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
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
957+ 2.67% |
$202K - $217K
|
36.8K
$8.97M
|
|
Jul 23, 2024
Q2 2024
|
Jacobsen Capital Management
|
BUY
|
- |
955+ 6.82% |
$201K - $217K
|
15K
$3.65M
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
955New |
$201K - $217K
|
955
$233K
|
|
Aug 09, 2024
Q2 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
955New |
$201K - $217K
|
955
$233K
|
|
Aug 13, 2024
Q2 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
955+ 2.32% |
$201K - $217K
|
42K
$10.3M
|
|
Jul 22, 2024
Q2 2024
|
Grant
|
BUY
|
- |
941+ 96.61% |
$198K - $214K
|
1.92K
$467K
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
939+ 0.83% |
$198K - $213K
|
114K
$27.7M
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
936New |
$197K - $212K
|
936
$228K
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
934+ 4.08% |
$197K - $212K
|
23.8K
$5.81M
|
|
Aug 01, 2024
Q2 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
927+ 14.42% |
$195K - $210K
|
7.36K
$1.79M
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
925New |
$195K - $210K
|
925
$226K
|
|
Jul 31, 2024
Q2 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
921New |
$194K - $209K
|
921
$225K
|
|
Aug 09, 2024
Q2 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
920+ 2.25% |
$194K - $209K
|
41.8K
$10.2M
|
|
Aug 01, 2024
Q2 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
908+ 2.45% |
$191K - $206K
|
37.9K
$9.25M
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
907+ 30.98% |
$191K - $206K
|
3.84K
$935K
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
905+ 18.68% |
$191K - $205K
|
5.75K
$1.4M
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
896+ 3.53% |
$189K - $203K
|
26.3K
$6.42M
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
873+ 2.22% |
$184K - $198K
|
40.3K
$9.82M
|
|
Jul 12, 2024
Q2 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
871+ 1.1% |
$184K - $198K
|
79.8K
$19.5M
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
867+ 97.09% |
$183K - $197K
|
1.76K
$429K
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
859+ 7.87% |
$181K - $195K
|
11.8K
$2.87M
|
|
Jul 25, 2024
Q2 2024
|
Peoples Financial Services Corp.
|
BUY
|
- |
854+ 9.09% |
$180K - $194K
|
10.2K
$2.5M
|
|
Jul 25, 2024
Q2 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
839+ 11.24% |
$177K - $190K
|
8.3K
$2.02M
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
839+ 0.98% |
$177K - $190K
|
86.7K
$21.1M
|
|
Aug 02, 2024
Q2 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
838+ 1.84% |
$177K - $190K
|
46.3K
$11.3M
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
819+ 1.67% |
$173K - $186K
|
50K
$12.2M
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
811+ 2.2% |
$171K - $184K
|
37.7K
$9.2M
|
|
Jul 23, 2024
Q2 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
807+ 78.81% |
$170K - $183K
|
1.83K
$447K
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
802+ 1.49% |
$169K - $182K
|
54.7K
$13.3M
|
|
Jul 25, 2024
Q2 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
790+ 29.53% |
$167K - $179K
|
3.47K
$845K
|
|
Aug 07, 2024
Q2 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
755+ 7.61% |
$159K - $171K
|
10.7K
$2.61M
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
754+ 1.99% |
$159K - $171K
|
38.6K
$9.41M
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
753+ 753.0% |
$159K - $171K
|
853
$208K
|
|
Jul 10, 2024
Q2 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
751+ 3.14% |
$158K - $170K
|
24.7K
$6.01M
|
|
Jul 25, 2024
Q2 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
749+ 7.06% |
$158K - $170K
|
11.4K
$2.77M
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
740+ 132.62% |
$156K - $168K
|
1.3K
$317K
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
731+ 1.58% |
$154K - $166K
|
47K
$11.5M
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
730+ 20.63% |
$154K - $166K
|
4.27K
$1.04M
|
|
Oct 29, 2024
Q2 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
729+ 1139.06% |
$154K - $165K
|
793
$193K
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
728+ 1.24% |
$153K - $165K
|
59.6K
$14.5M
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
727+ 11.43% |
$153K - $165K
|
7.09K
$1.73M
|
|
Aug 08, 2024
Q2 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
720+ 11.86% |
$152K - $163K
|
6.79K
$1.66M
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
707+ 4.11% |
$149K - $160K
|
17.9K
$4.37M
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
696+ 10.19% |
$147K - $158K
|
7.53K
$1.84M
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
694+ 7.0% |
$146K - $157K
|
10.6K
$2.59M
|
|
Jul 23, 2024
Q2 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
688+ 67.78% |
$145K - $156K
|
1.7K
$415K
|
|
Aug 07, 2024
Q2 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
681+ 8.1% |
$144K - $155K
|
9.09K
$2.22M
|
|
Jul 19, 2024
Q2 2024
|
Sara Bay Financial
|
BUY
|
- |
679+ 43.03% |
$143K - $154K
|
2.26K
$551K
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
679+ 11.77% |
$143K - $154K
|
6.45K
$1.57M
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
674+ 2.76% |
$142K - $153K
|
25.1K
$6.13M
|