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 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
3.25K+ 6.16% |
$759K - $849K
|
56K
$14.1M
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
3.23KNew |
$755K - $845K
|
3.23K
$813K
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
3.22KNew |
$752K - $842K
|
3.22K
$810K
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
3.2KNew |
$749K - $838K
|
3.2K
$807K
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.2K+ 36.45% |
$748K - $837K
|
12K
$3.02M
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
3.17KNew |
$740K - $828K
|
3.17K
$797K
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
3.06KNew |
$716K - $801K
|
3.06K
$771K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.03K+ 7.68% |
$709K - $793K
|
42.5K
$10.7M
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
3.01K+ 21.86% |
$704K - $788K
|
16.8K
$4.23M
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
3.01K+ 62.12% |
$704K - $788K
|
7.86K
$1.98M
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
2.98K+ 114.93% |
$696K - $779K
|
5.57K
$1.4M
|
|
Jan 13, 2025
Q4 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
2.97K+ 6.39% |
$694K - $777K
|
49.4K
$12.4M
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2.88K+ 8.99% |
$673K - $753K
|
34.9K
$8.78M
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.86K+ 40.71% |
$669K - $749K
|
9.9K
$2.49M
|
|
Jan 21, 2025
Q4 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
2.83KNew |
$661K - $739K
|
2.83K
$712K
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
2.72K+ 5.38% |
$636K - $711K
|
53.3K
$13.4M
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
2.63K+ 17.44% |
$614K - $687K
|
17.7K
$4.46M
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
2.47K+ 3.8% |
$576K - $645K
|
67.3K
$17M
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
BUY
|
- |
2.4K+ 18.15% |
$560K - $627K
|
15.6K
$3.93M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.39K+ 29.01% |
$558K - $625K
|
10.6K
$2.67M
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.3KNew |
$537K - $601K
|
2.3K
$578K
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.23K+ 10.33% |
$522K - $584K
|
23.9K
$6.01M
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.21K+ 38.02% |
$516K - $578K
|
8.02K
$2.02M
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
2.16K+ 5.49% |
$504K - $564K
|
41.5K
$10.4M
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.05K+ 2.93% |
$480K - $537K
|
72.1K
$18.2M
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.05KNew |
$479K - $535K
|
2.05K
$515K
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
2.05K+ 4.87% |
$478K - $535K
|
44K
$11.1M
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
2.02K+ 5.87% |
$473K - $529K
|
36.5K
$9.18M
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1.95K+ 7.08% |
$456K - $510K
|
29.5K
$7.43M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.92K+ 13.8% |
$449K - $502K
|
15.8K
$3.99M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.91K+ 1.56% |
$446K - $499K
|
124K
$31.3M
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
1.89KNew |
$441K - $493K
|
1.89K
$475K
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.87K+ 16.22% |
$437K - $489K
|
13.4K
$3.38M
|
|
Jan 13, 2025
Q4 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
1.86K+ 2.69% |
$434K - $485K
|
70.8K
$17.8M
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
1.84KNew |
$429K - $480K
|
1.84K
$462K
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.8KNew |
$421K - $472K
|
1.8K
$454K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.8K+ 2.05% |
$420K - $470K
|
89.6K
$22.6M
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.68K+ 11.07% |
$392K - $439K
|
16.8K
$4.24M
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.65KNew |
$385K - $431K
|
1.65K
$415K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.61K+ 4.09% |
$377K - $422K
|
41.1K
$10.3M
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.52K+ 4.1% |
$356K - $398K
|
38.7K
$9.74M
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.52K+ 40.03% |
$355K - $398K
|
5.32K
$1.34M
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.46K+ 9.78% |
$342K - $382K
|
16.4K
$4.13M
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.45KNew |
$340K - $380K
|
1.45K
$366K
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
1.44K+ 1.01% |
$336K - $376K
|
144K
$36.3M
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.43K+ 165.24% |
$333K - $373K
|
2.29K
$576K
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.41K+ 2.98% |
$330K - $370K
|
48.9K
$12.3M
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.4K+ 153.96% |
$327K - $366K
|
2.31K
$581K
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
1.37K+ 3.03% |
$319K - $357K
|
46.5K
$11.7M
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.35K+ 3.98% |
$316K - $354K
|
35.3K
$8.9M
|