Purchases and Sales Made in Q2 2025 in Vanguard Small Cap ETF (VB)
This table provides information about the institutional ownership of Vanguard Small Cap ETF (VB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
1.32MNew |
$255M - $313M
|
1.32M
$316M
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
946KNew |
$183M - $225M
|
946K
$227M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
215K+ 4.34% |
$41.7M - $51.1M
|
5.18M
$1.24B
|
|
|
Aug 05, 2025
Q2 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
161K+ 57.77% |
$31.2M - $38.3M
|
440K
$106M
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
150K+ 27.37% |
$29.1M - $35.7M
|
699K
$168M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
134K+ 53.26% |
$25.9M - $31.7M
|
385K
$92.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Wp Advisors, LLC
|
BUY
|
- |
113K+ 460.68% |
$21.9M - $26.9M
|
138K
$33.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
111K+ 11756.43% |
$21.6M - $26.5M
|
112K
$27M
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
107K+ 69.16% |
$20.8M - $25.5M
|
262K
$63M
|
|
|
Jul 09, 2025
Q2 2025
|
Searcy Financial Services Inc
|
BUY
|
- |
107KNew |
$20.8M - $25.4M
|
107K
$25.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
96.8K+ 127.36% |
$18.7M - $23M
|
173K
$41.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
73.4K+ 34.88% |
$14.2M - $17.4M
|
284K
$68.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
70.1K+ 11.94% |
$13.6M - $16.7M
|
657K
$158M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
60.6K+ 12.49% |
$11.7M - $14.4M
|
546K
$131M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
50.2K+ 225.78% |
$9.73M - $11.9M
|
72.4K
$17.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
47.5K+ 9.75% |
$9.2M - $11.3M
|
534K
$128M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
43.7K+ 56.74% |
$8.47M - $10.4M
|
121K
$29M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
39.3K+ 100.73% |
$7.61M - $9.32M
|
78.3K
$18.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
BUY
|
- |
37.4KNew |
$7.25M - $8.89M
|
37.4K
$8.99M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
36.5K+ 17.37% |
$7.07M - $8.66M
|
247K
$59.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
35.6K+ 69.73% |
$6.89M - $8.44M
|
86.5K
$20.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
35.4K+ 19.92% |
$6.86M - $8.41M
|
213K
$51.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Systelligence, LLC
|
BUY
|
- |
35.1KNew |
$6.8M - $8.34M
|
35.1K
$8.43M
|
|
|
Aug 05, 2025
Q2 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
34.5KNew |
$6.69M - $8.2M
|
34.5K
$8.29M
|
|
|
Aug 07, 2025
Q2 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
34.1K+ 8.54% |
$6.61M - $8.1M
|
434K
$104M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
31KNew |
$6.01M - $7.37M
|
31K
$7.45M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
29.6K+ 10.15% |
$5.73M - $7.02M
|
321K
$77.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
BUY
|
- |
27.7K+ 117.18% |
$5.37M - $6.58M
|
51.4K
$12.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
26.8K+ 25.32% |
$5.2M - $6.37M
|
133K
$31.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
25KNew |
$4.83M - $5.92M
|
25K
$5.99M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
24.8K+ 2.35% |
$4.8M - $5.88M
|
1.08M
$260M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
24.6KNew |
$4.77M - $5.84M
|
24.6K
$5.91M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
24.5K+ 1.29% |
$4.74M - $5.8M
|
1.92M
$460M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
23.3KNew |
$4.51M - $5.53M
|
23.3K
$5.59M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
22.3K+ 251.54% |
$4.33M - $5.3M
|
31.2K
$7.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
22.2K+ 21.65% |
$4.3M - $5.27M
|
125K
$29.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
22.1K+ 37.1% |
$4.28M - $5.25M
|
81.7K
$19.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
21.9KNew |
$4.24M - $5.2M
|
21.9K
$5.26M
|
|
|
Jul 30, 2025
Q2 2025
|
Cambridge Capital Management, LLC
O'fallon, IL |
BUY
|
- |
21.8KNew |
$4.22M - $5.17M
|
21.8K
$5.23M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
21.2K+ 16.37% |
$4.1M - $5.02M
|
150K
$36.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
20.9K+ 138.19% |
$4.04M - $4.95M
|
36K
$8.64M
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
19.8K+ 1042.83% |
$3.84M - $4.71M
|
21.7K
$5.22M
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
BUY
|
- |
19.4K+ 16.73% |
$3.76M - $4.6M
|
135K
$32.5M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
19.1K+ 21.06% |
$3.7M - $4.53M
|
110K
$26.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
18.2K+ 18.69% |
$3.53M - $4.33M
|
116K
$27.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
18.2K+ 5.51% |
$3.53M - $4.33M
|
349K
$83.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
17.5K+ 7866.22% |
$3.38M - $4.15M
|
17.7K
$4.25M
|
|
|
Jul 28, 2025
Q2 2025
|
Brown Financial Advisory
|
BUY
|
- |
16.7K+ 16.66% |
$3.24M - $3.98M
|
117K
$28.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
16.7K+ 13.81% |
$3.23M - $3.95M
|
137K
$32.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
16.3K+ 3.0% |
$3.15M - $3.86M
|
558K
$134M
|