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 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-192- 2.18% |
$39.2K - $43.9K
|
8.62K
$1.78M
|
|
May 07, 2024
Q1 2024
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-192- 15.91% |
$39.2K - $43.9K
|
1.02K
$210K
|
|
Apr 25, 2024
Q1 2024
|
Brown Financial Advisory
|
SELL
|
- |
-193- 0.27% |
$39.4K - $44.1K
|
72.4K
$15M
|
|
Apr 26, 2024
Q1 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-193- 6.79% |
$39.4K - $44.1K
|
2.65K
$548K
|
|
Apr 11, 2024
Q1 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-194- 2.33% |
$39.6K - $44.3K
|
8.12K
$1.68M
|
|
May 09, 2024
Q1 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-194- 9.51% |
$39.6K - $44.3K
|
1.85K
$382K
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-195- 23.58% |
$39.8K - $44.6K
|
632
$131K
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-196- 7.73% |
$40K - $44.8K
|
2.34K
$484K
|
|
May 15, 2024
Q1 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-198- 13.68% |
$40.4K - $45.3K
|
1.25K
$259K
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-199- 1.14% |
$40.6K - $45.5K
|
17.3K
$3.58M
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-200- 75.47% |
$40.8K - $45.7K
|
65
$13.5K
|
|
Apr 10, 2024
Q1 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-201- 2.79% |
$41K - $45.9K
|
7.01K
$1.45M
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-203- 6.56% |
$41.4K - $46.4K
|
2.89K
$599K
|
|
Apr 30, 2024
Q1 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-204- 0.21% |
$41.6K - $46.6K
|
99K
$20.5M
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-207- 18.55% |
$42.2K - $47.3K
|
909
$188K
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-212- 9.32% |
$43.2K - $48.5K
|
2.06K
$427K
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
SELL
|
- |
-214- 2.64% |
$43.7K - $48.9K
|
7.88K
$1.63M
|
|
May 10, 2024
Q1 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-214- 0.17% |
$43.7K - $48.9K
|
129K
$26.7M
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-215- 2.05% |
$43.9K - $49.1K
|
10.3K
$2.13M
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-217- 46.07% |
$44.3K - $49.6K
|
254
$52.6K
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-219- 0.4% |
$44.7K - $50.1K
|
54.1K
$11.2M
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-221- 17.08% |
$45.1K - $50.5K
|
1.07K
$222K
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-222- 2.49% |
$45.3K - $50.7K
|
8.68K
$1.8M
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-225- 1.75% |
$45.9K - $51.4K
|
12.7K
$2.62M
|
|
Apr 19, 2024
Q1 2024
|
Brickley Wealth Management
|
SELL
|
- |
-229- 2.08% |
$46.7K - $52.3K
|
10.8K
$2.23M
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-230- 47.13% |
$46.9K - $52.6K
|
258
$53.4K
|
|
Apr 15, 2024
Q1 2024
|
Kwmg, LLC
|
SELL
|
- |
-236- 14.12% |
$48.1K - $53.9K
|
1.44K
$297K
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-238- 5.46% |
$48.6K - $54.4K
|
4.12K
$853K
|
|
May 14, 2024
Q1 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-246- 1.15% |
$50.2K - $56.2K
|
21.2K
$4.38M
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-248- 0.17% |
$50.6K - $56.7K
|
143K
$29.5M
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-248- 17.27% |
$50.6K - $56.7K
|
1.19K
$246K
|
|
Apr 16, 2024
Q1 2024
|
Newton One Investments LLC
|
SELL
|
- |
-249- 1.17% |
$50.8K - $56.9K
|
21K
$4.34M
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-250- 6.12% |
$51K - $57.1K
|
3.84K
$795K
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-251- 5.95% |
$51.2K - $57.4K
|
3.97K
$821K
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-252- 21.27% |
$51.4K - $57.6K
|
933
$193K
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-253- 4.19% |
$51.6K - $57.8K
|
5.79K
$1.2M
|
|
May 06, 2024
Q1 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-254- 15.41% |
$51.8K - $58.1K
|
1.39K
$289K
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-258- 12.68% |
$52.6K - $59K
|
1.78K
$368K
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-258- 1.87% |
$52.6K - $59K
|
13.6K
$2.81M
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-258- 0.24% |
$52.6K - $59K
|
106K
$22M
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-258- 2.47% |
$52.6K - $59K
|
10.2K
$2.11M
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-260- 5.98% |
$53K - $59.4K
|
4.09K
$846K
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-264- 1.99% |
$53.9K - $60.3K
|
13K
$2.69M
|
|
Apr 12, 2024
Q1 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-266- 3.44% |
$54.3K - $60.8K
|
7.46K
$1.54M
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-266- 2.46% |
$54.3K - $60.8K
|
10.5K
$2.18M
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-266- 11.35% |
$54.3K - $60.8K
|
2.08K
$430K
|
|
Apr 15, 2024
Q1 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-268- 19.01% |
$54.7K - $61.3K
|
1.14K
$236K
|
|
Apr 15, 2024
Q1 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-280- 4.53% |
$57.1K - $64K
|
5.9K
$1.22M
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-281- 19.3% |
$57.3K - $64.2K
|
1.18K
$243K
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-282- 3.0% |
$57.5K - $64.5K
|
9.12K
$1.89M
|