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
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-432- 6.77% |
$88.1K - $98.8K
|
5.95K
$1.23M
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-432- 4.75% |
$88.1K - $98.8K
|
8.67K
$1.79M
|
|
|
Apr 25, 2024
Q1 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-433- 0.97% |
$88.3K - $99K
|
44.2K
$9.15M
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-435- 5.58% |
$88.7K - $99.4K
|
7.36K
$1.52M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-443- 0.11% |
$90.4K - $101K
|
402K
$83.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-448- 9.53% |
$91.4K - $102K
|
4.25K
$881K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-449- 1.44% |
$91.6K - $103K
|
30.7K
$6.35M
|
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-450- 26.69% |
$91.8K - $103K
|
1.24K
$256K
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-454- 15.43% |
$92.6K - $104K
|
2.49K
$515K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-457- 29.26% |
$93.2K - $104K
|
1.11K
$229K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-461- 1.21% |
$94K - $105K
|
37.7K
$7.8M
|
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-463- 21.16% |
$94.5K - $106K
|
1.73K
$357K
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-463- 2.94% |
$94.5K - $106K
|
15.3K
$3.16M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-466- 7.82% |
$95.1K - $107K
|
5.49K
$1.14M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-467- 2.33% |
$95.3K - $107K
|
19.6K
$4.06M
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-469- 4.83% |
$95.7K - $107K
|
9.24K
$1.91M
|
|
|
May 06, 2024
Q1 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-469- 4.47% |
$95.7K - $107K
|
10K
$2.08M
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-477- 2.36% |
$97.3K - $109K
|
19.7K
$4.08M
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Life Advisors
|
SELL
|
- |
-480- 27.68% |
$97.9K - $110K
|
1.25K
$260K
|
|
|
Apr 11, 2024
Q1 2024
|
Moller Financial Services
|
SELL
|
- |
-482- 0.42% |
$98.3K - $110K
|
115K
$23.8M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-487- 20.77% |
$99.3K - $111K
|
1.86K
$385K
|
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-492- 0.32% |
$100K - $112K
|
154K
$31.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-497- 21.58% |
$101K - $114K
|
1.81K
$374K
|
|
|
Apr 19, 2024
Q1 2024
|
Veery Capital, LLC
|
SELL
|
- |
-506- 20.99% |
$103K - $116K
|
1.91K
$394K
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-512- 7.15% |
$104K - $117K
|
6.65K
$1.38M
|
|
|
Apr 12, 2024
Q1 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-516- 1.89% |
$105K - $118K
|
26.7K
$5.54M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-519- 12.92% |
$106K - $119K
|
3.5K
$724K
|
|
|
May 13, 2024
Q1 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-524- 1.44% |
$107K - $120K
|
35.7K
$7.4M
|
|
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-525- 18.99% |
$107K - $120K
|
2.24K
$464K
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-539- 2.32% |
$110K - $123K
|
22.7K
$4.69M
|
|
|
Apr 23, 2024
Q1 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-542- 8.96% |
$111K - $124K
|
5.51K
$1.14M
|
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-553- 8.75% |
$113K - $126K
|
5.77K
$1.19M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-553- 0.88% |
$113K - $126K
|
62.1K
$12.8M
|
|
|
May 10, 2024
Q1 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-559- 14.03% |
$114K - $128K
|
3.43K
$709K
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-559- 24.11% |
$114K - $128K
|
1.76K
$364K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-566- 18.05% |
$115K - $129K
|
2.57K
$532K
|
|
|
Jan 14, 2025
Q1 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-566- 10.37% |
$115K - $129K
|
4.89K
$1.01M
|
|
|
May 09, 2024
Q1 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-567- 5.36% |
$116K - $130K
|
10K
$2.07M
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-569- 2.17% |
$116K - $130K
|
25.6K
$5.31M
|
|
|
Oct 03, 2024
Q1 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-571- 15.87% |
$116K - $131K
|
3.03K
$627K
|
|
|
May 07, 2024
Q1 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-575- 0.44% |
$117K - $131K
|
131K
$27.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-585- 6.18% |
$119K - $134K
|
8.89K
$1.84M
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-599- 7.33% |
$122K - $137K
|
7.58K
$1.57M
|
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-602- 4.65% |
$123K - $138K
|
12.4K
$2.56M
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-605- 14.17% |
$123K - $138K
|
3.66K
$759K
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-623- 20.71% |
$127K - $142K
|
2.39K
$494K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-626- 1.9% |
$128K - $143K
|
32.3K
$6.68M
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-626- 4.0% |
$128K - $143K
|
15K
$3.11M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-635- 1.29% |
$130K - $145K
|
48.8K
$10.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-636- 15.82% |
$130K - $145K
|
3.38K
$700K
|