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 |
|---|---|---|---|---|---|---|---|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-92- 0.68% |
$18.8K - $21K
|
13.5K
$3.28M
|
|
|
Apr 30, 2024
Q1 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-95- 4.82% |
$19.4K - $21.7K
|
1.88K
$454K
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-95- 4.9% |
$19.4K - $21.7K
|
1.84K
$446K
|
|
|
May 14, 2024
Q1 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-96- 1.37% |
$19.6K - $21.9K
|
6.9K
$1.67M
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-97- 7.13% |
$19.8K - $22.2K
|
1.26K
$306K
|
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-97- 1.51% |
$19.8K - $22.2K
|
6.32K
$1.53M
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-97- 6.12% |
$19.8K - $22.2K
|
1.49K
$360K
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-100- 1.46% |
$20.4K - $22.9K
|
6.75K
$1.63M
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-100- 42.19% |
$20.4K - $22.9K
|
137
$33.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-100- 1.49% |
$20.4K - $22.9K
|
6.61K
$1.6M
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-100- 2.01% |
$20.4K - $22.9K
|
4.88K
$1.18M
|
|
|
Apr 11, 2024
Q1 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-101- 1.79% |
$20.6K - $23.1K
|
5.56K
$1.35M
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
SELL
|
- |
-101- 33.01% |
$20.6K - $23.1K
|
205
$49.6K
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-101- 0.9% |
$20.6K - $23.1K
|
11.2K
$2.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-103- 0.98% |
$21K - $23.5K
|
10.4K
$2.52M
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-103- 2.48% |
$21K - $23.5K
|
4.04K
$979K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-103- 1.64% |
$21K - $23.5K
|
6.16K
$1.49M
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-104- 7.0% |
$21.2K - $23.8K
|
1.38K
$335K
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-107- 1.51% |
$21.8K - $24.5K
|
6.98K
$1.69M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-108- 5.31% |
$22K - $24.7K
|
1.93K
$467K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-109- 0.07% |
$22.2K - $24.9K
|
161K
$39M
|
|
|
Apr 30, 2024
Q1 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-110- 0.56% |
$22.4K - $25.1K
|
19.6K
$4.74M
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-110- 1.72% |
$22.4K - $25.1K
|
6.29K
$1.52M
|
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-111- 7.89% |
$22.6K - $25.4K
|
1.3K
$314K
|
|
|
Apr 24, 2024
Q1 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-113- 4.78% |
$23.1K - $25.8K
|
2.25K
$545K
|
|
|
May 09, 2024
Q1 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-113- 0.82% |
$23.1K - $25.8K
|
13.7K
$3.32M
|
|
|
May 13, 2024
Q1 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-116- 9.13% |
$23.7K - $26.5K
|
1.15K
$279K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-117- 2.47% |
$23.9K - $26.7K
|
4.62K
$1.12M
|
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-121- 5.83% |
$24.7K - $27.7K
|
1.95K
$473K
|
|
|
May 13, 2024
Q1 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-121- 0.89% |
$24.7K - $27.7K
|
13.4K
$3.25M
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-122- 12.08% |
$24.9K - $27.9K
|
888
$215K
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-124- 10.45% |
$25.3K - $28.3K
|
1.06K
$257K
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
SELL
|
- |
-125- 4.1% |
$25.5K - $28.6K
|
2.93K
$709K
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-125- 0.6% |
$25.5K - $28.6K
|
20.7K
$5.02M
|
|
|
May 14, 2024
Q1 2024
|
Robinson Capital Management, LLC
|
SELL
|
- |
-125- 50.0% |
$25.5K - $28.6K
|
125
$30.3K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-125- 23.41% |
$25.5K - $28.6K
|
409
$99K
|
|
|
May 22, 2024
Q1 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-125- 7.07% |
$25.5K - $28.6K
|
1.64K
$398K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-126- 65.63% |
$25.7K - $28.8K
|
66
$16K
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-127- 6.45% |
$25.9K - $29K
|
1.84K
$446K
|
|
|
May 15, 2024
Q1 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-130- 12.75% |
$26.5K - $29.7K
|
890
$216K
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-131- 11.37% |
$26.7K - $29.9K
|
1.02K
$247K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-132- 5.63% |
$26.9K - $30.2K
|
2.21K
$536K
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-132- 1.29% |
$26.9K - $30.2K
|
10.1K
$2.45M
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-134- 9.17% |
$27.3K - $30.6K
|
1.33K
$322K
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-135- 1.76% |
$27.5K - $30.9K
|
7.52K
$1.82M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-135- 3.19% |
$27.5K - $30.9K
|
4.09K
$991K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-136- 0.29% |
$27.7K - $31.1K
|
46.2K
$11.2M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-137- 1.74% |
$27.9K - $31.3K
|
7.74K
$1.87M
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-138- 7.65% |
$28.2K - $31.5K
|
1.67K
$403K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-138- 9.36% |
$28.2K - $31.5K
|
1.34K
$324K
|