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 22, 2024
Q1 2024
|
Moneywise, Inc.
|
SELL
|
- |
-289- 4.8% |
$59K - $66.1K
|
5.73K
$1.19M
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-290- 2.34% |
$59.2K - $66.3K
|
12.1K
$2.51M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-294- 2.33% |
$60K - $67.2K
|
12.3K
$2.55M
|
|
|
Oct 02, 2024
Q1 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-294- 1.17% |
$60K - $67.2K
|
24.9K
$5.16M
|
|
|
May 08, 2024
Q1 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-295- 11.61% |
$60.2K - $67.4K
|
2.25K
$465K
|
|
|
May 03, 2024
Q1 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-298- 3.54% |
$60.8K - $68.1K
|
8.12K
$1.68M
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-304- 12.24% |
$62K - $69.5K
|
2.18K
$451K
|
|
|
Apr 15, 2024
Q1 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-306- 0.39% |
$62.4K - $69.9K
|
78.9K
$16.3M
|
|
|
Apr 17, 2024
Q1 2024
|
White Wing Wealth Management
The Wodlands, TX |
SELL
|
- |
-310- 0.62% |
$63.2K - $70.9K
|
49.8K
$10.3M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-313- 3.17% |
$63.9K - $71.5K
|
9.57K
$1.98M
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-315- 20.79% |
$64.3K - $72K
|
1.2K
$248K
|
|
|
May 06, 2024
Q1 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-316- 11.29% |
$64.5K - $72.2K
|
2.48K
$514K
|
|
|
Apr 29, 2024
Q1 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-317- 0.94% |
$64.7K - $72.5K
|
33.3K
$6.89M
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
SELL
|
- |
-318- 4.14% |
$64.9K - $72.7K
|
7.37K
$1.53M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-319- 5.66% |
$65.1K - $72.9K
|
5.32K
$1.1M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-326- 0.57% |
$66.5K - $74.5K
|
57K
$11.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-327- 0.39% |
$66.7K - $74.7K
|
84.1K
$17.4M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-327- 10.92% |
$66.7K - $74.7K
|
2.67K
$552K
|
|
|
Apr 15, 2024
Q1 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-332- 12.64% |
$67.7K - $75.9K
|
2.3K
$475K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-335- 2.02% |
$68.3K - $76.6K
|
16.3K
$3.37M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-339- 0.91% |
$69.2K - $77.5K
|
36.9K
$7.64M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-340- 6.66% |
$69.4K - $77.7K
|
4.77K
$987K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-341- 1.43% |
$69.6K - $77.9K
|
23.6K
$4.88M
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-345- 5.91% |
$70.4K - $78.9K
|
5.49K
$1.14M
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-345- 0.5% |
$70.4K - $78.9K
|
69.1K
$14.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-349- 4.11% |
$71.2K - $79.8K
|
8.14K
$1.69M
|
|
|
Apr 17, 2024
Q1 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-358- 3.67% |
$73K - $81.8K
|
9.39K
$1.94M
|
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-361- 1.13% |
$73.6K - $82.5K
|
31.5K
$6.53M
|
|
|
Apr 30, 2024
Q1 2024
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-365- 14.51% |
$74.5K - $83.4K
|
2.15K
$445K
|
|
|
Apr 24, 2024
Q1 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-367- 9.03% |
$74.9K - $83.9K
|
3.7K
$765K
|
|
|
Oct 29, 2024
Q1 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-368- 2.46% |
$75.1K - $84.1K
|
14.6K
$3.02M
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-370- 23.49% |
$75.5K - $84.6K
|
1.21K
$249K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-374- 6.15% |
$76.3K - $85.5K
|
5.71K
$1.18M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-375- 11.07% |
$76.5K - $85.7K
|
3.01K
$624K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-378- 27.25% |
$77.1K - $86.4K
|
1.01K
$209K
|
|
|
Apr 09, 2024
Q1 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-381- 9.79% |
$77.7K - $87.1K
|
3.51K
$727K
|
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-385- 3.61% |
$78.5K - $88K
|
10.3K
$2.13M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-388- 0.9% |
$79.2K - $88.7K
|
42.9K
$8.89M
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-389- 3.49% |
$79.4K - $88.9K
|
10.8K
$2.23M
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-389- 19.24% |
$79.4K - $88.9K
|
1.63K
$338K
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
SELL
|
- |
-391- 10.31% |
$79.8K - $89.4K
|
3.4K
$704K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-398- 1.68% |
$81.2K - $91K
|
23.4K
$4.84M
|
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-400- 11.23% |
$81.6K - $91.4K
|
3.16K
$654K
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
SELL
|
- |
-402- 1.58% |
$82K - $91.9K
|
25K
$5.18M
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-405- 2.46% |
$82.6K - $92.6K
|
16.1K
$3.32M
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-410- 22.8% |
$83.6K - $93.7K
|
1.39K
$287K
|
|
|
May 15, 2024
Q1 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-416- 31.11% |
$84.9K - $95.1K
|
921
$191K
|
|
|
Apr 10, 2024
Q1 2024
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-421- 1.2% |
$85.9K - $96.2K
|
34.7K
$7.19M
|
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-421- 2.25% |
$85.9K - $96.2K
|
18.3K
$3.79M
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-422- 5.42% |
$86.1K - $96.5K
|
7.37K
$1.52M
|