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 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
2.6M+ 23750.1% |
$609M - $681M
|
2.61M
$643M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.2MNew |
$515M - $577M
|
2.2M
$542M
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.59M+ 24676.2% |
$371M - $415M
|
1.59M
$392M
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
1.5M+ 6309.05% |
$350M - $392M
|
1.52M
$375M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.35M+ 83.62% |
$314M - $352M
|
2.95M
$727M
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.34M+ 24531.6% |
$314M - $351M
|
1.35M
$332M
|
|
Feb 14, 2025
Q4 2024
|
Wit, LLC
District Of Columbia, DC |
BUY
|
- |
883K+ 99878.85% |
$206M - $231M
|
884K
$217M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
543K+ 10.58% |
$127M - $142M
|
5.67M
$1.4B
|
|
Feb 11, 2025
Q4 2024
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
299KNew |
$70M - $78.3M
|
299K
$73.7M
|
|
Feb 06, 2025
Q4 2024
|
Lincoln National Corp
|
BUY
|
- |
272KNew |
$63.6M - $71.1M
|
272K
$66.9M
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
216K+ 30.71% |
$50.5M - $56.5M
|
920K
$226M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
201K+ 2.73% |
$46.9M - $52.5M
|
7.54M
$1.86B
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
179K+ 9.21% |
$41.8M - $46.8M
|
2.12M
$522M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
177K+ 4.9% |
$41.4M - $46.3M
|
3.79M
$932M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
155K+ 18.23% |
$36.2M - $40.5M
|
1M
$247M
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
119K+ 1.65% |
$27.8M - $31.1M
|
7.33M
$1.8B
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
106KNew |
$24.8M - $27.7M
|
106K
$26.1M
|
|
Feb 14, 2025
Q4 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
99.1KNew |
$23.2M - $25.9M
|
99.1K
$24.4M
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
87.6K+ 70.11% |
$20.5M - $22.9M
|
213K
$52.3M
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
87.5K+ 6.61% |
$20.4M - $22.9M
|
1.41M
$347M
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
83.8K+ 4.1% |
$19.6M - $21.9M
|
2.13M
$524M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
77.8KNew |
$18.2M - $20.4M
|
77.8K
$19.1M
|
|
Feb 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
75.1KNew |
$17.5M - $19.6M
|
75.1K
$18.5M
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
73.9KNew |
$17.3M - $19.3M
|
73.9K
$18.2M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
64.2K+ 3.56% |
$15M - $16.8M
|
1.86M
$459M
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
63K+ 573.65% |
$14.7M - $16.5M
|
73.9K
$18.2M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
62.8K+ 8.82% |
$14.7M - $16.4M
|
775K
$191M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
60.9K+ 5.73% |
$14.2M - $15.9M
|
1.12M
$277M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
57.9K+ 18.14% |
$13.5M - $15.2M
|
377K
$92.9M
|
|
Feb 13, 2025
Q4 2024
|
Mcia Inc
|
BUY
|
- |
56.4K+ 57.95% |
$13.2M - $14.7M
|
154K
$37.8M
|
|
Feb 14, 2025
Q4 2024
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
55.5KNew |
$13M - $14.5M
|
55.5K
$13.7M
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
55.2K+ 412.69% |
$12.9M - $14.4M
|
68.5K
$16.9M
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
55K+ 14.24% |
$12.9M - $14.4M
|
441K
$109M
|
|
Feb 07, 2025
Q4 2024
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
54.5KNew |
$12.7M - $14.3M
|
54.5K
$13.4M
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
53.5KNew |
$12.5M - $14M
|
53.5K
$13.2M
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
53K+ 41.81% |
$12.4M - $13.9M
|
180K
$44.3M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
52K+ 1.0% |
$12.2M - $13.6M
|
5.26M
$1.29B
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
51.1KNew |
$11.9M - $13.4M
|
51.1K
$12.6M
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
50.7K+ 1734.28% |
$11.8M - $13.3M
|
53.6K
$13.2M
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
49.1KNew |
$11.5M - $12.8M
|
49.1K
$12.1M
|
|
Feb 03, 2025
Q4 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
47.4K+ 762.6% |
$11.1M - $12.4M
|
53.6K
$13.2M
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
45KNew |
$10.5M - $11.8M
|
45K
$11.1M
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
44.7KNew |
$10.4M - $11.7M
|
44.7K
$11M
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
44.3KNew |
$10.3M - $11.6M
|
44.3K
$10.9M
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
44.2KNew |
$10.3M - $11.6M
|
44.2K
$10.9M
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
43.9KNew |
$10.3M - $11.5M
|
43.9K
$10.8M
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
42.8K+ 9.81% |
$10M - $11.2M
|
479K
$118M
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
42.1K+ 11.18% |
$9.84M - $11M
|
419K
$103M
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
41.6KNew |
$9.72M - $10.9M
|
41.6K
$10.2M
|
|
Jan 21, 2025
Q4 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
40.8K+ 88.69% |
$9.53M - $10.7M
|
86.8K
$21.3M
|