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 17, 2024
Q1 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
6+ 0.26% |
$1.22K - $1.37K
|
2.33K
$563K
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
6+ 0.08% |
$1.22K - $1.37K
|
7.72K
$1.87M
|
|
|
Apr 23, 2024
Q1 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
6+ 0.49% |
$1.22K - $1.37K
|
1.22K
$296K
|
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
6+ 0.32% |
$1.22K - $1.37K
|
1.88K
$454K
|
|
|
May 07, 2024
Q1 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
6+ 0.12% |
$1.22K - $1.37K
|
4.9K
$1.19M
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
6+ 600.0% |
$1.22K - $1.37K
|
7
$1.7K
|
|
|
Apr 05, 2024
Q1 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
5+ 0.09% |
$1.02K - $1.14K
|
5.82K
$1.41M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
5+ 6.17% |
$1.02K - $1.14K
|
86
$20.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
5+ 1.34% |
$1.02K - $1.14K
|
379
$91.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
5+ 0.15% |
$1.02K - $1.14K
|
3.4K
$824K
|
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
5+ 1.19% |
$1.02K - $1.14K
|
425
$103K
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
5+ 0.31% |
$1.02K - $1.14K
|
1.62K
$392K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
5+ 0.3% |
$1.02K - $1.14K
|
1.68K
$408K
|
|
|
May 06, 2024
Q1 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
5+ 0.03% |
$1.02K - $1.14K
|
17.3K
$4.2M
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5+ 0.18% |
$1.02K - $1.14K
|
2.73K
$660K
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
5+ 0.38% |
$1.02K - $1.14K
|
1.34K
$324K
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
5+ 0.05% |
$1.02K - $1.14K
|
9.93K
$2.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
4+ 0.24% |
$816 - $914
|
1.69K
$410K
|
|
|
Apr 24, 2024
Q1 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
4+ 0.15% |
$816 - $914
|
2.61K
$633K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
4+ 0.32% |
$816 - $914
|
1.24K
$301K
|
|
|
Apr 30, 2024
Q1 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
4+ 0.09% |
$816 - $914
|
4.32K
$1.05M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
4+ 0.08% |
$816 - $914
|
5.11K
$1.24M
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
4+ 0.25% |
$816 - $914
|
1.63K
$394K
|
|
|
May 13, 2024
Q1 2024
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
4+ 0.23% |
$816 - $914
|
1.76K
$426K
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
4+ 0.24% |
$816 - $914
|
1.69K
$410K
|
|
|
Apr 10, 2024
Q1 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
3+ 0.18% |
$612 - $686
|
1.66K
$402K
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3+ 0.14% |
$612 - $686
|
2.08K
$504K
|
|
|
Apr 23, 2024
Q1 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
3+ 0.31% |
$612 - $686
|
966
$234K
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
3+ 0.29% |
$612 - $686
|
1.02K
$247K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
3New |
$612 - $686
|
3
$726
|
|
|
May 03, 2024
Q1 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
3+ 0.16% |
$612 - $686
|
1.94K
$469K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
3+ 0.28% |
$612 - $686
|
1.06K
$257K
|
|
|
Apr 15, 2024
Q1 2024
|
Harbor Group, Inc.
|
BUY
|
- |
2+ 0.03% |
$408 - $457
|
7.6K
$1.84M
|
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
2+ 0.18% |
$408 - $457
|
1.13K
$274K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
2+ 0.2% |
$408 - $457
|
1K
$242K
|
|
|
May 02, 2024
Q1 2024
|
Meridian Management CO
|
BUY
|
- |
2+ 0.1% |
$408 - $457
|
2.06K
$499K
|
|
|
Apr 15, 2024
Q1 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1+ 0.05% |
$204 - $229
|
1.91K
$462K
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
BUY
|
- |
1+ 0.01% |
$204 - $229
|
14.7K
$3.57M
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
1+ 0.2% |
$204 - $229
|
499
$121K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 0.21% |
$204 - $229
|
479
$116K
|
|
|
Apr 18, 2024
Q1 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
1+ 0.05% |
$204 - $229
|
2.17K
$525K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.04% |
$204 - $229
|
2.34K
$567K
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1+ 0.09% |
$204 - $229
|
1.07K
$258K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1+ 2.13% |
$204 - $229
|
48
$11.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.7% |
$204 - $229
|
143
$34.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.22% |
$204 - $229
|
446
$108K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.19% |
$204 - $229
|
536
$130K
|
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
BUY
|
- |
1+ 0.0% |
$204 - $229
|
40.6K
$9.84M
|
|
|
May 03, 2024
Q1 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
1+ 0.03% |
$204 - $229
|
3.6K
$872K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
BUY
|
- |
1+ 0.01% |
$204 - $229
|
7.41K
$1.79M
|