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
|
Aspiriant, LLC
|
BUY
|
- |
9.75K+ 20.41% |
$2.28M - $2.55M
|
57.5K
$11.9M
|
|
Jan 23, 2025
Q4 2024
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
9.72KNew |
$2.27M - $2.54M
|
9.72K
$2.02M
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.61K+ 1.32% |
$2.25M - $2.51M
|
735K
$153M
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
9.46K+ 20.33% |
$2.21M - $2.48M
|
56K
$11.6M
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
9.29K+ 7.97% |
$2.17M - $2.43M
|
126K
$26.1M
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
9.2K+ 14.47% |
$2.15M - $2.41M
|
72.8K
$15.1M
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
9.18KNew |
$2.14M - $2.4M
|
9.18K
$1.91M
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
9.17K+ 13.1% |
$2.14M - $2.4M
|
79.2K
$16.4M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
9.17K+ 40.07% |
$2.14M - $2.4M
|
32.1K
$6.66M
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.07K+ 25.02% |
$2.12M - $2.37M
|
45.3K
$9.41M
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
9.01K+ 17.68% |
$2.11M - $2.36M
|
60K
$12.4M
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
8.8KNew |
$2.06M - $2.3M
|
8.8K
$1.83M
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
8.74K+ 22.69% |
$2.04M - $2.29M
|
47.3K
$9.81M
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
BUY
|
- |
8.66K+ 6.18% |
$2.02M - $2.27M
|
149K
$30.9M
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
8.63KNew |
$2.02M - $2.26M
|
8.63K
$1.79M
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
8.39KNew |
$1.96M - $2.19M
|
8.39K
$1.74M
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
8.36K+ 19.76% |
$1.95M - $2.19M
|
50.7K
$10.5M
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
8.25K+ 21.12% |
$1.93M - $2.16M
|
47.3K
$9.82M
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
8.09K+ 6.26% |
$1.89M - $2.12M
|
137K
$28.5M
|
|
Feb 10, 2025
Q4 2024
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
7.89KNew |
$1.84M - $2.06M
|
7.89K
$1.64M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
7.83K+ 21.29% |
$1.83M - $2.05M
|
44.6K
$9.26M
|
|
Feb 04, 2025
Q4 2024
|
Sofi Wealth, LLC
|
BUY
|
- |
7.77K+ 4.72% |
$1.82M - $2.03M
|
172K
$35.8M
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
7.74KNew |
$1.81M - $2.02M
|
7.74K
$1.61M
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
7.7KNew |
$1.8M - $2.01M
|
7.7K
$1.6M
|
|
Feb 14, 2025
Q4 2024
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
7.67K+ 2.45% |
$1.79M - $2.01M
|
321K
$66.6M
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
7.67K+ 26.78% |
$1.79M - $2.01M
|
36.3K
$7.54M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.66K+ 33.6% |
$1.79M - $2M
|
30.4K
$6.32M
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.58KNew |
$1.77M - $1.98M
|
7.58K
$1.57M
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
7.55K+ 802.98% |
$1.76M - $1.97M
|
8.49K
$1.76M
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
7.52K+ 509.76% |
$1.76M - $1.97M
|
9K
$1.87M
|
|
Feb 11, 2025
Q4 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
7.32K+ 80.13% |
$1.71M - $1.92M
|
16.5K
$3.42M
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
7.24KNew |
$1.69M - $1.89M
|
7.24K
$1.5M
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
7.22K+ 10.75% |
$1.69M - $1.89M
|
74.3K
$15.4M
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.2KNew |
$1.68M - $1.88M
|
7.2K
$1.5M
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
7.16K+ 2862.4% |
$1.67M - $1.87M
|
7.41K
$1.54M
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.15K+ 8.25% |
$1.67M - $1.87M
|
93.9K
$19.5M
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
7.14K+ 21.12% |
$1.67M - $1.87M
|
40.9K
$8.5M
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.08K+ 43.63% |
$1.65M - $1.85M
|
23.3K
$4.84M
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.04KNew |
$1.64M - $1.84M
|
7.04K
$1.46M
|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
6.97KNew |
$1.63M - $1.82M
|
6.97K
$1.45M
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
6.9K+ 45.55% |
$1.61M - $1.8M
|
22K
$4.58M
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.9KNew |
$1.61M - $1.8M
|
6.9K
$1.43M
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
6.87KNew |
$1.61M - $1.8M
|
6.87K
$1.43M
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.51K+ 15.03% |
$1.52M - $1.7M
|
49.8K
$10.4M
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
6.51K+ 8.6% |
$1.52M - $1.7M
|
82.2K
$17.1M
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
6.41KNew |
$1.5M - $1.68M
|
6.41K
$1.33M
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
6.39KNew |
$1.49M - $1.67M
|
6.39K
$1.33M
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
6.35KNew |
$1.48M - $1.66M
|
6.35K
$1.32M
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
6.29KNew |
$1.47M - $1.65M
|
6.29K
$1.31M
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
6.12KNew |
$1.43M - $1.6M
|
6.12K
$1.27M
|