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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
618+ 1.16% |
$126K - $141K
|
54.1K
$13.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
608+ 8.0% |
$124K - $139K
|
8.21K
$2M
|
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
608New |
$124K - $139K
|
608
$148K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
BUY
|
- |
607+ 5.15% |
$124K - $139K
|
12.4K
$3.03M
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
601+ 25.83% |
$123K - $137K
|
2.93K
$714K
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
596+ 4.87% |
$122K - $136K
|
12.8K
$3.13M
|
|
|
May 01, 2024
Q1 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
595+ 11.86% |
$121K - $136K
|
5.61K
$1.37M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
590+ 4.22% |
$120K - $135K
|
14.6K
$3.55M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
586+ 32.74% |
$120K - $134K
|
2.38K
$580K
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
584+ 35.37% |
$119K - $133K
|
2.24K
$545K
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
577+ 42.55% |
$118K - $132K
|
1.93K
$471K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
567+ 7.41% |
$116K - $130K
|
8.22K
$2.01M
|
|
|
May 13, 2024
Q1 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
567+ 3.27% |
$116K - $130K
|
17.9K
$4.37M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
566+ 10.06% |
$115K - $129K
|
6.19K
$1.51M
|
|
|
Apr 10, 2024
Q1 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
559+ 5.65% |
$114K - $128K
|
10.5K
$2.55M
|
|
|
May 13, 2024
Q1 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
558+ 0.94% |
$114K - $128K
|
60K
$14.6M
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
555+ 17.08% |
$113K - $127K
|
3.81K
$928K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
555New |
$113K - $127K
|
555
$135K
|
|
|
Apr 18, 2024
Q1 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
548+ 0.75% |
$112K - $125K
|
73.2K
$17.9M
|
|
|
Apr 03, 2024
Q1 2024
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
542+ 1.16% |
$111K - $124K
|
47.1K
$11.5M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
535+ 3.12% |
$109K - $122K
|
17.7K
$4.31M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
534+ 9.39% |
$109K - $122K
|
6.22K
$1.52M
|
|
|
May 06, 2024
Q1 2024
|
Ballast, Inc.
|
BUY
|
- |
534+ 0.49% |
$109K - $122K
|
109K
$26.7M
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
524+ 4.8% |
$107K - $120K
|
11.4K
$2.79M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
522+ 0.6% |
$106K - $119K
|
87.9K
$21.4M
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
520+ 2.69% |
$106K - $119K
|
19.9K
$4.85M
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
520+ 3.67% |
$106K - $119K
|
14.7K
$3.58M
|
|
|
Apr 19, 2024
Q1 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
508+ 51.16% |
$104K - $116K
|
1.5K
$366K
|
|
|
Apr 24, 2024
Q1 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
507+ 15.33% |
$103K - $116K
|
3.81K
$930K
|
|
|
Apr 25, 2024
Q1 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
507+ 0.66% |
$103K - $116K
|
77.1K
$18.8M
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
505+ 1.3% |
$103K - $115K
|
39.4K
$9.61M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
504+ 2.95% |
$103K - $115K
|
17.6K
$4.28M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
503New |
$103K - $115K
|
503
$123K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
501+ 5.25% |
$102K - $115K
|
10K
$2.45M
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
501+ 2.27% |
$102K - $115K
|
22.5K
$5.5M
|
|
|
May 02, 2024
Q1 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
501+ 33.76% |
$102K - $115K
|
1.99K
$484K
|
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
BUY
|
- |
492+ 18.4% |
$100K - $112K
|
3.17K
$772K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
489+ 14.7% |
$99.8K - $112K
|
3.82K
$931K
|
|
|
Apr 12, 2024
Q1 2024
|
Roth Financial Partners LLC
|
BUY
|
- |
480+ 3.59% |
$97.9K - $110K
|
13.9K
$3.38M
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
479+ 5.79% |
$97.7K - $109K
|
8.75K
$2.13M
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
476+ 10.99% |
$97.1K - $109K
|
4.81K
$1.17M
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
471+ 20.79% |
$96.1K - $108K
|
2.74K
$668K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
466+ 3.83% |
$95.1K - $107K
|
12.6K
$3.08M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
465+ 3.36% |
$94.9K - $106K
|
14.3K
$3.49M
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
464+ 3.7% |
$94.7K - $106K
|
13K
$3.17M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
459+ 1.84% |
$93.6K - $105K
|
25.4K
$6.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
456+ 3.23% |
$93K - $104K
|
14.6K
$3.56M
|
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
456+ 15.82% |
$93K - $104K
|
3.34K
$814K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
452+ 3.08% |
$92.2K - $103K
|
15.1K
$3.69M
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
450+ 1.43% |
$91.8K - $103K
|
31.9K
$7.77M
|