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 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-288- 24.47% |
$67.3K - $75.3K
|
889
$220K
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Solution Inc.
|
SELL
|
- |
-293- 25.72% |
$68.5K - $76.6K
|
846
$210K
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-294- 1.45% |
$68.7K - $76.9K
|
20K
$4.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-294- 0.64% |
$68.7K - $76.9K
|
45.9K
$11.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-295- 9.95% |
$69K - $77.2K
|
2.67K
$662K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-296- 0.26% |
$69.2K - $77.4K
|
113K
$28M
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
SELL
|
- |
-309- 7.25% |
$72.2K - $80.8K
|
3.95K
$980K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-310- 4.11% |
$72.5K - $81.1K
|
7.24K
$1.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-315- 1.43% |
$73.6K - $82.4K
|
21.7K
$5.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-318- 3.8% |
$74.3K - $83.2K
|
8.04K
$1.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-319- 13.25% |
$74.6K - $83.4K
|
2.09K
$518K
|
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-324- 2.76% |
$75.7K - $84.8K
|
11.4K
$2.83M
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-326- 5.09% |
$76.2K - $85.3K
|
6.09K
$1.51M
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-327- 0.88% |
$76.4K - $85.5K
|
36.7K
$9.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-327- 8.98% |
$76.4K - $85.5K
|
3.32K
$822K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-329- 3.83% |
$76.9K - $86.1K
|
8.26K
$2.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-330- 1.77% |
$77.1K - $86.3K
|
18.4K
$4.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-330- 6.09% |
$77.1K - $86.3K
|
5.09K
$1.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-338- 12.74% |
$79K - $88.4K
|
2.32K
$574K
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-338- 4.38% |
$79K - $88.4K
|
7.38K
$1.83M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-340- 30.8% |
$79.5K - $88.9K
|
764
$189K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-343- 3.59% |
$80.2K - $89.7K
|
9.2K
$2.28M
|
|
|
Feb 03, 2025
Q4 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-345- 4.46% |
$80.6K - $90.2K
|
7.39K
$1.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-349- 5.21% |
$81.6K - $91.3K
|
6.35K
$1.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-350- 3.3% |
$81.8K - $91.6K
|
10.3K
$2.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-353- 8.99% |
$82.5K - $92.3K
|
3.57K
$886K
|
|
|
Feb 13, 2025
Q4 2024
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-367- 7.6% |
$85.8K - $96K
|
4.46K
$1.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-371- 8.79% |
$86.7K - $97K
|
3.85K
$955K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-389- 2.6% |
$90.9K - $102K
|
14.6K
$3.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-390- 31.28% |
$91.2K - $102K
|
857
$212K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-390- 31.38% |
$91.2K - $102K
|
853
$212K
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-394- 20.8% |
$92.1K - $103K
|
1.5K
$372K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-402- 12.34% |
$94K - $105K
|
2.86K
$708K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-405- 1.82% |
$94.7K - $106K
|
21.8K
$5.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-409- 1.72% |
$95.6K - $107K
|
23.4K
$5.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-411- 5.38% |
$96.1K - $108K
|
7.23K
$1.79M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-412- 18.59% |
$96.3K - $108K
|
1.8K
$447K
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
SELL
|
- |
-419- 17.31% |
$97.9K - $110K
|
2K
$496K
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-420- 7.23% |
$98.2K - $110K
|
5.39K
$1.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-422- 10.2% |
$98.6K - $110K
|
3.72K
$921K
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-425- 8.55% |
$99.3K - $111K
|
4.54K
$1.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-426- 15.11% |
$99.6K - $111K
|
2.39K
$593K
|
|
|
Feb 05, 2025
Q4 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-426- 8.18% |
$99.6K - $111K
|
4.78K
$1.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-436- 1.16% |
$102K - $114K
|
37.2K
$9.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-451- 2.54% |
$105K - $118K
|
17.3K
$4.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-455- 1.07% |
$106K - $119K
|
42.2K
$10.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-461- 34.79% |
$108K - $121K
|
864
$214K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-466- 3.59% |
$109K - $122K
|
12.5K
$3.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-467- 3.16% |
$109K - $122K
|
14.3K
$3.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-468- 4.71% |
$109K - $122K
|
9.47K
$2.35M
|