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 31, 2024
Q3 2024
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
194+ 14.04% |
$41.7K - $46.1K
|
1.58K
$382K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
191+ 18.49% |
$41K - $45.4K
|
1.22K
$296K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
191+ 3.02% |
$41K - $45.4K
|
6.52K
$1.58M
|
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
191+ 19.1% |
$41K - $45.4K
|
1.19K
$288K
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
190+ 3.04% |
$40.8K - $45.2K
|
6.44K
$1.56M
|
|
|
Oct 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
190+ 12.2% |
$40.8K - $45.2K
|
1.75K
$423K
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
190+ 0.42% |
$40.8K - $45.2K
|
45.7K
$11.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
188+ 1.05% |
$40.4K - $44.7K
|
18.2K
$4.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
183+ 0.35% |
$39.3K - $43.5K
|
52.1K
$12.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
182+ 0.92% |
$39.1K - $43.3K
|
20K
$4.84M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
182+ 1.94% |
$39.1K - $43.3K
|
9.55K
$2.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
178+ 2.34% |
$38.2K - $42.3K
|
7.79K
$1.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
177New |
$38K - $42.1K
|
177
$42.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
176+ 2.78% |
$37.8K - $41.8K
|
6.52K
$1.58M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
173+ 0.97% |
$37.2K - $41.1K
|
18K
$4.36M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
172+ 2.03% |
$36.9K - $40.9K
|
8.64K
$2.09M
|
|
|
Oct 07, 2024
Q3 2024
|
Bath Savings Trust CO
|
BUY
|
- |
172+ 5.93% |
$36.9K - $40.9K
|
3.07K
$744K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
171+ 3.33% |
$36.7K - $40.7K
|
5.3K
$1.28M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
168+ 1.41% |
$36.1K - $39.9K
|
12.1K
$2.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
160New |
$34.4K - $38K
|
160
$38.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
158+ 2.63% |
$33.9K - $37.6K
|
6.17K
$1.49M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
156+ 0.91% |
$33.5K - $37.1K
|
17.3K
$4.19M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
156+ 16.47% |
$33.5K - $37.1K
|
1.1K
$267K
|
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
153+ 1.96% |
$32.9K - $36.4K
|
7.95K
$1.92M
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
153+ 3.64% |
$32.9K - $36.4K
|
4.36K
$1.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
152+ 1.4% |
$32.6K - $36.1K
|
11K
$2.66M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
149+ 3.52% |
$32K - $35.4K
|
4.38K
$1.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
148+ 3.9% |
$31.8K - $35.2K
|
3.94K
$954K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
147+ 1.45% |
$31.6K - $34.9K
|
10.3K
$2.48M
|
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
147+ 0.11% |
$31.6K - $34.9K
|
131K
$31.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
146+ 0.94% |
$31.4K - $34.7K
|
15.7K
$3.81M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
145+ 2.12% |
$31.1K - $34.5K
|
6.99K
$1.69M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
144+ 1.2% |
$30.9K - $34.2K
|
12.1K
$2.93M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
143+ 1.51% |
$30.7K - $34K
|
9.62K
$2.33M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
142+ 0.22% |
$30.5K - $33.8K
|
63.4K
$15.3M
|
|
|
Oct 04, 2024
Q3 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
141+ 1.24% |
$30.3K - $33.5K
|
11.5K
$2.78M
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
140New |
$30.1K - $33.3K
|
140
$33.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
140+ 1.09% |
$30.1K - $33.3K
|
13K
$3.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
137+ 9.55% |
$29.4K - $32.6K
|
1.57K
$380K
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
136+ 5.29% |
$29.2K - $32.3K
|
2.71K
$656K
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
135+ 3.88% |
$29K - $32.1K
|
3.61K
$874K
|
|
|
Oct 15, 2024
Q3 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
135+ 3.94% |
$29K - $32.1K
|
3.56K
$863K
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
135+ 2.3% |
$29K - $32.1K
|
6K
$1.45M
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
133+ 10.58% |
$28.6K - $31.6K
|
1.39K
$337K
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
132+ 1.19% |
$28.3K - $31.4K
|
11.2K
$2.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
131+ 15.58% |
$28.1K - $31.1K
|
972
$235K
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
129+ 9.87% |
$27.7K - $30.7K
|
1.44K
$348K
|
|
|
Oct 09, 2024
Q3 2024
|
Madden Securities Corp
|
BUY
|
- |
128+ 1.67% |
$27.5K - $30.4K
|
7.82K
$1.89M
|
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
BUY
|
- |
128+ 1.25% |
$27.5K - $30.4K
|
10.4K
$2.51M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
128+ 13.11% |
$27.5K - $30.4K
|
1.1K
$267K
|