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 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-635- 11.55% |
$148K - $166K
|
4.86K
$1.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-636- 4.94% |
$149K - $166K
|
12.2K
$3.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-669- 36.64% |
$156K - $175K
|
1.16K
$287K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-676- 34.86% |
$158K - $177K
|
1.26K
$313K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-683- 12.58% |
$160K - $179K
|
4.75K
$1.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-686- 2.76% |
$160K - $179K
|
24.2K
$5.99M
|
|
|
Jan 29, 2025
Q4 2024
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-690- 2.45% |
$161K - $180K
|
27.4K
$6.79M
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
SELL
|
- |
-707- 35.28% |
$165K - $185K
|
1.3K
$321K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-708- 95.29% |
$166K - $185K
|
35
$8.67K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-722- 0.87% |
$169K - $189K
|
82.1K
$20.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-724- 24.01% |
$169K - $189K
|
2.29K
$568K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-737- 9.07% |
$172K - $193K
|
7.39K
$1.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-756- 2.61% |
$177K - $198K
|
28.2K
$6.98M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-771- 7.33% |
$180K - $202K
|
9.75K
$2.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-771- 3.71% |
$180K - $202K
|
20K
$4.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-771- 25.28% |
$180K - $202K
|
2.28K
$565K
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-785- 2.29% |
$184K - $205K
|
33.5K
$8.3M
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-813- 37.99% |
$190K - $213K
|
1.33K
$329K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-846- 13.58% |
$198K - $221K
|
5.39K
$1.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-852- 4.01% |
$199K - $223K
|
20.4K
$5.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-853- 2.22% |
$199K - $223K
|
37.6K
$9.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-868- 31.73% |
$203K - $227K
|
1.87K
$463K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-871- 0.92% |
$204K - $228K
|
93.5K
$23.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-878- 13.21% |
$205K - $230K
|
5.77K
$1.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-937- 0.53% |
$219K - $245K
|
174K
$43.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-950- 26.87% |
$222K - $249K
|
2.59K
$640K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-954- 5.29% |
$223K - $250K
|
17.1K
$4.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Planning Corporation
|
SELL
|
- |
-958- 4.16% |
$224K - $251K
|
22.1K
$5.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-991- 3.12% |
$232K - $259K
|
30.8K
$7.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-1.01K- 0.66% |
$235K - $263K
|
152K
$37.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.01K- 5.03% |
$237K - $265K
|
19.2K
$4.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.03K- 6.22% |
$240K - $268K
|
15.5K
$3.83M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-1.04K- 29.07% |
$243K - $272K
|
2.54K
$629K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.07K- 1.78% |
$249K - $279K
|
59K
$14.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-1.07K- 14.97% |
$250K - $280K
|
6.08K
$1.51M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.08K- 2.08% |
$251K - $281K
|
50.7K
$12.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-1.08K- 12.07% |
$253K - $283K
|
7.88K
$1.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-1.1K- 1.31% |
$256K - $287K
|
82.5K
$20.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.1K- 2.62% |
$258K - $288K
|
40.9K
$10.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.11K- 24.55% |
$259K - $290K
|
3.41K
$845K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.12K- 1.13% |
$261K - $292K
|
97.7K
$24.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-1.13K- 8.73% |
$265K - $296K
|
11.8K
$2.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-1.14K- 5.42% |
$266K - $298K
|
19.9K
$4.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
SELL
|
- |
-1.15K- 0.39% |
$269K - $301K
|
294K
$72.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
SELL
|
- |
-1.22K- 2.15% |
$286K - $320K
|
55.7K
$13.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1.23K- 24.12% |
$287K - $321K
|
3.86K
$957K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.23K- 30.7% |
$288K - $322K
|
2.78K
$688K
|
|
|
Feb 03, 2025
Q4 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1.23K- 2.61% |
$288K - $322K
|
45.9K
$11.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-1.25K- 0.91% |
$291K - $326K
|
135K
$33.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.26K- 44.09% |
$294K - $329K
|
1.6K
$395K
|