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 24, 2024
Q1 2024
|
Gpwm LLC
|
SELL
|
- |
-1.88K- 3.68% |
$384K - $430K
|
49.3K
$11.8M
|
|
|
May 13, 2024
Q1 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-1.88K- 19.79% |
$384K - $430K
|
7.62K
$1.83M
|
|
|
Apr 30, 2024
Q1 2024
|
Connable Office Inc
|
SELL
|
- |
-1.89K- 9.97% |
$385K - $432K
|
17.1K
$4.1M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.89K- 2.3% |
$386K - $433K
|
80.3K
$19.3M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.91K- 1.83% |
$389K - $436K
|
102K
$24.6M
|
|
|
May 14, 2024
Q1 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-1.91K- 52.42% |
$389K - $436K
|
1.73K
$416K
|
|
|
Apr 12, 2024
Q1 2024
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-1.98K- 26.89% |
$403K - $452K
|
5.37K
$1.29M
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.98K- 8.1% |
$404K - $452K
|
22.5K
$5.4M
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-1.99K- 33.55% |
$405K - $454K
|
3.93K
$945K
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-2.02K- 1.13% |
$413K - $463K
|
177K
$42.5M
|
|
|
May 02, 2024
Q1 2024
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-2.08K- 45.02% |
$424K - $475K
|
2.54K
$610K
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-2.1K- 11.69% |
$429K - $481K
|
15.9K
$3.82M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.13K- 16.21% |
$434K - $486K
|
11K
$2.64M
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2.13K- 22.14% |
$434K - $486K
|
7.48K
$1.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Ma Private Wealth
|
SELL
|
- |
-2.15K- 15.01% |
$438K - $491K
|
12.2K
$2.92M
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2.18K- 12.03% |
$444K - $498K
|
15.9K
$3.82M
|
|
|
May 14, 2024
Q1 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-2.18K- 7.68% |
$445K - $498K
|
26.2K
$6.29M
|
|
|
Apr 29, 2024
Q1 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-2.24K- 2.96% |
$457K - $512K
|
73.5K
$17.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-2.25K- 2.39% |
$459K - $514K
|
91.8K
$22.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-2.26K- 6.98% |
$462K - $517K
|
30.2K
$7.25M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-2.32K- 3.73% |
$473K - $530K
|
59.8K
$14.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.36K- 15.11% |
$481K - $539K
|
13.2K
$3.18M
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
SELL
|
- |
-2.37K- 16.94% |
$484K - $542K
|
11.6K
$2.79M
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-2.41K- 14.47% |
$492K - $552K
|
14.3K
$3.43M
|
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-2.42K- 5.37% |
$494K - $554K
|
42.7K
$10.3M
|
|
|
May 08, 2024
Q1 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-2.43K- 22.29% |
$495K - $554K
|
8.45K
$2.03M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-2.5K- 4.37% |
$509K - $571K
|
54.6K
$13.1M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.5K- 11.37% |
$510K - $572K
|
19.5K
$4.68M
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-2.52K- 0.62% |
$514K - $576K
|
404K
$97.1M
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2.52K- 98.17% |
$514K - $576K
|
47
$11.3K
|
|
|
May 13, 2024
Q1 2024
|
My Wealth Management Inc.
|
SELL
|
- |
-2.6K- 13.6% |
$530K - $594K
|
16.5K
$3.97M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.63K- 3.33% |
$536K - $601K
|
76.4K
$18.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-2.7K- 22.76% |
$551K - $617K
|
9.17K
$2.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.71K- 1.31% |
$552K - $619K
|
203K
$48.9M
|
|
|
May 14, 2024
Q1 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-2.74K- 5.33% |
$559K - $626K
|
48.6K
$11.7M
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-2.77K- 45.32% |
$565K - $633K
|
3.34K
$803K
|
|
|
Apr 16, 2024
Q1 2024
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-2.77K- 9.62% |
$565K - $633K
|
26K
$6.25M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2.82K- 48.4% |
$576K - $646K
|
3.01K
$723K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.84K- 4.93% |
$579K - $648K
|
54.7K
$13.1M
|
|
|
May 15, 2024
Q1 2024
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-2.84K- 8.37% |
$579K - $649K
|
31.1K
$7.46M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.9K- 1.8% |
$592K - $664K
|
158K
$38M
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-2.94K- 0.84% |
$599K - $671K
|
348K
$83.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.02K- 3.43% |
$616K - $690K
|
85K
$20.4M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.03K- 3.01% |
$618K - $692K
|
97.6K
$23.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-3.2KClosed |
$652K - $731K
|
0
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-3.2K- 14.94% |
$653K - $731K
|
18.2K
$4.38M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-3.2K- 17.96% |
$654K - $732K
|
14.6K
$3.52M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.23K- 26.78% |
$660K - $739K
|
8.84K
$2.12M
|
|
|
Apr 02, 2024
Q1 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-3.26K- 18.95% |
$665K - $746K
|
13.9K
$3.35M
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-3.3K- 80.68% |
$673K - $754K
|
790
$190K
|