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 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
3.69KNew |
$715K - $876K
|
3.69K
$957K
|
|
|
Aug 13, 2025
Q2 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
3.66K+ 4.66% |
$709K - $869K
|
82.2K
$21.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
3.65K+ 2.39% |
$707K - $866K
|
156K
$40.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
3.57K+ 3.53% |
$692K - $848K
|
105K
$27.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.55K+ 34.36% |
$688K - $843K
|
13.9K
$3.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Jacobsen Capital Management
|
BUY
|
- |
3.53K+ 19.3% |
$684K - $838K
|
21.8K
$5.66M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
3.49K+ 7.67% |
$677K - $829K
|
49K
$12.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
3.47K+ 28.28% |
$672K - $824K
|
15.7K
$4.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
3.42K+ 2.96% |
$663K - $812K
|
119K
$30.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.41K+ 6.41% |
$660K - $808K
|
56.6K
$14.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
3.4K+ 4.48% |
$658K - $807K
|
79.3K
$20.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
3.32K+ 8.73% |
$644K - $789K
|
41.4K
$10.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.32K+ 6.35% |
$643K - $787K
|
55.5K
$14.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.31K+ 3.83% |
$642K - $786K
|
89.9K
$23.3M
|
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
BUY
|
- |
3.31K+ 23.28% |
$642K - $786K
|
17.5K
$4.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
3.29KNew |
$638K - $782K
|
3.29K
$854K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.29K+ 2.93% |
$637K - $781K
|
116K
$30M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.22K+ 18.84% |
$624K - $765K
|
20.3K
$5.27M
|
|
|
Aug 11, 2025
Q2 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
3.22K+ 141.32% |
$624K - $765K
|
5.5K
$1.43M
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
3.21K+ 4.78% |
$622K - $762K
|
70.3K
$18.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
3.2K+ 37.33% |
$621K - $760K
|
11.8K
$3.06M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
3.2K+ 6.61% |
$620K - $759K
|
51.5K
$13.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
3.17KNew |
$615K - $753K
|
3.17K
$822K
|
|
|
Aug 07, 2025
Q2 2025
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.13K+ 6.18% |
$606K - $742K
|
53.7K
$13.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
3.11K+ 114.72% |
$602K - $738K
|
5.82K
$1.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
3.11K+ 103.6% |
$602K - $737K
|
6.1K
$1.58M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.09K+ 2.09% |
$598K - $733K
|
151K
$39.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
3.08K+ 109.48% |
$597K - $732K
|
5.9K
$1.53M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.06K+ 6.69% |
$594K - $727K
|
48.9K
$12.7M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
3.05K+ 32.94% |
$590K - $723K
|
12.3K
$3.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
2.99K+ 14.38% |
$580K - $711K
|
23.8K
$6.17M
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
2.98K+ 7.73% |
$577K - $707K
|
41.5K
$10.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
2.97K+ 3.86% |
$574K - $704K
|
79.8K
$20.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
2.96K+ 3.23% |
$574K - $703K
|
94.7K
$24.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.93K+ 3.86% |
$568K - $696K
|
78.9K
$20.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Bck Partners, Inc.
|
BUY
|
- |
2.92K+ 3.82% |
$566K - $694K
|
79.4K
$20.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
2.92K+ 38.12% |
$565K - $692K
|
10.6K
$2.74M
|
|
|
Jul 07, 2025
Q2 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
2.9K+ 3.91% |
$561K - $688K
|
76.9K
$19.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2.88K+ 45.09% |
$558K - $684K
|
9.27K
$2.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.88K+ 0.75% |
$557K - $683K
|
386K
$100M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
2.86K+ 7.5% |
$554K - $679K
|
41K
$10.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
2.86KNew |
$554K - $679K
|
2.86K
$742K
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
BUY
|
- |
2.83K+ 238.99% |
$549K - $672K
|
4.02K
$1.04M
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
2.82K+ 24.0% |
$546K - $669K
|
14.6K
$3.78M
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
2.82K+ 2.09% |
$546K - $668K
|
138K
$35.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
2.8K+ 51.05% |
$542K - $664K
|
8.27K
$2.15M
|
|
|
Aug 07, 2025
Q2 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2.78K+ 5.13% |
$539K - $660K
|
57K
$14.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
2.77K+ 2.98% |
$537K - $658K
|
95.6K
$24.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
2.77K+ 236.75% |
$537K - $658K
|
3.94K
$1.02M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
2.73K+ 38.99% |
$528K - $647K
|
9.72K
$2.52M
|