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 |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
6.09K+ 156.3% |
$1.42M - $1.59M
|
9.99K
$2.07M
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
6.06K+ 8.17% |
$1.42M - $1.58M
|
80.1K
$16.6M
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
5.93K+ 2.03% |
$1.39M - $1.55M
|
297K
$61.6M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.81K+ 2.6% |
$1.36M - $1.52M
|
229K
$47.4M
|
|
Feb 12, 2025
Q4 2024
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
5.72KNew |
$1.34M - $1.5M
|
5.72K
$1.18M
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
5.61KNew |
$1.31M - $1.47M
|
5.61K
$1.16M
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.6K+ 4.12% |
$1.31M - $1.47M
|
142K
$29.3M
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
5.55KNew |
$1.3M - $1.45M
|
5.55K
$1.15M
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
5.51K+ 122.67% |
$1.29M - $1.44M
|
10K
$2.07M
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
5.4KNew |
$1.26M - $1.41M
|
5.4K
$1.12M
|
|
Feb 12, 2025
Q4 2024
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
BUY
|
- |
5.4KNew |
$1.26M - $1.41M
|
5.4K
$1.12M
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.36K+ 102.82% |
$1.25M - $1.4M
|
10.6K
$2.19M
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.35K+ 1.07% |
$1.25M - $1.4M
|
505K
$105M
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.34K+ 6.13% |
$1.25M - $1.4M
|
92.4K
$19.1M
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
5.29KNew |
$1.24M - $1.38M
|
5.29K
$1.1M
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
5.29K+ 5.88% |
$1.24M - $1.38M
|
95.2K
$19.7M
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.26K+ 7.84% |
$1.23M - $1.38M
|
72.4K
$15M
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
5.23K+ 7.51% |
$1.22M - $1.37M
|
74.9K
$15.5M
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
5.16K+ 123.9% |
$1.21M - $1.35M
|
9.32K
$1.93M
|
|
Feb 11, 2025
Q4 2024
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
5.01KNew |
$1.17M - $1.31M
|
5.01K
$1.04M
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
4.99K+ 228.74% |
$1.17M - $1.31M
|
7.17K
$1.48M
|
|
Feb 12, 2025
Q4 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
4.95K+ 15.46% |
$1.16M - $1.3M
|
37K
$7.66M
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
BUY
|
- |
4.88K+ 14.43% |
$1.14M - $1.28M
|
38.7K
$8.01M
|
|
Feb 13, 2025
Q4 2024
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
4.8KNew |
$1.12M - $1.26M
|
4.8K
$994K
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
4.79K+ 5.69% |
$1.12M - $1.25M
|
89.1K
$18.4M
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
4.77K+ 105.16% |
$1.11M - $1.25M
|
9.3K
$1.92M
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.72K+ 160.96% |
$1.1M - $1.23M
|
7.65K
$1.58M
|
|
Feb 14, 2025
Q4 2024
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
4.59KNew |
$1.07M - $1.2M
|
4.59K
$950K
|
|
Feb 20, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
4.46KNew |
$1.04M - $1.17M
|
4.46K
$922K
|
|
Jan 21, 2025
Q4 2024
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
4.28KNew |
$1M - $1.12M
|
4.28K
$886K
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
4.26K+ 8.3% |
$995K - $1.11M
|
55.6K
$11.5M
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
4.23K+ 141.25% |
$989K - $1.11M
|
7.22K
$1.5M
|
|
Feb 14, 2025
Q4 2024
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
4.21KNew |
$985K - $1.1M
|
4.21K
$872K
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.18K+ 293.33% |
$977K - $1.09M
|
5.61K
$1.16M
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
4.14KNew |
$967K - $1.08M
|
4.14K
$857K
|
|
Feb 13, 2025
Q4 2024
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
4.11KNew |
$960K - $1.07M
|
4.11K
$850K
|
|
Mar 12, 2025
Q4 2024
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
4.07KNew |
$952K - $1.07M
|
4.07K
$843K
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
4.07K+ 15.98% |
$952K - $1.06M
|
29.5K
$6.12M
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
4.02KNew |
$941K - $1.05M
|
4.02K
$833K
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
4K+ 12.46% |
$936K - $1.05M
|
36.1K
$7.48M
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.99K+ 25.38% |
$934K - $1.04M
|
19.7K
$4.08M
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
3.96KNew |
$925K - $1.04M
|
3.96K
$819K
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
3.91K+ 31.44% |
$914K - $1.02M
|
16.4K
$3.38M
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.89K+ 3.84% |
$909K - $1.02M
|
105K
$21.8M
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
3.89K+ 36.12% |
$909K - $1.02M
|
14.6K
$3.03M
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.86K+ 296.7% |
$903K - $1.01M
|
5.17K
$1.07M
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.83K+ 1.93% |
$894K - $1M
|
202K
$41.9M
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
3.8KNew |
$889K - $995K
|
3.8K
$788K
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
3.79K+ 70.07% |
$885K - $990K
|
9.19K
$1.9M
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
3.75KNew |
$877K - $981K
|
3.75K
$777K
|