Purchases and Sales Made in Q3 2025 in Vanguard Small Cap ETF (VB)
This table provides information about the institutional ownership of Vanguard Small Cap ETF (VB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
33+ 0.07% |
$7.84K - $8.55K
|
48.4K
$12.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
32+ 2.04% |
$7.6K - $8.29K
|
1.6K
$400K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
32+ 0.23% |
$7.6K - $8.29K
|
13.7K
$3.43M
|
|
|
Nov 03, 2025
Q3 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
31+ 1.63% |
$7.36K - $8.03K
|
1.94K
$483K
|
|
|
Nov 06, 2025
Q3 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
31+ 2.43% |
$7.36K - $8.03K
|
1.31K
$326K
|
|
|
Nov 21, 2025
Q3 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
31+ 0.33% |
$7.36K - $8.03K
|
9.53K
$2.38M
|
|
|
Oct 24, 2025
Q3 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
29+ 0.27% |
$6.89K - $7.52K
|
10.6K
$2.65M
|
|
|
Nov 05, 2025
Q3 2025
|
Firestone Capital Management
|
BUY
|
- |
29+ 2.18% |
$6.89K - $7.52K
|
1.36K
$339K
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
28+ 1.57% |
$6.65K - $7.26K
|
1.81K
$452K
|
|
|
Nov 12, 2025
Q3 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
28New |
$6.65K - $7.26K
|
28
$6.99K
|
|
|
Nov 12, 2025
Q3 2025
|
Planning Directions Inc
|
BUY
|
- |
28+ 0.9% |
$6.65K - $7.26K
|
3.15K
$786K
|
|
|
Nov 14, 2025
Q3 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
28+ 0.95% |
$6.65K - $7.26K
|
2.97K
$741K
|
|
|
Oct 23, 2025
Q3 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
27+ 0.28% |
$6.41K - $7K
|
9.76K
$2.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Washington Trust CO
|
BUY
|
- |
27+ 0.14% |
$6.41K - $7K
|
19.4K
$4.84M
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
26+ 0.1% |
$6.18K - $6.74K
|
25.5K
$6.37M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
26+ 0.75% |
$6.18K - $6.74K
|
3.47K
$867K
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
26+ 1.94% |
$6.18K - $6.74K
|
1.37K
$341K
|
|
|
Oct 14, 2025
Q3 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
25+ 2.92% |
$5.94K - $6.48K
|
880
$220K
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
25+ 2.56% |
$5.94K - $6.48K
|
1K
$250K
|
|
|
Oct 31, 2025
Q3 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
25+ 1.73% |
$5.94K - $6.48K
|
1.47K
$366K
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
25+ 1.53% |
$5.94K - $6.48K
|
1.66K
$414K
|
|
|
Nov 10, 2025
Q3 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
25+ 0.11% |
$5.94K - $6.48K
|
23K
$5.74M
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
24New |
$5.7K - $6.22K
|
24
$6K
|
|
|
Nov 12, 2025
Q3 2025
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
24+ 0.17% |
$5.7K - $6.22K
|
14.1K
$3.53M
|
|
|
Nov 14, 2025
Q3 2025
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
24+ 0.73% |
$5.7K - $6.22K
|
3.3K
$824K
|
|
|
Oct 31, 2025
Q3 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
23+ 0.64% |
$5.46K - $5.96K
|
3.59K
$898K
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
22+ 9.13% |
$5.23K - $5.7K
|
263
$65.7K
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
22+ 0.54% |
$5.23K - $5.7K
|
4.07K
$1.02M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
22+ 1.74% |
$5.23K - $5.7K
|
1.28K
$321K
|
|
|
Nov 12, 2025
Q3 2025
|
1 St Source Bank
|
BUY
|
- |
22+ 0.54% |
$5.23K - $5.7K
|
4.13K
$1.03M
|
|
|
Nov 21, 2025
Q3 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
22+ 1.35% |
$5.23K - $5.7K
|
1.65K
$412K
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
21+ 1.19% |
$4.99K - $5.44K
|
1.78K
$445K
|
|
|
Oct 30, 2025
Q3 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
21+ 0.17% |
$4.99K - $5.44K
|
12.5K
$3.13M
|
|
|
Nov 13, 2025
Q3 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
21+ 0.58% |
$4.99K - $5.44K
|
3.62K
$904K
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
20+ 0.73% |
$4.75K - $5.18K
|
2.75K
$686K
|
|
|
Nov 12, 2025
Q3 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
20+ 1.23% |
$4.75K - $5.18K
|
1.65K
$411K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
19+ 0.58% |
$4.51K - $4.92K
|
3.28K
$820K
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
19+ 0.09% |
$4.51K - $4.92K
|
22.4K
$5.59M
|
|
|
Oct 20, 2025
Q3 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
18+ 0.42% |
$4.28K - $4.67K
|
4.28K
$1.07M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
18New |
$4.28K - $4.67K
|
18
$4.5K
|
|
|
Oct 07, 2025
Q3 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
17+ 0.19% |
$4.04K - $4.41K
|
8.93K
$2.23M
|
|
|
Oct 10, 2025
Q3 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
17+ 1.17% |
$4.04K - $4.41K
|
1.47K
$366K
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
17+ 0.48% |
$4.04K - $4.41K
|
3.57K
$891K
|
|
|
Oct 30, 2025
Q3 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
17+ 0.56% |
$4.04K - $4.41K
|
3.06K
$763K
|
|
|
Nov 12, 2025
Q3 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
17+ 0.46% |
$4.04K - $4.41K
|
3.74K
$934K
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
BUY
|
- |
17+ 0.51% |
$4.04K - $4.41K
|
3.36K
$839K
|
|
|
Oct 10, 2025
Q3 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
16+ 1.71% |
$3.8K - $4.15K
|
954
$238K
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
16+ 1.79% |
$3.8K - $4.15K
|
909
$227K
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
16+ 0.23% |
$3.8K - $4.15K
|
6.87K
$1.72M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
16+ 0.4% |
$3.8K - $4.15K
|
4.01K
$1M
|
|