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 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-127- 6.45% |
$25.9K - $29K
|
1.84K
$382K
|
|
|
May 15, 2024
Q1 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-130- 12.75% |
$26.5K - $29.7K
|
890
$184K
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-131- 11.37% |
$26.7K - $29.9K
|
1.02K
$211K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-132- 5.63% |
$26.9K - $30.2K
|
2.21K
$458K
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-132- 1.29% |
$26.9K - $30.2K
|
10.1K
$2.09M
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-134- 9.17% |
$27.3K - $30.6K
|
1.33K
$275K
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-135- 1.76% |
$27.5K - $30.9K
|
7.52K
$1.56M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-135- 3.19% |
$27.5K - $30.9K
|
4.09K
$848K
|
|
|
Apr 17, 2025
Q1 2024
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-135- 1.25% |
$27.5K - $30.9K
|
10.6K
$2.2M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-136- 0.29% |
$27.7K - $31.1K
|
46.2K
$9.57M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-137- 1.74% |
$27.9K - $31.3K
|
7.74K
$1.6M
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-138- 7.65% |
$28.2K - $31.5K
|
1.67K
$345K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-138- 9.36% |
$28.2K - $31.5K
|
1.34K
$277K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-140- 2.49% |
$28.6K - $32K
|
5.48K
$1.13M
|
|
|
Apr 12, 2024
Q1 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-140- 0.21% |
$28.6K - $32K
|
65.3K
$13.5M
|
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-142- 2.49% |
$29K - $32.5K
|
5.56K
$1.15M
|
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-142- 1.87% |
$29K - $32.5K
|
7.43K
$1.54M
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-144- 13.02% |
$29.4K - $32.9K
|
962
$199K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-144- 12.32% |
$29.4K - $32.9K
|
1.03K
$212K
|
|
|
May 08, 2024
Q1 2024
|
Shayne & Co., LLC
|
SELL
|
- |
-150- 4.32% |
$30.6K - $34.3K
|
3.32K
$687K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-150- 0.35% |
$30.6K - $34.3K
|
42.2K
$8.74M
|
|
|
May 15, 2024
Q1 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-150- 7.14% |
$30.6K - $34.3K
|
1.95K
$404K
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-154- 2.0% |
$31.4K - $35.2K
|
7.55K
$1.56M
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-155- 1.23% |
$31.6K - $35.4K
|
12.4K
$2.57M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-161- 11.29% |
$32.8K - $36.8K
|
1.27K
$262K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-162- 1.4% |
$33K - $37K
|
11.4K
$2.36M
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-164- 3.83% |
$33.5K - $37.5K
|
4.12K
$853K
|
|
|
Mar 05, 2025
Q1 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-164- 15.12% |
$33.5K - $37.5K
|
921
$191K
|
|
|
Mar 28, 2025
Q1 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-164- 15.12% |
$33.5K - $37.5K
|
921
$191K
|
|
|
Apr 19, 2024
Q1 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-165- 0.39% |
$33.7K - $37.7K
|
42.4K
$8.78M
|
|
|
May 07, 2024
Q1 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-165- 4.78% |
$33.7K - $37.7K
|
3.29K
$680K
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-166- 4.6% |
$33.9K - $37.9K
|
3.44K
$712K
|
|
|
May 08, 2024
Q1 2024
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-168- 12.4% |
$34.3K - $38.4K
|
1.19K
$246K
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-170- 7.6% |
$34.7K - $38.9K
|
2.07K
$428K
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-170- 1.47% |
$34.7K - $38.9K
|
11.4K
$2.36M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-171- 0.75% |
$34.9K - $39.1K
|
22.7K
$4.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-172- 0.77% |
$35.1K - $39.3K
|
22.2K
$4.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-174- 5.56% |
$35.5K - $39.8K
|
2.95K
$611K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-177- 6.69% |
$36.1K - $40.5K
|
2.47K
$511K
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-178- 7.08% |
$36.3K - $40.7K
|
2.34K
$484K
|
|
|
May 10, 2024
Q1 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-179- 4.74% |
$36.5K - $40.9K
|
3.6K
$745K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-179- 2.27% |
$36.5K - $40.9K
|
7.7K
$1.59M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-183- 1.62% |
$37.3K - $41.8K
|
11.1K
$2.3M
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-183- 6.25% |
$37.3K - $41.8K
|
2.75K
$568K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-187- 2.86% |
$38.1K - $42.7K
|
6.34K
$1.31M
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-189- 14.94% |
$38.6K - $43.2K
|
1.08K
$223K
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-190- 10.6% |
$38.8K - $43.4K
|
1.6K
$332K
|
|
|
Apr 22, 2024
Q1 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-190- 2.89% |
$38.8K - $43.4K
|
6.38K
$1.32M
|
|
|
Apr 18, 2024
Q1 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-191- 12.35% |
$39K - $43.7K
|
1.36K
$281K
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-191- 11.58% |
$39K - $43.7K
|
1.46K
$302K
|