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 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.74K+ 2.98% |
$406K - $455K
|
60K
$15M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.72K+ 12.39% |
$403K - $450K
|
15.6K
$3.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.68K+ 11.07% |
$392K - $439K
|
16.8K
$4.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1.66KNew |
$388K - $434K
|
1.66K
$414K
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.65KNew |
$385K - $431K
|
1.65K
$412K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.63K+ 3.71% |
$382K - $427K
|
45.7K
$11.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.61K+ 4.09% |
$377K - $422K
|
41.1K
$10.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.53K+ 11.77% |
$358K - $400K
|
14.5K
$3.63M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.52K+ 4.1% |
$356K - $398K
|
38.7K
$9.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.52K+ 40.03% |
$355K - $398K
|
5.32K
$1.33M
|
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
1.48KNew |
$346K - $388K
|
1.48K
$370K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.46K+ 9.78% |
$342K - $382K
|
16.4K
$4.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.45KNew |
$340K - $380K
|
1.45K
$363K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
1.44K+ 1.01% |
$336K - $376K
|
144K
$36M
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
1.43KNew |
$335K - $375K
|
1.43K
$357K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.43K+ 165.24% |
$333K - $373K
|
2.29K
$571K
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.41K+ 2.98% |
$330K - $370K
|
48.9K
$12.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.4KNew |
$327K - $366K
|
1.4K
$349K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.4K+ 153.96% |
$327K - $366K
|
2.31K
$576K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.39K+ 9.93% |
$325K - $364K
|
15.4K
$3.85M
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
1.38KNew |
$323K - $362K
|
1.38K
$345K
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
1.37K+ 3.03% |
$319K - $357K
|
46.5K
$11.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
1.36KNew |
$319K - $357K
|
1.36K
$340K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.36K+ 5.76% |
$318K - $356K
|
25K
$6.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.35K+ 3.98% |
$316K - $354K
|
35.3K
$8.82M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.34K+ 0.36% |
$314K - $352K
|
375K
$93.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.33KNew |
$311K - $348K
|
1.33K
$332K
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1.33KNew |
$310K - $347K
|
1.33K
$331K
|
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
1.32KNew |
$308K - $345K
|
1.32K
$329K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.26K+ 3.33% |
$294K - $329K
|
39K
$9.73M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
1.26K+ 8.13% |
$293K - $328K
|
16.7K
$4.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
1.25K+ 11.85% |
$291K - $326K
|
11.8K
$2.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.23K+ 6.92% |
$288K - $322K
|
19K
$4.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.22KNew |
$286K - $320K
|
1.22K
$305K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.21KNew |
$282K - $316K
|
1.21K
$301K
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.2K+ 43.97% |
$281K - $315K
|
3.94K
$984K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.19K+ 83.31% |
$279K - $312K
|
2.63K
$655K
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
1.18KNew |
$275K - $307K
|
1.18K
$293K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.17K+ 24.47% |
$273K - $306K
|
5.95K
$1.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
1.17KNew |
$273K - $305K
|
1.17K
$291K
|
|
|
Jan 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
1.16KNew |
$271K - $303K
|
1.16K
$289K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.16K+ 11.98% |
$271K - $303K
|
10.8K
$2.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.15K+ 1.51% |
$268K - $300K
|
77K
$19.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
1.14K+ 5.68% |
$267K - $299K
|
21.3K
$5.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Spectrum Financial Alliance LTD LLC
|
BUY
|
- |
1.14K+ 2.54% |
$266K - $297K
|
45.9K
$11.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Shade Tree Advisors LLC
Saratoga Springs, NY |
BUY
|
- |
1.12KNew |
$261K - $292K
|
1.12K
$278K
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
1.1KNew |
$257K - $288K
|
1.1K
$275K
|
|
|
Jan 29, 2025
Q4 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
1.1K+ 2.87% |
$256K - $286K
|
39.3K
$9.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
1.09K+ 8.32% |
$256K - $286K
|
14.2K
$3.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
1.09KNew |
$255K - $286K
|
1.09K
$273K
|