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 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
543+ 59.54% |
$127K - $142K
|
1.46K
$363K
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
541+ 1.66% |
$126K - $142K
|
33.2K
$8.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
539+ 29.63% |
$126K - $141K
|
2.36K
$589K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
529+ 26.36% |
$124K - $138K
|
2.54K
$633K
|
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
BUY
|
- |
528+ 3.27% |
$123K - $138K
|
16.7K
$4.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
525+ 13.51% |
$123K - $137K
|
4.41K
$1.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
521+ 1.8% |
$122K - $136K
|
29.5K
$7.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
517+ 0.45% |
$121K - $135K
|
116K
$28.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
511+ 1.95% |
$119K - $134K
|
26.8K
$6.69M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
509+ 1.14% |
$119K - $133K
|
45K
$11.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
507+ 0.88% |
$119K - $133K
|
58.4K
$14.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
503New |
$118K - $132K
|
503
$126K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
501+ 0.7% |
$117K - $131K
|
72.3K
$18M
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
489+ 1.41% |
$114K - $128K
|
35.2K
$8.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
486New |
$114K - $127K
|
486
$121K
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
480+ 1.97% |
$112K - $126K
|
24.8K
$6.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
469+ 6.46% |
$110K - $123K
|
7.73K
$1.93M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
460+ 0.94% |
$108K - $120K
|
49.5K
$12.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
442+ 32.67% |
$103K - $116K
|
1.8K
$448K
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
440+ 7.25% |
$103K - $115K
|
6.51K
$1.62M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
429+ 3.84% |
$100K - $112K
|
11.6K
$2.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
424+ 10.9% |
$99.1K - $111K
|
4.31K
$1.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
413+ 1.76% |
$96.5K - $108K
|
23.8K
$5.95M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
410+ 5.59% |
$95.8K - $107K
|
7.74K
$1.93M
|
|
|
Jan 13, 2025
Q4 2024
|
Gpwm LLC
|
BUY
|
- |
400+ 0.76% |
$93.5K - $105K
|
53K
$13.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
399+ 7.75% |
$93.3K - $104K
|
5.55K
$1.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
BUY
|
- |
391+ 0.83% |
$91.4K - $102K
|
47.7K
$11.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
388+ 5.01% |
$90.7K - $101K
|
8.13K
$2.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
386+ 0.47% |
$90.2K - $101K
|
83.2K
$20.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
382+ 4.61% |
$89.3K - $99.9K
|
8.67K
$2.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
380+ 2.4% |
$88.8K - $99.4K
|
16.2K
$4.04M
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
379+ 11.47% |
$88.6K - $99.1K
|
3.68K
$920K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
376+ 42.58% |
$87.9K - $98.4K
|
1.26K
$314K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
372+ 0.88% |
$87K - $97.3K
|
42.7K
$10.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
370+ 2.11% |
$86.5K - $96.8K
|
17.9K
$4.48M
|
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
367+ 1.06% |
$85.8K - $96K
|
35K
$8.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
364+ 37.22% |
$85.1K - $95.2K
|
1.34K
$335K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
360+ 21.71% |
$84.2K - $94.2K
|
2.02K
$504K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
357+ 307.76% |
$83.5K - $93.4K
|
473
$118K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
357+ 1.18% |
$83.5K - $93.4K
|
30.7K
$7.66M
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
355+ 11.46% |
$83K - $92.9K
|
3.45K
$862K
|
|
|
Jan 15, 2025
Q4 2024
|
Sara Bay Financial
|
BUY
|
- |
352+ 18.65% |
$82.3K - $92.1K
|
2.24K
$559K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
350+ 12.48% |
$81.8K - $91.6K
|
3.15K
$787K
|
|
|
Jan 15, 2025
Q4 2024
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
348+ 0.68% |
$81.3K - $91K
|
51.6K
$12.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
340+ 1.81% |
$79.5K - $88.9K
|
19.1K
$4.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
338+ 57.88% |
$79K - $88.4K
|
922
$230K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
325+ 6.36% |
$76K - $85K
|
5.44K
$1.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
325+ 18.75% |
$76K - $85K
|
2.06K
$514K
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
324+ 2.56% |
$75.7K - $84.8K
|
13K
$3.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
324New |
$75.7K - $84.8K
|
324
$80.9K
|