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
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-405- 1.82% |
$94.7K - $106K
|
21.8K
$5.4M
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-409- 1.72% |
$95.6K - $107K
|
23.4K
$5.8M
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-412- 18.59% |
$96.3K - $108K
|
1.8K
$447K
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
SELL
|
- |
-419- 17.31% |
$97.9K - $110K
|
2K
$496K
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-420- 7.23% |
$98.2K - $110K
|
5.39K
$1.34M
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-422- 10.2% |
$98.6K - $110K
|
3.72K
$920K
|
|
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
$593K
|
|
Feb 05, 2025
Q4 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-426- 8.18% |
$99.6K - $111K
|
4.78K
$1.18M
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-451- 2.54% |
$105K - $118K
|
17.3K
$4.29M
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-455- 1.07% |
$106K - $119K
|
42.2K
$10.4M
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
SELL
|
- |
-469- 10.54% |
$110K - $123K
|
3.98K
$986K
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-471- 1.91% |
$110K - $123K
|
24.2K
$5.99M
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-471- 1.68% |
$110K - $123K
|
27.6K
$6.84M
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-476- 2.89% |
$111K - $125K
|
16K
$3.96M
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-487- 12.72% |
$114K - $127K
|
3.34K
$828K
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-493- 4.58% |
$115K - $129K
|
10.3K
$2.54M
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-495- 30.82% |
$116K - $129K
|
1.11K
$275K
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-499- 7.62% |
$117K - $131K
|
6.05K
$1.5M
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-501- 2.83% |
$117K - $131K
|
17.2K
$4.27M
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-504- 1.33% |
$118K - $132K
|
37.5K
$9.28M
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-519- 20.03% |
$121K - $136K
|
2.07K
$513K
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-520- 36.34% |
$122K - $136K
|
911
$226K
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-524- 7.14% |
$122K - $137K
|
6.82K
$1.69M
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-537- 5.07% |
$126K - $140K
|
10.1K
$2.49M
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-538- 2.31% |
$126K - $141K
|
22.8K
$5.65M
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-543- 1.01% |
$127K - $142K
|
53.1K
$13.1M
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-544- 5.11% |
$127K - $142K
|
10.1K
$2.5M
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-553- 2.53% |
$129K - $145K
|
21.3K
$5.27M
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
SELL
|
- |
-565- 16.07% |
$132K - $148K
|
2.95K
$731K
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-579- 0.41% |
$135K - $151K
|
142K
$35.2M
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-585- 1.72% |
$137K - $153K
|
33.5K
$8.29M
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-590- 0.75% |
$138K - $154K
|
77.6K
$19.2M
|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-597- 1.07% |
$140K - $156K
|
55.1K
$13.6M
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-599- 7.09% |
$140K - $157K
|
7.85K
$1.94M
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-610- 4.43% |
$143K - $160K
|
13.2K
$3.26M
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-617- 1.3% |
$144K - $161K
|
46.8K
$11.6M
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-619- 4.23% |
$145K - $162K
|
14K
$3.47M
|
|
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
$1.2M
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-636- 4.94% |
$149K - $166K
|
12.2K
$3.03M
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-669- 36.64% |
$156K - $175K
|
1.16K
$287K
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-676- 34.86% |
$158K - $177K
|
1.26K
$313K
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-683- 12.58% |
$160K - $179K
|
4.75K
$1.18M
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-686- 2.76% |
$160K - $179K
|
24.2K
$5.99M
|
|
Jan 29, 2025
Q4 2024
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-690- 2.45% |
$161K - $180K
|
27.4K
$6.79M
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
SELL
|
- |
-707- 35.28% |
$165K - $185K
|
1.3K
$321K
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-708- 95.29% |
$166K - $185K
|
35
$8.67K
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-722- 0.87% |
$169K - $189K
|
82.1K
$20.3M
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-724- 24.01% |
$169K - $189K
|
2.29K
$568K
|