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
|
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
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
SELL
|
- |
-469- 10.54% |
$110K - $123K
|
3.98K
$987K
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-469- 1.47% |
$110K - $123K
|
31.4K
$7.78M
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-471- 1.91% |
$110K - $123K
|
24.2K
$6M
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-471- 1.68% |
$110K - $123K
|
27.6K
$6.85M
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-476- 2.89% |
$111K - $125K
|
16K
$3.96M
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-487- 12.72% |
$114K - $127K
|
3.34K
$828K
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-493- 4.58% |
$115K - $129K
|
10.3K
$2.55M
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-495- 30.82% |
$116K - $129K
|
1.11K
$275K
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-499- 7.62% |
$117K - $131K
|
6.05K
$1.5M
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-501- 2.83% |
$117K - $131K
|
17.2K
$4.27M
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-504- 1.33% |
$118K - $132K
|
37.5K
$9.29M
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-518- 4.25% |
$121K - $135K
|
11.7K
$2.89M
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-519- 20.03% |
$121K - $136K
|
2.07K
$514K
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-520- 36.34% |
$122K - $136K
|
911
$226K
|
|
Feb 12, 2025
Q4 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-521- 0.64% |
$122K - $136K
|
80.8K
$20M
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-524- 7.14% |
$122K - $137K
|
6.82K
$1.69M
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-525- 1.62% |
$123K - $137K
|
31.9K
$7.92M
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-532- 0.77% |
$124K - $139K
|
68.2K
$16.9M
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-537- 5.07% |
$126K - $140K
|
10.1K
$2.49M
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-538- 2.31% |
$126K - $141K
|
22.8K
$5.65M
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-543- 1.01% |
$127K - $142K
|
53.1K
$13.2M
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-544- 5.11% |
$127K - $142K
|
10.1K
$2.51M
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-553- 2.53% |
$129K - $145K
|
21.3K
$5.27M
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
SELL
|
- |
-565- 16.07% |
$132K - $148K
|
2.95K
$731K
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-572- 18.61% |
$134K - $150K
|
2.5K
$620K
|
|
Feb 12, 2025
Q4 2024
|
Meridian Management CO
|
SELL
|
- |
-575- 34.89% |
$134K - $150K
|
1.07K
$266K
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-579- 0.41% |
$135K - $151K
|
142K
$35.2M
|
|
Feb 14, 2025
Q4 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-580- 18.1% |
$136K - $152K
|
2.63K
$651K
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-585- 1.72% |
$137K - $153K
|
33.5K
$8.3M
|