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 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.08K- 2.08% |
$251K - $281K
|
50.7K
$12.8M
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.12K- 1.13% |
$261K - $292K
|
97.7K
$24.7M
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-1.13K- 8.73% |
$265K - $296K
|
11.8K
$2.99M
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.23K- 30.7% |
$288K - $322K
|
2.78K
$702K
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-1.25K- 0.91% |
$291K - $326K
|
135K
$34.2M
|
|
Jan 16, 2025
Q4 2024
|
Kennicott Capital Management LLC
|
SELL
|
- |
-1.43K- 10.45% |
$335K - $375K
|
12.3K
$3.1M
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-1.45K- 3.42% |
$340K - $380K
|
41.1K
$10.4M
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.58K- 2.16% |
$368K - $412K
|
71.2K
$18M
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-1.76K- 41.16% |
$411K - $460K
|
2.52K
$636K
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-1.77K- 23.82% |
$413K - $462K
|
5.65K
$1.43M
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-1.99K- 17.56% |
$466K - $522K
|
9.36K
$2.37M
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.24K- 3.24% |
$524K - $587K
|
67K
$16.9M
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-2.33K- 29.05% |
$544K - $608K
|
5.68K
$1.43M
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.41K- 4.0% |
$564K - $631K
|
57.9K
$14.6M
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-2.48K- 25.74% |
$579K - $648K
|
7.14K
$1.8M
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.49K- 5.08% |
$582K - $651K
|
46.5K
$11.8M
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.63K- 3.89% |
$614K - $687K
|
64.9K
$16.4M
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-2.66K- 18.99% |
$621K - $695K
|
11.3K
$2.86M
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-2.87K- 11.24% |
$671K - $751K
|
22.7K
$5.73M
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.88K- 4.19% |
$673K - $753K
|
65.8K
$16.6M
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-2.93K- 30.5% |
$684K - $766K
|
6.67K
$1.69M
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-2.96K- 22.91% |
$691K - $774K
|
9.95K
$2.51M
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-3.16K- 10.14% |
$740K - $828K
|
28K
$7.08M
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-3.89K- 2.07% |
$910K - $1.02M
|
184K
$46.5M
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-4.29K- 10.06% |
$1M - $1.12M
|
38.3K
$9.68M
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-4.65K- 13.17% |
$1.09M - $1.22M
|
30.7K
$7.75M
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-5.91K- 34.94% |
$1.38M - $1.55M
|
11K
$2.78M
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-6.01K- 23.5% |
$1.4M - $1.57M
|
19.6K
$4.94M
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
SELL
|
- |
-6.61K- 5.83% |
$1.55M - $1.73M
|
107K
$27M
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-13.4K- 5.55% |
$3.14M - $3.51M
|
229K
$57.8M
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-19.8K- 5.43% |
$4.63M - $5.19M
|
345K
$87.2M
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-28.4K- 11.02% |
$6.64M - $7.43M
|
230K
$58M
|