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 13, 2024
Q1 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.3K- 11.69% |
$673K - $754K
|
24.9K
$5.99M
|
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
SELL
|
- |
-3.33K- 21.67% |
$680K - $762K
|
12.1K
$2.9M
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-3.38K- 31.11% |
$690K - $773K
|
7.49K
$1.8M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.46K- 13.22% |
$706K - $791K
|
22.7K
$5.46M
|
|
|
Apr 19, 2024
Q1 2024
|
Whelan Financial
|
SELL
|
- |
-3.5K- 2.66% |
$715K - $801K
|
128K
$30.8M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-3.51K- 44.18% |
$716K - $802K
|
4.43K
$1.07M
|
|
|
Apr 30, 2024
Q1 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-3.56K- 5.31% |
$725K - $813K
|
63.5K
$15.2M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.59K- 3.12% |
$732K - $820K
|
111K
$26.8M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-3.6K- 36.97% |
$735K - $824K
|
6.14K
$1.48M
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-3.62K- 2.69% |
$738K - $827K
|
131K
$31.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-3.64K- 41.37% |
$743K - $833K
|
5.16K
$1.24M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-3.66K- 0.58% |
$747K - $837K
|
632K
$152M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-3.66K- 11.64% |
$747K - $838K
|
27.8K
$6.68M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.69K- 4.74% |
$752K - $842K
|
74K
$17.8M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.7K- 4.57% |
$755K - $846K
|
77.3K
$18.6M
|
|
|
May 03, 2024
Q1 2024
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-3.75K- 7.13% |
$764K - $856K
|
48.8K
$11.7M
|
|
|
May 06, 2024
Q1 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-3.84K- 10.57% |
$784K - $878K
|
32.5K
$7.81M
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-4.14K- 36.48% |
$844K - $945K
|
7.2K
$1.73M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.19K- 24.12% |
$855K - $958K
|
13.2K
$3.17M
|
|
|
Jun 07, 2024
Q1 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
SELL
|
- |
-4.22K- 4.12% |
$861K - $965K
|
98.3K
$23.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-4.25K- 17.78% |
$867K - $971K
|
19.6K
$4.72M
|
|
|
May 15, 2024
Q1 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-4.28K- 4.32% |
$873K - $978K
|
94.8K
$22.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-4.31K- 6.7% |
$878K - $984K
|
60K
$14.4M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.35K- 2.94% |
$887K - $994K
|
143K
$34.5M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-4.53K- 2.04% |
$924K - $1.04M
|
217K
$52.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
SELL
|
- |
-4.54K- 33.31% |
$926K - $1.04M
|
9.08K
$2.18M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-4.55K- 1.65% |
$927K - $1.04M
|
271K
$65.1M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-4.6K- 40.5% |
$939K - $1.05M
|
6.76K
$1.62M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-4.65K- 16.91% |
$949K - $1.06M
|
22.9K
$5.49M
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
SELL
|
- |
-4.66K- 7.62% |
$950K - $1.06M
|
56.5K
$13.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
SELL
|
- |
-4.72K- 3.39% |
$964K - $1.08M
|
135K
$32.3M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-4.82K- 9.3% |
$983K - $1.1M
|
47K
$11.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
SELL
|
- |
-4.82K- 21.71% |
$983K - $1.1M
|
17.4K
$4.18M
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-5.04K- 11.75% |
$1.03M - $1.15M
|
37.8K
$9.09M
|
|
|
Apr 22, 2024
Q1 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-5.04K- 12.35% |
$1.03M - $1.15M
|
35.8K
$8.6M
|
|
|
May 13, 2024
Q1 2024
|
Windham Capital Management, LLC
|
SELL
|
- |
-5.14K- 38.75% |
$1.05M - $1.17M
|
8.12K
$1.95M
|
|
|
May 03, 2024
Q1 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-5.15K- 1.77% |
$1.05M - $1.18M
|
286K
$68.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.18K- 8.22% |
$1.06M - $1.18M
|
57.8K
$13.9M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.56K- 49.4% |
$1.13M - $1.27M
|
5.7K
$1.37M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.65K- 18.77% |
$1.15M - $1.29M
|
24.5K
$5.88M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-5.67K- 11.09% |
$1.16M - $1.3M
|
45.4K
$10.9M
|
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-5.68K- 5.42% |
$1.16M - $1.3M
|
99K
$23.8M
|
|
|
May 13, 2024
Q1 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-5.84K- 85.48% |
$1.19M - $1.33M
|
992
$238K
|
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-5.93K- 10.61% |
$1.21M - $1.36M
|
50K
$12M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-6.08K- 13.91% |
$1.24M - $1.39M
|
37.6K
$9.03M
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
SELL
|
- |
-6.15K- 63.99% |
$1.25M - $1.41M
|
3.46K
$832K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-6.23K- 17.21% |
$1.27M - $1.42M
|
30K
$7.2M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.56K- 78.5% |
$1.34M - $1.5M
|
1.8K
$432K
|
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-6.6K- 7.66% |
$1.35M - $1.51M
|
79.6K
$19.1M
|
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-6.61K- 30.55% |
$1.35M - $1.51M
|
15K
$3.61M
|