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 11, 2025
Q4 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
3.75K+ 17.62% |
$877K - $981K
|
25K
$5.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
3.75K+ 41.08% |
$876K - $981K
|
12.9K
$2.67M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
3.75KNew |
$876K - $980K
|
3.75K
$776K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
3.74K+ 5.96% |
$875K - $979K
|
66.6K
$13.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
3.71KNew |
$868K - $972K
|
3.71K
$769K
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
3.69K+ 233.61% |
$863K - $965K
|
5.27K
$1.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
3.65KNew |
$853K - $955K
|
3.65K
$755K
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
3.63K+ 127.69% |
$847K - $948K
|
6.46K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
3.6KNew |
$842K - $942K
|
3.6K
$745K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.59K+ 21.01% |
$839K - $939K
|
20.7K
$4.28M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
3.59K+ 1.8% |
$839K - $939K
|
203K
$42.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
3.55KNew |
$829K - $928K
|
3.55K
$735K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3.54K+ 1.0% |
$827K - $926K
|
357K
$73.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
3.5KNew |
$817K - $915K
|
3.5K
$724K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.49K+ 5.03% |
$816K - $913K
|
72.8K
$15.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
3.45K+ 3.62% |
$806K - $902K
|
98.8K
$20.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
3.45KNew |
$806K - $902K
|
3.45K
$714K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
3.44K+ 2.32% |
$805K - $900K
|
152K
$31.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Brown Financial Advisory
|
BUY
|
- |
3.32K+ 4.12% |
$777K - $869K
|
83.9K
$17.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
3.31KNew |
$774K - $866K
|
3.31K
$685K
|
|
|
Jan 28, 2025
Q4 2024
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
3.31KNew |
$773K - $865K
|
3.31K
$685K
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
BUY
|
- |
3.28K+ 18.81% |
$766K - $857K
|
20.7K
$4.28M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
3.26KNew |
$761K - $852K
|
3.26K
$674K
|
|
|
Jan 29, 2025
Q4 2024
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
3.25K+ 5.11% |
$760K - $850K
|
66.8K
$13.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
3.25K+ 6.16% |
$759K - $849K
|
56K
$11.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.25K+ 29.03% |
$759K - $849K
|
14.4K
$2.99M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
3.23KNew |
$755K - $845K
|
3.23K
$669K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.22KNew |
$753K - $843K
|
3.22K
$667K
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
3.22KNew |
$752K - $842K
|
3.22K
$666K
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
3.22KNew |
$752K - $842K
|
3.22K
$666K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.21K+ 7.44% |
$751K - $840K
|
46.4K
$9.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
3.2KNew |
$749K - $838K
|
3.2K
$663K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.2K+ 36.45% |
$748K - $837K
|
12K
$2.48M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.2K+ 36.45% |
$748K - $837K
|
12K
$2.48M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
3.17KNew |
$740K - $828K
|
3.17K
$655K
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
3.16K+ 19.16% |
$738K - $826K
|
19.6K
$4.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
3.15KNew |
$736K - $824K
|
3.15K
$652K
|
|
|
Feb 13, 2025
Q4 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
3.14K+ 3.45% |
$735K - $822K
|
94.4K
$19.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
3.12K+ 2.68% |
$729K - $816K
|
119K
$24.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
3.11KNew |
$726K - $812K
|
3.11K
$643K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
3.11KNew |
$726K - $812K
|
3.11K
$643K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
3.07K+ 2.58% |
$717K - $803K
|
122K
$25.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
3.06KNew |
$716K - $801K
|
3.06K
$634K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.06K+ 6.45% |
$716K - $801K
|
50.5K
$10.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
3.05K+ 81.06% |
$713K - $797K
|
6.81K
$1.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
3.04K+ 13.82% |
$711K - $796K
|
25.1K
$5.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.03K+ 7.68% |
$709K - $793K
|
42.5K
$8.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
3.03KNew |
$709K - $793K
|
3.03K
$628K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3.03KNew |
$708K - $792K
|
3.03K
$627K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
3.01K+ 21.86% |
$704K - $788K
|
16.8K
$3.48M
|