Phillips Financial Management, LLC Vanguard Small Cap ETF Transaction History

Phillips Financial Management, LLC

  • $1.45 Billion
  • Q3 2025

A detailed history of Phillips Financial Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Phillips Financial Management, LLC holds 12,489 shares of VB stock, worth $3.12 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
12,489
Previous 12,504 0.12%
Holding current value
$3.12 Million
Previous $2.96 Million 7.15%
% of portfolio
0.22%
Previous 0.22%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
SELL
$237.58 - $259.17 $3,563 - $3,887
-15 Reduced 0.12%
12,489 $3.18 Million
Q2 2025

Jul 30, 2025
SELL
$193.73 - $237.37 $19,954 - $24,449
-103 Reduced 0.82%
12,504 $2.96 Million
Q1 2025

Apr 30, 2025
BUY
$217.89 - $252.64 $23,750 - $27,537
109 Added 0.87%
12,607 $2.8 Million
Q4 2024

Feb 10, 2025
SELL
$233.76 - $261.58 $108,932 - $121,896
-466 Reduced 3.59%
12,498 $3 Million
Q3 2024

Nov 07, 2024
BUY
$214.77 - $237.72 $30,067 - $33,280
140 Added 1.09%
12,964 $3.08 Million
Q2 2024

Aug 08, 2024
BUY
$210.76 - $226.94 $18,968 - $20,424
90 Added 0.71%
12,824 $2.8 Million
Q1 2024

Apr 23, 2024
SELL
$204.0 - $228.59 $12,036 - $13,486
-59 Reduced 0.46%
12,734 $2.91 Million
Q4 2023

Jan 25, 2024
SELL
$175.26 - $215.9 $25,587 - $31,521
-146 Reduced 1.13%
12,793 $2.73 Million
Q3 2023

Nov 09, 2023
SELL
$186.24 - $208.75 $206,167 - $231,086
-1,107 Reduced 7.88%
12,939 $2.45 Million
Q2 2023

Aug 11, 2023
SELL
$181.26 - $198.89 $13,050 - $14,320
-72 Reduced 0.51%
14,046 $2.79 Million
Q1 2023

May 08, 2023
SELL
$179.51 - $208.76 $23,874 - $27,765
-133 Reduced 0.93%
14,118 $2.68 Million
Q4 2022

Jan 24, 2023
SELL
$172.82 - $196.57 $54,092 - $61,526
-313 Reduced 2.15%
14,251 $0
Q3 2022

Nov 08, 2022
SELL
$170.45 - $206.62 $7,158 - $8,678
-42 Reduced 0.29%
14,564 $2.49 Million
Q2 2022

Jul 22, 2022
SELL
$170.7 - $214.67 $157,214 - $197,711
-921 Reduced 5.93%
14,606 $2.57 Million
Q1 2022

May 06, 2022
SELL
$198.73 - $227.97 $4,570 - $5,243
-23 Reduced 0.15%
15,527 $3.3 Million
Q4 2021

Feb 07, 2022
SELL
$215.13 - $239.37 $46,252 - $51,464
-215 Reduced 1.36%
15,550 $3.51 Million
Q3 2021

Nov 09, 2021
SELL
$211.9 - $229.42 $43,651 - $47,260
-206 Reduced 1.29%
15,765 $3.45 Million
Q2 2021

Aug 10, 2021
SELL
$211.77 - $228.05 $57,601 - $62,029
-272 Reduced 1.67%
15,971 $3.6 Million
Q1 2021

May 17, 2021
SELL
$191.53 - $223.48 $154,947 - $180,795
-809 Reduced 4.74%
16,243 $3.48 Million
Q4 2020

Feb 16, 2021
SELL
$156.0 - $196.91 $152,412 - $192,381
-977 Reduced 5.42%
17,052 $3.32 Million
Q3 2020

Nov 06, 2020
SELL
$143.34 - $162.04 $34,401 - $38,889
-240 Reduced 1.31%
18,029 $2.77 Million
Q2 2020

Aug 07, 2020
BUY
$106.26 - $156.76 $519,930 - $767,026
4,893 Added 36.58%
18,269 $2.66 Million
Q1 2020

May 15, 2020
BUY
$98.45 - $170.48 $1.32 Million - $2.28 Million
13,376 New
13,376 $1.45 Million

Others Institutions Holding VB

# of Institutions
2,485
Shares Held
164M
Call Options Held
68.3K
Put Options Held
26.1K
View Full List

About VANGUARD SMALL-CAP ETF

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  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
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