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 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-212- 9.32% |
$43.2K - $48.5K
|
2.06K
$500K
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
SELL
|
- |
-214- 2.64% |
$43.7K - $48.9K
|
7.88K
$1.91M
|
|
|
May 10, 2024
Q1 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-214- 0.17% |
$43.7K - $48.9K
|
129K
$31.2M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-215- 2.05% |
$43.9K - $49.1K
|
10.3K
$2.49M
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-217- 46.07% |
$44.3K - $49.6K
|
254
$61.5K
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-219- 0.4% |
$44.7K - $50.1K
|
54.1K
$13.1M
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-221- 17.08% |
$45.1K - $50.5K
|
1.07K
$260K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-222- 2.49% |
$45.3K - $50.7K
|
8.68K
$2.1M
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-225- 1.75% |
$45.9K - $51.4K
|
12.7K
$3.07M
|
|
|
Apr 19, 2024
Q1 2024
|
Brickley Wealth Management
|
SELL
|
- |
-229- 2.08% |
$46.7K - $52.3K
|
10.8K
$2.61M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-230- 47.13% |
$46.9K - $52.6K
|
258
$62.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Kwmg, LLC
|
SELL
|
- |
-236- 14.12% |
$48.1K - $53.9K
|
1.44K
$347K
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-238- 5.46% |
$48.6K - $54.4K
|
4.12K
$997K
|
|
|
May 14, 2024
Q1 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-246- 1.15% |
$50.2K - $56.2K
|
21.2K
$5.13M
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-248- 0.17% |
$50.6K - $56.7K
|
143K
$34.5M
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-248- 17.27% |
$50.6K - $56.7K
|
1.19K
$288K
|
|
|
Apr 16, 2024
Q1 2024
|
Newton One Investments LLC
|
SELL
|
- |
-249- 1.17% |
$50.8K - $56.9K
|
21K
$5.08M
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-250- 6.12% |
$51K - $57.1K
|
3.84K
$929K
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-251- 5.95% |
$51.2K - $57.4K
|
3.97K
$960K
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-252- 21.27% |
$51.4K - $57.6K
|
933
$226K
|
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-253- 4.19% |
$51.6K - $57.8K
|
5.79K
$1.4M
|
|
|
May 06, 2024
Q1 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-254- 15.41% |
$51.8K - $58.1K
|
1.39K
$338K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-258- 12.68% |
$52.6K - $59K
|
1.78K
$430K
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-258- 1.87% |
$52.6K - $59K
|
13.6K
$3.29M
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-258- 0.24% |
$52.6K - $59K
|
106K
$25.8M
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-258- 2.47% |
$52.6K - $59K
|
10.2K
$2.47M
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-260- 5.98% |
$53K - $59.4K
|
4.09K
$990K
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-264- 1.99% |
$53.9K - $60.3K
|
13K
$3.15M
|
|
|
Apr 12, 2024
Q1 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-266- 3.44% |
$54.3K - $60.8K
|
7.46K
$1.81M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-266- 2.46% |
$54.3K - $60.8K
|
10.5K
$2.55M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-266- 11.35% |
$54.3K - $60.8K
|
2.08K
$503K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-268- 19.01% |
$54.7K - $61.3K
|
1.14K
$277K
|
|
|
Apr 15, 2024
Q1 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-280- 4.53% |
$57.1K - $64K
|
5.9K
$1.43M
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-281- 19.3% |
$57.3K - $64.2K
|
1.18K
$285K
|
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-282- 3.0% |
$57.5K - $64.5K
|
9.12K
$2.21M
|
|
|
Apr 22, 2024
Q1 2024
|
Moneywise, Inc.
|
SELL
|
- |
-289- 4.8% |
$59K - $66.1K
|
5.73K
$1.39M
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-290- 2.34% |
$59.2K - $66.3K
|
12.1K
$2.93M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-294- 2.33% |
$60K - $67.2K
|
12.3K
$2.99M
|
|
|
Oct 02, 2024
Q1 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-294- 1.17% |
$60K - $67.2K
|
24.9K
$6.03M
|
|
|
May 08, 2024
Q1 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-295- 11.61% |
$60.2K - $67.4K
|
2.25K
$544K
|
|
|
May 03, 2024
Q1 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-298- 3.54% |
$60.8K - $68.1K
|
8.12K
$1.97M
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-304- 12.24% |
$62K - $69.5K
|
2.18K
$528K
|
|
|
Apr 15, 2024
Q1 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-306- 0.39% |
$62.4K - $69.9K
|
78.9K
$19.1M
|
|
|
Apr 17, 2024
Q1 2024
|
White Wing Wealth Management
The Wodlands, TX |
SELL
|
- |
-310- 0.62% |
$63.2K - $70.9K
|
49.8K
$12.1M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-313- 3.17% |
$63.9K - $71.5K
|
9.57K
$2.32M
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-315- 20.79% |
$64.3K - $72K
|
1.2K
$291K
|
|
|
May 06, 2024
Q1 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-316- 11.29% |
$64.5K - $72.2K
|
2.48K
$601K
|
|
|
Apr 29, 2024
Q1 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-317- 0.94% |
$64.7K - $72.5K
|
33.3K
$8.06M
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
SELL
|
- |
-318- 4.14% |
$64.9K - $72.7K
|
7.37K
$1.78M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-319- 5.66% |
$65.1K - $72.9K
|
5.32K
$1.29M
|