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
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
23+ 2.32% |
$4.69K - $5.26K
|
1.01K
$246K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
23New |
$4.69K - $5.26K
|
23
$5.57K
|
|
|
Apr 03, 2024
Q1 2024
|
Dentgroup LLC
|
BUY
|
- |
22+ 0.27% |
$4.49K - $5.03K
|
8.1K
$1.96M
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
22+ 1.31% |
$4.49K - $5.03K
|
1.7K
$412K
|
|
|
Apr 25, 2024
Q1 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
21+ 0.07% |
$4.28K - $4.8K
|
31.4K
$7.61M
|
|
|
May 07, 2024
Q1 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
21+ 0.13% |
$4.28K - $4.8K
|
15.8K
$3.81M
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
20+ 0.3% |
$4.08K - $4.57K
|
6.76K
$1.64M
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
20+ 0.14% |
$4.08K - $4.57K
|
14.7K
$3.57M
|
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
20+ 1.51% |
$4.08K - $4.57K
|
1.35K
$326K
|
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
20+ 1.9% |
$4.08K - $4.57K
|
1.07K
$260K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
18+ 0.24% |
$3.67K - $4.11K
|
7.62K
$1.84M
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
18+ 1.27% |
$3.67K - $4.11K
|
1.43K
$347K
|
|
|
Apr 11, 2024
Q1 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
17+ 0.07% |
$3.47K - $3.89K
|
23.7K
$5.75M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
16+ 4.03% |
$3.26K - $3.66K
|
413
$100K
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
16+ 0.4% |
$3.26K - $3.66K
|
4.03K
$977K
|
|
|
Apr 26, 2024
Q1 2024
|
Trevian Wealth Management LLC
|
BUY
|
- |
16+ 0.46% |
$3.26K - $3.66K
|
3.53K
$854K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
16+ 1.12% |
$3.26K - $3.66K
|
1.44K
$349K
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
15+ 2.28% |
$3.06K - $3.43K
|
672
$163K
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
15+ 0.73% |
$3.06K - $3.43K
|
2.08K
$503K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
15+ 7.35% |
$3.06K - $3.43K
|
219
$53K
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
14+ 1.26% |
$2.86K - $3.2K
|
1.13K
$272K
|
|
|
Apr 19, 2024
Q1 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
14+ 0.44% |
$2.86K - $3.2K
|
3.2K
$775K
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
14+ 0.3% |
$2.86K - $3.2K
|
4.75K
$1.15M
|
|
|
May 07, 2024
Q1 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
14+ 0.28% |
$2.86K - $3.2K
|
4.94K
$1.2M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
14+ 0.13% |
$2.86K - $3.2K
|
10.9K
$2.64M
|
|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
14+ 0.25% |
$2.86K - $3.2K
|
5.6K
$1.36M
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
14+ 2.75% |
$2.86K - $3.2K
|
524
$127K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
14+ 2.55% |
$2.86K - $3.2K
|
562
$136K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
13+ 44.83% |
$2.65K - $2.97K
|
42
$10.2K
|
|
|
May 15, 2024
Q1 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
13+ 0.29% |
$2.65K - $2.97K
|
4.42K
$1.07M
|
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
12+ 1.05% |
$2.45K - $2.74K
|
1.15K
$279K
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
11+ 0.03% |
$2.24K - $2.51K
|
42.8K
$10.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
11+ 0.2% |
$2.24K - $2.51K
|
5.53K
$1.34M
|
|
|
Apr 18, 2024
Q1 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
11+ 1.0% |
$2.24K - $2.51K
|
1.11K
$269K
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
11+ 6.11% |
$2.24K - $2.51K
|
191
$46.3K
|
|
|
Aug 13, 2024
Q1 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
11+ 0.29% |
$2.24K - $2.51K
|
3.76K
$910K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
10+ 0.34% |
$2.04K - $2.29K
|
2.98K
$721K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
9+ 8.74% |
$1.84K - $2.06K
|
112
$27.1K
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
9New |
$1.84K - $2.06K
|
9
$2.18K
|
|
|
Jun 13, 2024
Q1 2024
|
Keystone Financial Services
|
BUY
|
- |
9+ 0.37% |
$1.84K - $2.06K
|
2.43K
$588K
|
|
|
Apr 24, 2024
Q1 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
8+ 0.28% |
$1.63K - $1.83K
|
2.87K
$695K
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
8+ 0.23% |
$1.63K - $1.83K
|
3.44K
$833K
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
BUY
|
- |
8+ 0.05% |
$1.63K - $1.83K
|
14.6K
$3.53M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
7+ 0.06% |
$1.43K - $1.6K
|
11.3K
$2.73M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
7+ 0.19% |
$1.43K - $1.6K
|
3.69K
$894K
|
|
|
May 03, 2024
Q1 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
7+ 0.27% |
$1.43K - $1.6K
|
2.6K
$629K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
7+ 5.26% |
$1.43K - $1.6K
|
140
$33.9K
|
|
|
May 09, 2024
Q1 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
7+ 0.29% |
$1.43K - $1.6K
|
2.4K
$581K
|
|
|
May 13, 2024
Q1 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
7+ 0.24% |
$1.43K - $1.6K
|
2.95K
$714K
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
6+ 0.16% |
$1.22K - $1.37K
|
3.74K
$905K
|