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 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
1.09KNew |
$255K - $286K
|
1.09K
$273K
|
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
1.08KNew |
$253K - $284K
|
1.08K
$271K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.07K+ 51.44% |
$251K - $281K
|
3.16K
$789K
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
1.06K+ 11.42% |
$248K - $278K
|
10.4K
$2.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
1.05K+ 85.11% |
$245K - $274K
|
2.28K
$568K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1.05KNew |
$244K - $273K
|
1.05K
$261K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
1.01KNew |
$237K - $265K
|
1.01K
$253K
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
1.01K+ 4.22% |
$237K - $265K
|
25K
$6.24M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
990+ 6.44% |
$231K - $259K
|
16.4K
$4.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
987+ 0.82% |
$231K - $258K
|
121K
$30.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
981+ 21.55% |
$229K - $257K
|
5.53K
$1.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
975New |
$228K - $255K
|
975
$243K
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
970New |
$227K - $254K
|
970
$242K
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
967+ 1.98% |
$226K - $253K
|
49.7K
$12.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
BUY
|
- |
954New |
$223K - $250K
|
954
$238K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
954+ 5.36% |
$223K - $250K
|
18.8K
$4.68M
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
953New |
$223K - $249K
|
953
$238K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
953+ 7.87% |
$223K - $249K
|
13.1K
$3.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
951New |
$222K - $249K
|
951
$237K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
943+ 8.59% |
$220K - $247K
|
11.9K
$2.98M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
930New |
$217K - $243K
|
930
$232K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital City Trust CO
|
BUY
|
- |
929+ 24.47% |
$217K - $243K
|
4.73K
$1.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Anson Capital, Inc.
|
BUY
|
- |
923New |
$216K - $241K
|
923
$230K
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
922New |
$216K - $241K
|
922
$230K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
920+ 11.47% |
$215K - $241K
|
8.94K
$2.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
902+ 7.15% |
$211K - $236K
|
13.5K
$3.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
900New |
$210K - $235K
|
900
$225K
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
885New |
$207K - $231K
|
885
$221K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
877+ 8.86% |
$205K - $229K
|
10.8K
$2.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
873+ 9.09% |
$204K - $228K
|
10.5K
$2.62M
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
860+ 2.96% |
$201K - $225K
|
29.9K
$7.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
857+ 4.17% |
$200K - $224K
|
21.4K
$5.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
854New |
$200K - $223K
|
854
$213K
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
845+ 86.31% |
$198K - $221K
|
1.82K
$455K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
843New |
$197K - $221K
|
843
$210K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
840+ 1.81% |
$196K - $220K
|
47.4K
$11.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
840New |
$196K - $220K
|
840
$210K
|
|
|
Jan 23, 2025
Q4 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
838New |
$196K - $219K
|
838
$209K
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
837New |
$196K - $219K
|
837
$209K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
835New |
$195K - $218K
|
835
$208K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
833New |
$195K - $218K
|
833
$208K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
827+ 27.38% |
$193K - $216K
|
3.85K
$960K
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
818+ 4.56% |
$191K - $214K
|
18.8K
$4.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
815+ 4.38% |
$191K - $213K
|
19.4K
$4.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
806+ 19.47% |
$188K - $211K
|
4.95K
$1.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
799+ 7.66% |
$187K - $209K
|
11.2K
$2.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Lynch Asset Management, Inc.
|
BUY
|
- |
785+ 4.82% |
$184K - $205K
|
17.1K
$4.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
780+ 4.27% |
$182K - $204K
|
19K
$4.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
775+ 18.9% |
$181K - $203K
|
4.88K
$1.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
773+ 3.73% |
$181K - $202K
|
21.5K
$5.36M
|