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 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.5K+ 1.82% |
$326K - $378K
|
83.6K
$20.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
1.49KNew |
$325K - $377K
|
1.49K
$359K
|
|
|
May 15, 2025
Q1 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
1.48K+ 1852.5% |
$323K - $374K
|
1.56K
$376K
|
|
|
Apr 28, 2025
Q1 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.47K+ 1.91% |
$321K - $372K
|
78.5K
$18.9M
|
|
|
May 13, 2025
Q1 2025
|
Harbor Advisory Corp
|
BUY
|
- |
1.47K+ 3.81% |
$321K - $372K
|
40.2K
$9.66M
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
1.47KNew |
$319K - $370K
|
1.47K
$352K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.46K+ 8.29% |
$318K - $369K
|
19.1K
$4.58M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.45K+ 29.37% |
$316K - $367K
|
6.39K
$1.54M
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
1.42K+ 95.93% |
$309K - $358K
|
2.89K
$696K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.41K+ 0.81% |
$308K - $357K
|
176K
$42.3M
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1.41K+ 3.29% |
$307K - $356K
|
44.2K
$10.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
1.4KNew |
$305K - $354K
|
1.4K
$337K
|
|
|
May 14, 2025
Q1 2025
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
1.38K+ 5.85% |
$301K - $349K
|
25K
$6M
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.38K+ 0.55% |
$300K - $348K
|
251K
$60.5M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.38K+ 59.9% |
$300K - $348K
|
3.67K
$883K
|
|
|
May 02, 2025
Q1 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
1.37K+ 5.08% |
$297K - $345K
|
28.3K
$6.79M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.36K+ 40.86% |
$297K - $344K
|
4.7K
$1.13M
|
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
1.36KNew |
$297K - $344K
|
1.36K
$328K
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.34K+ 8.15% |
$293K - $339K
|
17.8K
$4.29M
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
1.34KNew |
$292K - $338K
|
1.34K
$322K
|
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.34K+ 4.36% |
$291K - $338K
|
32K
$7.7M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.33K+ 1.27% |
$291K - $337K
|
106K
$25.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.33K+ 26.36% |
$289K - $336K
|
6.37K
$1.53M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.33K+ 39.53% |
$289K - $335K
|
4.68K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.33KNew |
$289K - $335K
|
1.33K
$319K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.32K+ 11.38% |
$288K - $334K
|
12.9K
$3.11M
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.32K+ 45.86% |
$287K - $333K
|
4.19K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.32K+ 3.06% |
$287K - $332K
|
44.3K
$10.7M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.31K+ 2.37% |
$284K - $330K
|
56.5K
$13.6M
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.28K+ 9.37% |
$279K - $324K
|
15K
$3.6M
|
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
1.28K+ 2.58% |
$279K - $324K
|
51K
$12.3M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.27K+ 14.71% |
$277K - $321K
|
9.9K
$2.38M
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
1.27K+ 0.97% |
$276K - $320K
|
132K
$31.8M
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
1.27K+ 32.47% |
$276K - $320K
|
5.16K
$1.24M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.27K+ 1.85% |
$276K - $320K
|
69.5K
$16.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.26KNew |
$275K - $319K
|
1.26K
$304K
|
|
|
May 15, 2025
Q1 2025
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
1.26KNew |
$275K - $318K
|
1.26K
$303K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
1.26KNew |
$274K - $318K
|
1.26K
$303K
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
1.26K+ 391.59% |
$274K - $318K
|
1.58K
$380K
|
|
|
May 13, 2025
Q1 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
1.25KNew |
$273K - $316K
|
1.25K
$301K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
1.25KNew |
$271K - $315K
|
1.25K
$300K
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1.24K+ 16.82% |
$271K - $314K
|
8.64K
$2.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.24K+ 1.84% |
$270K - $313K
|
68.6K
$16.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.23K+ 2.66% |
$269K - $312K
|
47.6K
$11.5M
|
|
|
Apr 22, 2025
Q1 2025
|
First Bancorp, Inc
|
BUY
|
- |
1.23K+ 6.67% |
$269K - $312K
|
19.7K
$4.74M
|
|
|
Apr 14, 2025
Q1 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
1.22K+ 18.81% |
$267K - $309K
|
7.73K
$1.86M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.22K+ 2.71% |
$266K - $308K
|
46.2K
$11.1M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.2K+ 35.61% |
$262K - $303K
|
4.57K
$1.1M
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.2KNew |
$261K - $303K
|
1.2K
$289K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
1.2K+ 5.67% |
$261K - $302K
|
22.3K
$5.37M
|