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
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-5.36K- 50.7% |
$1.17M - $1.35M
|
5.21K
$1.25M
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-5.39K- 2.09% |
$1.17M - $1.36M
|
252K
$60.6M
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-5.52K- 16.53% |
$1.2M - $1.39M
|
27.9K
$6.7M
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.7K- 53.67% |
$1.24M - $1.44M
|
4.92K
$1.18M
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.76K- 2.52% |
$1.26M - $1.46M
|
223K
$53.6M
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-5.78K- 10.84% |
$1.26M - $1.46M
|
47.5K
$11.4M
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-5.82K- 78.19% |
$1.27M - $1.47M
|
1.62K
$391K
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-5.91K- 55.02% |
$1.29M - $1.49M
|
4.83K
$1.16M
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-6.05K- 82.03% |
$1.32M - $1.53M
|
1.33K
$319K
|
|
May 14, 2025
Q1 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-6.33K- 13.6% |
$1.38M - $1.6M
|
40.2K
$9.66M
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.35K- 1.96% |
$1.38M - $1.6M
|
317K
$76.2M
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-7.49K- 83.27% |
$1.63M - $1.89M
|
1.51K
$362K
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-7.65K- 11.56% |
$1.67M - $1.93M
|
58.6K
$14.1M
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-7.94K- 0.92% |
$1.73M - $2.01M
|
858K
$206M
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.16K- 42.15% |
$1.78M - $2.06M
|
11.2K
$2.69M
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-8.37K- 6.98% |
$1.82M - $2.12M
|
112K
$26.8M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.7K- 0.46% |
$1.89M - $2.2M
|
1.89M
$455M
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-8.85K- 11.97% |
$1.93M - $2.24M
|
65.1K
$15.7M
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-9.82K- 57.11% |
$2.14M - $2.48M
|
7.38K
$1.77M
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-10.2K- 22.44% |
$2.21M - $2.57M
|
35.1K
$8.45M
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-10.4K- 20.64% |
$2.27M - $2.64M
|
40.1K
$9.65M
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-11.1K- 23.19% |
$2.42M - $2.81M
|
36.8K
$8.86M
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-11.6K- 15.2% |
$2.52M - $2.92M
|
64.4K
$15.5M
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-11.6K- 14.93% |
$2.52M - $2.92M
|
65.8K
$15.8M
|
|
Apr 04, 2025
Q1 2025
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-13.5K- 99.56% |
$2.94M - $3.41M
|
59
$14.2K
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-13.6K- 33.39% |
$2.95M - $3.43M
|
27.1K
$6.51M
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-13.9K- 2.77% |
$3.02M - $3.51M
|
487K
$117M
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-14K- 85.19% |
$3.05M - $3.54M
|
2.44K
$586K
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-14.1K- 25.52% |
$3.07M - $3.56M
|
41.1K
$9.89M
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-14.3K- 9.3% |
$3.1M - $3.6M
|
139K
$33.4M
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-14.4K- 8.3% |
$3.14M - $3.64M
|
159K
$38.2M
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-14.9K- 74.19% |
$3.25M - $3.77M
|
5.19K
$1.25M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-15K- 11.35% |
$3.27M - $3.79M
|
117K
$28.2M
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-15.9K- 4.45% |
$3.46M - $4.01M
|
341K
$82M
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-15.9K- 19.09% |
$3.46M - $4.01M
|
67.3K
$16.2M
|
|
May 13, 2025
Q1 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-16.4K- 91.71% |
$3.57M - $4.14M
|
1.48K
$356K
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-17K- 12.38% |
$3.7M - $4.29M
|
120K
$28.9M
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-17.2K- 15.17% |
$3.76M - $4.35M
|
96.3K
$23.2M
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-18.4K- 52.31% |
$4.01M - $4.65M
|
16.8K
$4.04M
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-18.9K- 78.57% |
$4.11M - $4.77M
|
5.14K
$1.24M
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-19.1K- 25.74% |
$4.16M - $4.83M
|
55.1K
$13.3M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-20.5K- 51.27% |
$4.46M - $5.17M
|
19.5K
$4.68M
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-20.6K- 19.34% |
$4.48M - $5.2M
|
85.8K
$20.6M
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-21K- 99.91% |
$4.57M - $5.29M
|
18
$4.33K
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-21.5K- 6.22% |
$4.68M - $5.43M
|
324K
$77.9M
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-22.1K- 12.14% |
$4.81M - $5.58M
|
160K
$38.4M
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-22.8K- 18.11% |
$4.96M - $5.75M
|
103K
$24.8M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-23.3KClosed |
$5.08M - $5.89M
|
0
$0
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-24K- 9.12% |
$5.24M - $6.07M
|
240K
$57.6M
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-25K- 10.9% |
$5.45M - $6.32M
|
205K
$49.2M
|