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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
7New |
$1.64K - $1.83K
|
7
$1.75K
|
|
|
Feb 11, 2025
Q4 2024
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
5.01KNew |
$1.17M - $1.31M
|
5.01K
$1.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
274New |
$64.1K - $71.7K
|
274
$68.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-75- 7.01% |
$17.5K - $19.6K
|
995
$249K
|
|
|
Feb 10, 2025
Q4 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-166- 15.4% |
$38.8K - $43.4K
|
912
$228K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
3.11KNew |
$726K - $812K
|
3.11K
$776K
|
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
43.9KNew |
$10.3M - $11.5M
|
43.9K
$11M
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
2.16K+ 5.17% |
$504K - $564K
|
43.9K
$11M
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
185+ 4.97% |
$43.2K - $48.4K
|
3.91K
$976K
|
|
|
Feb 10, 2025
Q4 2024
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-35- 3.19% |
$8.18K - $9.16K
|
1.06K
$265K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-349- 5.21% |
$81.6K - $91.3K
|
6.35K
$1.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
1.63KNew |
$381K - $426K
|
1.63K
$407K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
7.16K+ 2862.4% |
$1.67M - $1.87M
|
7.41K
$1.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
6+ 0.63% |
$1.4K - $1.57K
|
965
$241K
|
|
|
Feb 07, 2025
Q4 2024
|
Zeit Capital LLC
|
BUY
|
- |
1+ 3.33% |
$234 - $262
|
31
$7.74K
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-6.34K- 87.01% |
$1.48M - $1.66M
|
947
$237K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
135New |
$31.6K - $35.3K
|
135
$33.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
898New |
$210K - $235K
|
898
$224K
|
|
|
Feb 06, 2025
Q4 2024
|
Signify Wealth
|
BUY
|
- |
88+ 9.38% |
$20.6K - $23K
|
1.03K
$256K
|
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-3- 0.33% |
$701 - $785
|
901
$225K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.7% |
$234 - $262
|
143
$35.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
843New |
$197K - $221K
|
843
$211K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-190- 13.22% |
$44.4K - $49.7K
|
1.25K
$312K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-9- 7.2% |
$2.1K - $2.35K
|
116
$29K
|
|
|
Feb 05, 2025
Q4 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-1.39K- 3.43% |
$325K - $364K
|
39.2K
$9.79M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.01KNew |
$235K - $263K
|
1.01K
$251K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-27- 3.03% |
$6.31K - $7.06K
|
865
$216K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
172+ 0.58% |
$40.2K - $45K
|
29.9K
$7.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-329- 3.83% |
$76.9K - $86.1K
|
8.26K
$2.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
1.22KNew |
$285K - $319K
|
1.22K
$305K
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
BUY
|
- |
950+ 14.39% |
$222K - $249K
|
7.55K
$1.89M
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-10- 1.06% |
$2.34K - $2.62K
|
933
$233K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-12- 0.1% |
$2.81K - $3.14K
|
12.4K
$3.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-63- 3.35% |
$14.7K - $16.5K
|
1.82K
$455K
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-504- 1.33% |
$118K - $132K
|
37.5K
$9.36M
|
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
1.32KNew |
$308K - $345K
|
1.32K
$329K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
3+ 0.04% |
$701 - $785
|
8.19K
$2.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
177+ 7.02% |
$41.4K - $46.3K
|
2.7K
$674K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
987+ 0.82% |
$231K - $258K
|
121K
$30.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-23- 2.12% |
$5.38K - $6.02K
|
1.06K
$266K
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
65+ 5.89% |
$15.2K - $17K
|
1.17K
$292K
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
1.18KNew |
$275K - $307K
|
1.18K
$294K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.36K+ 5.76% |
$318K - $356K
|
25K
$6.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
104New |
$24.3K - $27.2K
|
104
$26K
|
|
|
Jan 30, 2025
Q4 2024
|
Anson Capital, Inc.
|
BUY
|
- |
923New |
$216K - $241K
|
923
$231K
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
BUY
|
- |
1+ 50.0% |
$234 - $262
|
3
$749
|
|
|
Jan 29, 2025
Q4 2024
|
Shade Tree Advisors LLC
Saratoga Springs, NY |
BUY
|
- |
1.12KNew |
$261K - $292K
|
1.12K
$279K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
61+ 0.31% |
$14.3K - $16K
|
20K
$5.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-120- 9.3% |
$28.1K - $31.4K
|
1.17K
$292K
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-36- 2.32% |
$8.42K - $9.42K
|
1.52K
$378K
|
|