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
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-159- 9.72% |
$37.2K - $41.6K
|
1.48K
$366K
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-160- 8.17% |
$37.4K - $41.9K
|
1.8K
$446K
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-160- 2.59% |
$37.4K - $41.9K
|
6.03K
$1.49M
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-166- 3.57% |
$38.8K - $43.4K
|
4.48K
$1.11M
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-166- 93.26% |
$38.8K - $43.4K
|
12
$2.98K
|
|
Feb 10, 2025
Q4 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-166- 15.4% |
$38.8K - $43.4K
|
912
$226K
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
SELL
|
- |
-168- 3.94% |
$39.3K - $43.9K
|
4.1K
$1.02M
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-169- 1.65% |
$39.5K - $44.2K
|
10.1K
$2.5M
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-170- 1.61% |
$39.7K - $44.5K
|
10.4K
$2.57M
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-171- 4.16% |
$40K - $44.7K
|
3.94K
$977K
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-171- 11.37% |
$40K - $44.7K
|
1.33K
$331K
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-171- 9.44% |
$40K - $44.7K
|
1.64K
$407K
|
|
Feb 13, 2025
Q4 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-176- 0.74% |
$41.1K - $46K
|
23.6K
$5.85M
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-177- 1.24% |
$41.4K - $46.3K
|
14.1K
$3.5M
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-178- 2.76% |
$41.6K - $46.6K
|
6.26K
$1.55M
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-179- 0.7% |
$41.8K - $46.8K
|
25.5K
$6.32M
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-179- 7.2% |
$41.8K - $46.8K
|
2.31K
$572K
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-182- 0.26% |
$42.5K - $47.6K
|
70.7K
$17.5M
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-183- 1.54% |
$42.8K - $47.9K
|
11.7K
$2.89M
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-190- 13.22% |
$44.4K - $49.7K
|
1.25K
$309K
|
|
Feb 11, 2025
Q4 2024
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-192- 4.04% |
$44.9K - $50.2K
|
4.57K
$1.13M
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-199- 1.82% |
$46.5K - $52.1K
|
10.8K
$2.67M
|
|
Feb 13, 2025
Q4 2024
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-200- 17.7% |
$46.8K - $52.3K
|
930
$231K
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-201- 45.89% |
$47K - $52.6K
|
237
$58.8K
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
SELL
|
- |
-201- 3.86% |
$47K - $52.6K
|
5.01K
$1.24M
|
|
Feb 13, 2025
Q4 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-205- 1.13% |
$47.9K - $53.6K
|
17.9K
$4.44M
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-211- 1.43% |
$49.3K - $55.2K
|
14.6K
$3.61M
|
|
Feb 13, 2025
Q4 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-212- 4.76% |
$49.6K - $55.5K
|
4.24K
$1.05M
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-214- 18.18% |
$50K - $56K
|
963
$239K
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-215- 0.61% |
$50.3K - $56.2K
|
35.2K
$8.73M
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-216- 11.34% |
$50.5K - $56.5K
|
1.69K
$419K
|
|
Feb 07, 2025
Q4 2024
|
St. Louis Trust CO
|
SELL
|
- |
-220- 0.44% |
$51.4K - $57.5K
|
49.9K
$12.4M
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-221- 15.97% |
$51.7K - $57.8K
|
1.16K
$288K
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-221- 3.23% |
$51.7K - $57.8K
|
6.61K
$1.64M
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
SELL
|
- |
-222- 6.17% |
$51.9K - $58.1K
|
3.38K
$837K
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-226- 1.66% |
$52.8K - $59.1K
|
13.4K
$3.32M
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-227- 0.35% |
$53.1K - $59.4K
|
64.6K
$16M
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
SELL
|
- |
-227- 4.35% |
$53.1K - $59.4K
|
4.99K
$1.24M
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-228- 3.21% |
$53.3K - $59.6K
|
6.87K
$1.7M
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-228- 9.19% |
$53.3K - $59.6K
|
2.25K
$559K
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-230- 2.21% |
$53.8K - $60.2K
|
10.2K
$2.53M
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-231- 3.98% |
$54K - $60.4K
|
5.58K
$1.38M
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-233- 0.53% |
$54.5K - $60.9K
|
43.7K
$10.8M
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-237- 0.75% |
$55.4K - $62K
|
31.6K
$7.83M
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-237- 2.26% |
$55.4K - $62K
|
10.2K
$2.54M
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-239- 3.27% |
$55.9K - $62.5K
|
7.08K
$1.75M
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-240- 20.74% |
$56.1K - $62.8K
|
917
$227K
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-240- 1.37% |
$56.1K - $62.8K
|
17.2K
$4.27M
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-242- 16.11% |
$56.6K - $63.3K
|
1.26K
$312K
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-247- 0.73% |
$57.7K - $64.6K
|
33.6K
$8.34M
|