Orange, CA |
SELL
|
- |
-344- 8.04% |
$75K - $86.9K
|
3.94K
$946K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-345- 10.71% |
$75.2K - $87.2K
|
2.88K
$692K
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
SELL
|
- |
-355- 24.79% |
$77.4K - $89.7K
|
1.08K
$259K
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-356- 4.98% |
$77.6K - $89.9K
|
6.79K
$1.63M
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-359- 18.19% |
$78.2K - $90.7K
|
1.62K
$388K
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-360- 14.39% |
$78.4K - $91K
|
2.14K
$515K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-360- 1.08% |
$78.4K - $91K
|
33K
$7.94M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-360- 5.81% |
$78.4K - $91K
|
5.83K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-361- 5.06% |
$78.7K - $91.2K
|
6.77K
$1.63M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
SELL
|
- |
-362- 11.79% |
$78.9K - $91.5K
|
2.71K
$652K
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-363- 5.75% |
$79.1K - $91.7K
|
5.95K
$1.43M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-368- 8.08% |
$80.2K - $93K
|
4.19K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
SELL
|
- |
-369- 11.15% |
$80.4K - $93.2K
|
2.94K
$707K
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-370- 18.93% |
$80.6K - $93.5K
|
1.59K
$381K
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-375- 48.39% |
$81.7K - $94.7K
|
400
$96.2K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-380- 20.34% |
$82.8K - $96K
|
1.49K
$358K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-382- 3.49% |
$83.2K - $96.5K
|
10.6K
$2.54M
|
|
|
May 15, 2025
Q1 2025
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-382- 16.75% |
$83.2K - $96.5K
|
1.9K
$457K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-385- 13.44% |
$83.9K - $97.3K
|
2.48K
$596K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-385- 2.3% |
$83.9K - $97.3K
|
16.4K
$3.94M
|
|
|
May 13, 2025
Q1 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-385- 20.41% |
$83.9K - $97.3K
|
1.5K
$361K
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-387- 22.08% |
$84.3K - $97.8K
|
1.37K
$329K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-387- 5.05% |
$84.3K - $97.8K
|
7.27K
$1.75M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-389- 28.54% |
$84.8K - $98.3K
|
974
$234K
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-390- 3.81% |
$85K - $98.5K
|
9.85K
$2.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-390- 26.84% |
$85K - $98.5K
|
1.06K
$256K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-392- 22.26% |
$85.4K - $99K
|
1.37K
$329K
|
|
|
May 09, 2025
Q1 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-393- 10.9% |
$85.6K - $99.3K
|
3.21K
$772K
|