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 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
17+ 1.98% |
$3.97K - $4.45K
|
874
$216K
|
|
|
Feb 04, 2025
Q4 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
17+ 0.65% |
$3.97K - $4.45K
|
2.63K
$650K
|
|
|
Jan 28, 2025
Q4 2024
|
Axos Invest Inc.
Las Vegas, NV |
BUY
|
- |
16+ 1.01% |
$3.74K - $4.19K
|
1.61K
$398K
|
|
|
Feb 07, 2025
Q4 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
16+ 0.66% |
$3.74K - $4.19K
|
2.42K
$600K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
15New |
$3.51K - $3.92K
|
15
$3.72K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
15+ 0.19% |
$3.51K - $3.92K
|
7.82K
$1.94M
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
15+ 0.23% |
$3.51K - $3.92K
|
6.62K
$1.64M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
14+ 0.81% |
$3.27K - $3.66K
|
1.73K
$429K
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
14+ 5.69% |
$3.27K - $3.66K
|
260
$64.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.56% |
$3.27K - $3.66K
|
2.54K
$628K
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
14+ 0.37% |
$3.27K - $3.66K
|
3.84K
$952K
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
14+ 0.21% |
$3.27K - $3.66K
|
6.75K
$1.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
13+ 0.75% |
$3.04K - $3.4K
|
1.74K
$432K
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
13+ 0.04% |
$3.04K - $3.4K
|
32.9K
$8.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
12+ 0.35% |
$2.81K - $3.14K
|
3.41K
$844K
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
12+ 0.45% |
$2.81K - $3.14K
|
2.69K
$666K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
11+ 0.25% |
$2.57K - $2.88K
|
4.37K
$1.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
11+ 0.09% |
$2.57K - $2.88K
|
12.9K
$3.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
10+ 0.53% |
$2.34K - $2.62K
|
1.89K
$467K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
10+ 0.1% |
$2.34K - $2.62K
|
9.64K
$2.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
10+ 5.56% |
$2.34K - $2.62K
|
190
$47.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
9+ 0.25% |
$2.1K - $2.35K
|
3.65K
$904K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
9+ 1.37% |
$2.1K - $2.35K
|
668
$165K
|
|
|
Feb 06, 2025
Q4 2024
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
8+ 266.67% |
$1.87K - $2.09K
|
11
$2.72K
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
8+ 0.41% |
$1.87K - $2.09K
|
1.95K
$483K
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
8+ 0.24% |
$1.87K - $2.09K
|
3.4K
$843K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7+ 0.41% |
$1.64K - $1.83K
|
1.72K
$425K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.41% |
$1.64K - $1.83K
|
1.72K
$426K
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
7+ 0.43% |
$1.64K - $1.83K
|
1.64K
$407K
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
7+ 0.36% |
$1.64K - $1.83K
|
1.94K
$480K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
7+ 0.4% |
$1.64K - $1.83K
|
1.74K
$431K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
6+ 0.06% |
$1.4K - $1.57K
|
9.94K
$2.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
6+ 0.29% |
$1.4K - $1.57K
|
2.09K
$519K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
6+ 0.23% |
$1.4K - $1.57K
|
2.56K
$634K
|
|
|
Feb 05, 2025
Q4 2024
|
Evergreen Advisors, LLC
|
BUY
|
- |
6+ 0.69% |
$1.4K - $1.57K
|
879
$218K
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
6+ 0.63% |
$1.4K - $1.57K
|
965
$239K
|
|
|
Jan 17, 2025
Q4 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
5+ 0.08% |
$1.17K - $1.31K
|
6.65K
$1.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
5+ 0.12% |
$1.17K - $1.31K
|
4.07K
$1.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
5+ 0.16% |
$1.17K - $1.31K
|
3.07K
$761K
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
5+ 2.79% |
$1.17K - $1.31K
|
184
$45.6K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
4+ 0.28% |
$935 - $1.05K
|
1.42K
$352K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
4+ 0.57% |
$935 - $1.05K
|
704
$174K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
4+ 0.16% |
$935 - $1.05K
|
2.55K
$630K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
4+ 0.21% |
$935 - $1.05K
|
1.94K
$480K
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4+ 0.1% |
$935 - $1.05K
|
4.14K
$1.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
4+ 0.15% |
$935 - $1.05K
|
2.7K
$668K
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
3+ 0.27% |
$701 - $785
|
1.13K
$281K
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
3+ 0.11% |
$701 - $785
|
2.7K
$668K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
3+ 0.14% |
$701 - $785
|
2.08K
$515K
|
|
|
Jan 23, 2025
Q4 2024
|
Trevian Wealth Management LLC
|
BUY
|
- |
3+ 0.1% |
$701 - $785
|
3.1K
$769K
|