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 12, 2024
Q2 2024
|
Schwab Charitable Fund
|
BUY
|
- |
1.57KNew |
$331K - $357K
|
1.57K
$383K
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
1.56KNew |
$328K - $353K
|
1.56K
$380K
|
|
|
Jul 11, 2024
Q2 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
1.55KNew |
$327K - $352K
|
1.55K
$378K
|
|
|
Jul 22, 2024
Q2 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
1.55K+ 36.68% |
$326K - $351K
|
5.76K
$1.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.54K+ 62.69% |
$325K - $350K
|
4.01K
$977K
|
|
|
Jul 12, 2024
Q2 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
1.53K+ 1.14% |
$323K - $348K
|
136K
$33.3M
|
|
|
Jul 26, 2024
Q2 2024
|
West Bancorporation Inc
|
BUY
|
- |
1.53K+ 12.71% |
$323K - $347K
|
13.6K
$3.31M
|
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.53K+ 2.48% |
$322K - $347K
|
63.2K
$15.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
1.53KNew |
$321K - $346K
|
1.53K
$372K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.52K+ 3.69% |
$321K - $346K
|
42.8K
$10.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
1.52KNew |
$320K - $344K
|
1.52K
$370K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
1.51K+ 1.31% |
$319K - $344K
|
117K
$28.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.51K+ 2.51% |
$319K - $344K
|
61.9K
$15.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1.51K+ 13.07% |
$317K - $342K
|
13K
$3.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
1.49KNew |
$314K - $338K
|
1.49K
$363K
|
|
|
Aug 14, 2024
Q2 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
1.48KNew |
$311K - $335K
|
1.48K
$360K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.47K+ 1.3% |
$310K - $334K
|
115K
$27.9M
|
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1.45KNew |
$305K - $328K
|
1.45K
$353K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.44K+ 0.69% |
$304K - $327K
|
209K
$51.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Gpwm LLC
|
BUY
|
- |
1.43K+ 2.91% |
$302K - $325K
|
50.7K
$12.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Trust CO
|
BUY
|
- |
1.43KNew |
$301K - $324K
|
1.43K
$349K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
1.43KNew |
$301K - $324K
|
1.43K
$348K
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.41KNew |
$298K - $320K
|
1.41K
$344K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.41KNew |
$296K - $319K
|
1.41K
$343K
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.4K+ 92.07% |
$296K - $319K
|
2.93K
$714K
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
1.39K+ 20.61% |
$293K - $315K
|
8.14K
$1.98M
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.39K+ 0.37% |
$292K - $315K
|
375K
$91.5M
|
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1.37K+ 1.45% |
$289K - $311K
|
96.2K
$23.5M
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
BUY
|
- |
1.36K+ 2.95% |
$287K - $309K
|
47.5K
$11.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
1.35KNew |
$283K - $305K
|
1.35K
$328K
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
1.34K+ 2.46% |
$283K - $305K
|
55.9K
$13.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.33K+ 4.86% |
$281K - $302K
|
28.7K
$7M
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.32K+ 5.12% |
$278K - $300K
|
27.1K
$6.61M
|
|
|
Aug 08, 2024
Q2 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
1.32K+ 3.9% |
$278K - $299K
|
35.2K
$8.58M
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
1.3K+ 2.26% |
$274K - $295K
|
58.7K
$14.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
1.29K+ 4.29% |
$272K - $293K
|
31.4K
$7.65M
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.28K+ 106.86% |
$269K - $290K
|
2.47K
$603K
|
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
1.28KNew |
$269K - $290K
|
1.28K
$311K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.27K+ 6.5% |
$267K - $288K
|
20.8K
$5.06M
|
|
|
Jul 12, 2024
Q2 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
1.26K+ 1.83% |
$265K - $286K
|
70.2K
$17.1M
|
|
|
Jul 17, 2024
Q2 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
1.26KNew |
$265K - $286K
|
1.26K
$307K
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
1.26K+ 22.56% |
$265K - $285K
|
6.82K
$1.66M
|
|
|
Jul 30, 2024
Q2 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
1.25K+ 12.7% |
$263K - $283K
|
11.1K
$2.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
1.25KNew |
$263K - $283K
|
1.25K
$304K
|
|
|
Aug 14, 2024
Q2 2024
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
1.24KNew |
$261K - $281K
|
1.24K
$302K
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.23K+ 6.0% |
$259K - $279K
|
21.7K
$5.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.22K+ 4.72% |
$256K - $276K
|
27K
$6.58M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.21K+ 34.54% |
$255K - $274K
|
4.71K
$1.15M
|
|
|
Jul 11, 2024
Q2 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
1.21KNew |
$254K - $273K
|
1.21K
$294K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
1.18KNew |
$248K - $268K
|
1.18K
$288K
|