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 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
39New |
$8.38K - $9.27K
|
39
$9.44K
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
39+ 2.09% |
$8.38K - $9.27K
|
1.91K
$461K
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
39+ 0.43% |
$8.38K - $9.27K
|
9.18K
$2.22M
|
|
Nov 04, 2024
Q3 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
38+ 1.59% |
$8.16K - $9.03K
|
2.42K
$587K
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
38+ 3.41% |
$8.16K - $9.03K
|
1.15K
$279K
|
|
Oct 10, 2024
Q3 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
37+ 0.87% |
$7.95K - $8.8K
|
4.28K
$1.04M
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
37+ 3.44% |
$7.95K - $8.8K
|
1.11K
$270K
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
37+ 1.08% |
$7.95K - $8.8K
|
3.46K
$837K
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
37+ 29.84% |
$7.95K - $8.8K
|
161
$39K
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
37+ 0.11% |
$7.95K - $8.8K
|
34.1K
$8.25M
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
37+ 1.08% |
$7.95K - $8.8K
|
3.46K
$838K
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
36+ 2.05% |
$7.73K - $8.56K
|
1.8K
$435K
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
36+ 0.55% |
$7.73K - $8.56K
|
6.62K
$1.6M
|
|
Nov 13, 2024
Q3 2024
|
Bakala Capital Management LLC
Greenville, SC |
BUY
|
- |
36+ 2.27% |
$7.73K - $8.56K
|
1.62K
$393K
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
34+ 1.37% |
$7.3K - $8.08K
|
2.52K
$611K
|
|
Oct 07, 2024
Q3 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
32+ 0.43% |
$6.87K - $7.61K
|
7.42K
$1.8M
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
31+ 0.37% |
$6.66K - $7.37K
|
8.45K
$2.05M
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
31New |
$6.66K - $7.37K
|
31
$7.51K
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
31+ 2.0% |
$6.66K - $7.37K
|
1.58K
$383K
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
30New |
$6.44K - $7.13K
|
30
$7.26K
|
|
Nov 14, 2024
Q3 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
30+ 0.68% |
$6.44K - $7.13K
|
4.45K
$1.08M
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
29+ 2.3% |
$6.23K - $6.89K
|
1.29K
$313K
|
|
Oct 25, 2024
Q3 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
29+ 2.05% |
$6.23K - $6.89K
|
1.44K
$350K
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
29+ 0.46% |
$6.23K - $6.89K
|
6.29K
$1.52M
|
|
Nov 05, 2024
Q3 2024
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
28+ 0.24% |
$6.01K - $6.66K
|
11.8K
$2.86M
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
28+ 1.49% |
$6.01K - $6.66K
|
1.91K
$461K
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
28+ 1.17% |
$6.01K - $6.66K
|
2.41K
$584K
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
27+ 1.63% |
$5.8K - $6.42K
|
1.68K
$408K
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
26+ 1.31% |
$5.58K - $6.18K
|
2.01K
$487K
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
26+ 0.02% |
$5.58K - $6.18K
|
117K
$28.3M
|
|
Oct 25, 2024
Q3 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
26+ 0.19% |
$5.58K - $6.18K
|
13.8K
$3.34M
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
26+ 0.08% |
$5.58K - $6.18K
|
32.9K
$7.97M
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
25+ 0.29% |
$5.37K - $5.94K
|
8.73K
$2.11M
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
25+ 1.33% |
$5.37K - $5.94K
|
1.9K
$461K
|
|
Oct 09, 2024
Q3 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
25+ 3.35% |
$5.37K - $5.94K
|
771
$187K
|
|
Nov 15, 2024
Q3 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
25+ 1.32% |
$5.37K - $5.94K
|
1.92K
$466K
|
|
Oct 21, 2024
Q3 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
24+ 0.35% |
$5.15K - $5.71K
|
6.83K
$1.65M
|
|
Oct 23, 2024
Q3 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
23+ 0.22% |
$4.94K - $5.47K
|
10.5K
$2.55M
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
23+ 1.29% |
$4.94K - $5.47K
|
1.8K
$436K
|
|
Nov 14, 2024
Q3 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
23+ 0.3% |
$4.94K - $5.47K
|
7.65K
$1.85M
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
22+ 0.11% |
$4.72K - $5.23K
|
20.1K
$4.86M
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
22New |
$4.72K - $5.23K
|
22
$5.33K
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
22+ 2.39% |
$4.72K - $5.23K
|
943
$228K
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
21+ 0.82% |
$4.51K - $4.99K
|
2.59K
$628K
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
21+ 1.68% |
$4.51K - $4.99K
|
1.27K
$307K
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
20+ 0.36% |
$4.3K - $4.75K
|
5.62K
$1.36M
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
20+ 0.93% |
$4.3K - $4.75K
|
2.18K
$528K
|
|
Oct 11, 2024
Q3 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
19+ 0.39% |
$4.08K - $4.52K
|
4.87K
$1.18M
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
19+ 0.54% |
$4.08K - $4.52K
|
3.53K
$856K
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
19+ 0.55% |
$4.08K - $4.52K
|
3.49K
$845K
|