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 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
40+ 0.1% |
$9.35K - $10.5K
|
42K
$10.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
40New |
$9.35K - $10.5K
|
40
$9.91K
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
39+ 39.0% |
$9.12K - $10.2K
|
139
$34.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
39+ 0.27% |
$9.12K - $10.2K
|
14.2K
$3.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
39+ 21.43% |
$9.12K - $10.2K
|
221
$54.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
38+ 1.66% |
$8.88K - $9.94K
|
2.32K
$575K
|
|
|
Feb 07, 2025
Q4 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
37+ 0.31% |
$8.65K - $9.68K
|
12.1K
$3M
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
36+ 2.39% |
$8.42K - $9.42K
|
1.54K
$382K
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
35New |
$8.18K - $9.16K
|
35
$8.67K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
34+ 0.98% |
$7.95K - $8.89K
|
3.49K
$865K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
34+ 21.12% |
$7.95K - $8.89K
|
195
$48.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
34+ 0.36% |
$7.95K - $8.89K
|
9.56K
$2.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
33+ 2.44% |
$7.71K - $8.63K
|
1.39K
$343K
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
32+ 0.66% |
$7.48K - $8.37K
|
4.91K
$1.22M
|
|
|
Jan 06, 2025
Q4 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
31+ 0.38% |
$7.25K - $8.11K
|
8.1K
$2.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
31+ 1.71% |
$7.25K - $8.11K
|
1.85K
$457K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
30+ 1.24% |
$7.01K - $7.85K
|
2.44K
$605K
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
29+ 1.9% |
$6.78K - $7.59K
|
1.56K
$385K
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
29+ 1.33% |
$6.78K - $7.59K
|
2.21K
$547K
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
29+ 1.11% |
$6.78K - $7.59K
|
2.64K
$655K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
27New |
$6.31K - $7.06K
|
27
$6.69K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
26+ 0.3% |
$6.08K - $6.8K
|
8.8K
$2.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
25+ 2.24% |
$5.84K - $6.54K
|
1.14K
$282K
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
25+ 1.97% |
$5.84K - $6.54K
|
1.29K
$320K
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
25+ 0.14% |
$5.84K - $6.54K
|
17.9K
$4.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
24+ 0.99% |
$5.61K - $6.28K
|
2.46K
$609K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
24+ 1.24% |
$5.61K - $6.28K
|
1.97K
$487K
|
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
24+ 1.25% |
$5.61K - $6.28K
|
1.95K
$483K
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
24+ 1.43% |
$5.61K - $6.28K
|
1.71K
$423K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
23+ 0.83% |
$5.38K - $6.02K
|
2.81K
$695K
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
23+ 2.09% |
$5.38K - $6.02K
|
1.12K
$278K
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
23+ 0.58% |
$5.38K - $6.02K
|
3.96K
$980K
|
|
|
Jan 24, 2025
Q4 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
22+ 0.6% |
$5.14K - $5.75K
|
3.69K
$913K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
21+ 190.91% |
$4.91K - $5.49K
|
32
$7.93K
|
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
21+ 1.13% |
$4.91K - $5.49K
|
1.88K
$466K
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
20+ 4.6% |
$4.68K - $5.23K
|
455
$113K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
20+ 90.91% |
$4.68K - $5.23K
|
42
$10.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
19+ 1.42% |
$4.44K - $4.97K
|
1.36K
$337K
|
|
|
Jan 23, 2025
Q4 2024
|
Kearns & Associates LLC
|
BUY
|
- |
19+ 0.05% |
$4.44K - $4.97K
|
39.5K
$9.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
19+ 25.68% |
$4.44K - $4.97K
|
93
$23K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
18+ 0.99% |
$4.21K - $4.71K
|
1.83K
$453K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
18+ 0.29% |
$4.21K - $4.71K
|
6.27K
$1.55M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
18+ 0.53% |
$4.21K - $4.71K
|
3.42K
$847K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
17+ 1.64% |
$3.97K - $4.45K
|
1.05K
$261K
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
17+ 1.98% |
$3.97K - $4.45K
|
874
$216K
|
|
|
Feb 04, 2025
Q4 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
17+ 0.65% |
$3.97K - $4.45K
|
2.63K
$650K
|
|
|
Jan 28, 2025
Q4 2024
|
Axos Invest Inc.
Las Vegas, NV |
BUY
|
- |
16+ 1.01% |
$3.74K - $4.19K
|
1.61K
$398K
|
|
|
Feb 07, 2025
Q4 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
16+ 0.66% |
$3.74K - $4.19K
|
2.42K
$600K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
15New |
$3.51K - $3.92K
|
15
$3.72K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
15+ 0.19% |
$3.51K - $3.92K
|
7.82K
$1.94M
|