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 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-52- 1.04% |
$10.6K - $11.9K
|
4.95K
$1.2M
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
SELL
|
- |
-53- 1.21% |
$10.8K - $12.1K
|
4.33K
$1.05M
|
|
May 10, 2024
Q1 2024
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-53- 1.3% |
$10.8K - $12.1K
|
4.03K
$975K
|
|
May 14, 2024
Q1 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-53- 0.48% |
$10.8K - $12.1K
|
10.9K
$2.64M
|
|
May 15, 2024
Q1 2024
|
Wit, LLC
District Of Columbia, DC |
SELL
|
- |
-53- 20.15% |
$10.8K - $12.1K
|
210
$50.9K
|
|
May 09, 2024
Q1 2024
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-54- 0.54% |
$11K - $12.3K
|
10K
$2.42M
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-56- 11.07% |
$11.4K - $12.8K
|
450
$109K
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-57- 1.73% |
$11.6K - $13K
|
3.25K
$786K
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-59- 0.46% |
$12K - $13.5K
|
12.7K
$3.08M
|
|
May 02, 2024
Q1 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-59- 2.41% |
$12K - $13.5K
|
2.39K
$578K
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-59- 6.4% |
$12K - $13.5K
|
863
$209K
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-60- 11.39% |
$12.2K - $13.7K
|
467
$113K
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-60- 2.52% |
$12.2K - $13.7K
|
2.32K
$562K
|
|
Apr 18, 2024
Q1 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-61- 1.73% |
$12.4K - $13.9K
|
3.46K
$838K
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-62- 5.2% |
$12.6K - $14.2K
|
1.13K
$274K
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-62- 1.56% |
$12.6K - $14.2K
|
3.93K
$950K
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-63- 6.06% |
$12.9K - $14.4K
|
976
$236K
|
|
Apr 24, 2024
Q1 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-64- 6.54% |
$13.1K - $14.6K
|
915
$222K
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-65- 0.46% |
$13.3K - $14.9K
|
14.1K
$3.41M
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-66- 1.12% |
$13.5K - $15.1K
|
5.83K
$1.41M
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-66- 6.09% |
$13.5K - $15.1K
|
1.02K
$247K
|
|
Apr 15, 2024
Q1 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-68- 0.37% |
$13.9K - $15.5K
|
18.2K
$4.4M
|
|
May 07, 2024
Q1 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-68- 5.28% |
$13.9K - $15.5K
|
1.22K
$295K
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-72- 7.21% |
$14.7K - $16.5K
|
926
$224K
|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
SELL
|
- |
-74- 12.37% |
$15.1K - $16.9K
|
524
$127K
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-75Closed |
$15.3K - $17.1K
|
0
$0
|
|
Apr 24, 2024
Q1 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-75- 3.03% |
$15.3K - $17.1K
|
2.4K
$580K
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-75- 3.63% |
$15.3K - $17.1K
|
1.99K
$482K
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-76- 7.52% |
$15.5K - $17.4K
|
935
$226K
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-77- 0.41% |
$15.7K - $17.6K
|
18.6K
$4.51M
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-77- 0.76% |
$15.7K - $17.6K
|
10.1K
$2.45M
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-78- 2.86% |
$15.9K - $17.8K
|
2.65K
$641K
|
|
Apr 12, 2024
Q1 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-80- 0.56% |
$16.3K - $18.3K
|
14.2K
$3.44M
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-80- 2.7% |
$16.3K - $18.3K
|
2.89K
$699K
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-81- 2.58% |
$16.5K - $18.5K
|
3.06K
$740K
|
|
Apr 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-83- 5.37% |
$16.9K - $19K
|
1.46K
$354K
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-83- 1.42% |
$16.9K - $19K
|
5.77K
$1.4M
|
|
Apr 18, 2024
Q1 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-83- 0.71% |
$16.9K - $19K
|
11.6K
$2.8M
|
|
May 13, 2024
Q1 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-83- 0.6% |
$16.9K - $19K
|
13.8K
$3.33M
|
|
Apr 22, 2024
Q1 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-84- 1.51% |
$17.1K - $19.2K
|
5.47K
$1.32M
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-84- 0.61% |
$17.1K - $19.2K
|
13.6K
$3.3M
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-84- 98.82% |
$17.1K - $19.2K
|
1
$242
|
|
Apr 17, 2024
Q1 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-85- 2.71% |
$17.3K - $19.4K
|
3.05K
$739K
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-86- 0.89% |
$17.5K - $19.7K
|
9.53K
$2.31M
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-86- 5.1% |
$17.5K - $19.7K
|
1.6K
$387K
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-87- 1.4% |
$17.7K - $19.9K
|
6.14K
$1.49M
|
|
May 06, 2024
Q1 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-88- 0.59% |
$18K - $20.1K
|
14.7K
$3.57M
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-89- 0.68% |
$18.2K - $20.3K
|
12.9K
$3.13M
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-90- 0.1% |
$18.4K - $20.6K
|
93.3K
$22.6M
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-91- 1.45% |
$18.6K - $20.8K
|
6.2K
$1.5M
|