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 08, 2025
Q1 2025
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-2.44K- 11.46% |
$531K - $616K
|
18.8K
$4.53M
|
|
Apr 28, 2025
Q1 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-2.47K- 31.42% |
$538K - $624K
|
5.39K
$1.3M
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.5K- 1.95% |
$544K - $630K
|
126K
$30.2M
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-2.5K- 40.87% |
$545K - $632K
|
3.62K
$871K
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.51K- 12.8% |
$547K - $634K
|
17.1K
$4.11M
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.51K- 8.25% |
$547K - $635K
|
27.9K
$6.72M
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-2.6K- 5.84% |
$567K - $658K
|
42K
$10.1M
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-2.66K- 17.1% |
$579K - $671K
|
12.9K
$3.1M
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-2.85K- 51.45% |
$620K - $719K
|
2.69K
$646K
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.86K- 36.41% |
$623K - $722K
|
4.99K
$1.2M
|
|
Apr 29, 2025
Q1 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-2.88K- 10.69% |
$628K - $728K
|
24.1K
$5.79M
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.93K- 13.07% |
$639K - $741K
|
19.5K
$4.69M
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
SELL
|
- |
-2.94K- 7.67% |
$641K - $743K
|
35.4K
$8.51M
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-3.11K- 11.28% |
$679K - $787K
|
24.5K
$5.89M
|
|
May 13, 2025
Q1 2025
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-3.21K- 71.99% |
$700K - $811K
|
1.25K
$301K
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-3.24K- 35.42% |
$705K - $818K
|
5.9K
$1.42M
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-3.26K- 50.17% |
$710K - $823K
|
3.24K
$778K
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-3.27K- 24.09% |
$712K - $825K
|
10.3K
$2.47M
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-3.29K- 60.65% |
$717K - $831K
|
2.14K
$513K
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-3.36K- 9.88% |
$732K - $848K
|
30.6K
$7.37M
|
|
Apr 03, 2025
Q1 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-3.36K- 41.49% |
$732K - $849K
|
4.74K
$1.14M
|
|
Apr 16, 2025
Q1 2025
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-3.42K- 2.53% |
$745K - $864K
|
132K
$31.7M
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-3.5K- 45.76% |
$762K - $884K
|
4.15K
$997K
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-3.54K- 14.29% |
$770K - $893K
|
21.2K
$5.1M
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-3.56K- 24.53% |
$775K - $899K
|
10.9K
$2.63M
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-3.62K- 20.96% |
$788K - $914K
|
13.6K
$3.28M
|
|
May 01, 2025
Q1 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-3.64K- 14.32% |
$793K - $919K
|
21.8K
$5.23M
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.64K- 12.46% |
$793K - $919K
|
25.6K
$6.15M
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.72K- 2.99% |
$809K - $939K
|
121K
$29M
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-3.8K- 1.33% |
$827K - $959K
|
282K
$67.8M
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-3.96K- 52.72% |
$863K - $1M
|
3.55K
$855K
|
|
May 01, 2025
Q1 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-4.01K- 8.74% |
$874K - $1.01M
|
41.9K
$10.1M
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-4.06K- 65.19% |
$885K - $1.03M
|
2.17K
$522K
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-4.12K- 7.21% |
$897K - $1.04M
|
53K
$12.7M
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-4.15K- 1.95% |
$905K - $1.05M
|
208K
$50.1M
|
|
May 05, 2025
Q1 2025
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-4.17K- 27.54% |
$909K - $1.05M
|
11K
$2.64M
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-4.24K- 8.68% |
$924K - $1.07M
|
44.6K
$10.7M
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-4.27K- 10.26% |
$930K - $1.08M
|
37.3K
$8.98M
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-4.32K- 11.62% |
$942K - $1.09M
|
32.9K
$7.91M
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-4.41K- 1.15% |
$960K - $1.11M
|
380K
$91.3M
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.43K- 1.93% |
$965K - $1.12M
|
225K
$54.1M
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-4.46K- 13.27% |
$972K - $1.13M
|
29.2K
$7.02M
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.56K- 4.44% |
$994K - $1.15M
|
98.2K
$23.6M
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.58K- 8.98% |
$997K - $1.16M
|
46.4K
$11.2M
|
|
May 07, 2025
Q1 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-4.65K- 10.88% |
$1.01M - $1.18M
|
38.1K
$9.17M
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-4.74K- 12.99% |
$1.03M - $1.2M
|
31.7K
$7.63M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.81K- 30.34% |
$1.05M - $1.22M
|
11K
$2.66M
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-4.96K- 25.82% |
$1.08M - $1.25M
|
14.3K
$3.43M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.19K- 4.91% |
$1.13M - $1.31M
|
101K
$24.2M
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.24K- 9.4% |
$1.14M - $1.32M
|
50.5K
$12.1M
|