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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
1.28KNew |
$299K - $334K
|
1.28K
$307K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.27K+ 138.37% |
$298K - $333K
|
2.19K
$527K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.26K+ 3.33% |
$294K - $329K
|
39K
$9.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.26KNew |
$294K - $329K
|
1.26K
$302K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
1.26K+ 8.13% |
$293K - $328K
|
16.7K
$4.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
BUY
|
- |
1.25K+ 130.58% |
$292K - $327K
|
2.21K
$530K
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
1.25K+ 11.85% |
$291K - $326K
|
11.8K
$2.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Finward Bancorp
Munster, IN |
BUY
|
- |
1.24KNew |
$289K - $324K
|
1.24K
$297K
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
1.24K+ 95.59% |
$289K - $323K
|
2.53K
$607K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.23K+ 6.92% |
$288K - $322K
|
19K
$4.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
1.23KNew |
$287K - $321K
|
1.23K
$295K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.22KNew |
$286K - $320K
|
1.22K
$294K
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
1.22KNew |
$285K - $319K
|
1.22K
$293K
|
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
1.21KNew |
$283K - $316K
|
1.21K
$290K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.21KNew |
$282K - $316K
|
1.21K
$290K
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.2K+ 43.97% |
$281K - $315K
|
3.94K
$947K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.19K+ 83.31% |
$279K - $312K
|
2.63K
$630K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.18K+ 2.19% |
$275K - $308K
|
55K
$13.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
1.18KNew |
$275K - $307K
|
1.18K
$282K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1.18K+ 0.94% |
$275K - $307K
|
126K
$30.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.17K+ 24.47% |
$273K - $306K
|
5.95K
$1.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
1.17KNew |
$273K - $305K
|
1.17K
$280K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.16KNew |
$271K - $303K
|
1.16K
$279K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.16K+ 11.98% |
$271K - $303K
|
10.8K
$2.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
1.16KNew |
$271K - $303K
|
1.16K
$278K
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
1.16KNew |
$270K - $302K
|
1.16K
$278K
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.15K+ 1.51% |
$268K - $300K
|
77K
$18.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1.15K+ 39.89% |
$268K - $300K
|
4.02K
$965K
|
|
|
Jan 13, 2025
Q4 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
1.14K+ 5.68% |
$267K - $299K
|
21.3K
$5.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Spectrum Financial Alliance LTD LLC
|
BUY
|
- |
1.14K+ 2.54% |
$266K - $297K
|
45.9K
$11M
|
|
|
Feb 05, 2025
Q4 2024
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
1.14KNew |
$265K - $297K
|
1.14K
$273K
|
|
|
Jan 29, 2025
Q4 2024
|
Shade Tree Advisors LLC
Saratoga Springs, NY |
BUY
|
- |
1.12KNew |
$261K - $292K
|
1.12K
$268K
|
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
BUY
|
- |
1.11K+ 26.38% |
$258K - $289K
|
5.29K
$1.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
1.1KNew |
$257K - $288K
|
1.1K
$264K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.1K+ 0.51% |
$257K - $287K
|
217K
$52.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
1.1K+ 2.87% |
$256K - $286K
|
39.3K
$9.43M
|
|
|
Jan 27, 2025
Q4 2024
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
1.09K+ 8.32% |
$256K - $286K
|
14.2K
$3.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
1.09KNew |
$255K - $286K
|
1.09K
$262K
|
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
1.08KNew |
$253K - $284K
|
1.08K
$260K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1.08KNew |
$253K - $283K
|
1.08K
$260K
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
1.08KNew |
$252K - $281K
|
1.08K
$258K
|
|
|
Feb 06, 2025
Q4 2024
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
1.07K+ 9.42% |
$251K - $281K
|
12.5K
$3M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.07K+ 51.44% |
$251K - $281K
|
3.16K
$759K
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
1.06K+ 11.42% |
$248K - $278K
|
10.4K
$2.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
1.06KNew |
$247K - $276K
|
1.06K
$254K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
1.05K+ 85.11% |
$245K - $274K
|
2.28K
$546K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1.05KNew |
$244K - $273K
|
1.05K
$251K
|
|
|
Feb 13, 2025
Q4 2024
|
Broyhill Asset Management
Charlotte, NC |
BUY
|
- |
1.04KNew |
$244K - $273K
|
1.04K
$250K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.04K+ 10.85% |
$243K - $272K
|
10.6K
$2.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
1.03KNew |
$241K - $270K
|
1.03K
$248K
|