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 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
1.95K+ 2.39% |
$426K - $493K
|
83.6K
$20.1M
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
1.95KNew |
$425K - $493K
|
1.95K
$469K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
1.94K+ 1.46% |
$423K - $491K
|
135K
$32.4M
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
BUY
|
- |
1.94K+ 36.58% |
$422K - $489K
|
7.23K
$1.74M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.93K+ 18.58% |
$420K - $487K
|
12.3K
$2.96M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
1.93K+ 3.3% |
$419K - $486K
|
60.3K
$14.5M
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
1.93K+ 7.76% |
$419K - $486K
|
26.7K
$6.43M
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
1.91KNew |
$415K - $481K
|
1.91K
$458K
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
1.9K+ 16.54% |
$415K - $481K
|
13.4K
$3.22M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.9K+ 9.73% |
$413K - $479K
|
21.4K
$5.14M
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.89K+ 46.02% |
$411K - $477K
|
5.99K
$1.44M
|
|
|
Apr 18, 2025
Q1 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
1.86K+ 5.31% |
$405K - $470K
|
36.8K
$8.86M
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
1.84K+ 23.28% |
$400K - $464K
|
9.72K
$2.34M
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
1.82KNew |
$397K - $461K
|
1.82K
$438K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.82K+ 5.93% |
$397K - $460K
|
32.5K
$7.82M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.77K+ 112.44% |
$386K - $448K
|
3.35K
$805K
|
|
|
May 01, 2025
Q1 2025
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
1.75K+ 3.39% |
$382K - $442K
|
53.4K
$12.8M
|
|
|
May 07, 2025
Q1 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
1.75K+ 18.84% |
$382K - $442K
|
11K
$2.66M
|
|
|
Apr 08, 2025
Q1 2025
|
Armstrong Henry H Associates Inc
|
BUY
|
- |
1.75KNew |
$380K - $441K
|
1.75K
$420K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.74K+ 2.97% |
$379K - $439K
|
60.3K
$14.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.74K+ 29.21% |
$378K - $439K
|
7.68K
$1.85M
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
1.7K+ 28.64% |
$370K - $429K
|
7.64K
$1.84M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
1.7K+ 2.31% |
$370K - $429K
|
75.3K
$18.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.68K+ 10.63% |
$366K - $424K
|
17.5K
$4.21M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.68K+ 7.04% |
$366K - $424K
|
25.5K
$6.14M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
1.68KNew |
$365K - $424K
|
1.68K
$403K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
1.68K+ 8.43% |
$365K - $423K
|
21.6K
$5.19M
|
|
|
May 12, 2025
Q1 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
1.67K+ 6.75% |
$364K - $422K
|
26.4K
$6.36M
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.66K+ 12.86% |
$361K - $418K
|
14.5K
$3.49M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.64KNew |
$357K - $414K
|
1.64K
$394K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.63K+ 7.63% |
$355K - $412K
|
23K
$5.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.63KNew |
$355K - $412K
|
1.63K
$392K
|
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
1.63K+ 2.93% |
$355K - $411K
|
57.2K
$13.7M
|
|
|
May 08, 2025
Q1 2025
|
Hall Capital Management CO Inc
|
BUY
|
- |
1.63K+ 36.23% |
$355K - $411K
|
6.12K
$1.47M
|
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
BUY
|
- |
1.62K+ 9.74% |
$354K - $410K
|
18.3K
$4.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
1.62K+ 7.35% |
$353K - $409K
|
23.7K
$5.69M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.61K+ 119.9% |
$351K - $406K
|
2.95K
$710K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.59K+ 2.45% |
$347K - $402K
|
66.5K
$16M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.58K+ 8.12% |
$344K - $399K
|
21K
$5.06M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.57K+ 5.94% |
$343K - $398K
|
28.1K
$6.75M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.56K+ 28.13% |
$340K - $394K
|
7.11K
$1.71M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.55K+ 15.91% |
$338K - $391K
|
11.3K
$2.71M
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
1.53KNew |
$334K - $388K
|
1.53K
$369K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.53K+ 14.05% |
$333K - $386K
|
12.4K
$2.98M
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
1.52K+ 23.53% |
$331K - $384K
|
7.99K
$1.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
BUY
|
- |
1.5KNew |
$327K - $380K
|
1.5K
$361K
|
|
|
Apr 21, 2025
Q1 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
1.5K+ 5.06% |
$327K - $379K
|
31.2K
$7.49M
|
|
|
May 06, 2025
Q1 2025
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
1.5K+ 2.46% |
$327K - $379K
|
62.5K
$15M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.5K+ 657.89% |
$327K - $379K
|
1.73K
$416K
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.5K+ 20.27% |
$326K - $378K
|
8.88K
$2.14M
|