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 06, 2025
Q4 2024
|
Planning Directions Inc
|
SELL
|
- |
-222- 6.17% |
$51.9K - $58.1K
|
3.38K
$837K
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-227- 0.35% |
$53.1K - $59.4K
|
64.6K
$16M
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-228- 3.21% |
$53.3K - $59.6K
|
6.87K
$1.7M
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-231- 3.98% |
$54K - $60.4K
|
5.58K
$1.38M
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-233- 0.53% |
$54.5K - $60.9K
|
43.7K
$10.8M
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-237- 0.75% |
$55.4K - $62K
|
31.6K
$7.82M
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-237- 2.26% |
$55.4K - $62K
|
10.2K
$2.54M
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-239- 3.27% |
$55.9K - $62.5K
|
7.08K
$1.75M
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-240- 20.74% |
$56.1K - $62.8K
|
917
$227K
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-242- 16.11% |
$56.6K - $63.3K
|
1.26K
$312K
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-247- 0.73% |
$57.7K - $64.6K
|
33.6K
$8.33M
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-251- 1.41% |
$58.7K - $65.7K
|
17.5K
$4.34M
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-253- 6.97% |
$59.1K - $66.2K
|
3.38K
$836K
|
|
Jan 24, 2025
Q4 2024
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-253- 1.46% |
$59.1K - $66.2K
|
17K
$4.22M
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-259- 9.35% |
$60.5K - $67.7K
|
2.51K
$622K
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-259- 3.26% |
$60.5K - $67.7K
|
7.69K
$1.9M
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-260- 2.43% |
$60.8K - $68K
|
10.4K
$2.59M
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-261- 2.28% |
$61K - $68.3K
|
11.2K
$2.76M
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-262- 10.81% |
$61.2K - $68.5K
|
2.16K
$535K
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-269- 5.16% |
$62.9K - $70.4K
|
4.94K
$1.22M
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-272- 8.28% |
$63.6K - $71.1K
|
3.01K
$746K
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-273- 1.91% |
$63.8K - $71.4K
|
14K
$3.47M
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-281- 6.0% |
$65.7K - $73.5K
|
4.41K
$1.09M
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-282- 9.87% |
$65.9K - $73.8K
|
2.58K
$638K
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-286- 4.57% |
$66.9K - $74.8K
|
5.97K
$1.48M
|
|
Jan 29, 2025
Q4 2024
|
Madden Securities Corp
|
SELL
|
- |
-286- 3.66% |
$66.9K - $74.8K
|
7.53K
$1.87M
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-288- 24.47% |
$67.3K - $75.3K
|
889
$220K
|
|
Feb 07, 2025
Q4 2024
|
Retirement Solution Inc.
|
SELL
|
- |
-293- 25.72% |
$68.5K - $76.6K
|
846
$210K
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-294- 1.45% |
$68.7K - $76.9K
|
20K
$4.95M
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-294- 0.64% |
$68.7K - $76.9K
|
45.9K
$11.4M
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-295- 9.95% |
$69K - $77.2K
|
2.67K
$661K
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-310- 4.11% |
$72.5K - $81.1K
|
7.24K
$1.79M
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-315- 1.43% |
$73.6K - $82.4K
|
21.7K
$5.38M
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-318- 3.8% |
$74.3K - $83.2K
|
8.04K
$1.99M
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-319- 13.25% |
$74.6K - $83.4K
|
2.09K
$517K
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-324- 2.76% |
$75.7K - $84.8K
|
11.4K
$2.83M
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-326- 5.09% |
$76.2K - $85.3K
|
6.09K
$1.51M
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-327- 0.88% |
$76.4K - $85.5K
|
36.7K
$9.1M
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-327- 8.98% |
$76.4K - $85.5K
|
3.32K
$821K
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-329- 3.83% |
$76.9K - $86.1K
|
8.26K
$2.05M
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-330- 1.77% |
$77.1K - $86.3K
|
18.4K
$4.55M
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-330- 6.09% |
$77.1K - $86.3K
|
5.09K
$1.26M
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-338- 12.74% |
$79K - $88.4K
|
2.32K
$574K
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-338- 4.38% |
$79K - $88.4K
|
7.38K
$1.83M
|
|
Feb 03, 2025
Q4 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-345- 4.46% |
$80.6K - $90.2K
|
7.39K
$1.83M
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-353- 8.99% |
$82.5K - $92.3K
|
3.57K
$885K
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-371- 8.79% |
$86.7K - $97K
|
3.85K
$954K
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-389- 2.6% |
$90.9K - $102K
|
14.6K
$3.61M
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-390- 31.28% |
$91.2K - $102K
|
857
$212K
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-394- 20.8% |
$92.1K - $103K
|
1.5K
$372K
|