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 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
2.53K+ 0.91% |
$517K - $579K
|
281K
$68.6M
|
|
|
May 06, 2024
Q1 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
2.5KNew |
$510K - $572K
|
2.5K
$610K
|
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
2.5K+ 105.27% |
$509K - $570K
|
4.87K
$1.19M
|
|
|
Apr 17, 2024
Q1 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
2.45K+ 1.85% |
$500K - $560K
|
135K
$32.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
2.44K+ 5.56% |
$498K - $558K
|
46.3K
$11.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
2.41K+ 5.39% |
$491K - $551K
|
47.1K
$11.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
2.41K+ 25.67% |
$491K - $550K
|
11.8K
$2.87M
|
|
|
Apr 19, 2024
Q1 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
2.41K+ 8.69% |
$491K - $550K
|
30.1K
$7.34M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.39K+ 1.16% |
$487K - $546K
|
208K
$50.7M
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
2.38K+ 11.17% |
$486K - $545K
|
23.7K
$5.79M
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
2.37K+ 6.71% |
$482K - $541K
|
37.6K
$9.18M
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.33K+ 6.08% |
$476K - $533K
|
40.7K
$9.92M
|
|
|
Apr 17, 2024
Q1 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
2.3K+ 59.92% |
$468K - $525K
|
6.13K
$1.49M
|
|
|
May 10, 2024
Q1 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
2.28K+ 1.18% |
$466K - $522K
|
196K
$47.9M
|
|
|
May 08, 2024
Q1 2024
|
Wp Advisors, LLC
|
BUY
|
- |
2.28K+ 13.31% |
$465K - $521K
|
19.4K
$4.73M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.27K+ 10.28% |
$464K - $520K
|
24.4K
$5.95M
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
2.24K+ 3.37% |
$457K - $512K
|
68.8K
$16.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.21K+ 12.06% |
$451K - $506K
|
20.6K
$5.02M
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
2.21K+ 5.66% |
$450K - $504K
|
41.1K
$10M
|
|
|
Apr 22, 2024
Q1 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
2.2K+ 211.06% |
$448K - $502K
|
3.24K
$789K
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
2.18KNew |
$445K - $499K
|
2.18K
$532K
|
|
|
Apr 17, 2024
Q1 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
2.18K+ 4.79% |
$445K - $499K
|
47.7K
$11.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
2.14K+ 7.24% |
$436K - $489K
|
31.7K
$7.73M
|
|
|
Aug 02, 2024
Q1 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
2.14KNew |
$436K - $489K
|
2.14K
$522K
|
|
|
May 06, 2024
Q1 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
2.13K+ 2.6% |
$435K - $487K
|
84.2K
$20.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
2.09K+ 3.97% |
$426K - $477K
|
54.6K
$13.3M
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
2.04K+ 4.58% |
$416K - $466K
|
46.6K
$11.4M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.01K+ 88.88% |
$409K - $459K
|
4.26K
$1.04M
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
BUY
|
- |
2K+ 4.96% |
$409K - $458K
|
42.4K
$10.3M
|
|
|
May 10, 2024
Q1 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
1.98KNew |
$403K - $451K
|
1.98K
$482K
|
|
|
May 08, 2024
Q1 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
1.95KNew |
$398K - $446K
|
1.95K
$476K
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.95K+ 6.33% |
$397K - $445K
|
32.7K
$7.98M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
1.94K+ 1.46% |
$395K - $443K
|
135K
$32.8M
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
1.93K+ 42.75% |
$393K - $440K
|
6.43K
$1.57M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.9K+ 28.59% |
$388K - $434K
|
8.55K
$2.08M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.88K+ 3.61% |
$384K - $430K
|
53.9K
$13.1M
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
1.88K+ 12.33% |
$383K - $430K
|
17.1K
$4.18M
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.88K+ 8.82% |
$383K - $429K
|
23.2K
$5.65M
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1.86K+ 292.76% |
$379K - $425K
|
2.49K
$608K
|
|
|
May 14, 2024
Q1 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
1.86KNew |
$379K - $425K
|
1.86K
$453K
|
|
|
Apr 22, 2024
Q1 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
1.84K+ 9.69% |
$376K - $421K
|
20.9K
$5.09M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.83K+ 4.94% |
$372K - $417K
|
38.8K
$9.45M
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.82K+ 4.67% |
$371K - $416K
|
40.8K
$9.95M
|
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
1.82KNew |
$371K - $416K
|
1.82K
$444K
|
|
|
May 15, 2024
Q1 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
1.81K+ 93.96% |
$368K - $413K
|
3.73K
$909K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.8K+ 11.01% |
$368K - $412K
|
18.2K
$4.43M
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.8K+ 3.45% |
$367K - $412K
|
54K
$13.2M
|
|
|
May 13, 2024
Q1 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
1.8K+ 9.48% |
$367K - $411K
|
20.8K
$5.07M
|
|
|
May 02, 2024
Q1 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
1.79K+ 5.44% |
$366K - $410K
|
34.7K
$8.48M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1.79K+ 8.19% |
$365K - $408K
|
23.6K
$5.76M
|