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 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-958- 2.13% |
$209K - $242K
|
44K
$10.6M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-959- 22.61% |
$209K - $242K
|
3.28K
$789K
|
|
|
May 12, 2025
Q1 2025
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-965- 12.96% |
$210K - $244K
|
6.48K
$1.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-967- 9.59% |
$211K - $244K
|
9.12K
$2.19M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-974- 27.62% |
$212K - $246K
|
2.55K
$614K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-983- 8.81% |
$214K - $248K
|
10.2K
$2.45M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-999- 42.46% |
$218K - $252K
|
1.35K
$326K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.02K- 4.01% |
$222K - $258K
|
24.5K
$5.88M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.03K- 7.17% |
$225K - $261K
|
13.4K
$3.22M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.04K- 2.92% |
$227K - $264K
|
34.7K
$8.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-1.05K- 4.21% |
$229K - $266K
|
24K
$5.77M
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.06K- 29.37% |
$230K - $267K
|
2.54K
$610K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.07K- 10.92% |
$232K - $269K
|
8.69K
$2.09M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.07K- 0.27% |
$233K - $271K
|
400K
$96.2M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-1.1K- 9.23% |
$239K - $277K
|
10.8K
$2.6M
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
SELL
|
- |
-1.11K- 38.02% |
$242K - $280K
|
1.81K
$435K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.12K- 2.15% |
$244K - $282K
|
51K
$12.3M
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-1.13K- 7.26% |
$246K - $285K
|
14.4K
$3.47M
|
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-1.14K- 3.18% |
$249K - $289K
|
34.8K
$8.38M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-1.15K- 3.86% |
$250K - $290K
|
28.6K
$6.88M
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-1.15K- 16.25% |
$251K - $291K
|
5.93K
$1.43M
|
|
|
May 05, 2025
Q1 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-1.15K- 4.6% |
$251K - $291K
|
23.8K
$5.73M
|
|
|
Apr 16, 2025
Q1 2025
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-1.16K- 0.96% |
$252K - $292K
|
120K
$28.8M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-1.16K- 11.21% |
$253K - $293K
|
9.18K
$2.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-1.18K- 6.22% |
$258K - $299K
|
17.8K
$4.29M
|
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
SELL
|
- |
-1.19K- 2.16% |
$259K - $300K
|
53.9K
$13M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.2K- 13.61% |
$261K - $303K
|
7.6K
$1.83M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.2K- 86.71% |
$261K - $303K
|
184
$44.3K
|
|
|
Apr 22, 2025
Q1 2025
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-1.21K- 2.43% |
$263K - $305K
|
48.5K
$11.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-1.21K- 9.29% |
$263K - $305K
|
11.8K
$2.84M
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.21K- 30.11% |
$264K - $306K
|
2.81K
$676K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.26K- 4.51% |
$274K - $318K
|
26.6K
$6.39M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.26K- 8.05% |
$274K - $318K
|
14.4K
$3.45M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.26K- 7.38% |
$274K - $318K
|
15.8K
$3.8M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.27K- 2.2% |
$276K - $320K
|
56.2K
$13.5M
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-1.28K- 3.56% |
$279K - $324K
|
34.7K
$8.35M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-1.3K- 3.04% |
$282K - $327K
|
41.4K
$9.95M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.3K- 30.25% |
$283K - $328K
|
3K
$721K
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-1.3K- 3.88% |
$284K - $329K
|
32.3K
$7.76M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.3K- 2.8% |
$284K - $329K
|
45.2K
$10.9M
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.33K- 11.27% |
$290K - $337K
|
10.5K
$2.52M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.35K- 8.2% |
$293K - $340K
|
15.1K
$3.63M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.35K- 2.67% |
$295K - $342K
|
49.3K
$11.9M
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.36K- 37.69% |
$296K - $343K
|
2.24K
$539K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.37K- 0.39% |
$298K - $345K
|
348K
$83.6M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1.37K- 31.59% |
$298K - $345K
|
2.96K
$712K
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-1.38K- 7.67% |
$300K - $348K
|
16.6K
$3.98M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-1.38K- 7.82% |
$301K - $349K
|
16.3K
$3.91M
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-1.41K- 85.18% |
$308K - $357K
|
246
$59.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-1.44K- 40.22% |
$313K - $363K
|
2.14K
$514K
|