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 |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-18- 1.02% |
$4.21K - $4.71K
|
1.75K
$434K
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-20- 0.83% |
$4.68K - $5.23K
|
2.4K
$595K
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-21- 2.18% |
$4.91K - $5.49K
|
942
$233K
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-21- 0.7% |
$4.91K - $5.49K
|
2.97K
$736K
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-21- 0.13% |
$4.91K - $5.49K
|
16.5K
$4.08M
|
|
Feb 07, 2025
Q4 2024
|
My Wealth Management Inc.
|
SELL
|
- |
-21- 0.12% |
$4.91K - $5.49K
|
17.2K
$4.26M
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-22- 0.3% |
$5.14K - $5.75K
|
7.43K
$1.84M
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-22- 0.24% |
$5.14K - $5.75K
|
9.03K
$2.24M
|
|
Jan 28, 2025
Q4 2024
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-22- 0.61% |
$5.14K - $5.75K
|
3.6K
$893K
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-23- 1.35% |
$5.38K - $6.02K
|
1.68K
$416K
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-23- 2.12% |
$5.38K - $6.02K
|
1.06K
$263K
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-24- 0.43% |
$5.61K - $6.28K
|
5.51K
$1.36M
|
|
Jan 22, 2025
Q4 2024
|
Refined Wealth Management
|
SELL
|
- |
-24- 0.39% |
$5.61K - $6.28K
|
6.18K
$1.53M
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-24- 1.83% |
$5.61K - $6.28K
|
1.29K
$318K
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-25- 0.91% |
$5.84K - $6.54K
|
2.71K
$672K
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-27- 0.76% |
$6.31K - $7.06K
|
3.51K
$869K
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-27- 3.03% |
$6.31K - $7.06K
|
865
$214K
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-28- 2.76% |
$6.55K - $7.32K
|
988
$245K
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-29- 4.94% |
$6.78K - $7.59K
|
558
$138K
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-30- 0.38% |
$7.01K - $7.85K
|
7.82K
$1.94M
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-30- 0.21% |
$7.01K - $7.85K
|
14K
$3.48M
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-30- 2.28% |
$7.01K - $7.85K
|
1.29K
$319K
|
|
Jan 30, 2025
Q4 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-30- 0.03% |
$7.01K - $7.85K
|
114K
$28.2M
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-31- 0.91% |
$7.25K - $8.11K
|
3.39K
$839K
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-31- 0.21% |
$7.25K - $8.11K
|
14.5K
$3.59M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-31- 2.24% |
$7.25K - $8.11K
|
1.35K
$335K
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-32- 0.48% |
$7.48K - $8.37K
|
6.59K
$1.63M
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-33- 7.76% |
$7.71K - $8.63K
|
392
$97.1K
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-36- 0.24% |
$8.42K - $9.42K
|
14.9K
$3.68M
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-36- 2.32% |
$8.42K - $9.42K
|
1.52K
$375K
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-36- 6.3% |
$8.42K - $9.42K
|
535
$133K
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-37- 0.42% |
$8.65K - $9.68K
|
8.82K
$2.18M
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
SELL
|
- |
-37- 1.25% |
$8.65K - $9.68K
|
2.92K
$723K
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-39- 1.7% |
$9.12K - $10.2K
|
2.25K
$557K
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-39- 1.94% |
$9.12K - $10.2K
|
1.97K
$489K
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-39- 0.2% |
$9.12K - $10.2K
|
20K
$4.94M
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-39- 1.01% |
$9.12K - $10.2K
|
3.81K
$945K
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-40- 0.46% |
$9.35K - $10.5K
|
8.61K
$2.13M
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-41- 2.84% |
$9.58K - $10.7K
|
1.4K
$348K
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-43- 2.26% |
$10.1K - $11.2K
|
1.86K
$461K
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-45- 2.51% |
$10.5K - $11.8K
|
1.75K
$434K
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-45- 22.73% |
$10.5K - $11.8K
|
153
$37.9K
|
|
Jan 17, 2025
Q4 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-46- 1.49% |
$10.8K - $12K
|
3.04K
$752K
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-46- 3.26% |
$10.8K - $12K
|
1.36K
$338K
|
|
Jan 13, 2025
Q4 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-47- 0.81% |
$11K - $12.3K
|
5.78K
$1.43M
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-47- 0.19% |
$11K - $12.3K
|
25.2K
$6.25M
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-47- 0.39% |
$11K - $12.3K
|
12.1K
$2.99M
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-48- 46.6% |
$11.2K - $12.6K
|
55
$13.6K
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-48- 0.64% |
$11.2K - $12.6K
|
7.45K
$1.84M
|
|
Jan 16, 2025
Q4 2024
|
Flower City Capital
|
SELL
|
- |
-50- 3.59% |
$11.7K - $13.1K
|
1.34K
$332K
|