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 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-269- 5.16% |
$62.9K - $70.4K
|
4.94K
$1.23M
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-273- 1.91% |
$63.8K - $71.4K
|
14K
$3.49M
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-282- 9.87% |
$65.9K - $73.8K
|
2.58K
$643K
|
|
Jan 29, 2025
Q4 2024
|
Madden Securities Corp
|
SELL
|
- |
-286- 3.66% |
$66.9K - $74.8K
|
7.53K
$1.88M
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-286- 4.57% |
$66.9K - $74.8K
|
5.97K
$1.49M
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-288- 24.47% |
$67.3K - $75.3K
|
889
$222K
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-294- 1.45% |
$68.7K - $76.9K
|
20K
$4.99M
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-295- 9.95% |
$69K - $77.2K
|
2.67K
$667K
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-310- 4.11% |
$72.5K - $81.1K
|
7.24K
$1.81M
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-315- 1.43% |
$73.6K - $82.4K
|
21.7K
$5.42M
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-318- 3.8% |
$74.3K - $83.2K
|
8.04K
$2.01M
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-319- 13.25% |
$74.6K - $83.4K
|
2.09K
$521K
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-324- 2.76% |
$75.7K - $84.8K
|
11.4K
$2.85M
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-326- 5.09% |
$76.2K - $85.3K
|
6.09K
$1.52M
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-327- 0.88% |
$76.4K - $85.5K
|
36.7K
$9.17M
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-330- 1.77% |
$77.1K - $86.3K
|
18.4K
$4.58M
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-338- 12.74% |
$79K - $88.4K
|
2.32K
$578K
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-371- 8.79% |
$86.7K - $97K
|
3.85K
$961K
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-390- 31.28% |
$91.2K - $102K
|
857
$214K
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-405- 1.82% |
$94.7K - $106K
|
21.8K
$5.44M
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-409- 1.72% |
$95.6K - $107K
|
23.4K
$5.85M
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-412- 18.59% |
$96.3K - $108K
|
1.8K
$450K
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-425- 8.55% |
$99.3K - $111K
|
4.54K
$1.13M
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-426- 15.11% |
$99.6K - $111K
|
2.39K
$597K
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-451- 2.54% |
$105K - $118K
|
17.3K
$4.32M
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-471- 1.91% |
$110K - $123K
|
24.2K
$6.04M
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-493- 4.58% |
$115K - $129K
|
10.3K
$2.56M
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-499- 7.62% |
$117K - $131K
|
6.05K
$1.51M
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-519- 20.03% |
$121K - $136K
|
2.07K
$517K
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-520- 36.34% |
$122K - $136K
|
911
$227K
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-524- 7.14% |
$122K - $137K
|
6.82K
$1.7M
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-537- 5.07% |
$126K - $140K
|
10.1K
$2.51M
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-538- 2.31% |
$126K - $141K
|
22.8K
$5.69M
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-543- 1.01% |
$127K - $142K
|
53.1K
$13.2M
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-544- 5.11% |
$127K - $142K
|
10.1K
$2.52M
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-553- 2.53% |
$129K - $145K
|
21.3K
$5.31M
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
SELL
|
- |
-565- 16.07% |
$132K - $148K
|
2.95K
$736K
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-579- 0.41% |
$135K - $151K
|
142K
$35.5M
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-590- 0.75% |
$138K - $154K
|
77.6K
$19.4M
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-599- 7.09% |
$140K - $157K
|
7.85K
$1.96M
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-610- 4.43% |
$143K - $160K
|
13.2K
$3.29M
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-617- 1.3% |
$144K - $161K
|
46.8K
$11.7M
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-630- 60.11% |
$147K - $165K
|
418
$104K
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-635- 11.55% |
$148K - $166K
|
4.86K
$1.21M
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-636- 4.94% |
$149K - $166K
|
12.2K
$3.06M
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-669- 36.64% |
$156K - $175K
|
1.16K
$289K
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-676- 34.86% |
$158K - $177K
|
1.26K
$315K
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-683- 12.58% |
$160K - $179K
|
4.75K
$1.19M
|
|
Jan 29, 2025
Q4 2024
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-690- 2.45% |
$161K - $180K
|
27.4K
$6.85M
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
SELL
|
- |
-707- 35.28% |
$165K - $185K
|
1.3K
$324K
|