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 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
140+ 53.85% |
$32.7K - $36.6K
|
400
$99.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
140+ 12.11% |
$32.7K - $36.6K
|
1.3K
$321K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
139+ 4.38% |
$32.5K - $36.4K
|
3.31K
$820K
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
BUY
|
- |
139+ 6.99% |
$32.5K - $36.4K
|
2.13K
$527K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
137+ 1.22% |
$32K - $35.8K
|
11.4K
$2.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
137+ 2.58% |
$32K - $35.8K
|
5.44K
$1.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
135+ 1.35% |
$31.6K - $35.3K
|
10.1K
$2.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
135New |
$31.6K - $35.3K
|
135
$33.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
133+ 1.1% |
$31.1K - $34.8K
|
12.2K
$3.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
133+ 0.22% |
$31.1K - $34.8K
|
61K
$15.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
133+ 4.22% |
$31.1K - $34.8K
|
3.28K
$813K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
132New |
$30.9K - $34.5K
|
132
$32.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
131+ 2.59% |
$30.6K - $34.3K
|
5.19K
$1.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
130+ 5.13% |
$30.4K - $34K
|
2.67K
$660K
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
129+ 2.61% |
$30.2K - $33.7K
|
5.08K
$1.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
128+ 0.67% |
$29.9K - $33.5K
|
19.2K
$4.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
128+ 1.65% |
$29.9K - $33.5K
|
7.89K
$1.95M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
127+ 9.98% |
$29.7K - $33.2K
|
1.4K
$347K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
124New |
$29K - $32.4K
|
124
$30.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
123+ 9.44% |
$28.8K - $32.2K
|
1.43K
$353K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
122+ 9.67% |
$28.5K - $31.9K
|
1.38K
$343K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
120+ 7.35% |
$28.1K - $31.4K
|
1.75K
$434K
|
|
|
Feb 04, 2025
Q4 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
120+ 9.98% |
$28.1K - $31.4K
|
1.32K
$328K
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
118+ 10.87% |
$27.6K - $30.9K
|
1.2K
$298K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
117+ 2.92% |
$27.3K - $30.6K
|
4.13K
$1.02M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
116+ 2.37% |
$27.1K - $30.3K
|
5.01K
$1.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
114+ 13.97% |
$26.6K - $29.8K
|
930
$230K
|
|
|
Jan 22, 2025
Q4 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
114+ 0.23% |
$26.6K - $29.8K
|
49.7K
$12.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
113+ 0.1% |
$26.4K - $29.6K
|
110K
$27.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
112+ 0.22% |
$26.2K - $29.3K
|
52.1K
$12.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
108+ 4.81% |
$25.2K - $28.3K
|
2.35K
$583K
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
107+ 5.61% |
$25K - $28K
|
2.01K
$499K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
104New |
$24.3K - $27.2K
|
104
$25.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
101+ 0.38% |
$23.6K - $26.4K
|
26.6K
$6.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
101+ 6.84% |
$23.6K - $26.4K
|
1.58K
$391K
|
|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
100+ 0.24% |
$23.4K - $26.2K
|
41K
$10.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
99+ 7.07% |
$23.1K - $25.9K
|
1.5K
$371K
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
98+ 4.51% |
$22.9K - $25.6K
|
2.27K
$563K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
97+ 1.83% |
$22.7K - $25.4K
|
5.41K
$1.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
97+ 6.78% |
$22.7K - $25.4K
|
1.53K
$379K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
96New |
$22.4K - $25.1K
|
96
$23.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
93+ 64.14% |
$21.7K - $24.3K
|
238
$59K
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
91+ 7.42% |
$21.3K - $23.8K
|
1.32K
$326K
|
|
|
Jan 17, 2025
Q4 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
90+ 2.1% |
$21K - $23.5K
|
4.38K
$1.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
90+ 0.63% |
$21K - $23.5K
|
14.5K
$3.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
89+ 0.3% |
$20.8K - $23.3K
|
29.3K
$7.27M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
88+ 3.78% |
$20.6K - $23K
|
2.42K
$599K
|
|
|
Feb 06, 2025
Q4 2024
|
Signify Wealth
|
BUY
|
- |
88+ 9.38% |
$20.6K - $23K
|
1.03K
$254K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
86+ 6.66% |
$20.1K - $22.5K
|
1.38K
$341K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
85+ 13.47% |
$19.9K - $22.2K
|
716
$177K
|