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 30, 2025
Q4 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
45+ 4.08% |
$10.5K - $11.8K
|
1.15K
$281K
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
45+ 3.8% |
$10.5K - $11.8K
|
1.23K
$301K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
44+ 0.34% |
$10.3K - $11.5K
|
12.9K
$3.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
41+ 0.53% |
$9.58K - $10.7K
|
7.84K
$1.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
40+ 0.1% |
$9.35K - $10.5K
|
42K
$10.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
40New |
$9.35K - $10.5K
|
40
$9.77K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
40+ 3.63% |
$9.35K - $10.5K
|
1.14K
$279K
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
39+ 39.0% |
$9.12K - $10.2K
|
139
$34K
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
39+ 0.27% |
$9.12K - $10.2K
|
14.2K
$3.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
39+ 21.43% |
$9.12K - $10.2K
|
221
$54K
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
38+ 1.66% |
$8.88K - $9.94K
|
2.32K
$567K
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
38+ 0.78% |
$8.88K - $9.94K
|
4.92K
$1.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
37+ 1.59% |
$8.65K - $9.68K
|
2.36K
$576K
|
|
|
Feb 07, 2025
Q4 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
37+ 0.31% |
$8.65K - $9.68K
|
12.1K
$2.96M
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
36+ 2.39% |
$8.42K - $9.42K
|
1.54K
$377K
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
35New |
$8.18K - $9.16K
|
35
$8.55K
|
|
|
Feb 10, 2025
Q4 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
35+ 0.9% |
$8.18K - $9.16K
|
3.92K
$957K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
34+ 0.98% |
$7.95K - $8.89K
|
3.49K
$853K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
34+ 21.12% |
$7.95K - $8.89K
|
195
$47.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
34+ 0.36% |
$7.95K - $8.89K
|
9.56K
$2.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
33+ 2.44% |
$7.71K - $8.63K
|
1.39K
$338K
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
32+ 0.66% |
$7.48K - $8.37K
|
4.91K
$1.2M
|
|
|
Jan 06, 2025
Q4 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
31+ 0.38% |
$7.25K - $8.11K
|
8.1K
$1.98M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
31+ 1.71% |
$7.25K - $8.11K
|
1.85K
$451K
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
31+ 0.78% |
$7.25K - $8.11K
|
4K
$977K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
30+ 1.24% |
$7.01K - $7.85K
|
2.44K
$597K
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
29+ 1.9% |
$6.78K - $7.59K
|
1.56K
$380K
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
29+ 1.33% |
$6.78K - $7.59K
|
2.21K
$540K
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
29+ 1.11% |
$6.78K - $7.59K
|
2.64K
$646K
|
|
|
Feb 11, 2025
Q4 2024
|
Pecaut & Co.
|
BUY
|
- |
28+ 1.23% |
$6.55K - $7.32K
|
2.3K
$561K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
27New |
$6.31K - $7.06K
|
27
$6.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
26+ 0.3% |
$6.08K - $6.8K
|
8.8K
$2.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
25+ 2.24% |
$5.84K - $6.54K
|
1.14K
$278K
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
25+ 1.97% |
$5.84K - $6.54K
|
1.29K
$316K
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
25+ 0.14% |
$5.84K - $6.54K
|
17.9K
$4.38M
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
25+ 0.44% |
$5.84K - $6.54K
|
5.74K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
25+ 2.37% |
$5.84K - $6.54K
|
1.08K
$264K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
24+ 0.99% |
$5.61K - $6.28K
|
2.46K
$601K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
24+ 1.24% |
$5.61K - $6.28K
|
1.97K
$480K
|
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
24+ 1.25% |
$5.61K - $6.28K
|
1.95K
$476K
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
24+ 1.43% |
$5.61K - $6.28K
|
1.71K
$417K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
24+ 1.3% |
$5.61K - $6.28K
|
1.87K
$457K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
23+ 0.83% |
$5.38K - $6.02K
|
2.81K
$686K
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
23+ 2.09% |
$5.38K - $6.02K
|
1.12K
$274K
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
23+ 0.58% |
$5.38K - $6.02K
|
3.96K
$967K
|
|
|
Jan 24, 2025
Q4 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
22+ 0.6% |
$5.14K - $5.75K
|
3.69K
$901K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
21+ 190.91% |
$4.91K - $5.49K
|
32
$7.82K
|
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
21+ 1.13% |
$4.91K - $5.49K
|
1.88K
$459K
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
20+ 4.6% |
$4.68K - $5.23K
|
455
$111K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
20+ 90.91% |
$4.68K - $5.23K
|
42
$10.3K
|