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 26, 2024
Q2 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-1.56K- 20.27% |
$330K - $355K
|
6.15K
$1.49M
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.59K- 12.27% |
$334K - $360K
|
11.3K
$2.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Libra Wealth LLC
|
SELL
|
- |
-1.61K- 29.88% |
$340K - $366K
|
3.79K
$917K
|
|
|
Jul 25, 2024
Q2 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.75K- 27.38% |
$368K - $396K
|
4.63K
$1.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.75K- 2.92% |
$369K - $397K
|
58.1K
$14.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.76K- 1.72% |
$372K - $400K
|
101K
$24.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.77K- 3.06% |
$373K - $401K
|
56.1K
$13.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.8K- 4.0% |
$380K - $409K
|
43.3K
$10.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-1.81K- 3.63% |
$382K - $412K
|
48.1K
$11.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.88K- 3.29% |
$395K - $426K
|
55.1K
$13.3M
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.88K- 9.54% |
$397K - $427K
|
17.8K
$4.32M
|
|
|
Jul 31, 2024
Q2 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-1.89K- 2.98% |
$398K - $428K
|
61.6K
$14.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1.9K- 3.7% |
$400K - $430K
|
49.4K
$12M
|
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
SELL
|
- |
-1.94K- 12.11% |
$408K - $440K
|
14.1K
$3.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.94K- 6.99% |
$410K - $441K
|
25.9K
$6.26M
|
|
|
Aug 12, 2024
Q2 2024
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-1.98K- 12.58% |
$418K - $450K
|
13.8K
$3.33M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.99K- 9.24% |
$420K - $452K
|
19.6K
$4.74M
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.01K- 46.68% |
$423K - $456K
|
2.29K
$555K
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-2.01K- 17.29% |
$424K - $456K
|
9.62K
$2.33M
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
SELL
|
- |
-2.04K- 1.51% |
$430K - $463K
|
133K
$32.1M
|
|
|
Jul 02, 2024
Q2 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-2.1K- 15.08% |
$443K - $477K
|
11.8K
$2.87M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2.12K- 11.65% |
$447K - $481K
|
16.1K
$3.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-2.16K- 50.0% |
$456K - $491K
|
2.16K
$524K
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-2.24K- 22.16% |
$473K - $509K
|
7.88K
$1.91M
|
|
|
Jul 12, 2024
Q2 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-2.27K- 13.55% |
$477K - $514K
|
14.5K
$3.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-2.28K- 2.31% |
$481K - $518K
|
96.8K
$23.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.3K- 4.56% |
$486K - $523K
|
48.2K
$11.7M
|
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.33K- 5.73% |
$491K - $529K
|
38.3K
$9.28M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.35K- 6.13% |
$494K - $532K
|
35.9K
$8.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-2.37K- 0.55% |
$499K - $537K
|
431K
$104M
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Planning Corporation
|
SELL
|
- |
-2.4K- 9.37% |
$506K - $545K
|
23.2K
$5.62M
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-2.48K- 51.33% |
$522K - $562K
|
2.35K
$569K
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-2.72K- 6.34% |
$572K - $616K
|
40.1K
$9.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.74K- 4.68% |
$578K - $623K
|
55.8K
$13.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-2.79K- 11.64% |
$587K - $632K
|
21.1K
$5.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.86K- 0.04% |
$602K - $648K
|
7.18M
$1.74B
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.86K- 0.04% |
$602K - $648K
|
7.18M
$1.74B
|
|
|
Aug 09, 2024
Q2 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-2.86K- 20.67% |
$602K - $649K
|
11K
$2.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-2.86K- 1.94% |
$603K - $649K
|
145K
$35.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
SELL
|
- |
-2.9K- 24.98% |
$612K - $659K
|
8.72K
$2.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-2.97K- 1.03% |
$625K - $673K
|
286K
$69.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-3.05K- 79.42% |
$642K - $692K
|
790
$191K
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
SELL
|
- |
-3.15K- 12.94% |
$663K - $714K
|
21.2K
$5.13M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-3.15K- 73.13% |
$664K - $715K
|
1.16K
$280K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-3.17K- 12.99% |
$668K - $719K
|
21.2K
$5.14M
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-3.24K- 37.42% |
$684K - $736K
|
5.43K
$1.31M
|
|
|
Jul 19, 2024
Q2 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-3.36K- 9.38% |
$708K - $762K
|
32.4K
$7.85M
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-3.53K- 4.74% |
$744K - $802K
|
70.9K
$17.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
SELL
|
- |
-3.58K- 51.3% |
$754K - $812K
|
3.4K
$823K
|
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-3.61K- 2.5% |
$760K - $818K
|
140K
$34M
|