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 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
9+ 0.55% |
$2.1K - $2.35K
|
1.64K
$341K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
9+ 0.6% |
$2.1K - $2.35K
|
1.52K
$315K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
9+ 0.63% |
$2.1K - $2.35K
|
1.45K
$301K
|
|
|
Feb 06, 2025
Q4 2024
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
8+ 266.67% |
$1.87K - $2.09K
|
11
$2.28K
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
8+ 0.41% |
$1.87K - $2.09K
|
1.95K
$405K
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
8+ 0.24% |
$1.87K - $2.09K
|
3.4K
$707K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7+ 0.41% |
$1.64K - $1.83K
|
1.72K
$357K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.41% |
$1.64K - $1.83K
|
1.72K
$357K
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
7+ 0.43% |
$1.64K - $1.83K
|
1.64K
$341K
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
7+ 0.36% |
$1.64K - $1.83K
|
1.94K
$403K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
7+ 0.4% |
$1.64K - $1.83K
|
1.74K
$361K
|
|
|
Feb 11, 2025
Q4 2024
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
7New |
$1.64K - $1.83K
|
7
$1.45K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
6+ 0.06% |
$1.4K - $1.57K
|
9.94K
$2.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
6+ 0.29% |
$1.4K - $1.57K
|
2.09K
$435K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
6+ 0.23% |
$1.4K - $1.57K
|
2.56K
$532K
|
|
|
Feb 05, 2025
Q4 2024
|
Evergreen Advisors, LLC
|
BUY
|
- |
6+ 0.69% |
$1.4K - $1.57K
|
879
$183K
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
6+ 0.63% |
$1.4K - $1.57K
|
965
$200K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
6+ 0.31% |
$1.4K - $1.57K
|
1.95K
$405K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
6New |
$1.4K - $1.57K
|
6
$1.25K
|
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
6+ 0.67% |
$1.4K - $1.57K
|
908
$189K
|
|
|
Feb 14, 2025
Q4 2024
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
6+ 0.47% |
$1.4K - $1.57K
|
1.27K
$265K
|
|
|
Jan 17, 2025
Q4 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
5+ 0.08% |
$1.17K - $1.31K
|
6.65K
$1.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
5+ 0.12% |
$1.17K - $1.31K
|
4.07K
$845K
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
5+ 0.16% |
$1.17K - $1.31K
|
3.07K
$638K
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
5+ 2.79% |
$1.17K - $1.31K
|
184
$38.2K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
5New |
$1.17K - $1.31K
|
5
$1.04K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
4+ 0.28% |
$935 - $1.05K
|
1.42K
$295K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
4+ 0.57% |
$935 - $1.05K
|
704
$146K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
4+ 0.16% |
$935 - $1.05K
|
2.55K
$528K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
4+ 0.21% |
$935 - $1.05K
|
1.94K
$402K
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4+ 0.1% |
$935 - $1.05K
|
4.14K
$861K
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
4+ 0.15% |
$935 - $1.05K
|
2.7K
$560K
|
|
|
Feb 11, 2025
Q4 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
4+ 0.47% |
$935 - $1.05K
|
854
$177K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
4+ 0.06% |
$935 - $1.05K
|
6.86K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
4+ 1.79% |
$935 - $1.05K
|
228
$47.3K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
4+ 0.09% |
$935 - $1.05K
|
4.58K
$950K
|
|
|
Feb 25, 2025
Q4 2024
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
4+ 0.01% |
$935 - $1.05K
|
36.1K
$7.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
3+ 0.27% |
$701 - $785
|
1.13K
$235K
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
3+ 0.11% |
$701 - $785
|
2.7K
$560K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
3+ 0.14% |
$701 - $785
|
2.08K
$432K
|
|
|
Jan 23, 2025
Q4 2024
|
Trevian Wealth Management LLC
|
BUY
|
- |
3+ 0.1% |
$701 - $785
|
3.1K
$644K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
3+ 0.34% |
$701 - $785
|
895
$186K
|
|
|
Jan 28, 2025
Q4 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
3+ 0.05% |
$701 - $785
|
6.04K
$1.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
3+ 0.07% |
$701 - $785
|
4.09K
$848K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
3+ 0.16% |
$701 - $785
|
1.94K
$402K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
3+ 0.04% |
$701 - $785
|
8.19K
$1.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
3+ 0.1% |
$701 - $785
|
2.94K
$610K
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
3+ 0.34% |
$701 - $785
|
887
$184K
|
|
|
Feb 07, 2025
Q4 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
3+ 0.08% |
$701 - $785
|
3.6K
$748K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
3+ 0.06% |
$701 - $785
|
5.06K
$1.05M
|