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 13, 2024
Q2 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
322+ 20.42% |
$67.9K - $73.1K
|
1.9K
$463K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
321New |
$67.7K - $72.8K
|
321
$78.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
319+ 1.73% |
$67.2K - $72.4K
|
18.7K
$4.57M
|
|
|
Jul 01, 2024
Q2 2024
|
Moller Financial Services
|
BUY
|
- |
318+ 0.28% |
$67K - $72.2K
|
115K
$28.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
317+ 1.8% |
$66.8K - $71.9K
|
18K
$4.38M
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
314+ 31.37% |
$66.2K - $71.3K
|
1.32K
$321K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
313+ 2.98% |
$66K - $71K
|
10.8K
$2.63M
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
308+ 2.71% |
$64.9K - $69.9K
|
11.7K
$2.85M
|
|
|
Jul 16, 2024
Q2 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
304+ 0.8% |
$64.1K - $69K
|
38.5K
$9.38M
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
303+ 17.44% |
$63.9K - $68.8K
|
2.04K
$498K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
302+ 20.87% |
$63.6K - $68.5K
|
1.75K
$427K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
301New |
$63.4K - $68.3K
|
301
$73.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
297+ 0.68% |
$62.6K - $67.4K
|
44.1K
$10.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
296+ 1.11% |
$62.4K - $67.2K
|
27K
$6.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
286+ 2.71% |
$60.3K - $64.9K
|
10.8K
$2.64M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
285+ 3.49% |
$60.1K - $64.7K
|
8.45K
$2.06M
|
|
|
Jul 15, 2024
Q2 2024
|
Pachira Investments Inc.
|
BUY
|
- |
283+ 10.31% |
$59.6K - $64.2K
|
3.03K
$739K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
283+ 7.17% |
$59.6K - $64.2K
|
4.23K
$1.03M
|
|
|
Jul 17, 2024
Q2 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
280+ 30.14% |
$59K - $63.5K
|
1.21K
$295K
|
|
|
Aug 14, 2024
Q2 2024
|
Bakala Capital Management LLC
Greenville, SC |
BUY
|
- |
280+ 21.42% |
$59K - $63.5K
|
1.59K
$387K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
279+ 73.61% |
$58.8K - $63.3K
|
658
$160K
|
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
276+ 31.47% |
$58.2K - $62.6K
|
1.15K
$281K
|
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
275+ 12.14% |
$58K - $62.4K
|
2.54K
$620K
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
275+ 15.11% |
$58K - $62.4K
|
2.1K
$511K
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
275+ 4.57% |
$58K - $62.4K
|
6.29K
$1.53M
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
272New |
$57.3K - $61.7K
|
272
$66.3K
|
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
BUY
|
- |
272+ 1.87% |
$57.3K - $61.7K
|
14.8K
$3.62M
|
|
|
Aug 09, 2024
Q2 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
269+ 30.67% |
$56.7K - $61K
|
1.15K
$280K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
269+ 16.81% |
$56.7K - $61K
|
1.87K
$456K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
267+ 5.22% |
$56.3K - $60.6K
|
5.38K
$1.31M
|
|
|
Jul 31, 2024
Q2 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
267+ 6.99% |
$56.3K - $60.6K
|
4.09K
$997K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
266+ 20.27% |
$56.1K - $60.4K
|
1.58K
$385K
|
|
|
Aug 08, 2024
Q2 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
265+ 1.53% |
$55.9K - $60.1K
|
17.6K
$4.29M
|
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
264+ 2.04% |
$55.6K - $59.9K
|
13.2K
$3.22M
|
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
253+ 5.04% |
$53.3K - $57.4K
|
5.27K
$1.29M
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
250+ 8.31% |
$52.7K - $56.7K
|
3.26K
$795K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
243+ 0.89% |
$51.2K - $55.1K
|
27.7K
$6.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
241+ 1.88% |
$50.8K - $54.7K
|
13.1K
$3.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
238+ 4.92% |
$50.2K - $54K
|
5.07K
$1.24M
|
|
|
Jul 19, 2024
Q2 2024
|
Spectrum Financial Alliance LTD LLC
|
BUY
|
- |
232+ 0.52% |
$48.9K - $52.7K
|
44.4K
$10.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
230+ 2.3% |
$48.5K - $52.2K
|
10.3K
$2.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
227+ 3.35% |
$47.8K - $51.5K
|
7.01K
$1.71M
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
224+ 14.92% |
$47.2K - $50.8K
|
1.73K
$421K
|
|
|
Jul 30, 2024
Q2 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
215+ 1.1% |
$45.3K - $48.8K
|
19.8K
$4.83M
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
BUY
|
- |
214+ 1.45% |
$45.1K - $48.6K
|
15K
$3.65M
|
|
|
Jul 10, 2024
Q2 2024
|
Advocate Group LLC
|
BUY
|
- |
213+ 5.24% |
$44.9K - $48.3K
|
4.28K
$1.04M
|
|
|
Dec 10, 2024
Q2 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
210+ 6.72% |
$44.3K - $47.7K
|
3.34K
$814K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
209New |
$44K - $47.4K
|
209
$51K
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
209+ 9.59% |
$44K - $47.4K
|
2.39K
$582K
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
206+ 2.25% |
$43.4K - $46.7K
|
9.36K
$2.28M
|