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 08, 2024
Q2 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$422 - $454
|
9.4K
$2.27M
|
|
Aug 12, 2024
Q2 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
2+ 2.5% |
$422 - $454
|
82
$19.9K
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 0.38% |
$211 - $227
|
261
$63.2K
|
|
Jul 17, 2024
Q2 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
1+ 0.03% |
$211 - $227
|
3.43K
$830K
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1+ 0.02% |
$211 - $227
|
4.12K
$998K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1+ 0.65% |
$211 - $227
|
156
$37.8K
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1+ 0.16% |
$211 - $227
|
633
$153K
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1- 0.7% |
$211 - $227
|
142
$34.4K
|
|
Aug 14, 2024
Q2 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-1- 0.12% |
$211 - $227
|
841
$204K
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
SELL
|
- |
-2- 0.08% |
$422 - $454
|
2.56K
$620K
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
SELL
|
- |
-2- 3.08% |
$422 - $454
|
63
$15.3K
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-2- 0.15% |
$422 - $454
|
1.34K
$325K
|
|
Jul 19, 2024
Q2 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-2- 0.01% |
$422 - $454
|
14.2K
$3.44M
|
|
Jul 15, 2024
Q2 2024
|
Baxter Bros Inc
|
SELL
|
- |
-3- 0.32% |
$632 - $681
|
940
$228K
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
SELL
|
- |
-3- 0.09% |
$632 - $681
|
3.4K
$823K
|
|
Aug 12, 2024
Q2 2024
|
True North Advisors, LLC
|
SELL
|
- |
-3- 0.13% |
$632 - $681
|
2.34K
$567K
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
SELL
|
- |
-4- 0.08% |
$843 - $908
|
4.89K
$1.18M
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-4- 0.3% |
$843 - $908
|
1.33K
$323K
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-5- 0.47% |
$1.05K - $1.13K
|
1.06K
$257K
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-5- 0.18% |
$1.05K - $1.13K
|
2.81K
$679K
|
|
Aug 06, 2024
Q2 2024
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-5- 0.17% |
$1.05K - $1.13K
|
2.9K
$702K
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-5- 0.12% |
$1.05K - $1.13K
|
4.05K
$980K
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-5- 0.08% |
$1.05K - $1.13K
|
6.14K
$1.49M
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-6- 6.0% |
$1.26K - $1.36K
|
94
$22.8K
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-7- 0.49% |
$1.48K - $1.59K
|
1.43K
$345K
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-7- 0.17% |
$1.48K - $1.59K
|
4.03K
$975K
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
SELL
|
- |
-7- 5.0% |
$1.48K - $1.59K
|
133
$32.2K
|
|
Aug 08, 2024
Q2 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-7- 6.25% |
$1.48K - $1.59K
|
105
$25.4K
|
|
Jul 12, 2024
Q2 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-8- 0.15% |
$1.69K - $1.82K
|
5.46K
$1.32M
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-8- 0.04% |
$1.69K - $1.82K
|
18.6K
$4.51M
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-8- 0.73% |
$1.69K - $1.82K
|
1.09K
$263K
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-8- 0.97% |
$1.69K - $1.82K
|
816
$198K
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-9- 0.21% |
$1.9K - $2.04K
|
4.35K
$1.05M
|
|
Jul 23, 2024
Q2 2024
|
Keystone Financial Services
|
SELL
|
- |
-9- 0.37% |
$1.9K - $2.04K
|
2.42K
$586K
|
|
Jul 23, 2024
Q2 2024
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-9- 0.15% |
$1.9K - $2.04K
|
6.04K
$1.46M
|
|
Aug 09, 2024
Q2 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-9- 0.49% |
$1.9K - $2.04K
|
1.83K
$443K
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-9- 0.09% |
$1.9K - $2.04K
|
9.92K
$2.4M
|
|
Jul 19, 2024
Q2 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-10- 0.76% |
$2.11K - $2.27K
|
1.31K
$316K
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-10- 0.17% |
$2.11K - $2.27K
|
5.81K
$1.41M
|
|
Aug 13, 2024
Q2 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-10- 0.27% |
$2.11K - $2.27K
|
3.69K
$893K
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-11- 0.15% |
$2.32K - $2.5K
|
7.4K
$1.79M
|
|
Jul 22, 2024
Q2 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-12- 0.86% |
$2.53K - $2.72K
|
1.38K
$335K
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-12- 6.28% |
$2.53K - $2.72K
|
179
$43.3K
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-12- 0.26% |
$2.53K - $2.72K
|
4.53K
$1.1M
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-12- 0.04% |
$2.53K - $2.72K
|
32.7K
$7.92M
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-13- 0.15% |
$2.74K - $2.95K
|
8.42K
$2.04M
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-13- 1.08% |
$2.74K - $2.95K
|
1.19K
$289K
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-14- 0.5% |
$2.95K - $3.18K
|
2.77K
$671K
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-14- 0.31% |
$2.95K - $3.18K
|
4.51K
$1.09M
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-14- 60.87% |
$2.95K - $3.18K
|
9
$2.18K
|