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
|
Advisor Net Financial, Inc
|
BUY
|
- |
902+ 7.15% |
$211K - $236K
|
13.5K
$3.3M
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
902+ 13.93% |
$211K - $236K
|
7.38K
$1.8M
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
900New |
$210K - $235K
|
900
$220K
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
898New |
$210K - $235K
|
898
$219K
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
895+ 5.22% |
$209K - $234K
|
18.1K
$4.41M
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
892New |
$209K - $233K
|
892
$218K
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
885New |
$207K - $231K
|
885
$216K
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
885+ 69.14% |
$207K - $231K
|
2.17K
$529K
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
877+ 8.86% |
$205K - $229K
|
10.8K
$2.63M
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
873+ 9.09% |
$204K - $228K
|
10.5K
$2.56M
|
|
Feb 05, 2025
Q4 2024
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
861New |
$201K - $225K
|
861
$210K
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
860+ 2.96% |
$201K - $225K
|
29.9K
$7.31M
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
857+ 4.17% |
$200K - $224K
|
21.4K
$5.23M
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
854New |
$200K - $223K
|
854
$209K
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
845+ 86.31% |
$198K - $221K
|
1.82K
$446K
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
843New |
$197K - $221K
|
843
$206K
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
843New |
$197K - $221K
|
843
$206K
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
840+ 1.81% |
$196K - $220K
|
47.4K
$11.6M
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
840New |
$196K - $220K
|
840
$205K
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
840+ 30.6% |
$196K - $220K
|
3.59K
$876K
|
|
Jan 23, 2025
Q4 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
838New |
$196K - $219K
|
838
$205K
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
837New |
$196K - $219K
|
837
$205K
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
835New |
$195K - $218K
|
835
$204K
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
835New |
$195K - $218K
|
835
$204K
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
833New |
$195K - $218K
|
833
$204K
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
831+ 33.17% |
$194K - $217K
|
3.34K
$815K
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
830+ 2.61% |
$194K - $217K
|
32.6K
$7.97M
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
827+ 27.38% |
$193K - $216K
|
3.85K
$940K
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
824New |
$193K - $216K
|
824
$201K
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
818+ 4.56% |
$191K - $214K
|
18.8K
$4.58M
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
815+ 4.38% |
$191K - $213K
|
19.4K
$4.75M
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
807+ 2.49% |
$189K - $211K
|
33.2K
$8.11M
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
806+ 19.47% |
$188K - $211K
|
4.95K
$1.21M
|
|
Feb 07, 2025
Q4 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
802+ 5.29% |
$187K - $210K
|
16K
$3.9M
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
799+ 7.66% |
$187K - $209K
|
11.2K
$2.74M
|
|
Jan 24, 2025
Q4 2024
|
Lynch Asset Management, Inc.
|
BUY
|
- |
785+ 4.82% |
$184K - $205K
|
17.1K
$4.18M
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
780+ 4.27% |
$182K - $204K
|
19K
$4.65M
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
775+ 18.9% |
$181K - $203K
|
4.88K
$1.19M
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
773+ 3.73% |
$181K - $202K
|
21.5K
$5.25M
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
770+ 4.15% |
$180K - $201K
|
19.3K
$4.73M
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
769+ 25633.33% |
$180K - $201K
|
772
$189K
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
768+ 1.68% |
$180K - $201K
|
46.5K
$11.4M
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
750+ 2.49% |
$175K - $196K
|
30.9K
$7.55M
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
749+ 10.37% |
$175K - $196K
|
7.97K
$1.95M
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
738+ 2.25% |
$173K - $193K
|
33.6K
$8.2M
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
735+ 10.23% |
$172K - $192K
|
7.92K
$1.94M
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
730+ 26.52% |
$171K - $191K
|
3.48K
$851K
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
728+ 3.42% |
$170K - $190K
|
22K
$5.38M
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
722+ 7.16% |
$169K - $189K
|
10.8K
$2.64M
|
|
Feb 11, 2025
Q4 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
717+ 10.65% |
$168K - $188K
|
7.45K
$1.82M
|