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 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-590- 0.75% |
$138K - $154K
|
77.6K
$19.3M
|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-597- 1.07% |
$140K - $156K
|
55.1K
$13.7M
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-597- 14.65% |
$140K - $156K
|
3.48K
$862K
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-599- 7.09% |
$140K - $157K
|
7.85K
$1.95M
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-610- 4.43% |
$143K - $160K
|
13.2K
$3.26M
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-611- 17.54% |
$143K - $160K
|
2.87K
$712K
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-617- 1.3% |
$144K - $161K
|
46.8K
$11.6M
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-619- 4.23% |
$145K - $162K
|
14K
$3.48M
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-630- 60.11% |
$147K - $165K
|
418
$104K
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-635- 11.55% |
$148K - $166K
|
4.86K
$1.21M
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-636- 4.94% |
$149K - $166K
|
12.2K
$3.04M
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-647- 7.34% |
$151K - $169K
|
8.16K
$2.02M
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-669- 36.64% |
$156K - $175K
|
1.16K
$287K
|
|
Feb 13, 2025
Q4 2024
|
Dagco, Inc.
|
SELL
|
- |
-674- 11.81% |
$158K - $176K
|
5.04K
$1.25M
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-676- 34.86% |
$158K - $177K
|
1.26K
$313K
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-683- 12.58% |
$160K - $179K
|
4.75K
$1.18M
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-686- 2.76% |
$160K - $179K
|
24.2K
$5.99M
|
|
Jan 29, 2025
Q4 2024
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-690- 2.45% |
$161K - $180K
|
27.4K
$6.8M
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
SELL
|
- |
-707- 35.28% |
$165K - $185K
|
1.3K
$322K
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-708- 95.29% |
$166K - $185K
|
35
$8.68K
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-719- 1.54% |
$168K - $188K
|
45.9K
$11.4M
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-722- 0.87% |
$169K - $189K
|
82.1K
$20.4M
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-724- 24.01% |
$169K - $189K
|
2.29K
$568K
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-736- 4.78% |
$172K - $193K
|
14.6K
$3.63M
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-737- 9.07% |
$172K - $193K
|
7.39K
$1.83M
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-741- 1.94% |
$173K - $194K
|
37.5K
$9.31M
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-750- 1.26% |
$175K - $196K
|
58.9K
$14.6M
|
|
Jan 24, 2025
Q4 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-756- 2.61% |
$177K - $198K
|
28.2K
$6.98M
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-756- 7.02% |
$177K - $198K
|
10K
$2.48M
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-757- 28.5% |
$177K - $198K
|
1.9K
$471K
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-771- 7.33% |
$180K - $202K
|
9.75K
$2.42M
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-771- 3.71% |
$180K - $202K
|
20K
$4.97M
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-771- 25.28% |
$180K - $202K
|
2.28K
$565K
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-785- 2.29% |
$184K - $205K
|
33.5K
$8.31M
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-788- 18.33% |
$184K - $206K
|
3.51K
$870K
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-805- 0.08% |
$188K - $211K
|
953K
$236M
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-813- 37.99% |
$190K - $213K
|
1.33K
$329K
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-835- 9.74% |
$195K - $218K
|
7.74K
$1.92M
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-846- 13.58% |
$198K - $221K
|
5.39K
$1.34M
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-852- 4.01% |
$199K - $223K
|
20.4K
$5.06M
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-853- 2.22% |
$199K - $223K
|
37.6K
$9.33M
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-865- 21.07% |
$202K - $226K
|
3.24K
$804K
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-868- 31.73% |
$203K - $227K
|
1.87K
$463K
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-871- 0.92% |
$204K - $228K
|
93.5K
$23.2M
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-878- 13.21% |
$205K - $230K
|
5.77K
$1.43M
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-905- 13.97% |
$212K - $237K
|
5.58K
$1.38M
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-920- 4.73% |
$215K - $241K
|
18.5K
$4.59M
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-937- 0.53% |
$219K - $245K
|
174K
$43.2M
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-938- 5.4% |
$219K - $245K
|
16.4K
$4.07M
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-948- 1.43% |
$222K - $248K
|
65.4K
$16.2M
|