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
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-233- 0.53% |
$54.5K - $60.9K
|
43.7K
$10.9M
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-237- 0.75% |
$55.4K - $62K
|
31.6K
$7.84M
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-237- 2.26% |
$55.4K - $62K
|
10.2K
$2.54M
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-239- 3.27% |
$55.9K - $62.5K
|
7.08K
$1.76M
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-240- 20.74% |
$56.1K - $62.8K
|
917
$228K
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-240- 1.37% |
$56.1K - $62.8K
|
17.2K
$4.28M
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-242- 16.11% |
$56.6K - $63.3K
|
1.26K
$313K
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-247- 0.73% |
$57.7K - $64.6K
|
33.6K
$8.35M
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-251- 1.41% |
$58.7K - $65.7K
|
17.5K
$4.35M
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-253- 6.97% |
$59.1K - $66.2K
|
3.38K
$839K
|
|
Jan 24, 2025
Q4 2024
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-253- 1.46% |
$59.1K - $66.2K
|
17K
$4.23M
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-256- 0.81% |
$59.8K - $67K
|
31.4K
$7.81M
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-259- 9.35% |
$60.5K - $67.7K
|
2.51K
$624K
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-259- 3.26% |
$60.5K - $67.7K
|
7.69K
$1.91M
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-259- 0.5% |
$60.5K - $67.7K
|
51.8K
$12.9M
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-260- 2.43% |
$60.8K - $68K
|
10.4K
$2.6M
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-261- 2.28% |
$61K - $68.3K
|
11.2K
$2.77M
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-261- 0.07% |
$61K - $68.3K
|
397K
$98.7M
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-262- 10.81% |
$61.2K - $68.5K
|
2.16K
$537K
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-262- 8.57% |
$61.2K - $68.5K
|
2.8K
$694K
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-268- 0.27% |
$62.6K - $70.1K
|
101K
$25M
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-269- 5.16% |
$62.9K - $70.4K
|
4.94K
$1.23M
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-272- 8.28% |
$63.6K - $71.1K
|
3.01K
$749K
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-273- 1.91% |
$63.8K - $71.4K
|
14K
$3.48M
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-281- 6.0% |
$65.7K - $73.5K
|
4.41K
$1.09M
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-282- 9.87% |
$65.9K - $73.8K
|
2.58K
$640K
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-284- 5.64% |
$66.4K - $74.3K
|
4.75K
$1.18M
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-286- 4.57% |
$66.9K - $74.8K
|
5.97K
$1.48M
|
|
Jan 29, 2025
Q4 2024
|
Madden Securities Corp
|
SELL
|
- |
-286- 3.66% |
$66.9K - $74.8K
|
7.53K
$1.87M
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-288- 24.47% |
$67.3K - $75.3K
|
889
$221K
|
|
Feb 07, 2025
Q4 2024
|
Retirement Solution Inc.
|
SELL
|
- |
-293- 25.72% |
$68.5K - $76.6K
|
846
$210K
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-294- 1.45% |
$68.7K - $76.9K
|
20K
$4.97M
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-294- 0.64% |
$68.7K - $76.9K
|
45.9K
$11.4M
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-295- 9.95% |
$69K - $77.2K
|
2.67K
$663K
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-296- 0.26% |
$69.2K - $77.4K
|
113K
$28.1M
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
SELL
|
- |
-309- 7.25% |
$72.2K - $80.8K
|
3.95K
$982K
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-310- 4.11% |
$72.5K - $81.1K
|
7.24K
$1.8M
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-315- 1.43% |
$73.6K - $82.4K
|
21.7K
$5.4M
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-318- 3.8% |
$74.3K - $83.2K
|
8.04K
$2M
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-319- 13.25% |
$74.6K - $83.4K
|
2.09K
$519K
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-324- 2.76% |
$75.7K - $84.8K
|
11.4K
$2.84M
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-326- 5.09% |
$76.2K - $85.3K
|
6.09K
$1.51M
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-327- 0.88% |
$76.4K - $85.5K
|
36.7K
$9.13M
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-327- 8.98% |
$76.4K - $85.5K
|
3.32K
$824K
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-329- 3.83% |
$76.9K - $86.1K
|
8.26K
$2.05M
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-330- 1.77% |
$77.1K - $86.3K
|
18.4K
$4.56M
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-330- 6.09% |
$77.1K - $86.3K
|
5.09K
$1.26M
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-338- 12.74% |
$79K - $88.4K
|
2.32K
$575K
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-338- 4.38% |
$79K - $88.4K
|
7.38K
$1.83M
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-340- 30.8% |
$79.5K - $88.9K
|
764
$190K
|