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 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.31K+ 7.43% |
$540K - $604K
|
33.4K
$6.91M
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.3KNew |
$537K - $601K
|
2.3K
$476K
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.28K+ 3.86% |
$533K - $597K
|
61.4K
$12.7M
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
2.28KNew |
$533K - $596K
|
2.28K
$472K
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.26KNew |
$529K - $592K
|
2.26K
$469K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.26K+ 7.33% |
$527K - $590K
|
33K
$6.84M
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
2.24K+ 6.66% |
$523K - $586K
|
35.8K
$7.42M
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.24K+ 9.64% |
$523K - $586K
|
25.5K
$5.27M
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.23K+ 10.33% |
$522K - $584K
|
23.9K
$4.94M
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.21K+ 38.02% |
$516K - $578K
|
8.02K
$1.66M
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.21K+ 4.99% |
$516K - $577K
|
46.4K
$9.61M
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
2.2K+ 11.0% |
$515K - $576K
|
22.2K
$4.6M
|
|
Feb 04, 2025
Q4 2024
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
2.19KNew |
$513K - $574K
|
2.19K
$454K
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2.19KNew |
$512K - $573K
|
2.19K
$454K
|
|
Feb 13, 2025
Q4 2024
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
2.16KNew |
$505K - $566K
|
2.16K
$448K
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
2.16K+ 5.49% |
$504K - $564K
|
41.5K
$8.58M
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
2.16K+ 2.87% |
$504K - $564K
|
77.4K
$16M
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
2.16K+ 12.14% |
$504K - $564K
|
19.9K
$4.12M
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
2.16K+ 5.17% |
$504K - $564K
|
43.9K
$9.08M
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.14K+ 8.06% |
$501K - $561K
|
28.7K
$5.95M
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
2.1K+ 4.72% |
$491K - $550K
|
46.6K
$9.65M
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
2.1K+ 3.35% |
$491K - $549K
|
64.8K
$13.4M
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
2.1KNew |
$491K - $549K
|
2.1K
$435K
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2.09K+ 15.51% |
$489K - $547K
|
15.6K
$3.22M
|
|
Feb 13, 2025
Q4 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
2.09K+ 8.97% |
$489K - $547K
|
25.4K
$5.26M
|
|
Feb 07, 2025
Q4 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
2.08K+ 5.1% |
$485K - $543K
|
42.8K
$8.86M
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.05K+ 2.93% |
$480K - $537K
|
72.1K
$14.9M
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.05K+ 4.96% |
$479K - $536K
|
43.4K
$8.98M
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.05KNew |
$479K - $535K
|
2.05K
$424K
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
2.05K+ 4.87% |
$478K - $535K
|
44K
$9.11M
|
|
Feb 13, 2025
Q4 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
2.03KNew |
$475K - $531K
|
2.03K
$420K
|
|
Jan 28, 2025
Q4 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
2.03K+ 102.58% |
$475K - $531K
|
4.01K
$830K
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
2.02K+ 5.87% |
$473K - $529K
|
36.5K
$7.55M
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2K+ 285.71% |
$468K - $523K
|
2.7K
$559K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.99K+ 3.7% |
$465K - $520K
|
55.7K
$11.5M
|
|
Jan 29, 2025
Q4 2024
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
1.98KNew |
$462K - $517K
|
1.98K
$409K
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.97KNew |
$461K - $516K
|
1.97K
$409K
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.97K+ 4.37% |
$460K - $514K
|
47K
$9.73M
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1.95K+ 7.08% |
$456K - $510K
|
29.5K
$6.11M
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
1.93K+ 22.96% |
$451K - $505K
|
10.3K
$2.14M
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.92K+ 3.34% |
$450K - $503K
|
59.5K
$12.3M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.92K+ 13.8% |
$449K - $502K
|
15.8K
$3.28M
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.92K+ 7.07% |
$448K - $501K
|
29K
$6.01M
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.91K+ 5.3% |
$446K - $500K
|
37.9K
$7.86M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.91K+ 1.56% |
$446K - $499K
|
124K
$25.7M
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
1.91KNew |
$445K - $498K
|
1.91K
$394K
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
1.89KNew |
$443K - $495K
|
1.89K
$392K
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
1.89KNew |
$441K - $494K
|
1.89K
$391K
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
1.89KNew |
$441K - $493K
|
1.89K
$390K
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
1.88KNew |
$440K - $493K
|
1.88K
$390K
|