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 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
370+ 2.11% |
$86.5K - $96.8K
|
17.9K
$4.44M
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
367+ 1.06% |
$85.8K - $96K
|
35K
$8.67M
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
364+ 37.22% |
$85.1K - $95.2K
|
1.34K
$332K
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
361+ 0.22% |
$84.4K - $94.4K
|
168K
$41.5M
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
360+ 21.71% |
$84.2K - $94.2K
|
2.02K
$500K
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
357+ 307.76% |
$83.5K - $93.4K
|
473
$117K
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
357+ 1.18% |
$83.5K - $93.4K
|
30.7K
$7.6M
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
355+ 11.46% |
$83K - $92.9K
|
3.45K
$855K
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
BUY
|
- |
355+ 11.03% |
$83K - $92.9K
|
3.57K
$885K
|
|
Jan 15, 2025
Q4 2024
|
Sara Bay Financial
|
BUY
|
- |
352+ 18.65% |
$82.3K - $92.1K
|
2.24K
$555K
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
350+ 12.48% |
$81.8K - $91.6K
|
3.15K
$781K
|
|
Jan 15, 2025
Q4 2024
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
348+ 0.68% |
$81.3K - $91K
|
51.6K
$12.8M
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
344+ 36.02% |
$80.4K - $90K
|
1.3K
$322K
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
341+ 6.02% |
$79.7K - $89.2K
|
6.01K
$1.49M
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
340+ 1.81% |
$79.5K - $88.9K
|
19.1K
$4.74M
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
338+ 57.88% |
$79K - $88.4K
|
922
$228K
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
332+ 2.51% |
$77.6K - $86.8K
|
13.5K
$3.36M
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
325+ 6.36% |
$76K - $85K
|
5.44K
$1.35M
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
325+ 18.75% |
$76K - $85K
|
2.06K
$510K
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
324+ 2.56% |
$75.7K - $84.8K
|
13K
$3.21M
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
324New |
$75.7K - $84.8K
|
324
$80.3K
|
|
Jan 23, 2025
Q4 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
323+ 1.22% |
$75.5K - $84.5K
|
26.9K
$6.66M
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
321New |
$75K - $84K
|
321
$79.5K
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
320+ 7.21% |
$74.8K - $83.7K
|
4.76K
$1.18M
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
311+ 13.55% |
$72.7K - $81.4K
|
2.61K
$646K
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
BUY
|
- |
310+ 1.71% |
$72.5K - $81.1K
|
18.5K
$4.58M
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
305+ 3.66% |
$71.3K - $79.8K
|
8.63K
$2.14M
|
|
Feb 03, 2025
Q4 2024
|
Sam Advisors, LLC
|
BUY
|
- |
300+ 0.43% |
$70.1K - $78.5K
|
69.4K
$17.2M
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
300+ 80.0% |
$70.1K - $78.5K
|
675
$167K
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
300+ 8.53% |
$70.1K - $78.5K
|
3.82K
$946K
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
297+ 0.89% |
$69.4K - $77.7K
|
33.8K
$8.38M
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
295+ 2.65% |
$69K - $77.2K
|
11.4K
$2.83M
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
294+ 4.43% |
$68.7K - $76.9K
|
6.94K
$1.72M
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
294+ 4.77% |
$68.7K - $76.9K
|
6.46K
$1.6M
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
293+ 5.29% |
$68.5K - $76.6K
|
5.83K
$1.44M
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
292+ 8.09% |
$68.3K - $76.4K
|
3.9K
$967K
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
288+ 5.06% |
$67.3K - $75.3K
|
5.98K
$1.48M
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
BUY
|
- |
285+ 6.26% |
$66.6K - $74.6K
|
4.84K
$1.2M
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
284+ 3.93% |
$66.4K - $74.3K
|
7.51K
$1.86M
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
283+ 2.37% |
$66.2K - $74K
|
12.2K
$3.03M
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
268+ 7.52% |
$62.6K - $70.1K
|
3.83K
$949K
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
267+ 28.22% |
$62.4K - $69.8K
|
1.21K
$300K
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
264+ 5.85% |
$61.7K - $69.1K
|
4.78K
$1.18M
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
262+ 6.49% |
$61.2K - $68.5K
|
4.3K
$1.06M
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
255+ 0.27% |
$59.6K - $66.7K
|
93.7K
$23.2M
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
253+ 0.44% |
$59.1K - $66.2K
|
57.5K
$14.2M
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
252+ 7.37% |
$58.9K - $65.9K
|
3.67K
$909K
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
250+ 3.4% |
$58.4K - $65.4K
|
7.6K
$1.88M
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
245+ 3.03% |
$57.3K - $64.1K
|
8.34K
$2.07M
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
239+ 0.91% |
$55.9K - $62.5K
|
26.5K
$6.56M
|