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 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.12K- 1.91% |
$228K - $255K
|
57.4K
$13.8M
|
|
|
May 03, 2024
Q1 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-1.12K- 41.95% |
$228K - $255K
|
1.55K
$371K
|
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-1.13K- 36.8% |
$230K - $257K
|
1.93K
$465K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.13K- 7.32% |
$230K - $258K
|
14.3K
$3.43M
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.13K- 24.11% |
$231K - $259K
|
3.57K
$857K
|
|
|
Apr 22, 2024
Q1 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-1.15K- 13.26% |
$235K - $263K
|
7.52K
$1.81M
|
|
|
Apr 19, 2024
Q1 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.16K- 6.92% |
$237K - $266K
|
15.7K
$3.76M
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.17K- 7.81% |
$239K - $268K
|
13.8K
$3.32M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.18K- 50.21% |
$240K - $269K
|
1.17K
$280K
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-1.18K- 7.26% |
$241K - $270K
|
15.1K
$3.62M
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-1.23K- 2.51% |
$251K - $281K
|
47.6K
$11.4M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.25K- 7.39% |
$254K - $285K
|
15.6K
$3.75M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.27K- 2.79% |
$259K - $290K
|
44.2K
$10.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-1.28K- 2.9% |
$262K - $294K
|
42.9K
$10.3M
|
|
|
Oct 30, 2024
Q1 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
SELL
|
- |
-1.3K- 36.13% |
$266K - $298K
|
2.3K
$553K
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.31K- 3.47% |
$266K - $299K
|
36.3K
$8.73M
|
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-1.33K- 13.07% |
$271K - $304K
|
8.83K
$2.12M
|
|
|
May 07, 2024
Q1 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-1.33K- 10.11% |
$272K - $304K
|
11.8K
$2.85M
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.36K- 25.69% |
$276K - $310K
|
3.92K
$942K
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-1.36K- 11.44% |
$277K - $310K
|
10.5K
$2.53M
|
|
|
Apr 02, 2024
Q1 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-1.42K- 3.88% |
$290K - $325K
|
35.2K
$8.46M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.44K- 86.53% |
$294K - $329K
|
224
$53.8K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.47K- 1.51% |
$299K - $335K
|
95.8K
$23M
|
|
|
Apr 11, 2024
Q1 2024
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-1.49K- 16.26% |
$303K - $339K
|
7.65K
$1.84M
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-1.5K- 72.9% |
$306K - $343K
|
558
$134K
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.52K- 4.87% |
$310K - $347K
|
29.7K
$7.14M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.52K- 0.41% |
$311K - $348K
|
375K
$90M
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-1.53K- 7.5% |
$312K - $350K
|
18.9K
$4.53M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.54K- 6.9% |
$315K - $353K
|
20.8K
$5.01M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-1.55K- 31.9% |
$317K - $355K
|
3.31K
$796K
|
|
|
Apr 30, 2024
Q1 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-1.57K- 5.16% |
$319K - $358K
|
28.8K
$6.91M
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.57K- 6.42% |
$319K - $358K
|
22.8K
$5.49M
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.59K- 19.44% |
$325K - $364K
|
6.6K
$1.59M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.6K- 4.01% |
$327K - $366K
|
38.3K
$9.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-1.61K- 27.03% |
$328K - $368K
|
4.35K
$1.04M
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.63K- 12.82% |
$332K - $372K
|
11.1K
$2.66M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1.63K- 1.38% |
$333K - $373K
|
117K
$28.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.64K- 31.36% |
$334K - $374K
|
3.58K
$861K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.67K- 3.34% |
$340K - $381K
|
48.2K
$11.6M
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.68K- 53.6% |
$342K - $383K
|
1.45K
$349K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.69K- 18.71% |
$344K - $386K
|
7.33K
$1.76M
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.69K- 2.67% |
$345K - $387K
|
61.7K
$14.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Gen Trust, LLC
|
SELL
|
- |
-1.7K- 2.2% |
$346K - $388K
|
75.3K
$18.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.71K- 34.77% |
$348K - $390K
|
3.2K
$769K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
SELL
|
- |
-1.73K- 6.48% |
$353K - $396K
|
25K
$6M
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-1.75K- 49.27% |
$357K - $400K
|
1.8K
$433K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.76K- 3.42% |
$360K - $403K
|
49.8K
$12M
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.81K- 12.39% |
$368K - $413K
|
12.8K
$3.07M
|
|
|
Apr 15, 2024
Q1 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-1.83K- 4.58% |
$373K - $418K
|
38.2K
$9.17M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.83K- 9.87% |
$374K - $419K
|
16.8K
$4.03M
|