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
|
Bcs Wealth Management
|
BUY
|
- |
8.63KNew |
$2.02M - $2.26M
|
8.63K
$2.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
8.39KNew |
$1.96M - $2.19M
|
8.39K
$2.05M
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
8.36K+ 19.76% |
$1.95M - $2.19M
|
50.7K
$12.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
8.25K+ 21.12% |
$1.93M - $2.16M
|
47.3K
$11.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
8.09K+ 6.26% |
$1.89M - $2.12M
|
137K
$33.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
7.89KNew |
$1.84M - $2.06M
|
7.89K
$1.93M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
7.83K+ 21.29% |
$1.83M - $2.05M
|
44.6K
$10.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Sofi Wealth, LLC
|
BUY
|
- |
7.77K+ 4.72% |
$1.82M - $2.03M
|
172K
$42.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
7.74KNew |
$1.81M - $2.02M
|
7.74K
$1.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
7.7KNew |
$1.8M - $2.01M
|
7.7K
$1.88M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
7.67K+ 26.78% |
$1.79M - $2.01M
|
36.3K
$8.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.66K+ 33.6% |
$1.79M - $2M
|
30.4K
$7.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.58KNew |
$1.77M - $1.98M
|
7.58K
$1.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
7.52K+ 509.76% |
$1.76M - $1.97M
|
9K
$2.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
7.32K+ 80.13% |
$1.71M - $1.92M
|
16.5K
$4.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
7.24KNew |
$1.69M - $1.89M
|
7.24K
$1.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
7.22K+ 10.75% |
$1.69M - $1.89M
|
74.3K
$18.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.2KNew |
$1.68M - $1.88M
|
7.2K
$1.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
7.16K+ 2862.4% |
$1.67M - $1.87M
|
7.41K
$1.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.15K+ 8.25% |
$1.67M - $1.87M
|
93.9K
$22.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
7.14K+ 21.12% |
$1.67M - $1.87M
|
40.9K
$10M
|
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.04KNew |
$1.64M - $1.84M
|
7.04K
$1.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
6.97KNew |
$1.63M - $1.82M
|
6.97K
$1.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
6.9K+ 45.55% |
$1.61M - $1.8M
|
22K
$5.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
6.87KNew |
$1.61M - $1.8M
|
6.87K
$1.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.51K+ 15.03% |
$1.52M - $1.7M
|
49.8K
$12.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
6.51K+ 8.6% |
$1.52M - $1.7M
|
82.2K
$20.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
6.41KNew |
$1.5M - $1.68M
|
6.41K
$1.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
6.35KNew |
$1.48M - $1.66M
|
6.35K
$1.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
6.29KNew |
$1.47M - $1.65M
|
6.29K
$1.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
6.12KNew |
$1.43M - $1.6M
|
6.12K
$1.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
6.06K+ 8.17% |
$1.42M - $1.58M
|
80.1K
$19.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.81K+ 2.6% |
$1.36M - $1.52M
|
229K
$56M
|
|
|
Feb 12, 2025
Q4 2024
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
5.72KNew |
$1.34M - $1.5M
|
5.72K
$1.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
5.61KNew |
$1.31M - $1.47M
|
5.61K
$1.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.6K+ 4.12% |
$1.31M - $1.47M
|
142K
$34.6M
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
5.4KNew |
$1.26M - $1.41M
|
5.4K
$1.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
BUY
|
- |
5.4KNew |
$1.26M - $1.41M
|
5.4K
$1.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.35K+ 1.07% |
$1.25M - $1.4M
|
505K
$123M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.34K+ 6.13% |
$1.25M - $1.4M
|
92.4K
$22.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
5.29KNew |
$1.24M - $1.38M
|
5.29K
$1.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
5.29K+ 5.88% |
$1.24M - $1.38M
|
95.2K
$23.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.26K+ 7.84% |
$1.23M - $1.38M
|
72.4K
$17.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
5.01KNew |
$1.17M - $1.31M
|
5.01K
$1.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
4.95K+ 15.46% |
$1.16M - $1.3M
|
37K
$9.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
BUY
|
- |
4.88K+ 14.43% |
$1.14M - $1.28M
|
38.7K
$9.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
4.79K+ 5.69% |
$1.12M - $1.25M
|
89.1K
$21.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
4.77K+ 105.16% |
$1.11M - $1.25M
|
9.3K
$2.27M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.72K+ 160.96% |
$1.1M - $1.23M
|
7.65K
$1.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
4.28KNew |
$1M - $1.12M
|
4.28K
$1.05M
|