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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-724- 5.59% |
$148K - $165K
|
12.2K
$2.94M
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-725- 28.49% |
$148K - $166K
|
1.82K
$437K
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-730- 1.64% |
$149K - $167K
|
43.8K
$10.5M
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-742- 9.07% |
$151K - $170K
|
7.44K
$1.79M
|
|
|
Apr 22, 2024
Q1 2024
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-762- 30.89% |
$155K - $174K
|
1.71K
$410K
|
|
|
Apr 15, 2024
Q1 2024
|
First Bancorp, Inc
|
SELL
|
- |
-766- 4.14% |
$156K - $175K
|
17.7K
$4.26M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-791- 11.8% |
$161K - $181K
|
5.91K
$1.42M
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-797- 7.95% |
$163K - $182K
|
9.23K
$2.22M
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-799- 13.73% |
$163K - $183K
|
5.02K
$1.21M
|
|
|
May 06, 2024
Q1 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-800- 14.68% |
$163K - $183K
|
4.65K
$1.12M
|
|
|
May 06, 2024
Q1 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-807- 11.67% |
$165K - $184K
|
6.11K
$1.47M
|
|
|
May 13, 2024
Q1 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-832- 2.74% |
$170K - $190K
|
29.6K
$7.11M
|
|
|
May 10, 2024
Q1 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-836- 11.65% |
$171K - $191K
|
6.34K
$1.52M
|
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-838- 1.48% |
$171K - $192K
|
55.8K
$13.4M
|
|
|
May 08, 2024
Q1 2024
|
Planning Directions Inc
|
SELL
|
- |
-840- 17.09% |
$171K - $192K
|
4.08K
$979K
|
|
|
May 14, 2024
Q1 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-851- 12.1% |
$174K - $195K
|
6.18K
$1.49M
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-853- 8.06% |
$174K - $195K
|
9.73K
$2.34M
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-859- 4.42% |
$175K - $196K
|
18.6K
$4.46M
|
|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-876- 32.28% |
$179K - $200K
|
1.84K
$442K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-907- 5.01% |
$185K - $207K
|
17.2K
$4.13M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-911- 9.0% |
$186K - $208K
|
9.21K
$2.21M
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-913- 16.33% |
$186K - $209K
|
4.68K
$1.12M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-916- 29.92% |
$187K - $209K
|
2.15K
$516K
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-916- 2.67% |
$187K - $209K
|
33.5K
$8.04M
|
|
|
Apr 16, 2024
Q1 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-919- 7.97% |
$187K - $210K
|
10.6K
$2.55M
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-920- 9.14% |
$188K - $210K
|
9.14K
$2.2M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-922- 1.52% |
$188K - $211K
|
59.9K
$14.4M
|
|
|
May 14, 2024
Q1 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-924- 2.3% |
$188K - $211K
|
39.3K
$9.44M
|
|
|
Oct 09, 2024
Q1 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-935- 4.31% |
$191K - $214K
|
20.8K
$4.99M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-945- 48.34% |
$193K - $216K
|
1.01K
$243K
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-946- 1.5% |
$193K - $216K
|
62.3K
$15M
|
|
|
May 01, 2024
Q1 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-948- 1.99% |
$193K - $217K
|
46.7K
$11.2M
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-952- 1.82% |
$194K - $218K
|
51.3K
$12.3M
|
|
|
Nov 18, 2024
Q1 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-953- 13.26% |
$194K - $218K
|
6.23K
$1.5M
|
|
|
May 08, 2024
Q1 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-970- 7.55% |
$198K - $222K
|
11.9K
$2.85M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-988- 5.78% |
$202K - $226K
|
16.1K
$3.87M
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-990- 7.58% |
$202K - $226K
|
12.1K
$2.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-998- 7.05% |
$204K - $228K
|
13.1K
$3.16M
|
|
|
Apr 25, 2024
Q1 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-1.01K- 2.02% |
$206K - $231K
|
49K
$11.8M
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-1.04K- 1.35% |
$213K - $238K
|
76K
$18.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-1.04K- 4.58% |
$213K - $238K
|
21.8K
$5.23M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
SELL
|
- |
-1.05K- 6.38% |
$213K - $239K
|
15.3K
$3.68M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.07K- 6.67% |
$218K - $245K
|
15K
$3.6M
|
|
|
Nov 14, 2024
Q1 2024
|
Marquette Associates, Inc.
Chicago, IL |
SELL
|
- |
-1.08K- 85.58% |
$220K - $247K
|
182
$43.7K
|
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-1.09K- 2.43% |
$221K - $248K
|
43.6K
$10.5M
|
|
|
May 01, 2024
Q1 2024
|
Acas, LLC
|
SELL
|
- |
-1.09K- 18.38% |
$221K - $248K
|
4.82K
$1.16M
|
|
|
Apr 24, 2024
Q1 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-1.09K- 0.66% |
$222K - $249K
|
165K
$39.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.09K- 13.19% |
$223K - $250K
|
7.19K
$1.73M
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.09K- 3.8% |
$223K - $250K
|
27.6K
$6.64M
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.12K- 7.56% |
$227K - $255K
|
13.6K
$3.27M
|