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
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
31+ 0.38% |
$7.25K - $8.11K
|
8.1K
$2.05M
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
29+ 1.9% |
$6.78K - $7.59K
|
1.56K
$393K
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
29+ 1.33% |
$6.78K - $7.59K
|
2.21K
$558K
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
26+ 0.3% |
$6.08K - $6.8K
|
8.8K
$2.22M
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
25+ 2.24% |
$5.84K - $6.54K
|
1.14K
$288K
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
21+ 190.91% |
$4.91K - $5.49K
|
32
$8.08K
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
20+ 4.6% |
$4.68K - $5.23K
|
455
$115K
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
19+ 1.42% |
$4.44K - $4.97K
|
1.36K
$344K
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
18+ 0.99% |
$4.21K - $4.71K
|
1.83K
$462K
|
|
Jan 15, 2025
Q4 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
17+ 1.64% |
$3.97K - $4.45K
|
1.05K
$266K
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
14+ 0.37% |
$3.27K - $3.66K
|
3.84K
$971K
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
14+ 0.81% |
$3.27K - $3.66K
|
1.73K
$438K
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.56% |
$3.27K - $3.66K
|
2.54K
$641K
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
14+ 0.21% |
$3.27K - $3.66K
|
6.75K
$1.7M
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
14+ 5.69% |
$3.27K - $3.66K
|
260
$65.7K
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
13+ 0.75% |
$3.04K - $3.4K
|
1.74K
$440K
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
12+ 0.35% |
$2.81K - $3.14K
|
3.41K
$860K
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
10+ 0.53% |
$2.34K - $2.62K
|
1.89K
$476K
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
10+ 0.1% |
$2.34K - $2.62K
|
9.64K
$2.43M
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
9+ 0.25% |
$2.1K - $2.35K
|
3.65K
$922K
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
8+ 0.41% |
$1.87K - $2.09K
|
1.95K
$492K
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7+ 0.41% |
$1.64K - $1.83K
|
1.72K
$434K
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.41% |
$1.64K - $1.83K
|
1.72K
$435K
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
5+ 0.12% |
$1.17K - $1.31K
|
4.07K
$1.03M
|
|
Jan 17, 2025
Q4 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
5+ 0.08% |
$1.17K - $1.31K
|
6.65K
$1.68M
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
4+ 0.57% |
$935 - $1.05K
|
704
$178K
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
4+ 0.28% |
$935 - $1.05K
|
1.42K
$359K
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
3+ 0.27% |
$701 - $785
|
1.13K
$286K
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
3+ 0.11% |
$701 - $785
|
2.7K
$681K
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
3+ 0.14% |
$701 - $785
|
2.08K
$525K
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
2+ 0.11% |
$468 - $523
|
1.82K
$460K
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
2+ 0.19% |
$468 - $523
|
1.05K
$264K
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1+ 0.09% |
$234 - $262
|
1.17K
$294K
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
1+ 2.56% |
$234 - $262
|
40
$10.1K
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$234 - $262
|
5.43K
$1.37M
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
1+ 0.05% |
$234 - $262
|
2.12K
$535K
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-4- 0.37% |
$935 - $1.05K
|
1.07K
$271K
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-7- 0.77% |
$1.64K - $1.83K
|
907
$229K
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-7- 0.29% |
$1.64K - $1.83K
|
2.44K
$615K
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-8- 0.49% |
$1.87K - $2.09K
|
1.61K
$407K
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-8- 0.19% |
$1.87K - $2.09K
|
4.27K
$1.08M
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-9- 0.14% |
$2.1K - $2.35K
|
6.23K
$1.57M
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-10- 1.08% |
$2.34K - $2.62K
|
915
$231K
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-12- 0.88% |
$2.81K - $3.14K
|
1.35K
$342K
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-14- 1.29% |
$3.27K - $3.66K
|
1.07K
$270K
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-18- 0.17% |
$4.21K - $4.71K
|
10.4K
$2.62M
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-21- 2.18% |
$4.91K - $5.49K
|
942
$238K
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-22- 0.3% |
$5.14K - $5.75K
|
7.43K
$1.88M
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-22- 0.24% |
$5.14K - $5.75K
|
9.03K
$2.28M
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-24- 0.43% |
$5.61K - $6.28K
|
5.51K
$1.39M
|