Purchases and Sales Made in Q1 2024 in Vanguard Small Cap ETF (VB)
This table provides information about the institutional ownership of Vanguard Small Cap ETF (VB) during Q1 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 |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.49M+ 22.94% |
$917M - $1.03B
|
24.1M
$5.87B
|
|
Aug 29, 2024
Q1 2024
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
1.04MNew |
$212M - $238M
|
1.04M
$254M
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
704KNew |
$144M - $161M
|
704K
$172M
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
646K+ 82.44% |
$132M - $148M
|
1.43M
$349M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
377K+ 359.0% |
$76.9M - $86.2M
|
482K
$118M
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
322K+ 24.69% |
$65.7M - $73.7M
|
1.63M
$397M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
252K+ 5.69% |
$51.4M - $57.6M
|
4.68M
$1.14B
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
215K+ 11.99% |
$43.9M - $49.2M
|
2.01M
$490M
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
195K+ 2.95% |
$39.8M - $44.6M
|
6.8M
$1.66B
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
170K+ 2.42% |
$34.6M - $38.8M
|
7.19M
$1.75B
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
170K+ 2.42% |
$34.6M - $38.8M
|
7.19M
$1.75B
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
155K+ 13.29% |
$31.6M - $35.4M
|
1.32M
$322M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
147K+ 4.51% |
$29.9M - $33.5M
|
3.39M
$828M
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
132K+ 1704.05% |
$26.9M - $30.2M
|
140K
$34.1M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
128K+ 3.38% |
$26.1M - $29.2M
|
3.91M
$953M
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
113KNew |
$23.1M - $25.9M
|
113K
$27.6M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
100K+ 2.33% |
$20.4M - $22.9M
|
4.38M
$1.07B
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
89.6K+ 7.5% |
$18.3M - $20.5M
|
1.28M
$313M
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
88.7K+ 9.98% |
$18.1M - $20.3M
|
977K
$238M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
80.8K+ 7.51% |
$16.5M - $18.5M
|
1.16M
$282M
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
79.7K+ 6.5% |
$16.3M - $18.2M
|
1.31M
$319M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
75.6K+ 5.15% |
$15.4M - $17.3M
|
1.54M
$376M
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
71K+ 62.76% |
$14.5M - $16.2M
|
184K
$44.9M
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
70.4K+ 8.41% |
$14.4M - $16.1M
|
907K
$221M
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
65.6K+ 16.27% |
$13.4M - $15M
|
469K
$114M
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
62.7K+ 116.79% |
$12.8M - $14.3M
|
116K
$28.4M
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
62.6KNew |
$12.8M - $14.3M
|
62.6K
$15.3M
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
59KNew |
$12M - $13.5M
|
59K
$14.4M
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
57K+ 306.41% |
$11.6M - $13M
|
75.6K
$18.4M
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
54.2KNew |
$11.1M - $12.4M
|
54.2K
$13.2M
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
51.8K+ 456.71% |
$10.6M - $11.8M
|
63.1K
$15.4M
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
48.1K+ 4790.94% |
$9.81M - $11M
|
49.1K
$12M
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
46.8K+ 662.23% |
$9.55M - $10.7M
|
53.9K
$13.1M
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
45.2K+ 13.33% |
$9.22M - $10.3M
|
384K
$93.7M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
45K+ 23.01% |
$9.18M - $10.3M
|
241K
$58.7M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
41.5K+ 72.49% |
$8.46M - $9.48M
|
98.7K
$24.1M
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
36.8KNew |
$7.51M - $8.41M
|
36.8K
$8.97M
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
35.4K+ 13049.82% |
$7.21M - $8.08M
|
35.6K
$8.69M
|
|
May 14, 2024
Q1 2024
|
Chandler Asset Management, Inc.
|
BUY
|
- |
33.5K+ 13.11% |
$6.83M - $7.65M
|
289K
$70.4M
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
33.2K+ 3.38% |
$6.77M - $7.58M
|
1.01M
$247M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
30.8K+ 4.13% |
$6.28M - $7.04M
|
776K
$189M
|
|
May 15, 2024
Q1 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
30.6KNew |
$6.24M - $7M
|
30.6K
$7.47M
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
30.2K+ 7.82% |
$6.16M - $6.9M
|
416K
$102M
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
30K+ 4.19% |
$6.11M - $6.85M
|
744K
$182M
|
|
May 14, 2024
Q1 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
29.8KNew |
$6.08M - $6.81M
|
29.8K
$7.27M
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
26.7K+ 191.23% |
$5.44M - $6.1M
|
40.6K
$9.91M
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
25.3K+ 6.08% |
$5.16M - $5.78M
|
441K
$107M
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
23.8K+ 21.8% |
$4.85M - $5.44M
|
133K
$32.4M
|
|
May 01, 2024
Q1 2024
|
St. Louis Trust CO
|
BUY
|
- |
23.5K+ 90.76% |
$4.79M - $5.37M
|
49.4K
$12M
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
22.5KNew |
$4.58M - $5.13M
|
22.5K
$5.48M
|