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 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
219+ 1.98% |
$51.2K - $57.3K
|
11.3K
$2.86M
|
|
Jan 14, 2025
Q4 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
214+ 6.34% |
$50K - $56K
|
3.59K
$906K
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
211+ 0.47% |
$49.3K - $55.2K
|
44.9K
$11.4M
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
210+ 0.85% |
$49.1K - $54.9K
|
25K
$6.32M
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
205+ 1.02% |
$47.9K - $53.6K
|
20.3K
$5.12M
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
201+ 3.09% |
$47K - $52.6K
|
6.72K
$1.7M
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
200New |
$46.8K - $52.3K
|
200
$50.5K
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
198+ 2.95% |
$46.3K - $51.8K
|
6.91K
$1.75M
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
198+ 1.27% |
$46.3K - $51.8K
|
15.8K
$3.99M
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
195+ 5.81% |
$45.6K - $51K
|
3.55K
$897K
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
195+ 0.91% |
$45.6K - $51K
|
21.6K
$5.45M
|
|
Jan 14, 2025
Q4 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
191+ 3.63% |
$44.6K - $50K
|
5.46K
$1.38M
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
180New |
$42.1K - $47.1K
|
180
$45.5K
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
179+ 0.4% |
$41.8K - $46.8K
|
44.4K
$11.2M
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
BUY
|
- |
166+ 5.4% |
$38.8K - $43.4K
|
3.24K
$818K
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
162+ 18.12% |
$37.9K - $42.4K
|
1.06K
$267K
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
161+ 48.49% |
$37.6K - $42.1K
|
493
$125K
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
156+ 2.29% |
$36.5K - $40.8K
|
6.95K
$1.76M
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
150+ 6.87% |
$35.1K - $39.2K
|
2.33K
$589K
|
|
Jan 08, 2025
Q4 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
148+ 13.68% |
$34.6K - $38.7K
|
1.23K
$311K
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
147+ 0.38% |
$34.4K - $38.5K
|
38.6K
$9.75M
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
140+ 53.85% |
$32.7K - $36.6K
|
400
$101K
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
135+ 1.35% |
$31.6K - $35.3K
|
10.1K
$2.56M
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
133+ 1.1% |
$31.1K - $34.8K
|
12.2K
$3.09M
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
132New |
$30.9K - $34.5K
|
132
$33.3K
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
130+ 5.13% |
$30.4K - $34K
|
2.67K
$674K
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
128+ 0.67% |
$29.9K - $33.5K
|
19.2K
$4.85M
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
122+ 9.67% |
$28.5K - $31.9K
|
1.38K
$350K
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
116+ 2.37% |
$27.1K - $30.3K
|
5.01K
$1.26M
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
114+ 13.97% |
$26.6K - $29.8K
|
930
$235K
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
113+ 0.1% |
$26.4K - $29.6K
|
110K
$27.9M
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
101+ 0.38% |
$23.6K - $26.4K
|
26.6K
$6.71M
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
99+ 7.07% |
$23.1K - $25.9K
|
1.5K
$379K
|
|
Jan 17, 2025
Q4 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
90+ 2.1% |
$21K - $23.5K
|
4.38K
$1.11M
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
85+ 5.81% |
$19.9K - $22.2K
|
1.55K
$391K
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
85+ 13.47% |
$19.9K - $22.2K
|
716
$181K
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
84+ 0.27% |
$19.6K - $22K
|
31.4K
$7.93M
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
81+ 0.59% |
$18.9K - $21.2K
|
13.7K
$3.46M
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
72+ 83.72% |
$16.8K - $18.8K
|
158
$39.9K
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
65+ 0.74% |
$15.2K - $17K
|
8.84K
$2.23M
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
64+ 11.33% |
$15K - $16.7K
|
629
$159K
|
|
Jan 03, 2025
Q4 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
59+ 0.44% |
$13.8K - $15.4K
|
13.6K
$3.43M
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
57+ 3.14% |
$13.3K - $14.9K
|
1.87K
$472K
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
54+ 0.28% |
$12.6K - $14.1K
|
19.4K
$4.91M
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
45+ 2.58% |
$10.5K - $11.8K
|
1.79K
$453K
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
44+ 0.34% |
$10.3K - $11.5K
|
12.9K
$3.25M
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
40+ 0.1% |
$9.35K - $10.5K
|
42K
$10.6M
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
39+ 39.0% |
$9.12K - $10.2K
|
139
$35.1K
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
34+ 0.98% |
$7.95K - $8.89K
|
3.49K
$882K
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
32+ 0.66% |
$7.48K - $8.37K
|
4.91K
$1.24M
|