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 |
---|---|---|---|---|---|---|---|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-2.93K- 3.46% |
$684K - $766K
|
81.6K
$20.3M
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-2.93K- 30.5% |
$684K - $766K
|
6.67K
$1.66M
|
|
Feb 14, 2025
Q4 2024
|
Arrow Financial Corp
|
SELL
|
- |
-2.95K- 5.46% |
$690K - $772K
|
51K
$12.7M
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-2.96K- 22.91% |
$691K - $774K
|
9.95K
$2.47M
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-2.97K- 62.32% |
$695K - $778K
|
1.8K
$447K
|
|
Feb 14, 2025
Q4 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-3.04K- 90.87% |
$709K - $794K
|
305
$75.8K
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3.08K- 2.2% |
$721K - $807K
|
137K
$34.1M
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-3.16K- 10.14% |
$740K - $828K
|
28K
$6.97M
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-3.35K- 4.75% |
$782K - $876K
|
67.1K
$16.7M
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-3.39K- 2.9% |
$793K - $888K
|
114K
$28.2M
|
|
Jan 31, 2025
Q4 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-3.45K- 20.94% |
$806K - $902K
|
13K
$3.23M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.49K- 0.99% |
$815K - $912K
|
349K
$86.7M
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-3.6K- 38.05% |
$842K - $942K
|
5.86K
$1.46M
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-3.69K- 1.33% |
$862K - $964K
|
273K
$67.9M
|
|
Jan 27, 2025
Q4 2024
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-3.77K- 1.32% |
$880K - $985K
|
281K
$69.8M
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-3.89K- 2.07% |
$910K - $1.02M
|
184K
$45.8M
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-3.93K- 2.63% |
$918K - $1.03M
|
145K
$36.1M
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.05K- 71.91% |
$946K - $1.06M
|
1.58K
$393K
|
|
Feb 18, 2025
Q4 2024
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-4.15K- 25.21% |
$970K - $1.09M
|
12.3K
$3.06M
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.16K- 5.91% |
$972K - $1.09M
|
66.2K
$16.5M
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-4.23K- 37.23% |
$988K - $1.11M
|
7.13K
$1.77M
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-4.29K- 10.06% |
$1M - $1.12M
|
38.3K
$9.52M
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.4K- 4.66% |
$1.03M - $1.15M
|
89.9K
$22.3M
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-4.51K- 81.66% |
$1.05M - $1.18M
|
1.01K
$251K
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.51K- 4.55% |
$1.05M - $1.18M
|
94.5K
$23.5M
|
|
Feb 04, 2025
Q4 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-4.56K- 4.05% |
$1.07M - $1.19M
|
108K
$26.8M
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-4.58K- 46.31% |
$1.07M - $1.2M
|
5.31K
$1.32M
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-4.65K- 13.17% |
$1.09M - $1.22M
|
30.7K
$7.62M
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-4.7K- 53.84% |
$1.1M - $1.23M
|
4.03K
$1M
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-5.27K- 9.02% |
$1.23M - $1.38M
|
53.2K
$13.2M
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
SELL
|
- |
-5.51K- 4.16% |
$1.29M - $1.44M
|
127K
$31.5M
|
|
Feb 12, 2025
Q4 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-5.64K- 42.58% |
$1.32M - $1.48M
|
7.61K
$1.89M
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-5.71K- 13.53% |
$1.33M - $1.49M
|
36.5K
$9.06M
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-5.74K- 85.09% |
$1.34M - $1.5M
|
1.01K
$250K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-5.84K- 2.0% |
$1.37M - $1.53M
|
286K
$70.9M
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-5.87K- 4.1% |
$1.37M - $1.54M
|
137K
$34.1M
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-5.91K- 34.94% |
$1.38M - $1.55M
|
11K
$2.73M
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-6.01K- 23.5% |
$1.4M - $1.57M
|
19.6K
$4.86M
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-6.05K- 5.38% |
$1.41M - $1.58M
|
106K
$26.4M
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-6.11K- 32.75% |
$1.43M - $1.6M
|
12.6K
$3.12M
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-6.21K- 50.35% |
$1.45M - $1.63M
|
6.13K
$1.52M
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-6.22K- 17.76% |
$1.45M - $1.63M
|
28.8K
$7.16M
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.22K- 99.9% |
$1.45M - $1.63M
|
6
$1.49K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-6.32K- 2.19% |
$1.48M - $1.65M
|
282K
$70.1M
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-6.34K- 87.01% |
$1.48M - $1.66M
|
947
$235K
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-6.39K- 4.41% |
$1.49M - $1.67M
|
138K
$34.4M
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.49K- 37.38% |
$1.52M - $1.7M
|
10.9K
$2.7M
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
SELL
|
- |
-6.61K- 5.83% |
$1.55M - $1.73M
|
107K
$26.5M
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-6.67K- 2.53% |
$1.56M - $1.75M
|
257K
$63.9M
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-7.03K- 47.02% |
$1.64M - $1.84M
|
7.92K
$1.97M
|