Purchases and Sales Made in Q2 2025 in Vanguard Small Cap ETF (VB)
This table provides information about the institutional ownership of Vanguard Small Cap ETF (VB) during Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
SELL
|
- |
-1.09K- 27.54% |
$211K - $259K
|
2.87K
$717K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.11K- 2.24% |
$214K - $263K
|
48.2K
$12M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.11K- 7.99% |
$214K - $263K
|
12.8K
$3.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.13K- 5.99% |
$218K - $267K
|
17.7K
$4.42M
|
|
|
Jul 25, 2025
Q2 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.13K- 69.72% |
$218K - $267K
|
489
$122K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.13K- 1.2% |
$219K - $268K
|
93.3K
$23.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-1.15K- 7.8% |
$222K - $272K
|
13.6K
$3.39M
|
|
|
Jul 24, 2025
Q2 2025
|
Evolution Advisers, Inc.
|
SELL
|
- |
-1.15K- 3.82% |
$223K - $273K
|
28.9K
$7.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-1.15K- 22.11% |
$223K - $274K
|
4.06K
$1.01M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-1.16K- 4.67% |
$225K - $276K
|
23.7K
$5.92M
|
|
|
Jul 25, 2025
Q2 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-1.17K- 6.54% |
$226K - $277K
|
16.7K
$4.17M
|
|
|
Aug 05, 2025
Q2 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-1.18K- 3.37% |
$228K - $279K
|
33.7K
$8.42M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.18K- 12.97% |
$228K - $280K
|
7.91K
$1.98M
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
SELL
|
- |
-1.18K- 10.69% |
$229K - $281K
|
9.9K
$2.47M
|
|
|
Jul 17, 2025
Q2 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
SELL
|
- |
-1.19K- 57.19% |
$231K - $283K
|
893
$223K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.2K- 41.62% |
$232K - $284K
|
1.68K
$419K
|
|
|
Aug 14, 2025
Q2 2025
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-1.23K- 3.07% |
$238K - $292K
|
38.9K
$9.71M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.23K- 10.09% |
$239K - $293K
|
11K
$2.75M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-1.25K- 28.86% |
$242K - $296K
|
3.08K
$768K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.25K- 1.66% |
$243K - $297K
|
74.2K
$18.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-1.26K- 0.39% |
$244K - $299K
|
325K
$81.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-1.28K- 36.18% |
$247K - $303K
|
2.25K
$563K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.29K- 12.62% |
$249K - $305K
|
8.89K
$2.22M
|
|
|
Jul 22, 2025
Q2 2025
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-1.29K- 4.81% |
$250K - $307K
|
25.6K
$6.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-1.31K- 1.28% |
$253K - $310K
|
100K
$25.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.31K- 37.88% |
$253K - $310K
|
2.14K
$535K
|
|
|
Aug 13, 2025
Q2 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
SELL
|
- |
-1.31K- 12.18% |
$253K - $310K
|
9.42K
$2.35M
|
|
|
Jul 30, 2025
Q2 2025
|
Members Trust CO
|
SELL
|
- |
-1.32K- 33.14% |
$255K - $312K
|
2.65K
$663K
|
|
|
Aug 12, 2025
Q2 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.32K- 9.85% |
$255K - $313K
|
12K
$3.01M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.32K- 15.43% |
$256K - $314K
|
7.26K
$1.81M
|
|
|
Aug 08, 2025
Q2 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-1.33K- 2.33% |
$257K - $315K
|
55.8K
$13.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-1.33K- 18.52% |
$257K - $315K
|
5.85K
$1.46M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.34K- 30.24% |
$260K - $318K
|
3.09K
$773K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.35K- 2.91% |
$261K - $320K
|
45K
$11.2M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.36K- 54.1% |
$263K - $323K
|
1.15K
$288K
|
|
|
Aug 14, 2025
Q2 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-1.39K- 25.97% |
$270K - $330K
|
3.97K
$991K
|
|
|
Jul 14, 2025
Q2 2025
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-1.4K- 4.83% |
$271K - $332K
|
27.6K
$6.89M
|
|
|
Jul 24, 2025
Q2 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-1.45K- 7.13% |
$281K - $345K
|
18.9K
$4.73M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.47K- 4.48% |
$284K - $348K
|
31.3K
$7.82M
|
|
|
Aug 11, 2025
Q2 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-1.47K- 38.44% |
$285K - $349K
|
2.36K
$589K
|
|
|
Aug 14, 2025
Q2 2025
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-1.47K- 77.51% |
$285K - $349K
|
427
$107K
|
|
|
Aug 08, 2025
Q2 2025
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-1.49K- 21.27% |
$288K - $352K
|
5.5K
$1.37M
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-1.5K- 0.87% |
$291K - $357K
|
171K
$42.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.52K- 13.29% |
$294K - $360K
|
9.89K
$2.47M
|
|
|
Jul 18, 2025
Q2 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-1.52K- 40.53% |
$294K - $360K
|
2.22K
$556K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1.52K- 28.59% |
$294K - $361K
|
3.8K
$949K
|
|
|
Aug 14, 2025
Q2 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-1.52K- 5.32% |
$294K - $361K
|
27.1K
$6.76M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.53K- 7.62% |
$296K - $362K
|
18.5K
$4.62M
|
|
|
Jul 09, 2025
Q2 2025
|
Roth Financial Partners LLC
|
SELL
|
- |
-1.54K- 11.31% |
$299K - $366K
|
12.1K
$3.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.54K- 6.43% |
$299K - $366K
|
22.5K
$5.61M
|
|