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 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-326- 0.57% |
$66.5K - $74.5K
|
57K
$13.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-327- 0.39% |
$66.7K - $74.7K
|
84.1K
$20.4M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-327- 10.92% |
$66.7K - $74.7K
|
2.67K
$646K
|
|
|
Apr 15, 2024
Q1 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-332- 12.64% |
$67.7K - $75.9K
|
2.3K
$556K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-335- 2.02% |
$68.3K - $76.6K
|
16.3K
$3.94M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-339- 0.91% |
$69.2K - $77.5K
|
36.9K
$8.93M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-340- 6.66% |
$69.4K - $77.7K
|
4.77K
$1.15M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-341- 1.43% |
$69.6K - $77.9K
|
23.6K
$5.71M
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-345- 5.91% |
$70.4K - $78.9K
|
5.49K
$1.33M
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-345- 0.5% |
$70.4K - $78.9K
|
69.1K
$16.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-349- 4.11% |
$71.2K - $79.8K
|
8.14K
$1.97M
|
|
|
Apr 17, 2024
Q1 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-358- 3.67% |
$73K - $81.8K
|
9.39K
$2.27M
|
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-361- 1.13% |
$73.6K - $82.5K
|
31.5K
$7.64M
|
|
|
Apr 30, 2024
Q1 2024
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-365- 14.51% |
$74.5K - $83.4K
|
2.15K
$521K
|
|
|
Apr 24, 2024
Q1 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-367- 9.03% |
$74.9K - $83.9K
|
3.7K
$895K
|
|
|
Oct 29, 2024
Q1 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-368- 2.46% |
$75.1K - $84.1K
|
14.6K
$3.53M
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-370- 23.49% |
$75.5K - $84.6K
|
1.21K
$292K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-375- 11.07% |
$76.5K - $85.7K
|
3.01K
$729K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-378- 27.25% |
$77.1K - $86.4K
|
1.01K
$244K
|
|
|
Apr 09, 2024
Q1 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-381- 9.79% |
$77.7K - $87.1K
|
3.51K
$850K
|
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-385- 3.61% |
$78.5K - $88K
|
10.3K
$2.49M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-388- 0.9% |
$79.2K - $88.7K
|
42.9K
$10.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-389- 3.49% |
$79.4K - $88.9K
|
10.8K
$2.61M
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-389- 19.24% |
$79.4K - $88.9K
|
1.63K
$395K
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
SELL
|
- |
-391- 10.31% |
$79.8K - $89.4K
|
3.4K
$824K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-398- 1.68% |
$81.2K - $91K
|
23.4K
$5.66M
|
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-400- 11.23% |
$81.6K - $91.4K
|
3.16K
$765K
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
SELL
|
- |
-402- 1.58% |
$82K - $91.9K
|
25K
$6.05M
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-405- 2.46% |
$82.6K - $92.6K
|
16.1K
$3.89M
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-410- 22.8% |
$83.6K - $93.7K
|
1.39K
$336K
|
|
|
May 15, 2024
Q1 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-416- 31.11% |
$84.9K - $95.1K
|
921
$223K
|
|
|
Apr 10, 2024
Q1 2024
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-421- 1.2% |
$85.9K - $96.2K
|
34.7K
$8.41M
|
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-421- 2.25% |
$85.9K - $96.2K
|
18.3K
$4.43M
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-422- 5.42% |
$86.1K - $96.5K
|
7.37K
$1.78M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-432- 6.77% |
$88.1K - $98.8K
|
5.95K
$1.44M
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-432- 4.75% |
$88.1K - $98.8K
|
8.67K
$2.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-433- 0.97% |
$88.3K - $99K
|
44.2K
$10.7M
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-435- 5.58% |
$88.7K - $99.4K
|
7.36K
$1.78M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-443- 0.11% |
$90.4K - $101K
|
402K
$97.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-448- 9.53% |
$91.4K - $102K
|
4.25K
$1.03M
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-449- 1.44% |
$91.6K - $103K
|
30.7K
$7.42M
|
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-450- 26.69% |
$91.8K - $103K
|
1.24K
$299K
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-454- 15.43% |
$92.6K - $104K
|
2.49K
$602K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-457- 29.26% |
$93.2K - $104K
|
1.11K
$268K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-461- 1.21% |
$94K - $105K
|
37.7K
$9.12M
|
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-463- 21.16% |
$94.5K - $106K
|
1.73K
$418K
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-463- 2.94% |
$94.5K - $106K
|
15.3K
$3.7M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-466- 7.82% |
$95.1K - $107K
|
5.49K
$1.33M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-467- 2.33% |
$95.3K - $107K
|
19.6K
$4.74M
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-469- 4.83% |
$95.7K - $107K
|
9.24K
$2.24M
|