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 22, 2024
Q2 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
5KNew |
$1.05M - $1.14M
|
5K
$1.22M
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
4.98K+ 6.55% |
$1.05M - $1.13M
|
81K
$19.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
4.91K+ 5.84% |
$1.04M - $1.11M
|
89K
$21.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
4.83K+ 3.43% |
$1.02M - $1.1M
|
146K
$35.5M
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.83K+ 54.01% |
$1.02M - $1.1M
|
13.8K
$3.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
4.78K+ 24.58% |
$1.01M - $1.09M
|
24.2K
$5.91M
|
|
|
Oct 22, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
4.72K+ 150.72% |
$994K - $1.07M
|
7.85K
$1.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.63K+ 14.77% |
$976K - $1.05M
|
36K
$8.78M
|
|
|
Jul 31, 2024
Q2 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
4.59K+ 1.3% |
$967K - $1.04M
|
357K
$87.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
4.54K+ 3.2% |
$957K - $1.03M
|
146K
$35.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
4.52K+ 9.61% |
$952K - $1.02M
|
51.5K
$12.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
4.46K+ 3.35% |
$940K - $1.01M
|
137K
$33.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
4.38K+ 12.04% |
$922K - $993K
|
40.7K
$9.93M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
4.35K+ 1.04% |
$916K - $986K
|
421K
$103M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.32K+ 158.46% |
$910K - $980K
|
7.04K
$1.72M
|
|
|
Jul 18, 2024
Q2 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
4.25KNew |
$896K - $964K
|
4.25K
$1.04M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.21K+ 7.94% |
$886K - $954K
|
57.2K
$13.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
4.09K+ 0.79% |
$863K - $929K
|
524K
$128M
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Investment Advisors
|
BUY
|
- |
4.08K+ 2.12% |
$859K - $925K
|
196K
$47.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
4.04K+ 8.74% |
$852K - $918K
|
50.3K
$12.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
3.95KNew |
$833K - $897K
|
3.95K
$964K
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
3.94K+ 17.6% |
$831K - $895K
|
26.4K
$6.43M
|
|
|
Aug 26, 2024
Q2 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
3.89K+ 2.97% |
$819K - $882K
|
135K
$32.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
3.88K+ 94.38% |
$818K - $880K
|
7.99K
$1.95M
|
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
3.84K+ 13.85% |
$809K - $871K
|
31.5K
$7.69M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.82K+ 7.61% |
$804K - $866K
|
53.9K
$13.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
3.76K+ 5.46% |
$791K - $852K
|
72.5K
$17.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
3.72K+ 56.34% |
$784K - $844K
|
10.3K
$2.52M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.61K+ 5.02% |
$761K - $820K
|
75.5K
$18.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
3.6K+ 2.57% |
$760K - $818K
|
144K
$35M
|
|
|
Jul 17, 2024
Q2 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
3.55K+ 5.48% |
$748K - $806K
|
68.3K
$16.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.54K+ 6.06% |
$745K - $802K
|
61.8K
$15.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Vigilare Wealth Management
|
BUY
|
- |
3.52KNew |
$743K - $800K
|
3.52K
$859K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
3.5KNew |
$738K - $794K
|
3.5K
$854K
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
3.43KNew |
$722K - $777K
|
3.43K
$835K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.4K+ 5.39% |
$716K - $771K
|
66.5K
$16.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.37K+ 0.93% |
$709K - $764K
|
367K
$89.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
3.32KNew |
$700K - $753K
|
3.32K
$810K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
3.32K+ 8.82% |
$699K - $753K
|
40.9K
$9.98M
|
|
|
Jul 10, 2024
Q2 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
3.32K+ 12.74% |
$699K - $752K
|
29.3K
$7.16M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.22K+ 10.09% |
$679K - $732K
|
35.2K
$8.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.22K+ 10.7% |
$679K - $731K
|
33.3K
$8.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
3.22K+ 4.94% |
$679K - $731K
|
68.4K
$16.7M
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.21K+ 81.99% |
$677K - $729K
|
7.13K
$1.74M
|
|
|
Jul 29, 2024
Q2 2024
|
F
|
BUY
|
- |
3.19KNew |
$671K - $723K
|
3.19K
$777K
|
|
|
Aug 01, 2024
Q2 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
3.18K+ 12.45% |
$670K - $721K
|
28.7K
$7M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
3.17K+ 3.79% |
$668K - $720K
|
86.8K
$21.2M
|
|
|
Jul 08, 2024
Q2 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
3.17KNew |
$667K - $719K
|
3.17K
$772K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
3.16KNew |
$666K - $717K
|
3.16K
$771K
|
|
|
Aug 01, 2024
Q2 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
3.15KNew |
$664K - $715K
|
3.15K
$769K
|