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 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
768+ 1.68% |
$180K - $201K
|
46.5K
$11.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
708+ 2.02% |
$166K - $185K
|
35.7K
$9.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
BUY
|
- |
666+ 46.77% |
$156K - $174K
|
2.09K
$528K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
643+ 4.16% |
$150K - $168K
|
16.1K
$4.07M
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
630+ 150.72% |
$147K - $165K
|
1.05K
$265K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
617+ 17.7% |
$144K - $161K
|
4.1K
$1.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
596+ 6.31% |
$139K - $156K
|
10K
$2.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
575New |
$134K - $150K
|
575
$145K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
571+ 2.69% |
$133K - $149K
|
21.8K
$5.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
557+ 11.31% |
$130K - $146K
|
5.48K
$1.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
547+ 16.18% |
$128K - $143K
|
3.93K
$992K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
544+ 2.57% |
$127K - $142K
|
21.7K
$5.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
521+ 1.8% |
$122K - $136K
|
29.5K
$7.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
509+ 1.14% |
$119K - $133K
|
45K
$11.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
501+ 0.7% |
$117K - $131K
|
72.3K
$18.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
480+ 1.97% |
$112K - $126K
|
24.8K
$6.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
469+ 6.46% |
$110K - $123K
|
7.73K
$1.95M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
460+ 0.94% |
$108K - $120K
|
49.5K
$12.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
442+ 32.67% |
$103K - $116K
|
1.8K
$453K
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
440+ 7.25% |
$103K - $115K
|
6.51K
$1.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
424+ 10.9% |
$99.1K - $111K
|
4.31K
$1.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
413+ 1.76% |
$96.5K - $108K
|
23.8K
$6.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Gpwm LLC
|
BUY
|
- |
400+ 0.76% |
$93.5K - $105K
|
53K
$13.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
388+ 5.01% |
$90.7K - $101K
|
8.13K
$2.05M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
382+ 4.61% |
$89.3K - $99.9K
|
8.67K
$2.19M
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
379+ 11.47% |
$88.6K - $99.1K
|
3.68K
$931K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
372+ 0.88% |
$87K - $97.3K
|
42.7K
$10.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
364+ 37.22% |
$85.1K - $95.2K
|
1.34K
$339K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
360+ 21.71% |
$84.2K - $94.2K
|
2.02K
$510K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
357+ 307.76% |
$83.5K - $93.4K
|
473
$119K
|
|
|
Jan 15, 2025
Q4 2024
|
Sara Bay Financial
|
BUY
|
- |
352+ 18.65% |
$82.3K - $92.1K
|
2.24K
$566K
|
|
|
Jan 15, 2025
Q4 2024
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
348+ 0.68% |
$81.3K - $91K
|
51.6K
$13M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
338+ 57.88% |
$79K - $88.4K
|
922
$233K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
325+ 18.75% |
$76K - $85K
|
2.06K
$520K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
325+ 6.36% |
$76K - $85K
|
5.44K
$1.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
324+ 2.56% |
$75.7K - $84.8K
|
13K
$3.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
321New |
$75K - $84K
|
321
$81.1K
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
311+ 13.55% |
$72.7K - $81.4K
|
2.61K
$659K
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
BUY
|
- |
310+ 1.71% |
$72.5K - $81.1K
|
18.5K
$4.67M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
305+ 3.66% |
$71.3K - $79.8K
|
8.63K
$2.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
295+ 2.65% |
$69K - $77.2K
|
11.4K
$2.89M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
294+ 4.43% |
$68.7K - $76.9K
|
6.94K
$1.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
292+ 8.09% |
$68.3K - $76.4K
|
3.9K
$986K
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
BUY
|
- |
285+ 6.26% |
$66.6K - $74.6K
|
4.84K
$1.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
268+ 7.52% |
$62.6K - $70.1K
|
3.83K
$968K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
267+ 28.22% |
$62.4K - $69.8K
|
1.21K
$306K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
262+ 6.49% |
$61.2K - $68.5K
|
4.3K
$1.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
250+ 3.4% |
$58.4K - $65.4K
|
7.6K
$1.92M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
245+ 3.03% |
$57.3K - $64.1K
|
8.34K
$2.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
239+ 0.91% |
$55.9K - $62.5K
|
26.5K
$6.69M
|