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
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
2.19KNew |
$462K - $497K
|
2.19K
$535K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.18K+ 2.02% |
$460K - $496K
|
110K
$26.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.16K+ 100.0% |
$456K - $491K
|
4.32K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.13K+ 1.41% |
$448K - $482K
|
153K
$37.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
2.12K+ 4.58% |
$447K - $482K
|
48.4K
$11.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.1K+ 9.45% |
$442K - $476K
|
24.3K
$5.93M
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
2.07K+ 32.68% |
$437K - $470K
|
8.42K
$2.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.05K+ 20.52% |
$432K - $465K
|
12K
$2.94M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
2.04K+ 33.36% |
$429K - $462K
|
8.14K
$1.99M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
2.04K+ 11.01% |
$429K - $462K
|
20.5K
$5M
|
|
|
Aug 02, 2024
Q2 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
2.03K+ 3.53% |
$428K - $460K
|
59.4K
$14.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.03K+ 374.49% |
$427K - $460K
|
2.57K
$626K
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.01KNew |
$423K - $456K
|
2.01K
$490K
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
1.93KNew |
$407K - $439K
|
1.93K
$471K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.88K+ 4.91% |
$397K - $427K
|
40.2K
$9.81M
|
|
|
Aug 16, 2024
Q2 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
1.86KNew |
$392K - $422K
|
1.86K
$453K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.85K+ 228.2% |
$391K - $421K
|
2.67K
$650K
|
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.85K+ 4.18% |
$390K - $420K
|
46.1K
$11.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1.84K+ 8.16% |
$388K - $417K
|
24.4K
$5.95M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.84K+ 2.36% |
$387K - $417K
|
79.6K
$19.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.83K+ 4.44% |
$385K - $415K
|
43K
$10.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.81K+ 2.77% |
$382K - $411K
|
67.2K
$16.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.8K+ 47.21% |
$380K - $409K
|
5.62K
$1.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.79K+ 6.04% |
$378K - $407K
|
31.5K
$7.68M
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.79KNew |
$376K - $405K
|
1.79K
$435K
|
|
|
Oct 30, 2024
Q2 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
1.78K+ 77.37% |
$375K - $404K
|
4.08K
$996K
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.78K+ 8.73% |
$375K - $404K
|
22.2K
$5.41M
|
|
|
Aug 05, 2024
Q2 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
1.78K+ 17.12% |
$375K - $403K
|
12.2K
$2.97M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.76K+ 29.78% |
$371K - $400K
|
7.68K
$1.87M
|
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.76K+ 72.67% |
$371K - $399K
|
4.18K
$1.02M
|
|
|
Aug 05, 2024
Q2 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
1.76K+ 1.57% |
$371K - $399K
|
113K
$27.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
1.75K+ 5.02% |
$368K - $396K
|
36.5K
$8.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
1.72K+ 3.61% |
$363K - $391K
|
49.4K
$12.1M
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1.71K+ 3.82% |
$361K - $388K
|
46.5K
$11.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
BUY
|
- |
1.71K+ 3.75% |
$361K - $388K
|
47.4K
$11.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
1.69K+ 1.21% |
$356K - $384K
|
141K
$34.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
1.68K+ 108.93% |
$355K - $382K
|
3.23K
$788K
|
|
|
Jul 29, 2024
Q2 2024
|
Center For Asset Management LLC
|
BUY
|
- |
1.68KNew |
$355K - $382K
|
1.68K
$411K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.68K+ 6.67% |
$355K - $382K
|
26.9K
$6.56M
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.68K+ 115.5% |
$353K - $381K
|
3.13K
$763K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.67K+ 4.69% |
$353K - $380K
|
37.3K
$9.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.67K+ 3.09% |
$351K - $378K
|
55.7K
$13.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.67K+ 35.74% |
$351K - $378K
|
6.32K
$1.54M
|
|
|
Jul 23, 2024
Q2 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.65K+ 11.03% |
$348K - $375K
|
16.6K
$4.06M
|
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
1.65K+ 3.73% |
$347K - $374K
|
45.8K
$11.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
1.63KNew |
$344K - $371K
|
1.63K
$398K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.61K+ 11.95% |
$339K - $365K
|
15.1K
$3.67M
|
|
|
Jul 19, 2024
Q2 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1.6K+ 64.03% |
$337K - $363K
|
4.1K
$1M
|
|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.59K+ 6.75% |
$336K - $361K
|
25.2K
$6.14M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
1.59K+ 1.03% |
$335K - $361K
|
156K
$38M
|