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 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-395- 10.15% |
$86.1K - $99.8K
|
3.5K
$841K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-397- 4.62% |
$86.5K - $100K
|
8.2K
$1.97M
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-400- 25.72% |
$87.2K - $101K
|
1.16K
$278K
|
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-412- 2.86% |
$89.8K - $104K
|
14K
$3.36M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-415- 52.66% |
$90.4K - $105K
|
373
$89.7K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-423- 15.25% |
$92.2K - $107K
|
2.35K
$565K
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
SELL
|
- |
-423- 9.65% |
$92.2K - $107K
|
3.96K
$953K
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-424- 8.17% |
$92.4K - $107K
|
4.77K
$1.15M
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-424- 15.17% |
$92.4K - $107K
|
2.37K
$570K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-425- 4.93% |
$92.6K - $107K
|
8.19K
$1.97M
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-426- 4.29% |
$92.8K - $108K
|
9.51K
$2.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Axos Invest Inc.
Las Vegas, NV |
SELL
|
- |
-428- 26.63% |
$93.3K - $108K
|
1.18K
$284K
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-428- 7.46% |
$93.3K - $108K
|
5.31K
$1.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-435- 11.25% |
$94.8K - $110K
|
3.43K
$825K
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-445- 2.04% |
$97K - $112K
|
21.3K
$5.13M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-448- 22.2% |
$97.6K - $113K
|
1.57K
$378K
|
|
|
May 15, 2025
Q1 2025
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-452- 0.97% |
$98.5K - $114K
|
46K
$11.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-462- 4.59% |
$101K - $117K
|
9.61K
$2.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-481- 1.63% |
$105K - $122K
|
29K
$6.97M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-486- 25.1% |
$106K - $123K
|
1.45K
$349K
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-486- 17.06% |
$106K - $123K
|
2.36K
$568K
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-491- 1.12% |
$107K - $124K
|
43.2K
$10.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-495- 9.07% |
$108K - $125K
|
4.96K
$1.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-498- 2.35% |
$109K - $126K
|
20.7K
$4.97M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-498- 5.49% |
$109K - $126K
|
8.58K
$2.06M
|
|
|
Apr 10, 2025
Q1 2025
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-500- 33.88% |
$109K - $126K
|
976
$235K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-500- 28.25% |
$109K - $126K
|
1.27K
$305K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-500- 1.09% |
$109K - $126K
|
45.4K
$10.9M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-500- 1.33% |
$109K - $126K
|
37.2K
$8.95M
|
|
|
May 09, 2025
Q1 2025
|
Connable Office Inc
|
SELL
|
- |
-504- 2.82% |
$110K - $127K
|
17.4K
$4.18M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-505- 3.09% |
$110K - $128K
|
15.9K
$3.81M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-507- 1.08% |
$110K - $128K
|
46.3K
$11.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-512- 1.93% |
$112K - $129K
|
26K
$6.26M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-513- 14.63% |
$112K - $130K
|
2.99K
$720K
|
|
|
Apr 22, 2025
Q1 2025
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-518- 1.89% |
$113K - $131K
|
26.9K
$6.47M
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-520- 0.65% |
$113K - $131K
|
79.6K
$19.1M
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-522- 4.38% |
$114K - $132K
|
11.4K
$2.74M
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-522- 27.74% |
$114K - $132K
|
1.36K
$327K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-523- 3.02% |
$114K - $132K
|
16.8K
$4.04M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-524- 2.3% |
$114K - $132K
|
22.3K
$5.36M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-524- 1.38% |
$114K - $132K
|
37.4K
$9M
|
|
|
Apr 14, 2025
Q1 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-529- 8.22% |
$115K - $134K
|
5.91K
$1.42M
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-529- 2.32% |
$115K - $134K
|
22.3K
$5.36M
|
|
|
Apr 15, 2025
Q1 2025
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-530- 2.1% |
$115K - $134K
|
24.7K
$5.94M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-531- 30.91% |
$116K - $134K
|
1.19K
$285K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-534- 2.68% |
$116K - $135K
|
19.4K
$4.67M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-540- 2.79% |
$118K - $136K
|
18.8K
$4.52M
|
|
|
May 05, 2025
Q1 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-540- 3.01% |
$118K - $136K
|
17.4K
$4.18M
|
|
|
May 02, 2025
Q1 2025
|
Grange Capital, LLC
Beaverton, OR |
SELL
|
- |
-541- 3.84% |
$118K - $137K
|
13.6K
$3.26M
|
|
|
Apr 24, 2025
Q1 2025
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-544- 3.82% |
$119K - $137K
|
13.7K
$3.29M
|