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 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
3.01K+ 62.12% |
$704K - $788K
|
7.86K
$1.63M
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.01K+ 31.69% |
$703K - $787K
|
12.5K
$2.59M
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
BUY
|
- |
3K+ 65.7% |
$701K - $785K
|
7.57K
$1.57M
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
3K+ 65.7% |
$701K - $785K
|
7.57K
$1.57M
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.99K+ 5.72% |
$698K - $781K
|
55.2K
$11.4M
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
2.98K+ 114.93% |
$696K - $779K
|
5.57K
$1.15M
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
2.98KNew |
$696K - $779K
|
2.98K
$617K
|
|
Feb 14, 2025
Q4 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
2.97K+ 8.68% |
$695K - $777K
|
37.2K
$7.7M
|
|
Jan 13, 2025
Q4 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
2.97K+ 6.39% |
$694K - $777K
|
49.4K
$10.2M
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
2.91KNew |
$680K - $761K
|
2.91K
$602K
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
2.88K+ 68.17% |
$673K - $753K
|
7.11K
$1.47M
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2.88K+ 8.99% |
$673K - $753K
|
34.9K
$7.22M
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.86K+ 40.71% |
$669K - $749K
|
9.9K
$2.05M
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.84K+ 12.68% |
$663K - $742K
|
25.2K
$5.22M
|
|
Jan 21, 2025
Q4 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
2.83KNew |
$661K - $739K
|
2.83K
$585K
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.8K+ 6.23% |
$655K - $732K
|
47.7K
$9.88M
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
2.77KNew |
$648K - $726K
|
2.77K
$574K
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.77K+ 13.59% |
$647K - $724K
|
23.1K
$4.79M
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
2.76K+ 78.41% |
$646K - $723K
|
6.29K
$1.3M
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
2.73K+ 149.18% |
$637K - $713K
|
4.56K
$943K
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.72K+ 7.22% |
$636K - $712K
|
40.4K
$8.36M
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
2.72K+ 5.38% |
$636K - $711K
|
53.3K
$11M
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
2.7K+ 18.38% |
$632K - $707K
|
17.4K
$3.6M
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
2.7KNew |
$631K - $706K
|
2.7K
$559K
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.66KNew |
$622K - $696K
|
2.66K
$551K
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2.64K+ 11.87% |
$618K - $691K
|
24.9K
$5.16M
|
|
Feb 10, 2025
Q4 2024
|
Tumwater Wealth Management, LLC
Boise, ID |
BUY
|
- |
2.64KNew |
$616K - $689K
|
2.64K
$545K
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
2.63KNew |
$615K - $688K
|
2.63K
$545K
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
2.63K+ 17.44% |
$614K - $687K
|
17.7K
$3.66M
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
2.62K+ 1.86% |
$613K - $686K
|
143K
$29.7M
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
2.6K+ 2.52% |
$608K - $681K
|
106K
$21.9M
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.56K+ 20.56% |
$597K - $669K
|
15K
$3.1M
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
2.55K+ 6.55% |
$595K - $666K
|
41.4K
$8.58M
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.52KNew |
$588K - $658K
|
2.52K
$521K
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.49K+ 1.01% |
$582K - $651K
|
250K
$51.8M
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
2.47K+ 3.8% |
$576K - $645K
|
67.3K
$13.9M
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.46K+ 10.92% |
$575K - $643K
|
25K
$5.17M
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
2.46K+ 26.74% |
$574K - $642K
|
11.6K
$2.41M
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.45K+ 2.44% |
$572K - $640K
|
103K
$21.3M
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
2.44KNew |
$571K - $639K
|
2.44K
$506K
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
2.43KNew |
$569K - $636K
|
2.43K
$504K
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
BUY
|
- |
2.4K+ 18.15% |
$560K - $627K
|
15.6K
$3.23M
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
2.39KNew |
$559K - $625K
|
2.39K
$495K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.39K+ 29.01% |
$558K - $625K
|
10.6K
$2.2M
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.37K+ 5.84% |
$554K - $620K
|
43K
$8.9M
|
|
Mar 21, 2025
Q4 2024
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
2.36KNew |
$551K - $616K
|
2.36K
$488K
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.33K+ 12.46% |
$544K - $608K
|
21K
$4.35M
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
2.33K+ 6.76% |
$543K - $608K
|
36.7K
$7.6M
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.32K+ 11.52% |
$542K - $607K
|
22.5K
$4.65M
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
2.31KNew |
$540K - $604K
|
2.31K
$478K
|