Purchases and Sales Made in Q4 2024 in Vanguard Small Cap ETF (VB)
This table provides information about the institutional ownership of Vanguard Small Cap ETF (VB) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
106KNew |
$24.8M - $27.7M
|
106K
$26.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
53K+ 41.81% |
$12.4M - $13.9M
|
180K
$44.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
40.8K+ 88.69% |
$9.53M - $10.7M
|
86.8K
$21.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
29.6K+ 32.77% |
$6.92M - $7.74M
|
120K
$29.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
27.3K+ 4.05% |
$6.39M - $7.15M
|
702K
$174M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
26.4K+ 12.69% |
$6.17M - $6.9M
|
234K
$58.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
18.2K+ 818.21% |
$4.25M - $4.76M
|
20.4K
$5.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
15.4KNew |
$3.6M - $4.03M
|
15.4K
$3.83M
|
|
|
Jan 21, 2025
Q4 2024
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
14.1KNew |
$3.3M - $3.69M
|
14.1K
$3.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
13K+ 21.23% |
$3.04M - $3.4M
|
74.2K
$18.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
12.6KNew |
$2.95M - $3.3M
|
12.6K
$3.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
11.5K+ 13.31% |
$2.69M - $3.01M
|
98K
$24.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
9.75K+ 20.41% |
$2.28M - $2.55M
|
57.5K
$14.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
9.17K+ 13.1% |
$2.14M - $2.4M
|
79.2K
$19.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
BUY
|
- |
8.66K+ 6.18% |
$2.02M - $2.27M
|
149K
$36.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
8.63KNew |
$2.02M - $2.26M
|
8.63K
$2.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
8.39KNew |
$1.96M - $2.19M
|
8.39K
$2.08M
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
8.36K+ 19.76% |
$1.95M - $2.19M
|
50.7K
$12.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
7.74KNew |
$1.81M - $2.02M
|
7.74K
$1.92M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
7.7KNew |
$1.8M - $2.01M
|
7.7K
$1.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.66K+ 33.6% |
$1.79M - $2M
|
30.4K
$7.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
6.9K+ 45.55% |
$1.61M - $1.8M
|
22K
$5.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
6.51K+ 8.6% |
$1.52M - $1.7M
|
82.2K
$20.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.81K+ 2.6% |
$1.36M - $1.52M
|
229K
$57M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
5.29K+ 5.88% |
$1.24M - $1.38M
|
95.2K
$23.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
4.28KNew |
$1M - $1.12M
|
4.28K
$1.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
4.26K+ 8.3% |
$995K - $1.11M
|
55.6K
$13.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
3.91K+ 31.44% |
$914K - $1.02M
|
16.4K
$4.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
3.89K+ 36.12% |
$909K - $1.02M
|
14.6K
$3.64M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.86K+ 296.7% |
$903K - $1.01M
|
5.17K
$1.28M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.83K+ 1.93% |
$894K - $1M
|
202K
$50.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
3.74K+ 5.96% |
$875K - $979K
|
66.6K
$16.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
3.63K+ 127.69% |
$847K - $948K
|
6.46K
$1.61M
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3.54K+ 1.0% |
$827K - $926K
|
357K
$88.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.49K+ 5.03% |
$816K - $913K
|
72.8K
$18.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
3.25K+ 6.16% |
$759K - $849K
|
56K
$13.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
3.23KNew |
$755K - $845K
|
3.23K
$803K
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
3.22KNew |
$752K - $842K
|
3.22K
$799K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
3.2KNew |
$749K - $838K
|
3.2K
$796K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.2K+ 36.45% |
$748K - $837K
|
12K
$2.98M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
3.17KNew |
$740K - $828K
|
3.17K
$787K
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
3.06KNew |
$716K - $801K
|
3.06K
$761K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
3.01K+ 21.86% |
$704K - $788K
|
16.8K
$4.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
3.01K+ 62.12% |
$704K - $788K
|
7.86K
$1.95M
|
|
|
Jan 13, 2025
Q4 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
2.97K+ 6.39% |
$694K - $777K
|
49.4K
$12.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2.88K+ 8.99% |
$673K - $753K
|
34.9K
$8.67M
|
|
|
Jan 21, 2025
Q4 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
2.83KNew |
$661K - $739K
|
2.83K
$702K
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
2.72K+ 5.38% |
$636K - $711K
|
53.3K
$13.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
2.63K+ 17.44% |
$614K - $687K
|
17.7K
$4.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.39K+ 29.01% |
$558K - $625K
|
10.6K
$2.64M
|