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 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
22.4K+ 5.1% |
$4.56M - $5.11M
|
461K
$112M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
22.1K+ 6.58% |
$4.51M - $5.06M
|
358K
$87.3M
|
|
|
May 13, 2024
Q1 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
21.9K+ 604.52% |
$4.48M - $5.02M
|
25.6K
$6.24M
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
21.3KNew |
$4.35M - $4.87M
|
21.3K
$5.2M
|
|
|
May 01, 2024
Q1 2024
|
Quaker Wealth Management, LLC
|
BUY
|
- |
21.2KNew |
$4.33M - $4.85M
|
21.2K
$5.18M
|
|
|
May 14, 2024
Q1 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
21.1K+ 179.29% |
$4.31M - $4.83M
|
32.9K
$8.03M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
21K+ 8.04% |
$4.29M - $4.81M
|
283K
$69M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
20.6K+ 84.24% |
$4.2M - $4.7M
|
45K
$11M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
20.4K+ 14.17% |
$4.17M - $4.67M
|
165K
$40.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
20.4KNew |
$4.16M - $4.66M
|
20.4K
$4.98M
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
19.7KNew |
$4.02M - $4.51M
|
19.7K
$4.81M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
19.5K+ 34.04% |
$3.97M - $4.45M
|
76.6K
$18.7M
|
|
|
May 15, 2024
Q1 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
19.5KNew |
$3.97M - $4.45M
|
19.5K
$4.75M
|
|
|
May 14, 2024
Q1 2024
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
18.7K+ 125.86% |
$3.82M - $4.28M
|
33.6K
$8.19M
|
|
|
May 13, 2024
Q1 2024
|
Davidson Investment Advisors
|
BUY
|
- |
17.9K+ 10.29% |
$3.65M - $4.09M
|
192K
$46.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
17.8KNew |
$3.63M - $4.07M
|
17.8K
$4.35M
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
17.6K+ 529.05% |
$3.6M - $4.03M
|
21K
$5.11M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
16.8K+ 561.89% |
$3.42M - $3.83M
|
19.7K
$4.81M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.6KNew |
$3.39M - $3.8M
|
16.6K
$4.05M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
16.3K+ 13.13% |
$3.32M - $3.71M
|
140K
$34.2M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
16K+ 47.06% |
$3.27M - $3.67M
|
50.1K
$12.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
16K+ 266.67% |
$3.27M - $3.67M
|
22K
$5.38M
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
16K+ 5.13% |
$3.26M - $3.66M
|
328K
$79.9M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
16K+ 10.18% |
$3.26M - $3.66M
|
173K
$42.2M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
15.6K+ 18.72% |
$3.19M - $3.57M
|
99.1K
$24.2M
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
15.5K+ 53.18% |
$3.17M - $3.55M
|
44.8K
$10.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
15.4K+ 5.05% |
$3.13M - $3.51M
|
319K
$77.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
15.4K+ 5.05% |
$3.13M - $3.51M
|
319K
$77.9M
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
15KNew |
$3.05M - $3.42M
|
15K
$3.65M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
14.8K+ 185.19% |
$3.02M - $3.38M
|
22.8K
$5.56M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
14.5KNew |
$2.96M - $3.32M
|
14.5K
$3.54M
|
|
|
Apr 25, 2024
Q1 2024
|
Jacobsen Capital Management
|
BUY
|
- |
14KNew |
$2.86M - $3.2M
|
14K
$3.42M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
13.9K+ 39.76% |
$2.84M - $3.18M
|
49K
$11.9M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.9K+ 5.25% |
$2.83M - $3.17M
|
278K
$67.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
13.6K+ 135.55% |
$2.78M - $3.11M
|
23.6K
$5.77M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
13.5KNew |
$2.74M - $3.08M
|
13.5K
$3.28M
|
|
|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
13.1KNew |
$2.68M - $3.01M
|
13.1K
$3.21M
|
|
|
Sep 26, 2024
Q1 2024
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
13.1KNew |
$2.67M - $3M
|
13.1K
$3.2M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12.9K+ 47.71% |
$2.64M - $2.95M
|
40K
$9.76M
|
|
|
May 14, 2024
Q1 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
12.8KNew |
$2.61M - $2.93M
|
12.8K
$3.13M
|
|
|
May 14, 2024
Q1 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
12.7K+ 48.43% |
$2.58M - $2.9M
|
38.8K
$9.47M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
12.6K+ 156.43% |
$2.57M - $2.88M
|
20.6K
$5.03M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
12.6K+ 169.04% |
$2.56M - $2.87M
|
20K
$4.87M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.2K+ 1.25% |
$2.49M - $2.79M
|
987K
$241M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
12K+ 81.89% |
$2.44M - $2.74M
|
26.6K
$6.49M
|
|
|
May 10, 2024
Q1 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
11.6K+ 3.41% |
$2.37M - $2.66M
|
353K
$86.1M
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
11.5KNew |
$2.35M - $2.63M
|
11.5K
$2.81M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
11.5K+ 10.11% |
$2.35M - $2.63M
|
125K
$30.6M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11.5K+ 24.44% |
$2.35M - $2.63M
|
58.6K
$14.3M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
11.4K+ 57.27% |
$2.33M - $2.61M
|
31.4K
$7.65M
|