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 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-6.01K- 23.5% |
$1.4M - $1.57M
|
19.6K
$4.84M
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-6.05K- 5.38% |
$1.41M - $1.58M
|
106K
$26.4M
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-6.11K- 32.75% |
$1.43M - $1.6M
|
12.6K
$3.11M
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-6.21K- 50.35% |
$1.45M - $1.63M
|
6.13K
$1.52M
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.22K- 99.9% |
$1.45M - $1.63M
|
6
$1.49K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-6.32K- 2.19% |
$1.48M - $1.65M
|
282K
$69.9M
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
SELL
|
- |
-6.61K- 5.83% |
$1.55M - $1.73M
|
107K
$26.5M
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-6.67K- 2.53% |
$1.56M - $1.75M
|
257K
$63.7M
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-7.03K- 47.02% |
$1.64M - $1.84M
|
7.92K
$1.96M
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-7.36K- 3.61% |
$1.72M - $1.92M
|
196K
$48.6M
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-9.05K- 14.09% |
$2.12M - $2.37M
|
55.2K
$13.7M
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-9.35K- 23.92% |
$2.19M - $2.45M
|
29.7K
$7.37M
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-9.51K- 20.47% |
$2.22M - $2.49M
|
37K
$9.16M
|
|
Jan 22, 2025
Q4 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-9.85K- 21.34% |
$2.3M - $2.58M
|
36.3K
$8.99M
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-9.91K- 15.39% |
$2.32M - $2.59M
|
54.5K
$13.5M
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-10K- 70.29% |
$2.35M - $2.62M
|
4.24K
$1.05M
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-12.8K- 50.29% |
$2.99M - $3.35M
|
12.7K
$3.13M
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-13.1K- 15.07% |
$3.05M - $3.42M
|
73.6K
$18.2M
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-13.4K- 5.55% |
$3.14M - $3.51M
|
229K
$56.6M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-14.6K- 9.96% |
$3.42M - $3.83M
|
132K
$32.8M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-16.5K- 29.03% |
$3.85M - $4.31M
|
40.3K
$9.98M
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-19.2K- 13.23% |
$4.48M - $5.01M
|
126K
$31.1M
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-19.8K- 5.43% |
$4.63M - $5.19M
|
345K
$85.5M
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-21.5K- 58.04% |
$5.02M - $5.62M
|
15.5K
$3.85M
|
|
Jan 30, 2025
Q4 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-25.9K- 25.57% |
$6.05M - $6.77M
|
75.3K
$18.7M
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-26K- 6.23% |
$6.08M - $6.81M
|
392K
$97.1M
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-26.8K- 58.28% |
$6.28M - $7.02M
|
19.2K
$4.76M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-27.5K- 5.58% |
$6.42M - $7.19M
|
465K
$115M
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-28.4K- 11.02% |
$6.64M - $7.43M
|
230K
$56.9M
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-38K- 2.13% |
$8.89M - $9.95M
|
1.75M
$433M
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-73.1K- 61.15% |
$17.1M - $19.1M
|
46.5K
$11.5M
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-1.34M- 99.58% |
$314M - $351M
|
5.62K
$1.39M
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.46M- 98.18% |
$341M - $382M
|
27.1K
$6.72M
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.58M- 99.37% |
$370M - $414M
|
9.99K
$2.47M
|