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 23, 2025
Q4 2024
|
Kearns & Associates LLC
|
BUY
|
- |
19+ 0.05% |
$4.44K - $4.97K
|
39.5K
$8.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
19+ 25.68% |
$4.44K - $4.97K
|
93
$21K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
18+ 0.99% |
$4.21K - $4.71K
|
1.83K
$414K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
18+ 0.29% |
$4.21K - $4.71K
|
6.27K
$1.42M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
18+ 0.53% |
$4.21K - $4.71K
|
3.42K
$774K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
17+ 1.64% |
$3.97K - $4.45K
|
1.05K
$238K
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
17+ 1.98% |
$3.97K - $4.45K
|
874
$198K
|
|
|
Feb 04, 2025
Q4 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
17+ 0.65% |
$3.97K - $4.45K
|
2.63K
$594K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
17+ 0.27% |
$3.97K - $4.45K
|
6.3K
$1.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Axos Invest Inc.
Las Vegas, NV |
BUY
|
- |
16+ 1.01% |
$3.74K - $4.19K
|
1.61K
$364K
|
|
|
Feb 07, 2025
Q4 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
16+ 0.66% |
$3.74K - $4.19K
|
2.42K
$548K
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
BUY
|
- |
16+ 0.29% |
$3.74K - $4.19K
|
5.56K
$1.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
15New |
$3.51K - $3.92K
|
15
$3.39K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
15+ 0.19% |
$3.51K - $3.92K
|
7.82K
$1.77M
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
15+ 0.23% |
$3.51K - $3.92K
|
6.62K
$1.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
BUY
|
- |
15+ 0.11% |
$3.51K - $3.92K
|
13.5K
$3.05M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
14+ 0.81% |
$3.27K - $3.66K
|
1.73K
$392K
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
14+ 5.69% |
$3.27K - $3.66K
|
260
$58.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.56% |
$3.27K - $3.66K
|
2.54K
$574K
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
14+ 0.37% |
$3.27K - $3.66K
|
3.84K
$870K
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
14+ 0.21% |
$3.27K - $3.66K
|
6.75K
$1.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
14+ 4.86% |
$3.27K - $3.66K
|
302
$68.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
13+ 0.75% |
$3.04K - $3.4K
|
1.74K
$394K
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
13+ 0.04% |
$3.04K - $3.4K
|
32.9K
$7.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
13+ 0.01% |
$3.04K - $3.4K
|
173K
$39.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
13+ 0.67% |
$3.04K - $3.4K
|
1.96K
$444K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
12+ 0.35% |
$2.81K - $3.14K
|
3.41K
$771K
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
12+ 0.45% |
$2.81K - $3.14K
|
2.69K
$609K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
12+ 0.16% |
$2.81K - $3.14K
|
7.44K
$1.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
11+ 0.25% |
$2.57K - $2.88K
|
4.37K
$988K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
11+ 0.09% |
$2.57K - $2.88K
|
12.9K
$2.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Bakala Capital Management LLC
Greenville, SC |
BUY
|
- |
11+ 0.68% |
$2.57K - $2.88K
|
1.63K
$370K
|
|
|
Feb 14, 2025
Q4 2024
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
11+ 0.68% |
$2.57K - $2.88K
|
1.63K
$368K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
10+ 0.53% |
$2.34K - $2.62K
|
1.89K
$427K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
10+ 0.1% |
$2.34K - $2.62K
|
9.64K
$2.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
10+ 5.56% |
$2.34K - $2.62K
|
190
$43K
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
BUY
|
- |
10+ 0.43% |
$2.34K - $2.62K
|
2.35K
$532K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
10New |
$2.34K - $2.62K
|
10
$2.26K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
9+ 0.25% |
$2.1K - $2.35K
|
3.65K
$826K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
9+ 1.37% |
$2.1K - $2.35K
|
668
$151K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
9+ 0.55% |
$2.1K - $2.35K
|
1.64K
$371K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
9+ 0.6% |
$2.1K - $2.35K
|
1.52K
$344K
|
|
|
Feb 06, 2025
Q4 2024
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
8+ 266.67% |
$1.87K - $2.09K
|
11
$2.49K
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
8+ 0.41% |
$1.87K - $2.09K
|
1.95K
$441K
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
8+ 0.24% |
$1.87K - $2.09K
|
3.4K
$770K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7+ 0.41% |
$1.64K - $1.83K
|
1.72K
$389K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.41% |
$1.64K - $1.83K
|
1.72K
$389K
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
7+ 0.43% |
$1.64K - $1.83K
|
1.64K
$372K
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
7+ 0.36% |
$1.64K - $1.83K
|
1.94K
$439K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
7+ 0.4% |
$1.64K - $1.83K
|
1.74K
$393K
|