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 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
16+ 0.4% |
$3.8K - $4.15K
|
4.01K
$1M
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
16+ 0.42% |
$3.8K - $4.15K
|
3.82K
$954K
|
|
|
Oct 16, 2025
Q3 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
14+ 0.04% |
$3.33K - $3.63K
|
32K
$7.99M
|
|
|
Oct 27, 2025
Q3 2025
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
14+ 0.21% |
$3.33K - $3.63K
|
6.78K
$1.69M
|
|
|
Oct 23, 2025
Q3 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
13+ 0.2% |
$3.09K - $3.37K
|
6.4K
$1.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
13+ 0.29% |
$3.09K - $3.37K
|
4.49K
$1.12M
|
|
|
Nov 04, 2025
Q3 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
13+ 1.17% |
$3.09K - $3.37K
|
1.12K
$281K
|
|
|
Nov 06, 2025
Q3 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
13+ 0.72% |
$3.09K - $3.37K
|
1.82K
$455K
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
13+ 0.1% |
$3.09K - $3.37K
|
13.3K
$3.32M
|
|
|
Nov 12, 2025
Q3 2025
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
13+ 0.33% |
$3.09K - $3.37K
|
3.96K
$989K
|
|
|
Nov 14, 2025
Q3 2025
|
Synergy Financial Group, LTD
|
BUY
|
- |
13+ 0.61% |
$3.09K - $3.37K
|
2.14K
$534K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
12+ 0.11% |
$2.85K - $3.11K
|
11.1K
$2.76M
|
|
|
Oct 28, 2025
Q3 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
12+ 0.08% |
$2.85K - $3.11K
|
14.2K
$3.56M
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
11+ 0.28% |
$2.61K - $2.85K
|
3.88K
$968K
|
|
|
Oct 20, 2025
Q3 2025
|
Refined Wealth Management
|
BUY
|
- |
11+ 0.08% |
$2.61K - $2.85K
|
14.1K
$3.52M
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
10+ 0.11% |
$2.38K - $2.59K
|
9.42K
$2.35M
|
|
|
Oct 09, 2025
Q3 2025
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
10+ 0.02% |
$2.38K - $2.59K
|
50.4K
$12.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Gleason Group, Inc.
|
BUY
|
- |
10+ 0.05% |
$2.38K - $2.59K
|
19.1K
$4.78M
|
|
|
Oct 17, 2025
Q3 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
10+ 0.81% |
$2.38K - $2.59K
|
1.25K
$312K
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
10New |
$2.38K - $2.59K
|
10
$2.5K
|
|
|
Nov 06, 2025
Q3 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
10+ 250.0% |
$2.38K - $2.59K
|
14
$3.5K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
9+ 0.23% |
$2.14K - $2.33K
|
3.89K
$972K
|
|
|
Oct 28, 2025
Q3 2025
|
Howland Capital Management LLC
|
BUY
|
- |
9+ 0.12% |
$2.14K - $2.33K
|
7.46K
$1.86M
|
|
|
Nov 04, 2025
Q3 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
9+ 0.33% |
$2.14K - $2.33K
|
2.74K
$683K
|
|
|
Nov 10, 2025
Q3 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
9+ 0.65% |
$2.14K - $2.33K
|
1.4K
$349K
|
|
|
Nov 14, 2025
Q3 2025
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
9+ 0.61% |
$2.14K - $2.33K
|
1.49K
$371K
|
|
|
Oct 14, 2025
Q3 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
8New |
$1.9K - $2.07K
|
8
$2K
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
8New |
$1.9K - $2.07K
|
8
$2K
|
|
|
Nov 12, 2025
Q3 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
8+ 0.09% |
$1.9K - $2.07K
|
9.39K
$2.34M
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
7+ 0.18% |
$1.66K - $1.81K
|
3.91K
$978K
|
|
|
Nov 07, 2025
Q3 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
7+ 0.53% |
$1.66K - $1.81K
|
1.34K
$335K
|
|
|
Nov 12, 2025
Q3 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
7+ 0.26% |
$1.66K - $1.81K
|
2.71K
$676K
|
|
|
Nov 14, 2025
Q3 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
7+ 0.34% |
$1.66K - $1.81K
|
2.06K
$513K
|
|
|
Nov 21, 2025
Q3 2025
|
Petix & Botte CO
|
BUY
|
- |
7+ 0.05% |
$1.66K - $1.81K
|
14.2K
$3.55M
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
6New |
$1.43K - $1.56K
|
6
$1.5K
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
6+ 0.18% |
$1.43K - $1.56K
|
3.42K
$854K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
6New |
$1.43K - $1.56K
|
6
$1.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
6+ 0.39% |
$1.43K - $1.56K
|
1.56K
$390K
|
|
|
Nov 14, 2025
Q3 2025
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
BUY
|
- |
6+ 0.33% |
$1.43K - $1.56K
|
1.81K
$453K
|
|
|
Nov 14, 2025
Q3 2025
|
Bakala Capital Management LLC
Greenville, SC |
BUY
|
- |
6+ 0.33% |
$1.43K - $1.56K
|
1.81K
$452K
|
|
|
Oct 20, 2025
Q3 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
5+ 0.44% |
$1.19K - $1.3K
|
1.14K
$285K
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
5+ 0.19% |
$1.19K - $1.3K
|
2.58K
$643K
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
5+ 0.28% |
$1.19K - $1.3K
|
1.82K
$455K
|
|
|
Nov 07, 2025
Q3 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
5+ 0.09% |
$1.19K - $1.3K
|
5.51K
$1.38M
|
|
|
Nov 12, 2025
Q3 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
5+ 0.26% |
$1.19K - $1.3K
|
1.91K
$477K
|
|
|
Nov 12, 2025
Q3 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
5+ 0.22% |
$1.19K - $1.3K
|
2.26K
$564K
|
|
|
Nov 14, 2025
Q3 2025
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
5+ 0.31% |
$1.19K - $1.3K
|
1.64K
$410K
|
|
|
Nov 14, 2025
Q3 2025
|
Carter Financial Group, Inc.
Barrington, IL |
BUY
|
- |
4+ 0.35% |
$950 - $1.04K
|
1.15K
$286K
|
|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
4+ 0.04% |
$950 - $1.04K
|
10.5K
$2.61M
|
|
|
Oct 17, 2025
Q3 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
4+ 0.2% |
$950 - $1.04K
|
1.96K
$489K
|
|