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
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
15+ 0.09% |
$3.16K - $3.4K
|
17.6K
$4.26M
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
15+ 0.72% |
$3.16K - $3.4K
|
2.09K
$507K
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
15+ 0.27% |
$3.16K - $3.4K
|
5.6K
$1.36M
|
|
Aug 07, 2024
Q2 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
14+ 1.26% |
$2.95K - $3.18K
|
1.13K
$273K
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
14+ 1.5% |
$2.95K - $3.18K
|
947
$229K
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
BUY
|
- |
14+ 0.06% |
$2.95K - $3.18K
|
23.7K
$5.73M
|
|
Aug 14, 2024
Q2 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
14+ 1.24% |
$2.95K - $3.18K
|
1.14K
$277K
|
|
Aug 14, 2024
Q2 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
14+ 0.2% |
$2.95K - $3.18K
|
6.91K
$1.67M
|
|
Jul 12, 2024
Q2 2024
|
Harbor Group, Inc.
|
BUY
|
- |
13+ 0.17% |
$2.74K - $2.95K
|
7.61K
$1.84M
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
BUY
|
- |
13+ 0.14% |
$2.74K - $2.95K
|
9.18K
$2.22M
|
|
Jul 26, 2024
Q2 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
13+ 0.32% |
$2.74K - $2.95K
|
4.12K
$997K
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
13+ 0.1% |
$2.74K - $2.95K
|
12.9K
$3.12M
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
13New |
$2.74K - $2.95K
|
13
$3.15K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
13+ 1.11% |
$2.74K - $2.95K
|
1.18K
$285K
|
|
Jul 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
12+ 1.32% |
$2.53K - $2.72K
|
922
$223K
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
11+ 0.64% |
$2.32K - $2.5K
|
1.74K
$421K
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
11+ 0.15% |
$2.32K - $2.5K
|
7.45K
$1.8M
|
|
Jul 17, 2024
Q2 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
10+ 0.16% |
$2.11K - $2.27K
|
6.36K
$1.54M
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
10+ 0.14% |
$2.11K - $2.27K
|
7.38K
$1.79M
|
|
Aug 02, 2024
Q2 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
10+ 11.49% |
$2.11K - $2.27K
|
97
$23.5K
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
10+ 0.75% |
$2.11K - $2.27K
|
1.34K
$324K
|
|
Aug 14, 2024
Q2 2024
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
10+ 0.8% |
$2.11K - $2.27K
|
1.26K
$305K
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
9+ 0.53% |
$1.9K - $2.04K
|
1.71K
$414K
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
9+ 2.46% |
$1.9K - $2.04K
|
375
$90.8K
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
9+ 1.28% |
$1.9K - $2.04K
|
712
$172K
|
|
Jul 17, 2024
Q2 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
8+ 0.65% |
$1.69K - $1.82K
|
1.23K
$298K
|
|
Aug 02, 2024
Q2 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
8New |
$1.69K - $1.82K
|
8
$1.94K
|
|
Aug 08, 2024
Q2 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
8+ 0.66% |
$1.69K - $1.82K
|
1.23K
$297K
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
8+ 0.54% |
$1.69K - $1.82K
|
1.49K
$361K
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
BUY
|
- |
7+ 0.34% |
$1.48K - $1.59K
|
2.07K
$502K
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7+ 0.11% |
$1.48K - $1.59K
|
6.23K
$1.51M
|
|
Jul 11, 2024
Q2 2024
|
Jvl Associates LLC
|
BUY
|
- |
7+ 0.08% |
$1.48K - $1.59K
|
8.5K
$2.06M
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
BUY
|
- |
7+ 0.06% |
$1.48K - $1.59K
|
12.4K
$3.01M
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
6+ 0.51% |
$1.26K - $1.36K
|
1.18K
$286K
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
6+ 0.03% |
$1.26K - $1.36K
|
19.7K
$4.78M
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
6+ 0.14% |
$1.26K - $1.36K
|
4.19K
$1.01M
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
5+ 1.62% |
$1.05K - $1.13K
|
314
$76K
|
|
Jul 25, 2024
Q2 2024
|
Intrinsic Value Partners, LLC
|
BUY
|
- |
5+ 0.22% |
$1.05K - $1.13K
|
2.29K
$553K
|
|
Aug 07, 2024
Q2 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
5+ 0.14% |
$1.05K - $1.13K
|
3.52K
$851K
|
|
Aug 14, 2024
Q2 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
5+ 0.03% |
$1.05K - $1.13K
|
19.6K
$4.74M
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4+ 0.51% |
$843 - $908
|
795
$193K
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
4New |
$843 - $908
|
4
$969
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4+ 0.06% |
$843 - $908
|
6.26K
$1.51M
|
|
Aug 13, 2024
Q2 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
4+ 0.34% |
$843 - $908
|
1.19K
$288K
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
3+ 0.28% |
$632 - $681
|
1.08K
$261K
|
|
Jul 30, 2024
Q2 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.22% |
$632 - $681
|
1.38K
$335K
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
3+ 0.21% |
$632 - $681
|
1.45K
$350K
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2+ 0.06% |
$422 - $454
|
3.48K
$842K
|
|
Jul 30, 2024
Q2 2024
|
St. Louis Trust CO
|
BUY
|
- |
2+ 0.0% |
$422 - $454
|
49.4K
$12M
|
|
Aug 06, 2024
Q2 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
2+ 0.11% |
$422 - $454
|
1.78K
$432K
|