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
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-874- 18.94% |
$184K - $198K
|
3.74K
$829K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-891- 8.11% |
$188K - $202K
|
10.1K
$2.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-892- 22.5% |
$188K - $202K
|
3.07K
$681K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-893- 1.43% |
$188K - $203K
|
61.4K
$13.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-900- 50.7% |
$190K - $204K
|
875
$194K
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-910- 34.11% |
$192K - $207K
|
1.76K
$390K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-912- 42.6% |
$192K - $207K
|
1.23K
$272K
|
|
|
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
$2.11M
|
|
|
Mar 05, 2025
Q2 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-921Closed |
$194K - $209K
|
0
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-931- 6.18% |
$196K - $211K
|
14.1K
$3.13M
|
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-946- 9.73% |
$199K - $215K
|
8.78K
$1.95M
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-946- 4.05% |
$199K - $215K
|
22.4K
$4.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-950- 13.19% |
$200K - $216K
|
6.25K
$1.39M
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-957- 2.01% |
$202K - $217K
|
46.7K
$10.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-965- 2.05% |
$203K - $219K
|
46.2K
$10.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-974- 18.91% |
$205K - $221K
|
4.18K
$926K
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-981- 2.1% |
$207K - $223K
|
45.7K
$10.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Jag Capital Management, LLC
|
SELL
|
- |
-986- 17.57% |
$208K - $224K
|
4.63K
$1.03M
|
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-1K- 8.77% |
$211K - $228K
|
10.4K
$2.31M
|
|
|
Aug 01, 2024
Q2 2024
|
White Wing Wealth Management
The Wodlands, TX |
SELL
|
- |
-1.02K- 2.04% |
$214K - $231K
|
48.8K
$10.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-1.03K- 17.93% |
$217K - $234K
|
4.72K
$1.05M
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.05K- 1.71% |
$222K - $239K
|
60.6K
$13.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Ma Private Wealth
|
SELL
|
- |
-1.05K- 8.66% |
$222K - $239K
|
11.1K
$2.46M
|
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.06K- 2.28% |
$224K - $241K
|
45.5K
$10.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.1K- 6.88% |
$231K - $248K
|
14.8K
$3.28M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.1K- 2.55% |
$231K - $248K
|
41.8K
$9.27M
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.1K- 1.09% |
$231K - $249K
|
99.9K
$22.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-1.1K- 0.62% |
$231K - $249K
|
176K
$38.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Bray Capital Advisors
|
SELL
|
- |
-1.11K- 2.73% |
$234K - $252K
|
39.5K
$8.76M
|
|
|
Jul 25, 2024
Q2 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-1.11K- 3.21% |
$235K - $253K
|
33.5K
$7.43M
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
SELL
|
- |
-1.13K- 90.0% |
$237K - $255K
|
125
$27.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.13K- 6.19% |
$237K - $256K
|
17.1K
$3.78M
|
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-1.14K- 7.56% |
$239K - $258K
|
13.9K
$3.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.14K- 11.19% |
$240K - $259K
|
9.05K
$2.01M
|
|
|
Jul 10, 2024
Q2 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-1.14K- 9.23% |
$241K - $260K
|
11.3K
$2.49M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.15K- 2.97% |
$242K - $261K
|
37.6K
$8.34M
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-1.15K- 0.86% |
$243K - $262K
|
133K
$29.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-1.15K- 7.88% |
$243K - $262K
|
13.5K
$2.99M
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.16K- 7.87% |
$244K - $263K
|
13.6K
$3.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.16K- 4.89% |
$244K - $263K
|
22.6K
$5M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.17K- 1.2% |
$247K - $266K
|
96.4K
$21.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.18K- 14.35% |
$248K - $267K
|
7.03K
$1.56M
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.18K- 12.34% |
$249K - $268K
|
8.39K
$1.86M
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.2K- 4.66% |
$252K - $271K
|
24.4K
$5.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
SELL
|
- |
-1.22K- 18.43% |
$257K - $276K
|
5.39K
$1.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-1.24K- 5.68% |
$260K - $280K
|
20.5K
$4.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.24K- 5.81% |
$262K - $282K
|
20.1K
$4.46M
|
|
|
Aug 08, 2024
Q2 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-1.25K- 49.31% |
$262K - $283K
|
1.28K
$284K
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.25K- 15.02% |
$263K - $283K
|
7.06K
$1.56M
|