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 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
20+ 4.6% |
$4.68K - $5.23K
|
455
$114K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
20+ 90.91% |
$4.68K - $5.23K
|
42
$10.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Kearns & Associates LLC
|
BUY
|
- |
19+ 0.05% |
$4.44K - $4.97K
|
39.5K
$9.86M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
19+ 1.42% |
$4.44K - $4.97K
|
1.36K
$340K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
18+ 0.99% |
$4.21K - $4.71K
|
1.83K
$457K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
18+ 0.29% |
$4.21K - $4.71K
|
6.27K
$1.56M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
17+ 1.64% |
$3.97K - $4.45K
|
1.05K
$263K
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
17+ 1.98% |
$3.97K - $4.45K
|
874
$218K
|
|
|
Jan 28, 2025
Q4 2024
|
Axos Invest Inc.
Las Vegas, NV |
BUY
|
- |
16+ 1.01% |
$3.74K - $4.19K
|
1.61K
$401K
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
15+ 0.23% |
$3.51K - $3.92K
|
6.62K
$1.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
15New |
$3.51K - $3.92K
|
15
$3.74K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
15+ 0.19% |
$3.51K - $3.92K
|
7.82K
$1.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
14+ 0.37% |
$3.27K - $3.66K
|
3.84K
$959K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.56% |
$3.27K - $3.66K
|
2.54K
$633K
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
14+ 0.21% |
$3.27K - $3.66K
|
6.75K
$1.68M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
14+ 0.81% |
$3.27K - $3.66K
|
1.73K
$433K
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
14+ 5.69% |
$3.27K - $3.66K
|
260
$64.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
13+ 0.75% |
$3.04K - $3.4K
|
1.74K
$435K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
12+ 0.35% |
$2.81K - $3.14K
|
3.41K
$850K
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
12+ 0.45% |
$2.81K - $3.14K
|
2.69K
$671K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
11+ 0.25% |
$2.57K - $2.88K
|
4.37K
$1.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
10+ 0.1% |
$2.34K - $2.62K
|
9.64K
$2.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
10+ 0.53% |
$2.34K - $2.62K
|
1.89K
$471K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
10+ 5.56% |
$2.34K - $2.62K
|
190
$47.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
9+ 1.37% |
$2.1K - $2.35K
|
668
$167K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
9+ 0.25% |
$2.1K - $2.35K
|
3.65K
$911K
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
8+ 0.24% |
$1.87K - $2.09K
|
3.4K
$850K
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
8+ 0.41% |
$1.87K - $2.09K
|
1.95K
$487K
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
7+ 0.43% |
$1.64K - $1.83K
|
1.64K
$410K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7+ 0.41% |
$1.64K - $1.83K
|
1.72K
$429K
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
7+ 0.36% |
$1.64K - $1.83K
|
1.94K
$484K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.41% |
$1.64K - $1.83K
|
1.72K
$429K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
6+ 0.06% |
$1.4K - $1.57K
|
9.94K
$2.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
6+ 0.29% |
$1.4K - $1.57K
|
2.09K
$523K
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
5+ 0.16% |
$1.17K - $1.31K
|
3.07K
$767K
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
5+ 2.79% |
$1.17K - $1.31K
|
184
$45.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
5+ 0.12% |
$1.17K - $1.31K
|
4.07K
$1.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
5+ 0.08% |
$1.17K - $1.31K
|
6.65K
$1.66M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
4+ 0.57% |
$935 - $1.05K
|
704
$176K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
4+ 0.28% |
$935 - $1.05K
|
1.42K
$355K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
4+ 0.16% |
$935 - $1.05K
|
2.55K
$635K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
4+ 0.21% |
$935 - $1.05K
|
1.94K
$483K
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
3+ 0.27% |
$701 - $785
|
1.13K
$283K
|
|
|
Jan 28, 2025
Q4 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
3+ 0.05% |
$701 - $785
|
6.04K
$1.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Trevian Wealth Management LLC
|
BUY
|
- |
3+ 0.1% |
$701 - $785
|
3.1K
$775K
|
|
|
Jan 28, 2025
Q4 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
3+ 0.07% |
$701 - $785
|
4.09K
$1.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
3+ 0.16% |
$701 - $785
|
1.94K
$484K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
3+ 0.34% |
$701 - $785
|
895
$223K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
3+ 0.04% |
$701 - $785
|
8.19K
$2.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
3+ 0.14% |
$701 - $785
|
2.08K
$519K
|