Purchases and Sales Made in Q3 2024 in Vanguard Small Cap ETF (VB)
This table provides information about the institutional ownership of Vanguard Small Cap ETF (VB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2024
Q3 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
855New |
$184K - $203K
|
855
$209K
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
855New |
$184K - $203K
|
855
$209K
|
|
|
Nov 14, 2024
Q3 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
855+ 2.45% |
$184K - $203K
|
35.8K
$8.72M
|
|
|
Oct 08, 2024
Q3 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
850New |
$183K - $202K
|
850
$207K
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
850New |
$183K - $202K
|
850
$207K
|
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
850New |
$183K - $202K
|
850
$207K
|
|
|
Nov 13, 2024
Q3 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
850New |
$183K - $202K
|
850
$207K
|
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
848New |
$182K - $202K
|
848
$207K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
848New |
$182K - $202K
|
848
$207K
|
|
|
Oct 16, 2024
Q3 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
847New |
$182K - $201K
|
847
$207K
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
847New |
$182K - $201K
|
847
$207K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
847+ 0.22% |
$182K - $201K
|
378K
$92.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
846+ 1.18% |
$182K - $201K
|
72.8K
$17.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
846New |
$182K - $201K
|
846
$206K
|
|
|
Oct 18, 2024
Q3 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
845New |
$181K - $201K
|
845
$206K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
845+ 35.96% |
$181K - $201K
|
3.2K
$779K
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
845+ 2.64% |
$181K - $201K
|
32.8K
$8M
|
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
827+ 25.6% |
$178K - $197K
|
4.06K
$990K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
826+ 13.43% |
$177K - $196K
|
6.98K
$1.7M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
823+ 13.89% |
$177K - $196K
|
6.75K
$1.65M
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
820+ 10.07% |
$176K - $195K
|
8.96K
$2.19M
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
816+ 4.4% |
$175K - $194K
|
19.4K
$4.72M
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
807+ 2.36% |
$173K - $192K
|
35K
$8.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
807+ 6.2% |
$173K - $192K
|
13.8K
$3.37M
|
|
|
Oct 08, 2024
Q3 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
763+ 3.37% |
$164K - $181K
|
23.4K
$5.71M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
760+ 0.61% |
$163K - $181K
|
125K
$30.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
755+ 26.15% |
$162K - $179K
|
3.64K
$888K
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
755+ 7.24% |
$162K - $179K
|
11.2K
$2.73M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
750+ 4.4% |
$161K - $178K
|
17.8K
$4.34M
|
|
|
Nov 07, 2024
Q3 2024
|
St. Louis Trust CO
|
BUY
|
- |
750+ 1.52% |
$161K - $178K
|
50.1K
$12.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
748+ 23.76% |
$161K - $178K
|
3.9K
$950K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
735+ 5.58% |
$158K - $175K
|
13.9K
$3.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
734+ 36.35% |
$158K - $174K
|
2.75K
$672K
|
|
|
Nov 13, 2024
Q3 2024
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
BUY
|
- |
730+ 7.3% |
$157K - $174K
|
10.7K
$2.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Wit, LLC
District Of Columbia, DC |
BUY
|
- |
719+ 342.38% |
$154K - $171K
|
929
$227K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
718+ 0.71% |
$154K - $171K
|
101K
$24.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
717+ 1.28% |
$154K - $170K
|
56.8K
$13.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
708+ 1.85% |
$152K - $168K
|
38.9K
$9.48M
|
|
|
Oct 31, 2024
Q3 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
706+ 1.17% |
$152K - $168K
|
60.9K
$14.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
703+ 1.68% |
$151K - $167K
|
42.4K
$10.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
700New |
$150K - $166K
|
700
$171K
|
|
|
Nov 14, 2024
Q3 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
698+ 2.6% |
$150K - $166K
|
27.5K
$6.71M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
693New |
$149K - $165K
|
693
$169K
|
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
691+ 0.98% |
$148K - $164K
|
70.9K
$17.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
675+ 27.95% |
$145K - $160K
|
3.09K
$754K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
673+ 11.42% |
$145K - $160K
|
6.57K
$1.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
665+ 2.12% |
$143K - $158K
|
32K
$7.81M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
665+ 60.07% |
$143K - $158K
|
1.77K
$432K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
653+ 3.18% |
$140K - $155K
|
21.2K
$5.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
648+ 4.17% |
$139K - $154K
|
16.2K
$3.95M
|