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 30, 2024
Q1 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
219+ 5.48% |
$44.7K - $50.1K
|
4.21K
$1.03M
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
218+ 4.49% |
$44.5K - $49.8K
|
5.07K
$1.24M
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
216+ 4.63% |
$44.1K - $49.4K
|
4.88K
$1.2M
|
|
|
May 10, 2024
Q1 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
214+ 15.76% |
$43.7K - $48.9K
|
1.57K
$385K
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
214+ 0.47% |
$43.7K - $48.9K
|
45.5K
$11.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
211+ 16.17% |
$43K - $48.2K
|
1.52K
$371K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
211+ 0.77% |
$43K - $48.2K
|
27.5K
$6.74M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
208New |
$42.4K - $47.5K
|
208
$51K
|
|
|
May 14, 2024
Q1 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
207+ 4.49% |
$42.2K - $47.3K
|
4.82K
$1.18M
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
204+ 9.05% |
$41.6K - $46.6K
|
2.46K
$602K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
203+ 5.74% |
$41.4K - $46.4K
|
3.74K
$916K
|
|
|
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
203+ 1.72% |
$41.4K - $46.4K
|
12K
$2.94M
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
202+ 577.14% |
$41.2K - $46.2K
|
237
$58.1K
|
|
|
Apr 08, 2024
Q1 2024
|
Bath Savings Trust CO
|
BUY
|
- |
201+ 7.59% |
$41K - $45.9K
|
2.85K
$698K
|
|
|
Apr 15, 2024
Q1 2024
|
Papp L Roy & Associates
|
BUY
|
- |
201+ 16.03% |
$41K - $45.9K
|
1.46K
$356K
|
|
|
Apr 09, 2024
Q1 2024
|
Farmers Trust CO
|
BUY
|
- |
200+ 17.41% |
$40.8K - $45.7K
|
1.35K
$330K
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
197+ 9.39% |
$40.2K - $45K
|
2.29K
$562K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
197+ 1.09% |
$40.2K - $45K
|
18.2K
$4.46M
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
196+ 17.06% |
$40K - $44.8K
|
1.35K
$329K
|
|
|
Apr 22, 2024
Q1 2024
|
Fc Advisory LLC
|
BUY
|
- |
196+ 6.82% |
$40K - $44.8K
|
3.07K
$752K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
193+ 0.89% |
$39.4K - $44.1K
|
21.9K
$5.37M
|
|
|
Apr 24, 2024
Q1 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
192+ 19.45% |
$39.2K - $43.9K
|
1.18K
$289K
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
188+ 1.42% |
$38.4K - $43K
|
13.4K
$3.29M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
187+ 15.56% |
$38.1K - $42.7K
|
1.39K
$340K
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
186+ 2.16% |
$37.9K - $42.5K
|
8.8K
$2.15M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
186+ 16.97% |
$37.9K - $42.5K
|
1.28K
$314K
|
|
|
Apr 22, 2024
Q1 2024
|
Mayport, LLC
|
BUY
|
- |
185+ 1.13% |
$37.7K - $42.3K
|
16.6K
$4.06M
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
185+ 5.1% |
$37.7K - $42.3K
|
3.82K
$935K
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
BUY
|
- |
184+ 13.65% |
$37.5K - $42.1K
|
1.53K
$375K
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
184+ 6.85% |
$37.5K - $42.1K
|
2.87K
$703K
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
183+ 3.4% |
$37.3K - $41.8K
|
5.56K
$1.36M
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
BUY
|
- |
183+ 1.02% |
$37.3K - $41.8K
|
18.1K
$4.43M
|
|
|
May 14, 2024
Q1 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
181+ 8.74% |
$36.9K - $41.4K
|
2.25K
$552K
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
180+ 16.7% |
$36.7K - $41.1K
|
1.26K
$308K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
174+ 2.11% |
$35.5K - $39.8K
|
8.41K
$2.06M
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
173+ 8.68% |
$35.3K - $39.5K
|
2.17K
$531K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
172+ 21.1% |
$35.1K - $39.3K
|
987
$242K
|
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
172+ 0.89% |
$35.1K - $39.3K
|
19.4K
$4.76M
|
|
|
Apr 11, 2024
Q1 2024
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
168+ 1.52% |
$34.3K - $38.4K
|
11.2K
$2.74M
|
|
|
May 14, 2024
Q1 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
168+ 2.59% |
$34.3K - $38.4K
|
6.67K
$1.63M
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
BUY
|
- |
166+ 5.75% |
$33.9K - $37.9K
|
3.06K
$748K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
166+ 8.56% |
$33.9K - $37.9K
|
2.11K
$516K
|
|
|
Apr 30, 2024
Q1 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
166+ 1383.33% |
$33.9K - $37.9K
|
178
$43.6K
|
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
166+ 5.86% |
$33.9K - $37.9K
|
3K
$735K
|
|
|
May 13, 2024
Q1 2024
|
Spectrum Financial Alliance LTD LLC
|
BUY
|
- |
165+ 0.37% |
$33.7K - $37.7K
|
44.2K
$10.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
164+ 0.46% |
$33.5K - $37.5K
|
35.8K
$8.78M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
163+ 7.2% |
$33.3K - $37.3K
|
2.43K
$595K
|
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
162+ 5.02% |
$33K - $37K
|
3.39K
$831K
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
162+ 0.19% |
$33K - $37K
|
85.8K
$21M
|
|
|
Dec 17, 2024
Q1 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
162+ 1.84% |
$33K - $37K
|
8.98K
$2.2M
|