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 23, 2025
Q4 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
323+ 1.22% |
$75.5K - $84.5K
|
26.9K
$6.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
321New |
$75K - $84K
|
321
$80.1K
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
311+ 13.55% |
$72.7K - $81.4K
|
2.61K
$651K
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
BUY
|
- |
310+ 1.71% |
$72.5K - $81.1K
|
18.5K
$4.61M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
305+ 3.66% |
$71.3K - $79.8K
|
8.63K
$2.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
295+ 2.65% |
$69K - $77.2K
|
11.4K
$2.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
294+ 4.43% |
$68.7K - $76.9K
|
6.94K
$1.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
294+ 4.77% |
$68.7K - $76.9K
|
6.46K
$1.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
293+ 5.29% |
$68.5K - $76.6K
|
5.83K
$1.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
292+ 8.09% |
$68.3K - $76.4K
|
3.9K
$974K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
288+ 5.06% |
$67.3K - $75.3K
|
5.98K
$1.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
BUY
|
- |
285+ 6.26% |
$66.6K - $74.6K
|
4.84K
$1.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
284+ 3.93% |
$66.4K - $74.3K
|
7.51K
$1.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
268+ 7.52% |
$62.6K - $70.1K
|
3.83K
$956K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
267+ 28.22% |
$62.4K - $69.8K
|
1.21K
$303K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
264+ 5.85% |
$61.7K - $69.1K
|
4.78K
$1.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
262+ 6.49% |
$61.2K - $68.5K
|
4.3K
$1.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
255+ 0.27% |
$59.6K - $66.7K
|
93.7K
$23.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
250+ 3.4% |
$58.4K - $65.4K
|
7.6K
$1.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
245+ 3.03% |
$57.3K - $64.1K
|
8.34K
$2.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
239+ 0.91% |
$55.9K - $62.5K
|
26.5K
$6.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
224+ 1.08% |
$52.4K - $58.6K
|
21K
$5.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
219+ 1.98% |
$51.2K - $57.3K
|
11.3K
$2.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
215+ 3.76% |
$50.3K - $56.2K
|
5.94K
$1.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
215+ 0.48% |
$50.3K - $56.2K
|
45.2K
$11.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
215+ 0.67% |
$50.3K - $56.2K
|
32.3K
$8.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
214+ 6.34% |
$50K - $56K
|
3.59K
$896K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
211+ 0.47% |
$49.3K - $55.2K
|
44.9K
$11.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
210+ 0.85% |
$49.1K - $54.9K
|
25K
$6.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
205+ 1.02% |
$47.9K - $53.6K
|
20.3K
$5.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
205+ 13.44% |
$47.9K - $53.6K
|
1.73K
$432K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
204+ 1.15% |
$47.7K - $53.4K
|
17.9K
$4.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
202+ 29.15% |
$47.2K - $52.8K
|
895
$223K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
201+ 3.09% |
$47K - $52.6K
|
6.72K
$1.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
200New |
$46.8K - $52.3K
|
200
$49.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
198+ 1.27% |
$46.3K - $51.8K
|
15.8K
$3.95M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
198+ 2.95% |
$46.3K - $51.8K
|
6.91K
$1.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
197+ 8.65% |
$46.1K - $51.5K
|
2.48K
$618K
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
196+ 21.97% |
$45.8K - $51.3K
|
1.09K
$272K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
195+ 5.81% |
$45.6K - $51K
|
3.55K
$886K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
195+ 0.91% |
$45.6K - $51K
|
21.6K
$5.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
191+ 3.63% |
$44.6K - $50K
|
5.46K
$1.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
189New |
$44.2K - $49.4K
|
189
$47.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
187+ 2.99% |
$43.7K - $48.9K
|
6.44K
$1.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
184+ 11.34% |
$43K - $48.1K
|
1.81K
$451K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
180New |
$42.1K - $47.1K
|
180
$44.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
179+ 0.4% |
$41.8K - $46.8K
|
44.4K
$11.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
172+ 1.79% |
$40.2K - $45K
|
9.8K
$2.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
171+ 97.16% |
$40K - $44.7K
|
347
$86.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
BUY
|
- |
170+ 0.1% |
$39.7K - $44.5K
|
164K
$40.9M
|