Latest Institutional Transactions on Vanguard Small Cap ETF (VB)
This table provides information on the latest institutional transactions involving Vanguard Small Cap ETF (VB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
15.9KNew |
$3.72M - $4.16M
|
15.9K
$3.63M
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
198New |
$46.3K - $51.8K
|
198
$45.2K
|
|
Mar 06, 2025
Q4 2024
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
33.3KNew |
$7.78M - $8.7M
|
33.3K
$7.6M
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
10New |
$2.34K - $2.62K
|
10
$2.28K
|
|
Mar 05, 2025
Q4 2024
|
Financial Insights, Inc.
|
BUY
|
- |
522+ 2.64% |
$122K - $137K
|
20.3K
$4.63M
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.2K+ 36.45% |
$748K - $837K
|
12K
$2.74M
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
1+ 0.02% |
$234 - $262
|
5.93K
$1.35M
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
2.1KNew |
$491K - $549K
|
2.1K
$479K
|
|
Mar 03, 2025
Q4 2024
|
Pandi, LLC
Leawood, KS |
BUY
|
- |
233KNew |
$54.4M - $60.9M
|
233K
$53.1M
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-225- 0.97% |
$52.6K - $58.9K
|
23K
$5.26M
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
1.85KNew |
$433K - $484K
|
1.85K
$423K
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
16.6KNew |
$3.89M - $4.35M
|
16.6K
$3.8M
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
101+ 0.83% |
$23.6K - $26.4K
|
12.3K
$2.8M
|
|
Feb 27, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-1.5M- 98.37% |
$350M - $392M
|
24.8K
$5.66M
|
|
Feb 26, 2025
Q4 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-287- 7.07% |
$67.1K - $75.1K
|
3.77K
$861K
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
249New |
$58.2K - $65.1K
|
249
$56.9K
|
|
Feb 26, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-3.48K- 19.39% |
$813K - $910K
|
14.5K
$3.3M
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
17+ 0.27% |
$3.97K - $4.45K
|
6.3K
$1.44M
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.39K- 14.84% |
$792K - $886K
|
19.4K
$4.44M
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
15.1KNew |
$3.54M - $3.96M
|
15.1K
$3.46M
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.62K- 9.81% |
$1.31M - $1.47M
|
51.6K
$11.8M
|
|
Feb 25, 2025
Q4 2024
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
4+ 0.01% |
$935 - $1.05K
|
36.1K
$8.26M
|
|
Feb 25, 2025
Q4 2024
|
Advisor Resource Council
|
SELL
|
- |
-2.25K- 62.5% |
$527K - $589K
|
1.35K
$309K
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-96- 5.13% |
$22.4K - $25.1K
|
1.78K
$406K
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.49KNew |
$347K - $388K
|
1.49K
$339K
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.83K- 2.64% |
$427K - $478K
|
67.4K
$15.4M
|
|
Feb 24, 2025
Q4 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
376+ 9.13% |
$87.9K - $98.4K
|
4.49K
$1.03M
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
26.4KNew |
$6.17M - $6.91M
|
26.4K
$6.03M
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-3.72K- 2.12% |
$869K - $972K
|
172K
$39.2M
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
515New |
$120K - $135K
|
515
$118K
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
5New |
$1.17K - $1.31K
|
5
$1.14K
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
117+ 9.24% |
$27.3K - $30.6K
|
1.38K
$316K
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
13.1K+ 98.08% |
$3.07M - $3.44M
|
26.5K
$6.06M
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
15.8K+ 50.33% |
$3.69M - $4.13M
|
47.1K
$10.8M
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
18.8KNew |
$4.4M - $4.93M
|
18.8K
$4.3M
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
1.16KNew |
$270K - $302K
|
1.16K
$264K
|
|
Feb 20, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
4.46KNew |
$1.04M - $1.17M
|
4.46K
$1.02M
|
|
Feb 20, 2025
Q4 2024
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
26KNew |
$6.09M - $6.81M
|
26K
$5.95M
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
17.6KNew |
$4.11M - $4.6M
|
17.6K
$4.02M
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
211+ 16.19% |
$49.3K - $55.2K
|
1.51K
$346K
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
888New |
$208K - $232K
|
888
$203K
|
|
Feb 19, 2025
Q4 2024
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
13KNew |
$3.05M - $3.41M
|
13K
$2.98M
|
|
Feb 19, 2025
Q4 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-344- 2.9% |
$80.4K - $90K
|
11.5K
$2.63M
|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-538- 9.65% |
$126K - $141K
|
5.04K
$1.15M
|
|
Feb 18, 2025
Q4 2024
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-4.15K- 25.21% |
$970K - $1.09M
|
12.3K
$2.81M
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
3+ 0.24% |
$701 - $785
|
1.25K
$286K
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
64+ 1.77% |
$15K - $16.7K
|
3.69K
$842K
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
704+ 2.82% |
$165K - $184K
|
25.7K
$5.87M
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-19- 0.86% |
$4.44K - $4.97K
|
2.2K
$502K
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1.08KNew |
$253K - $283K
|
1.08K
$247K
|