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
|
Peoples Financial Services Corp.
|
SELL
|
- |
-18- 0.17% |
$4.21K - $4.71K
|
10.4K
$2.57M
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-18- 1.02% |
$4.21K - $4.71K
|
1.74K
$431K
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-18- 1.27% |
$4.21K - $4.71K
|
1.4K
$346K
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-18- 1.02% |
$4.21K - $4.71K
|
1.75K
$435K
|
|
Feb 13, 2025
Q4 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-18- 0.54% |
$4.21K - $4.71K
|
3.3K
$817K
|
|
Feb 14, 2025
Q4 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-19- 1.88% |
$4.44K - $4.97K
|
989
$245K
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-19- 0.86% |
$4.44K - $4.97K
|
2.2K
$545K
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-20- 0.83% |
$4.68K - $5.23K
|
2.4K
$595K
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-20- 1.53% |
$4.68K - $5.23K
|
1.29K
$320K
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-21- 2.18% |
$4.91K - $5.49K
|
942
$234K
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-21- 0.7% |
$4.91K - $5.49K
|
2.97K
$737K
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-21- 0.13% |
$4.91K - $5.49K
|
16.5K
$4.09M
|
|
Feb 07, 2025
Q4 2024
|
My Wealth Management Inc.
|
SELL
|
- |
-21- 0.12% |
$4.91K - $5.49K
|
17.2K
$4.26M
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-21- 1.76% |
$4.91K - $5.49K
|
1.17K
$290K
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-21- 2.06% |
$4.91K - $5.49K
|
1K
$248K
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-22- 0.3% |
$5.14K - $5.75K
|
7.43K
$1.84M
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-22- 0.24% |
$5.14K - $5.75K
|
9.03K
$2.24M
|
|
Jan 28, 2025
Q4 2024
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-22- 0.61% |
$5.14K - $5.75K
|
3.6K
$894K
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-22- 2.06% |
$5.14K - $5.75K
|
1.05K
$260K
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-23- 1.35% |
$5.38K - $6.02K
|
1.68K
$416K
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-23- 2.12% |
$5.38K - $6.02K
|
1.06K
$264K
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-24- 0.43% |
$5.61K - $6.28K
|
5.51K
$1.37M
|
|
Jan 22, 2025
Q4 2024
|
Refined Wealth Management
|
SELL
|
- |
-24- 0.39% |
$5.61K - $6.28K
|
6.18K
$1.53M
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-24- 1.83% |
$5.61K - $6.28K
|
1.29K
$319K
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-24- 0.64% |
$5.61K - $6.28K
|
3.72K
$923K
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-25- 0.91% |
$5.84K - $6.54K
|
2.71K
$672K
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-27- 0.76% |
$6.31K - $7.06K
|
3.51K
$870K
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-27- 3.03% |
$6.31K - $7.06K
|
865
$214K
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-28- 2.76% |
$6.55K - $7.32K
|
988
$245K
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-29- 4.94% |
$6.78K - $7.59K
|
558
$138K
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-30- 0.38% |
$7.01K - $7.85K
|
7.82K
$1.94M
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-30- 0.21% |
$7.01K - $7.85K
|
14K
$3.48M
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-30- 2.28% |
$7.01K - $7.85K
|
1.29K
$319K
|
|
Jan 30, 2025
Q4 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-30- 0.03% |
$7.01K - $7.85K
|
114K
$28.2M
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-31- 0.91% |
$7.25K - $8.11K
|
3.39K
$840K
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-31- 0.21% |
$7.25K - $8.11K
|
14.5K
$3.6M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-31- 2.24% |
$7.25K - $8.11K
|
1.35K
$335K
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-32- 0.48% |
$7.48K - $8.37K
|
6.59K
$1.63M
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-32- 2.92% |
$7.48K - $8.37K
|
1.06K
$264K
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-33- 7.76% |
$7.71K - $8.63K
|
392
$97.2K
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-34- 0.57% |
$7.95K - $8.89K
|
5.97K
$1.48M
|
|
Feb 10, 2025
Q4 2024
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-35- 3.19% |
$8.18K - $9.16K
|
1.06K
$263K
|
|
Feb 13, 2025
Q4 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-35- 1.21% |
$8.18K - $9.16K
|
2.85K
$706K
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-36- 0.24% |
$8.42K - $9.42K
|
14.9K
$3.68M
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-36- 2.32% |
$8.42K - $9.42K
|
1.52K
$376K
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-36- 6.3% |
$8.42K - $9.42K
|
535
$133K
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-37- 0.42% |
$8.65K - $9.68K
|
8.82K
$2.19M
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
SELL
|
- |
-37- 1.25% |
$8.65K - $9.68K
|
2.92K
$723K
|
|
Feb 14, 2025
Q4 2024
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-37- 2.22% |
$8.65K - $9.68K
|
1.63K
$405K
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-37- 6.69% |
$8.65K - $9.68K
|
516
$128K
|