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 16, 2024
Q1 2024
|
Sara Bay Financial
|
BUY
|
- |
103+ 6.98% |
$21K - $23.5K
|
1.58K
$327K
|
|
|
May 10, 2024
Q1 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
103+ 1.11% |
$21K - $23.5K
|
9.39K
$1.94M
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
102+ 0.89% |
$20.8K - $23.3K
|
11.6K
$2.41M
|
|
|
Oct 24, 2024
Q1 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
101+ 7.14% |
$20.6K - $23.1K
|
1.52K
$314K
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
100New |
$20.4K - $22.9K
|
100
$20.7K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
100New |
$20.4K - $22.9K
|
100
$20.7K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
100+ 5.0% |
$20.4K - $22.9K
|
2.1K
$435K
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
100+ 0.31% |
$20.4K - $22.9K
|
32.5K
$6.73M
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
99+ 17.84% |
$20.2K - $22.6K
|
654
$135K
|
|
|
Apr 16, 2024
Q1 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
98+ 66.67% |
$20K - $22.4K
|
245
$50.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
98+ 1.71% |
$20K - $22.4K
|
5.84K
$1.21M
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
98+ 1.86% |
$20K - $22.4K
|
5.36K
$1.11M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
97+ 4.96% |
$19.8K - $22.2K
|
2.05K
$425K
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
96+ 0.98% |
$19.6K - $21.9K
|
9.88K
$2.05M
|
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital LLC
|
BUY
|
- |
96+ 8.68% |
$19.6K - $21.9K
|
1.2K
$249K
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
95+ 4.04% |
$19.4K - $21.7K
|
2.44K
$506K
|
|
|
May 10, 2024
Q1 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
93+ 1.63% |
$19K - $21.3K
|
5.82K
$1.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Pachira Investments Inc.
|
BUY
|
- |
92+ 3.47% |
$18.8K - $21K
|
2.75K
$568K
|
|
|
May 02, 2024
Q1 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
90+ 4.82% |
$18.4K - $20.6K
|
1.96K
$405K
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
90+ 2.71% |
$18.4K - $20.6K
|
3.41K
$706K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
89+ 0.07% |
$18.2K - $20.3K
|
132K
$27.3M
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
89+ 0.17% |
$18.2K - $20.3K
|
51.5K
$10.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
88+ 6.24% |
$18K - $20.1K
|
1.5K
$310K
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
87+ 0.27% |
$17.7K - $19.9K
|
31.8K
$6.58M
|
|
|
May 14, 2024
Q1 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
87New |
$17.7K - $19.9K
|
87
$18K
|
|
|
May 09, 2024
Q1 2024
|
Campbell Wealth Management
|
BUY
|
- |
86+ 7.63% |
$17.5K - $19.7K
|
1.21K
$251K
|
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
84+ 2.09% |
$17.1K - $19.2K
|
4.11K
$851K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
83+ 2.5% |
$16.9K - $19K
|
3.4K
$704K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
82+ 1.51% |
$16.7K - $18.7K
|
5.53K
$1.14M
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
82New |
$16.7K - $18.7K
|
82
$17K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
81+ 0.37% |
$16.5K - $18.5K
|
22K
$4.56M
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
79+ 4.49% |
$16.1K - $18.1K
|
1.84K
$381K
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
79+ 4.3% |
$16.1K - $18.1K
|
1.92K
$397K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
77+ 0.55% |
$15.7K - $17.6K
|
14.1K
$2.92M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
76+ 2.28% |
$15.5K - $17.4K
|
3.42K
$707K
|
|
|
Apr 11, 2024
Q1 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
75+ 0.69% |
$15.3K - $17.1K
|
10.9K
$2.26M
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
74+ 1.8% |
$15.1K - $16.9K
|
4.19K
$867K
|
|
|
Apr 08, 2024
Q1 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
70+ 0.19% |
$14.3K - $16K
|
36.1K
$7.47M
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
70+ 8.66% |
$14.3K - $16K
|
878
$182K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
69New |
$14.1K - $15.8K
|
69
$14.3K
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
BUY
|
- |
67+ 0.5% |
$13.7K - $15.3K
|
13.5K
$2.79M
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
65+ 3.61% |
$13.3K - $14.9K
|
1.86K
$386K
|
|
|
Apr 26, 2024
Q1 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
65+ 0.36% |
$13.3K - $14.9K
|
18.1K
$3.75M
|
|
|
Apr 15, 2024
Q1 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
60+ 2.94% |
$12.2K - $13.7K
|
2.1K
$435K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
60+ 0.29% |
$12.2K - $13.7K
|
20.5K
$4.24M
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
56+ 2.86% |
$11.4K - $12.8K
|
2.01K
$417K
|
|
|
May 06, 2024
Q1 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
56+ 0.29% |
$11.4K - $12.8K
|
19.2K
$3.98M
|
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
54+ 0.54% |
$11K - $12.3K
|
10.1K
$2.09M
|
|
|
Jul 31, 2024
Q1 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
53+ 0.99% |
$10.8K - $12.1K
|
5.38K
$1.11M
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
52+ 0.27% |
$10.6K - $11.9K
|
19.4K
$4.02M
|