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 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
106KNew |
$24.8M - $27.7M
|
106K
$26.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
53K+ 41.81% |
$12.4M - $13.9M
|
180K
$45.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
51.1KNew |
$11.9M - $13.4M
|
51.1K
$12.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
40.8K+ 88.69% |
$9.53M - $10.7M
|
86.8K
$21.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
37.9KNew |
$8.86M - $9.91M
|
37.9K
$9.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
29.7KNew |
$6.93M - $7.76M
|
29.7K
$7.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
29.6K+ 32.77% |
$6.92M - $7.74M
|
120K
$30.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
27.3K+ 4.05% |
$6.39M - $7.15M
|
702K
$177M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
26.4K+ 12.69% |
$6.17M - $6.9M
|
234K
$59M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
25KNew |
$5.84M - $6.54M
|
25K
$6.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
18.8K+ 181.43% |
$4.4M - $4.92M
|
29.2K
$7.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
18.2K+ 818.21% |
$4.25M - $4.76M
|
20.4K
$5.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
15.4KNew |
$3.6M - $4.03M
|
15.4K
$3.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
14.1KNew |
$3.3M - $3.69M
|
14.1K
$3.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
13K+ 21.23% |
$3.04M - $3.4M
|
74.2K
$18.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
12.6KNew |
$2.95M - $3.3M
|
12.6K
$3.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
12.4KNew |
$2.89M - $3.23M
|
12.4K
$3.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
11.5K+ 13.31% |
$2.69M - $3.01M
|
98K
$24.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
11.4K+ 24.95% |
$2.66M - $2.98M
|
57.1K
$14.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
10K+ 10.29% |
$2.34M - $2.62M
|
107K
$27.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
9.75K+ 20.41% |
$2.28M - $2.55M
|
57.5K
$14.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
9.72KNew |
$2.27M - $2.54M
|
9.72K
$2.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
9.17K+ 13.1% |
$2.14M - $2.4M
|
79.2K
$19.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
8.74K+ 22.69% |
$2.04M - $2.29M
|
47.3K
$11.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
BUY
|
- |
8.66K+ 6.18% |
$2.02M - $2.27M
|
149K
$37.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
8.63KNew |
$2.02M - $2.26M
|
8.63K
$2.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
8.39KNew |
$1.96M - $2.19M
|
8.39K
$2.11M
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
8.36K+ 19.76% |
$1.95M - $2.19M
|
50.7K
$12.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
7.74KNew |
$1.81M - $2.02M
|
7.74K
$1.95M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
7.7KNew |
$1.8M - $2.01M
|
7.7K
$1.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.66K+ 33.6% |
$1.79M - $2M
|
30.4K
$7.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
6.9K+ 45.55% |
$1.61M - $1.8M
|
22K
$5.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
6.51K+ 8.6% |
$1.52M - $1.7M
|
82.2K
$20.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
6.29KNew |
$1.47M - $1.65M
|
6.29K
$1.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.81K+ 2.6% |
$1.36M - $1.52M
|
229K
$57.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.6K+ 4.12% |
$1.31M - $1.47M
|
142K
$35.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
5.29K+ 5.88% |
$1.24M - $1.38M
|
95.2K
$24M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
4.79K+ 5.69% |
$1.12M - $1.25M
|
89.1K
$22.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
4.28KNew |
$1M - $1.12M
|
4.28K
$1.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
4.26K+ 8.3% |
$995K - $1.11M
|
55.6K
$14M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
3.91K+ 31.44% |
$914K - $1.02M
|
16.4K
$4.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
3.89K+ 36.12% |
$909K - $1.02M
|
14.6K
$3.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.86K+ 296.7% |
$903K - $1.01M
|
5.17K
$1.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.83K+ 1.93% |
$894K - $1M
|
202K
$50.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
3.74K+ 5.96% |
$875K - $979K
|
66.6K
$16.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
3.65KNew |
$853K - $955K
|
3.65K
$919K
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
3.63K+ 127.69% |
$847K - $948K
|
6.46K
$1.63M
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3.54K+ 1.0% |
$827K - $926K
|
357K
$89.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.49K+ 5.03% |
$816K - $913K
|
72.8K
$18.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Brown Financial Advisory
|
BUY
|
- |
3.32K+ 4.12% |
$777K - $869K
|
83.9K
$21.1M
|