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 14, 2024
Q1 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
842New |
$172K - $192K
|
842
$205K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
839+ 5.77% |
$171K - $192K
|
15.4K
$3.75M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
833+ 1.4% |
$170K - $190K
|
60.4K
$14.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
832+ 5.88% |
$170K - $190K
|
15K
$3.66M
|
|
|
Apr 26, 2024
Q1 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
810+ 2.0% |
$165K - $185K
|
41.3K
$10.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
805+ 9.04% |
$164K - $184K
|
9.71K
$2.37M
|
|
|
May 09, 2024
Q1 2024
|
Belvedere Trading LLC
|
BUY
|
- |
801New |
$163K - $183K
|
801
$195K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
797+ 10.82% |
$163K - $182K
|
8.16K
$1.99M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
797+ 28.09% |
$163K - $182K
|
3.63K
$886K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
795+ 6.21% |
$162K - $182K
|
13.6K
$3.32M
|
|
|
May 02, 2024
Q1 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
791+ 81.05% |
$161K - $181K
|
1.77K
$431K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
790New |
$161K - $181K
|
790
$193K
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
786+ 0.63% |
$160K - $180K
|
127K
$30.9M
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
782+ 9.3% |
$160K - $179K
|
9.2K
$2.24M
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
779+ 6.58% |
$159K - $178K
|
12.6K
$3.08M
|
|
|
Apr 29, 2024
Q1 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
779+ 65.79% |
$159K - $178K
|
1.96K
$479K
|
|
|
May 03, 2024
Q1 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
775+ 0.52% |
$158K - $177K
|
151K
$36.7M
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
766+ 0.74% |
$156K - $175K
|
104K
$25.4M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
765+ 55.35% |
$156K - $175K
|
2.15K
$524K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
764+ 44.34% |
$156K - $175K
|
2.49K
$607K
|
|
|
May 14, 2024
Q1 2024
|
Belmont Capital, LLC
|
BUY
|
- |
763+ 87.2% |
$156K - $174K
|
1.64K
$400K
|
|
|
May 10, 2024
Q1 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
747+ 0.5% |
$152K - $171K
|
149K
$36.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
715+ 9.86% |
$146K - $163K
|
7.97K
$1.94M
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
703New |
$143K - $161K
|
703
$171K
|
|
|
May 08, 2024
Q1 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
699+ 13.01% |
$143K - $160K
|
6.07K
$1.48M
|
|
|
May 10, 2024
Q1 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
699+ 38.34% |
$143K - $160K
|
2.52K
$615K
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
695+ 10.73% |
$142K - $159K
|
7.17K
$1.75M
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
694+ 1.03% |
$142K - $159K
|
68.4K
$16.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
691+ 6.58% |
$141K - $158K
|
11.2K
$2.73M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
690+ 7.04% |
$141K - $158K
|
10.5K
$2.56M
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
689+ 3.82% |
$141K - $157K
|
18.7K
$4.56M
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
685+ 12.84% |
$140K - $157K
|
6.02K
$1.47M
|
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
684+ 5.19% |
$140K - $156K
|
13.9K
$3.38M
|
|
|
May 09, 2024
Q1 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
682+ 3.73% |
$139K - $156K
|
19K
$4.62M
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
679+ 2.02% |
$139K - $155K
|
34.3K
$8.37M
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
660+ 2.88% |
$135K - $151K
|
23.6K
$5.76M
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
657+ 26.41% |
$134K - $150K
|
3.15K
$767K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
649+ 13.57% |
$132K - $148K
|
5.43K
$1.32M
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
646+ 1.02% |
$132K - $148K
|
63.8K
$15.6M
|
|
|
May 08, 2024
Q1 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
644+ 0.79% |
$131K - $147K
|
82K
$20M
|
|
|
Apr 25, 2024
Q1 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
640+ 1.43% |
$131K - $146K
|
45.5K
$11.1M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
640+ 10.04% |
$131K - $146K
|
7.02K
$1.71M
|
|
|
May 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
638+ 35.37% |
$130K - $146K
|
2.44K
$596K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
637+ 1.57% |
$130K - $146K
|
41.3K
$10.1M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
634+ 5.75% |
$129K - $145K
|
11.7K
$2.84M
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
BUY
|
- |
630+ 15.88% |
$129K - $144K
|
4.6K
$1.12M
|
|
|
Apr 30, 2024
Q1 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
629+ 26.41% |
$128K - $144K
|
3.01K
$734K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
627+ 7.18% |
$128K - $143K
|
9.36K
$2.28M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
624+ 3.66% |
$127K - $143K
|
17.7K
$4.31M
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
622+ 2.61% |
$127K - $142K
|
24.4K
$5.96M
|