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 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
27KNew |
$6.3M - $7.05M
|
27K
$6.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
26.4K+ 12.69% |
$6.17M - $6.9M
|
234K
$57.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
26.1K+ 10.96% |
$6.09M - $6.82M
|
264K
$64.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
25KNew |
$5.84M - $6.54M
|
25K
$6.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
24.8KNew |
$5.81M - $6.5M
|
24.8K
$6.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
24.7K+ 8.57% |
$5.77M - $6.46M
|
313K
$76.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
24.5K+ 15.63% |
$5.74M - $6.42M
|
182K
$44.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
24.3K+ 62.81% |
$5.69M - $6.36M
|
63.1K
$15.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
21.8K+ 180.07% |
$5.1M - $5.7M
|
33.9K
$8.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
18.9K+ 24.37% |
$4.42M - $4.94M
|
96.4K
$23.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
18.8K+ 181.43% |
$4.4M - $4.92M
|
29.2K
$7.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
18.2K+ 818.21% |
$4.25M - $4.76M
|
20.4K
$4.99M
|
|
|
Feb 12, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
17.9KNew |
$4.19M - $4.69M
|
17.9K
$4.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
17.5K+ 126.7% |
$4.1M - $4.58M
|
31.4K
$7.66M
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
17.1KNew |
$4M - $4.48M
|
17.1K
$4.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
16.9K+ 77.96% |
$3.96M - $4.43M
|
38.6K
$9.44M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
16.8KNew |
$3.92M - $4.38M
|
16.8K
$4.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
16.4K+ 5.34% |
$3.83M - $4.29M
|
323K
$79M
|
|
|
Jan 27, 2025
Q4 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
15.8K+ 4.18% |
$3.69M - $4.13M
|
394K
$96.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
15.4KNew |
$3.6M - $4.03M
|
15.4K
$3.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
15.3K+ 3.12% |
$3.58M - $4.01M
|
507K
$124M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
15.2K+ 117.64% |
$3.55M - $3.97M
|
28.1K
$6.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
15.1K+ 106.81% |
$3.52M - $3.94M
|
29.2K
$7.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
BUY
|
- |
14.6K+ 16.54% |
$3.41M - $3.81M
|
103K
$25.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
14.1KNew |
$3.3M - $3.69M
|
14.1K
$3.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
13.5K+ 30.2% |
$3.16M - $3.53M
|
58.2K
$14.2M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
13.1K+ 347.57% |
$3.07M - $3.43M
|
16.9K
$4.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
13K+ 21.23% |
$3.04M - $3.4M
|
74.2K
$18.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
12.8K+ 2.63% |
$2.99M - $3.35M
|
501K
$122M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
12.6KNew |
$2.95M - $3.3M
|
12.6K
$3.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
12.6KNew |
$2.93M - $3.28M
|
12.6K
$3.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
12.4KNew |
$2.9M - $3.24M
|
12.4K
$3.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
12.4KNew |
$2.89M - $3.24M
|
12.4K
$3.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
12.4KNew |
$2.89M - $3.23M
|
12.4K
$3.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
11.8KNew |
$2.76M - $3.09M
|
11.8K
$2.88M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
11.5K+ 2.31% |
$2.7M - $3.02M
|
512K
$125M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
11.5K+ 13.31% |
$2.69M - $3.01M
|
98K
$24M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
11.4K+ 24.95% |
$2.66M - $2.98M
|
57.1K
$13.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
11.1KNew |
$2.61M - $2.92M
|
11.1K
$2.72M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
10.7KNew |
$2.51M - $2.81M
|
10.7K
$2.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
10K+ 10.29% |
$2.34M - $2.62M
|
107K
$26.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
9.75K+ 20.41% |
$2.28M - $2.55M
|
57.5K
$14.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
9.72KNew |
$2.27M - $2.54M
|
9.72K
$2.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
9.46K+ 20.33% |
$2.21M - $2.48M
|
56K
$13.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
9.17K+ 13.1% |
$2.14M - $2.4M
|
79.2K
$19.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
9.17K+ 40.07% |
$2.14M - $2.4M
|
32.1K
$7.83M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.07K+ 25.02% |
$2.12M - $2.37M
|
45.3K
$11.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
8.8KNew |
$2.06M - $2.3M
|
8.8K
$2.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
8.74K+ 22.69% |
$2.04M - $2.29M
|
47.3K
$11.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
BUY
|
- |
8.66K+ 6.18% |
$2.02M - $2.27M
|
149K
$36.3M
|