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
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
6.02K+ 2.08% |
$1.23M - $1.38M
|
295K
$72.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.91K+ 58.51% |
$1.21M - $1.35M
|
16K
$3.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
5.88K+ 19.14% |
$1.2M - $1.34M
|
36.6K
$8.93M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
5.79KNew |
$1.18M - $1.32M
|
5.79K
$1.41M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
5.77K+ 5.18% |
$1.18M - $1.32M
|
117K
$28.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
5.76K+ 9.85% |
$1.17M - $1.32M
|
64.2K
$15.7M
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
5.68K+ 2.22% |
$1.16M - $1.3M
|
262K
$63.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
5.52KNew |
$1.13M - $1.26M
|
5.52K
$1.35M
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
5.5K+ 8.09% |
$1.12M - $1.26M
|
73.4K
$17.9M
|
|
|
May 02, 2024
Q1 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
5.33K+ 14.99% |
$1.09M - $1.22M
|
40.9K
$9.97M
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
5.29K+ 191.42% |
$1.08M - $1.21M
|
8.05K
$1.96M
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
5.12K+ 107.81% |
$1.04M - $1.17M
|
9.87K
$2.41M
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
5.09K+ 52.05% |
$1.04M - $1.16M
|
14.9K
$3.63M
|
|
|
May 02, 2024
Q1 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
5.08KNew |
$1.04M - $1.16M
|
5.08K
$1.24M
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
5.04K+ 9.49% |
$1.03M - $1.15M
|
58.2K
$14.2M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.96KNew |
$1.01M - $1.13M
|
4.96K
$1.21M
|
|
|
May 02, 2024
Q1 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
4.88K+ 1.68% |
$996K - $1.12M
|
296K
$72.1M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.87K+ 3.02% |
$992K - $1.11M
|
166K
$40.5M
|
|
|
Apr 09, 2024
Q1 2024
|
Madden Securities Corp
|
BUY
|
- |
4.81KNew |
$981K - $1.1M
|
4.81K
$1.17M
|
|
|
May 03, 2024
Q1 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
4.81K+ 280.41% |
$981K - $1.1M
|
6.52K
$1.59M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
4.79K+ 1.25% |
$977K - $1.09M
|
389K
$94.9M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.79K+ 10.5% |
$976K - $1.09M
|
50.3K
$12.3M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
4.78K+ 59.01% |
$976K - $1.09M
|
12.9K
$3.14M
|
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
4.75K+ 24.78% |
$968K - $1.09M
|
23.9K
$5.83M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
4.74K+ 3.51% |
$967K - $1.08M
|
140K
$34.1M
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
4.73K+ 3.4% |
$966K - $1.08M
|
144K
$35.1M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.71K+ 21.1% |
$961K - $1.08M
|
27K
$6.6M
|
|
|
May 01, 2024
Q1 2024
|
Northeast Investment Management
|
BUY
|
- |
4.69K+ 6.58% |
$957K - $1.07M
|
76.1K
$18.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
4.6K+ 299.61% |
$938K - $1.05M
|
6.13K
$1.5M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.52K+ 1.25% |
$922K - $1.03M
|
365K
$89M
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
4.49K+ 18.11% |
$917K - $1.03M
|
29.3K
$7.15M
|
|
|
May 15, 2024
Q1 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
4.48K+ 1375.46% |
$915K - $1.02M
|
4.81K
$1.17M
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
4.45KNew |
$907K - $1.02M
|
4.45K
$1.08M
|
|
|
Aug 26, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
4.45KNew |
$907K - $1.02M
|
4.45K
$1.08M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.43K+ 14.16% |
$903K - $1.01M
|
35.7K
$8.71M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
4.42K+ 20.17% |
$902K - $1.01M
|
26.4K
$6.43M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.38K+ 8.56% |
$893K - $1M
|
55.5K
$13.5M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.38K+ 16.48% |
$893K - $1M
|
30.9K
$7.55M
|
|
|
May 03, 2024
Q1 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
4.37K+ 12.86% |
$892K - $1M
|
38.4K
$9.36M
|
|
|
Apr 11, 2024
Q1 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
4.33K+ 6.7% |
$883K - $990K
|
68.9K
$16.8M
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.3KNew |
$878K - $983K
|
4.3K
$1.05M
|
|
|
May 06, 2024
Q1 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
4.27K+ 14.42% |
$870K - $975K
|
33.9K
$8.26M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
4.13KNew |
$843K - $945K
|
4.13K
$1.01M
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.09KNew |
$834K - $934K
|
4.09K
$997K
|
|
|
May 09, 2024
Q1 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
4.06KNew |
$828K - $928K
|
4.06K
$990K
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
3.95KNew |
$806K - $904K
|
3.95K
$964K
|
|
|
Apr 18, 2024
Q1 2024
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
3.95K+ 6.89% |
$806K - $903K
|
61.2K
$14.9M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.94K+ 13.94% |
$805K - $902K
|
32.2K
$7.86M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3.89K+ 21.16% |
$794K - $890K
|
22.3K
$5.44M
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
3.79K+ 193.82% |
$774K - $867K
|
5.75K
$1.4M
|