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 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
2.6M+ 23750.1% |
$609M - $681M
|
2.61M
$648M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.2MNew |
$515M - $577M
|
2.2M
$546M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.59M+ 24676.2% |
$371M - $415M
|
1.59M
$395M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.34M+ 24531.6% |
$314M - $351M
|
1.35M
$334M
|
|
|
Feb 06, 2025
Q4 2024
|
Lincoln National Corp
|
BUY
|
- |
272KNew |
$63.6M - $71.1M
|
272K
$67.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
119K+ 1.65% |
$27.8M - $31.1M
|
7.33M
$1.82B
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
106KNew |
$24.8M - $27.7M
|
106K
$26.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
77.8KNew |
$18.2M - $20.4M
|
77.8K
$19.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
73.9KNew |
$17.3M - $19.3M
|
73.9K
$18.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
63K+ 573.65% |
$14.7M - $16.5M
|
73.9K
$18.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
62.8K+ 8.82% |
$14.7M - $16.4M
|
775K
$192M
|
|
|
Feb 07, 2025
Q4 2024
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
54.5KNew |
$12.7M - $14.3M
|
54.5K
$13.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
53K+ 41.81% |
$12.4M - $13.9M
|
180K
$44.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
51.1KNew |
$11.9M - $13.4M
|
51.1K
$12.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
50.7K+ 1734.28% |
$11.8M - $13.3M
|
53.6K
$13.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
47.4K+ 762.6% |
$11.1M - $12.4M
|
53.6K
$13.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
44.3KNew |
$10.3M - $11.6M
|
44.3K
$11M
|
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
44.2KNew |
$10.3M - $11.6M
|
44.2K
$11M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
42.8K+ 9.81% |
$10M - $11.2M
|
479K
$119M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
41.6KNew |
$9.72M - $10.9M
|
41.6K
$10.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
40.8K+ 88.69% |
$9.53M - $10.7M
|
86.8K
$21.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
37.9KNew |
$8.86M - $9.91M
|
37.9K
$9.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
33.6K+ 3.32% |
$7.86M - $8.8M
|
1.05M
$259M
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
33.2KNew |
$7.76M - $8.69M
|
33.2K
$8.23M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
33.2K+ 4.48% |
$7.76M - $8.68M
|
775K
$192M
|
|
|
Jan 27, 2025
Q4 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
31.8K+ 538.64% |
$7.42M - $8.31M
|
37.7K
$9.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
29.7K+ 7.1% |
$6.94M - $7.77M
|
448K
$111M
|
|
|
Jan 23, 2025
Q4 2024
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
29.7KNew |
$6.93M - $7.76M
|
29.7K
$7.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
29.6K+ 32.77% |
$6.92M - $7.74M
|
120K
$29.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
29.1K+ 1.56% |
$6.81M - $7.62M
|
1.9M
$471M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
28.4K+ 37.09% |
$6.64M - $7.43M
|
105K
$26M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
28.3K+ 28.3% |
$6.61M - $7.4M
|
128K
$31.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
27.9KNew |
$6.53M - $7.3M
|
27.9K
$6.92M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
27.3K+ 4.05% |
$6.39M - $7.15M
|
702K
$174M
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
27KNew |
$6.3M - $7.05M
|
27K
$6.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
26.4K+ 12.69% |
$6.17M - $6.9M
|
234K
$58M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
26.1K+ 10.96% |
$6.09M - $6.82M
|
264K
$65.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
25KNew |
$5.84M - $6.54M
|
25K
$6.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
24.8KNew |
$5.81M - $6.5M
|
24.8K
$6.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
24.5K+ 15.63% |
$5.74M - $6.42M
|
182K
$45M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
18.8K+ 181.43% |
$4.4M - $4.92M
|
29.2K
$7.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
18.2K+ 818.21% |
$4.25M - $4.76M
|
20.4K
$5.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
16.9K+ 77.96% |
$3.96M - $4.43M
|
38.6K
$9.57M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
16.8KNew |
$3.92M - $4.38M
|
16.8K
$4.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
15.8K+ 4.18% |
$3.69M - $4.13M
|
394K
$97.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
15.4KNew |
$3.6M - $4.03M
|
15.4K
$3.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
15.3K+ 3.12% |
$3.58M - $4.01M
|
507K
$126M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
15.2K+ 117.64% |
$3.55M - $3.97M
|
28.1K
$6.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
15.1K+ 106.81% |
$3.52M - $3.94M
|
29.2K
$7.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
BUY
|
- |
14.6K+ 16.54% |
$3.41M - $3.81M
|
103K
$25.4M
|