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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2024
Q2 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
38+ 0.14% |
$8.01K - $8.62K
|
26.8K
$6.56M
|
|
|
Jul 25, 2024
Q2 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
38+ 3.28% |
$8.01K - $8.62K
|
1.2K
$293K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
38+ 1.12% |
$8.01K - $8.62K
|
3.44K
$842K
|
|
|
Aug 02, 2024
Q2 2024
|
Rede Wealth, LLC
|
BUY
|
- |
38+ 1.96% |
$8.01K - $8.62K
|
1.97K
$483K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
38+ 44.19% |
$8.01K - $8.62K
|
124
$30.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
37+ 3.49% |
$7.8K - $8.4K
|
1.1K
$268K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
36+ 0.21% |
$7.59K - $8.17K
|
17.3K
$4.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
35+ 0.31% |
$7.38K - $7.94K
|
11.3K
$2.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
35+ 2.35% |
$7.38K - $7.94K
|
1.52K
$373K
|
|
|
Aug 14, 2024
Q2 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
33+ 1.85% |
$6.96K - $7.49K
|
1.82K
$445K
|
|
|
Jul 30, 2024
Q2 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
32+ 0.77% |
$6.74K - $7.26K
|
4.17K
$1.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
32+ 2.02% |
$6.74K - $7.26K
|
1.62K
$396K
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
31+ 0.09% |
$6.53K - $7.04K
|
34K
$8.34M
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
30+ 1.42% |
$6.32K - $6.81K
|
2.14K
$523K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
30New |
$6.32K - $6.81K
|
30
$7.35K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
30+ 0.13% |
$6.32K - $6.81K
|
23.6K
$5.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
29+ 322.22% |
$6.11K - $6.58K
|
38
$9.31K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
28+ 1.03% |
$5.9K - $6.35K
|
2.76K
$676K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
28+ 0.11% |
$5.9K - $6.35K
|
26.4K
$6.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
28New |
$5.9K - $6.35K
|
28
$6.86K
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
27+ 2.07% |
$5.69K - $6.13K
|
1.33K
$326K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
27+ 6.54% |
$5.69K - $6.13K
|
440
$108K
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
26+ 0.84% |
$5.48K - $5.9K
|
3.12K
$765K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
26+ 5.28% |
$5.48K - $5.9K
|
518
$127K
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
25+ 2.16% |
$5.27K - $5.67K
|
1.19K
$290K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
25+ 0.94% |
$5.27K - $5.67K
|
2.68K
$655K
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
25+ 0.54% |
$5.27K - $5.67K
|
4.7K
$1.15M
|
|
|
Jul 15, 2024
Q2 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
24+ 0.18% |
$5.06K - $5.45K
|
13.6K
$3.34M
|
|
|
Jul 23, 2024
Q2 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
24+ 0.06% |
$5.06K - $5.45K
|
42.7K
$10.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
24+ 1.23% |
$5.06K - $5.45K
|
1.98K
$485K
|
|
|
Aug 12, 2024
Q2 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
24+ 0.13% |
$5.06K - $5.45K
|
17.9K
$4.39M
|
|
|
Aug 01, 2024
Q2 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
23New |
$4.85K - $5.22K
|
23
$5.63K
|
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
23+ 0.43% |
$4.85K - $5.22K
|
5.38K
$1.32M
|
|
|
Jul 22, 2024
Q2 2024
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
22+ 0.02% |
$4.64K - $4.99K
|
121K
$29.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
22+ 2.41% |
$4.64K - $4.99K
|
936
$229K
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
22+ 0.33% |
$4.64K - $4.99K
|
6.78K
$1.66M
|
|
|
Jul 29, 2024
Q2 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
21+ 0.53% |
$4.43K - $4.77K
|
3.95K
$968K
|
|
|
Aug 05, 2024
Q2 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
21+ 0.38% |
$4.43K - $4.77K
|
5.55K
$1.36M
|
|
|
Aug 15, 2024
Q2 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
21+ 2.12% |
$4.43K - $4.77K
|
1.01K
$248K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
20+ 0.56% |
$4.22K - $4.54K
|
3.59K
$879K
|
|
|
Aug 09, 2024
Q2 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
20+ 0.55% |
$4.22K - $4.54K
|
3.67K
$899K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
20+ 3.56% |
$4.22K - $4.54K
|
582
$143K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
19+ 10.56% |
$4K - $4.31K
|
199
$48.8K
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
19+ 0.14% |
$4K - $4.31K
|
13.6K
$3.34M
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
18+ 0.51% |
$3.79K - $4.08K
|
3.53K
$865K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
18+ 0.21% |
$3.79K - $4.08K
|
8.43K
$2.07M
|
|
|
Jul 17, 2024
Q2 2024
|
Newton One Investments LLC
|
BUY
|
- |
17+ 0.08% |
$3.58K - $3.86K
|
21K
$5.14M
|
|
|
Jul 22, 2024
Q2 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
15+ 1.1% |
$3.16K - $3.4K
|
1.38K
$337K
|
|
|
Aug 08, 2024
Q2 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
15+ 0.7% |
$3.16K - $3.4K
|
2.15K
$528K
|
|
|
Aug 09, 2024
Q2 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
15+ 0.63% |
$3.16K - $3.4K
|
2.4K
$589K
|