Purchases and Sales Made in Q2 2024 in Vanguard Small Cap ETF (VB)
This table provides information about the institutional ownership of Vanguard Small Cap ETF (VB) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.82MNew |
$383M - $413M
|
1.82M
$444M
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.62M+ 27056.73% |
$341M - $367M
|
1.62M
$396M
|
|
Jul 31, 2024
Q2 2024
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
470K+ 1558.62% |
$99.1M - $107M
|
500K
$122M
|
|
Nov 25, 2024
Q2 2024
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
409KNew |
$86.2M - $92.8M
|
409K
$99.7M
|
|
Aug 09, 2024
Q2 2024
|
Wulff, Hansen & Co.
|
BUY
|
- |
358KNew |
$75.4M - $81.2M
|
358K
$87.2M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
313K+ 6.69% |
$66M - $71.1M
|
5M
$1.22B
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
310K+ 186.75% |
$65.3M - $70.3M
|
476K
$116M
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
246K+ 15.09% |
$51.8M - $55.7M
|
1.87M
$457M
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
238K+ 3.5% |
$50.1M - $54M
|
7.04M
$1.72B
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
177K+ 8.79% |
$37.2M - $40.1M
|
2.19M
$533M
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
165KNew |
$34.9M - $37.5M
|
165K
$40.3M
|
|
Jul 10, 2024
Q2 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
139KNew |
$29.2M - $31.5M
|
139K
$33.8M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
132K+ 3.88% |
$27.7M - $29.8M
|
3.53M
$860M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
122K+ 50.9% |
$25.8M - $27.8M
|
363K
$88.6M
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
116K+ 33.6% |
$24.6M - $26.4M
|
463K
$113M
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
99.5K+ 202.55% |
$21M - $22.6M
|
149K
$36.2M
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
89.7K+ 62.53% |
$18.9M - $20.4M
|
233K
$56.9M
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
86K+ 7.44% |
$18.1M - $19.5M
|
1.24M
$303M
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
85.3K+ 6.45% |
$18M - $19.4M
|
1.41M
$343M
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
84.5K+ 528.31% |
$17.8M - $19.2M
|
101K
$24.5M
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
81KNew |
$17.1M - $18.4M
|
81K
$19.8M
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
80.2K+ 33.81% |
$16.9M - $18.2M
|
318K
$77.5M
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
73.6K+ 5.64% |
$15.5M - $16.7M
|
1.38M
$336M
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
69.1K+ 31.07% |
$14.6M - $15.7M
|
292K
$71.1M
|
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
66.5K+ 7099.89% |
$14M - $15.1M
|
67.4K
$16.4M
|
|
Jul 12, 2024
Q2 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
60.7KNew |
$12.8M - $13.8M
|
60.7K
$14.8M
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
56.6K+ 28.55% |
$11.9M - $12.8M
|
255K
$62.2M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
56.3K+ 1.44% |
$11.9M - $12.8M
|
3.96M
$966M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
50.8K+ 5.14% |
$10.7M - $11.5M
|
1.04M
$253M
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
48.9KNew |
$10.3M - $11.1M
|
48.9K
$11.9M
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
BUY
|
- |
47.6K+ 23.74% |
$10M - $10.8M
|
248K
$60.5M
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
46.4K+ 2.54% |
$9.77M - $10.5M
|
1.87M
$456M
|
|
Jul 11, 2024
Q2 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
43.4KNew |
$9.16M - $9.86M
|
43.4K
$10.6M
|
|
Jul 17, 2024
Q2 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
38.8KNew |
$8.18M - $8.81M
|
38.8K
$9.47M
|
|
Jul 16, 2024
Q2 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
38.3KNew |
$8.08M - $8.7M
|
38.3K
$9.35M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
35.6K+ 2.31% |
$7.51M - $8.08M
|
1.58M
$385M
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
33.3K+ 20.66% |
$7.01M - $7.55M
|
194K
$47.4M
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
32.3KNew |
$6.81M - $7.33M
|
32.3K
$7.88M
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
31.9KNew |
$6.71M - $7.23M
|
31.9K
$7.77M
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
29.6K+ 7.71% |
$6.24M - $6.72M
|
414K
$101M
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
28.8K+ 63.32% |
$6.06M - $6.53M
|
74.2K
$18.1M
|
|
Aug 09, 2024
Q2 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
27.7K+ 923.33% |
$5.84M - $6.29M
|
30.7K
$7.49M
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
27KNew |
$5.69M - $6.13M
|
27K
$6.59M
|
|
Jul 15, 2024
Q2 2024
|
Ballast, Inc.
|
BUY
|
- |
26.8K+ 24.5% |
$5.64M - $6.08M
|
136K
$33.2M
|
|
Sep 10, 2024
Q2 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
25.2KNew |
$5.31M - $5.72M
|
25.2K
$6.15M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
24.8K+ 9.77% |
$5.23M - $5.63M
|
279K
$68M
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
24.3K+ 52.03% |
$5.11M - $5.5M
|
70.9K
$17.3M
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
23.9KNew |
$5.04M - $5.43M
|
23.9K
$5.83M
|
|
Aug 14, 2024
Q2 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
23.9KNew |
$5.03M - $5.42M
|
23.9K
$5.82M
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
23.2K+ 6.35% |
$4.88M - $5.26M
|
388K
$94.6M
|