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 |
|---|---|---|---|---|---|---|---|
|
Dec 31, 2024
Q2 2024
|
Penney Financial, LLC
Houston, TX |
SELL
|
- |
-666- 2.42% |
$140K - $151K
|
26.9K
$6.51M
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-667- 3.43% |
$141K - $151K
|
18.8K
$4.54M
|
|
|
Aug 07, 2024
Q2 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-672- 19.25% |
$142K - $153K
|
2.82K
$683K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-685- 1.81% |
$144K - $155K
|
37.1K
$8.99M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-693- 5.48% |
$146K - $157K
|
12K
$2.89M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-696- 1.27% |
$147K - $158K
|
54K
$13.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-700- 21.3% |
$148K - $159K
|
2.59K
$626K
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-702- 3.51% |
$148K - $159K
|
19.3K
$4.68M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-702- 3.51% |
$148K - $159K
|
19.3K
$4.68M
|
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-705- 2.03% |
$149K - $160K
|
34K
$8.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-720- 2.38% |
$152K - $163K
|
29.5K
$7.14M
|
|
|
Jul 17, 2024
Q2 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-721- 1.67% |
$152K - $164K
|
42.6K
$10.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-722- 13.95% |
$152K - $164K
|
4.45K
$1.08M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-727- 3.27% |
$153K - $165K
|
21.5K
$5.21M
|
|
|
Jul 15, 2024
Q2 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-729- 8.98% |
$154K - $165K
|
7.39K
$1.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-740- 15.37% |
$156K - $168K
|
4.08K
$987K
|
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-746- 2.23% |
$157K - $169K
|
32.7K
$7.92M
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-748- 1.94% |
$158K - $170K
|
37.7K
$9.13M
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-751- 15.48% |
$158K - $170K
|
4.1K
$993K
|
|
|
Jul 30, 2024
Q2 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-755- 7.24% |
$159K - $171K
|
9.67K
$2.34M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-764- 1.19% |
$161K - $173K
|
63.2K
$15.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-766- 20.08% |
$161K - $174K
|
3.05K
$738K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-786- 4.16% |
$166K - $178K
|
18.1K
$4.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-786- 4.23% |
$166K - $178K
|
17.8K
$4.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-788- 8.54% |
$166K - $179K
|
8.44K
$2.04M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-793- 7.6% |
$167K - $180K
|
9.64K
$2.33M
|
|
|
Jul 30, 2024
Q2 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-800- 2.05% |
$169K - $182K
|
38.2K
$9.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-805- 2.91% |
$170K - $183K
|
26.8K
$6.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Adams Wealth Management
|
SELL
|
- |
-821- 20.66% |
$173K - $186K
|
3.15K
$763K
|
|
|
Dec 17, 2024
Q2 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-828- 9.22% |
$175K - $188K
|
8.15K
$1.97M
|
|
|
Aug 08, 2024
Q2 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-833- 2.33% |
$176K - $189K
|
34.9K
$8.45M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-834- 5.84% |
$176K - $189K
|
13.4K
$3.25M
|
|
|
Aug 08, 2024
Q2 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-834- 34.79% |
$176K - $189K
|
1.56K
$378K
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-835- 4.31% |
$176K - $189K
|
18.5K
$4.49M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-839- 22.43% |
$177K - $190K
|
2.9K
$702K
|
|
|
Jul 10, 2024
Q2 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-857- 5.47% |
$181K - $194K
|
14.8K
$3.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-874- 18.94% |
$184K - $198K
|
3.74K
$906K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-891- 8.11% |
$188K - $202K
|
10.1K
$2.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-892- 22.5% |
$188K - $202K
|
3.07K
$744K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-893- 1.43% |
$188K - $203K
|
61.4K
$14.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-900- 50.7% |
$190K - $204K
|
875
$212K
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-910- 34.11% |
$192K - $207K
|
1.76K
$426K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-912- 42.6% |
$192K - $207K
|
1.23K
$298K
|
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-913Closed |
$192K - $207K
|
0
$0
|
|
|
Jul 24, 2024
Q2 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-916- 8.78% |
$193K - $208K
|
9.51K
$2.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-931- 6.18% |
$196K - $211K
|
14.1K
$3.42M
|
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-946- 9.73% |
$199K - $215K
|
8.78K
$2.13M
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-946- 4.05% |
$199K - $215K
|
22.4K
$5.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-950- 13.19% |
$200K - $216K
|
6.25K
$1.51M
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-957- 2.01% |
$202K - $217K
|
46.7K
$11.3M
|