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 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-314- 1.09% |
$66.2K - $71.3K
|
28.6K
$6.92M
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-315- 19.7% |
$66.4K - $71.5K
|
1.28K
$311K
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-324- 2.06% |
$68.3K - $73.5K
|
15.4K
$3.73M
|
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
SELL
|
- |
-325- 1.3% |
$68.5K - $73.8K
|
24.7K
$5.98M
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-326- 25.91% |
$68.7K - $74K
|
932
$226K
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-327- 9.07% |
$68.9K - $74.2K
|
3.28K
$794K
|
|
|
Aug 13, 2024
Q2 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-330- 23.0% |
$69.6K - $74.9K
|
1.11K
$268K
|
|
|
Aug 05, 2024
Q2 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-334- 5.27% |
$70.4K - $75.8K
|
6.01K
$1.45M
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-340- 8.94% |
$71.7K - $77.2K
|
3.47K
$839K
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-340- 2.92% |
$71.7K - $77.2K
|
11.3K
$2.74M
|
|
|
Aug 09, 2024
Q2 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-342- 5.52% |
$72.1K - $77.6K
|
5.86K
$1.42M
|
|
|
Jul 18, 2024
Q2 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-345- 1.9% |
$72.7K - $78.3K
|
17.8K
$4.32M
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-352- 1.92% |
$74.2K - $79.9K
|
18K
$4.36M
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-355- 19.87% |
$74.8K - $80.6K
|
1.43K
$347K
|
|
|
Aug 13, 2024
Q2 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-355- 18.19% |
$74.8K - $80.6K
|
1.6K
$387K
|
|
|
Aug 01, 2024
Q2 2024
|
Kearns & Associates LLC
|
SELL
|
- |
-356- 0.9% |
$75K - $80.8K
|
39.1K
$9.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-358- 2.9% |
$75.5K - $81.2K
|
12K
$2.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-361- 11.42% |
$76.1K - $81.9K
|
2.8K
$678K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-363- 16.92% |
$76.5K - $82.4K
|
1.78K
$432K
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-370- 9.64% |
$78K - $84K
|
3.47K
$840K
|
|
|
Jul 12, 2024
Q2 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-371- 32.54% |
$78.2K - $84.2K
|
769
$186K
|
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-371- 4.02% |
$78.2K - $84.2K
|
8.86K
$2.15M
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-380- 13.87% |
$80.1K - $86.2K
|
2.36K
$571K
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
SELL
|
- |
-380- 2.48% |
$80.1K - $86.2K
|
14.9K
$3.62M
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-382- 3.85% |
$80.5K - $86.7K
|
9.55K
$2.31M
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-382- 10.43% |
$80.5K - $86.7K
|
3.28K
$795K
|
|
|
Aug 13, 2024
Q2 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-383- 1.84% |
$80.7K - $86.9K
|
20.4K
$4.94M
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-386- 2.56% |
$81.4K - $87.6K
|
14.7K
$3.56M
|
|
|
Aug 06, 2024
Q2 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-401- 7.89% |
$84.5K - $91K
|
4.68K
$1.13M
|
|
|
Jul 24, 2024
Q2 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-402- 3.7% |
$84.7K - $91.2K
|
10.5K
$2.53M
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-402- 3.82% |
$84.7K - $91.2K
|
10.1K
$2.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-402- 1.53% |
$84.7K - $91.2K
|
25.8K
$6.24M
|
|
|
Aug 05, 2024
Q2 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-404- 0.91% |
$85.1K - $91.7K
|
43.8K
$10.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-407- 17.13% |
$85.8K - $92.4K
|
1.97K
$477K
|
|
|
Jul 25, 2024
Q2 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-411- 3.06% |
$86.6K - $93.3K
|
13K
$3.15M
|
|
|
Jul 11, 2024
Q2 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-413- 0.63% |
$87K - $93.7K
|
64.9K
$15.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-413- 29.73% |
$87K - $93.7K
|
976
$236K
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-414- 16.12% |
$87.3K - $94K
|
2.16K
$522K
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Management CO
|
SELL
|
- |
-416- 20.19% |
$87.7K - $94.4K
|
1.64K
$398K
|
|
|
Aug 13, 2024
Q2 2024
|
Sam Advisors, LLC
|
SELL
|
- |
-417- 0.59% |
$87.9K - $94.6K
|
69.8K
$16.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-417- 4.72% |
$87.9K - $94.6K
|
8.41K
$2.04M
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-422- 2.32% |
$88.9K - $95.8K
|
17.7K
$4.3M
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-424- 5.2% |
$89.4K - $96.2K
|
7.74K
$1.87M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-424- 1.8% |
$89.4K - $96.2K
|
23.2K
$5.61M
|
|
|
Jul 30, 2024
Q2 2024
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-433- 10.67% |
$91.3K - $98.3K
|
3.63K
$878K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-438- 2.04% |
$92.3K - $99.4K
|
21K
$5.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-439Closed |
$92.5K - $99.6K
|
0
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-452- 1.0% |
$95.3K - $103K
|
45K
$10.9M
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-453- 13.94% |
$95.5K - $103K
|
2.8K
$677K
|
|
|
Nov 08, 2024
Q2 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-454- 5.8% |
$95.7K - $103K
|
7.37K
$1.79M
|