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 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-26.6K- 11.67% |
$5.79M - $6.71M
|
201K
$48.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-27.6K- 31.8% |
$6.02M - $6.98M
|
59.2K
$14.2M
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-28.7K- 66.08% |
$6.24M - $7.24M
|
14.7K
$3.54M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-30.1K- 73.39% |
$6.57M - $7.62M
|
10.9K
$2.63M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-31.8K- 91.72% |
$6.94M - $8.05M
|
2.87K
$691K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-32.9K- 49.05% |
$7.17M - $8.31M
|
34.2K
$8.22M
|
|
|
May 13, 2025
Q1 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-33.1K- 34.12% |
$7.21M - $8.36M
|
63.9K
$15.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-36.3K- 93.97% |
$7.91M - $9.17M
|
2.33K
$560K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-37.6K- 5.12% |
$8.2M - $9.51M
|
697K
$168M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-39K- 7.71% |
$8.49M - $9.85M
|
466K
$112M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-44K- 20.29% |
$9.6M - $11.1M
|
173K
$41.6M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-44.2K- 10.37% |
$9.63M - $11.2M
|
382K
$91.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-44.3K- 100.0% |
$9.64M - $11.2M
|
1
$241
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-50.8K- 36.73% |
$11.1M - $12.8M
|
87.6K
$21.1M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-51.3K- 2.73% |
$11.2M - $13M
|
1.82M
$439M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-52K- 93.38% |
$11.3M - $13.1M
|
3.69K
$887K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-54.3K- 2.46% |
$11.8M - $13.7M
|
2.15M
$517M
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-65.5K- 62.28% |
$14.3M - $16.6M
|
39.7K
$9.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-67K- 94.8% |
$14.6M - $16.9M
|
3.68K
$884K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-76.1K- 97.8% |
$16.6M - $19.2M
|
1.71K
$411K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-82.9K- 58.63% |
$18.1M - $20.9M
|
58.5K
$14.1M
|
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-97.3K- 97.84% |
$21.2M - $24.6M
|
2.15K
$516K
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-106K- 99.98% |
$23.1M - $26.8M
|
21
$5.05K
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-111K- 99.9% |
$24.1M - $28M
|
114
$27.4K
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-112K- 47.16% |
$24.4M - $28.3M
|
126K
$30.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-126K- 17.94% |
$27.4M - $31.8M
|
576K
$139M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-134K- 8.43% |
$29.2M - $33.8M
|
1.45M
$350M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-141K- 18.17% |
$30.7M - $35.6M
|
635K
$153M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-171K- 12.34% |
$37.2M - $43.2M
|
1.21M
$292M
|
|
|
Apr 21, 2025
Q1 2025
|
Sofi Wealth, LLC
|
SELL
|
- |
-172K- 99.96% |
$37.6M - $43.6M
|
76
$18.3K
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-225K- 43.4% |
$48.9M - $56.7M
|
293K
$70.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
SELL
|
- |
-291K- 99.18% |
$63.4M - $73.6M
|
2.41K
$579K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-300K- 5.7% |
$65.4M - $75.8M
|
4.96M
$1.19B
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-641K- 78.94% |
$140M - $162M
|
171K
$41.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-677K- 99.55% |
$148M - $171M
|
3.07K
$738K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-731K- 2.94% |
$159M - $185M
|
24.1M
$5.79B
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-981K- 13.38% |
$214M - $248M
|
6.35M
$1.53B
|