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 10, 2024
Q1 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
1.79KNew |
$364K - $408K
|
1.79K
$435K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.77K+ 2.52% |
$361K - $404K
|
71.8K
$17.5M
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.76KNew |
$359K - $403K
|
1.76K
$430K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
1.76KNew |
$359K - $402K
|
1.76K
$429K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.75K+ 1.86% |
$357K - $400K
|
96K
$23.4M
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.73K+ 65.64% |
$353K - $395K
|
4.36K
$1.06M
|
|
|
May 14, 2024
Q1 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
1.72K+ 7.0% |
$351K - $394K
|
26.3K
$6.42M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.69KNew |
$345K - $387K
|
1.69K
$413K
|
|
|
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
BUY
|
- |
1.69K+ 2.71% |
$345K - $386K
|
64K
$15.6M
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
1.69KNew |
$345K - $386K
|
1.69K
$412K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.69K+ 6.56% |
$344K - $386K
|
27.4K
$6.69M
|
|
|
May 14, 2024
Q1 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
1.67K+ 10.47% |
$341K - $382K
|
17.6K
$4.3M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.67K+ 70.61% |
$341K - $382K
|
4.04K
$984K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.67K+ 7.09% |
$341K - $382K
|
25.2K
$6.15M
|
|
|
May 14, 2024
Q1 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
1.67KNew |
$340K - $382K
|
1.67K
$407K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.65K+ 1.51% |
$337K - $378K
|
111K
$27.1M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.65K+ 41.36% |
$337K - $377K
|
5.64K
$1.38M
|
|
|
Apr 22, 2024
Q1 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
1.64K+ 9.66% |
$334K - $374K
|
18.6K
$4.54M
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.61K+ 12.53% |
$327K - $367K
|
14.4K
$3.52M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.6K+ 4.18% |
$327K - $366K
|
40K
$9.75M
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.58K+ 8.6% |
$323K - $362K
|
20K
$4.88M
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.58K+ 3.49% |
$323K - $362K
|
47K
$11.5M
|
|
|
Apr 17, 2024
Q1 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1.58KNew |
$322K - $361K
|
1.58K
$385K
|
|
|
May 15, 2024
Q1 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
1.58KNew |
$322K - $360K
|
1.58K
$385K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.56K+ 1.46% |
$318K - $357K
|
108K
$26.4M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.55K+ 12.05% |
$315K - $353K
|
14.4K
$3.51M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.53K+ 4.8% |
$313K - $351K
|
33.5K
$8.18M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.53K+ 9.04% |
$313K - $350K
|
18.5K
$4.51M
|
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
1.53K+ 5.83% |
$311K - $349K
|
27.7K
$6.76M
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.51K+ 111.45% |
$308K - $345K
|
2.86K
$698K
|
|
|
Apr 24, 2024
Q1 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
1.48KNew |
$302K - $338K
|
1.48K
$361K
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.48K+ 9.5% |
$302K - $338K
|
17K
$4.15M
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
1.48K+ 0.86% |
$301K - $338K
|
173K
$42.1M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.47K+ 22.02% |
$300K - $337K
|
8.16K
$1.99M
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.46K+ 83.28% |
$299K - $335K
|
3.22K
$786K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.46K+ 9.84% |
$298K - $334K
|
16.3K
$3.98M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.46KNew |
$297K - $333K
|
1.46K
$356K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
1.45K+ 7.31% |
$295K - $331K
|
21.3K
$5.19M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.45KNew |
$295K - $331K
|
1.45K
$353K
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
1.44KNew |
$293K - $328K
|
1.44K
$350K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.42K+ 0.8% |
$289K - $324K
|
178K
$43.4M
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.41KNew |
$288K - $323K
|
1.41K
$345K
|
|
|
May 06, 2024
Q1 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
1.41K+ 9.75% |
$287K - $321K
|
15.8K
$3.86M
|
|
|
May 08, 2024
Q1 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
1.4K+ 7.44% |
$285K - $319K
|
20.2K
$4.92M
|
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
1.4KNew |
$285K - $319K
|
1.4K
$340K
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1.39K+ 44.32% |
$284K - $318K
|
4.54K
$1.11M
|
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
BUY
|
- |
1.38K+ 62.99% |
$282K - $316K
|
3.58K
$873K
|
|
|
Apr 10, 2024
Q1 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
1.36KNew |
$277K - $310K
|
1.36K
$331K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.34K+ 549.18% |
$273K - $306K
|
1.58K
$386K
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
1.34KNew |
$272K - $305K
|
1.34K
$326K
|