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 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
18+ 6.55% |
$3.87K - $4.28K
|
293
$70.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
18+ 0.73% |
$3.87K - $4.28K
|
2.48K
$601K
|
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
18+ 0.29% |
$3.87K - $4.28K
|
6.26K
$1.52M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
18+ 5.73% |
$3.87K - $4.28K
|
332
$80.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
18+ 0.55% |
$3.87K - $4.28K
|
3.32K
$803K
|
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
18+ 0.32% |
$3.87K - $4.28K
|
5.62K
$1.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
18+ 6.67% |
$3.87K - $4.28K
|
288
$69.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Retirement Solution Inc.
|
BUY
|
- |
17+ 1.52% |
$3.65K - $4.04K
|
1.14K
$276K
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
17+ 0.35% |
$3.65K - $4.04K
|
4.92K
$1.19M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
16+ 0.74% |
$3.44K - $3.8K
|
2.17K
$525K
|
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
BUY
|
- |
16+ 0.81% |
$3.44K - $3.8K
|
1.99K
$481K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
16+ 160.0% |
$3.44K - $3.8K
|
26
$6.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
16New |
$3.44K - $3.8K
|
16
$3.87K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
16New |
$3.44K - $3.8K
|
16
$3.87K
|
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
BUY
|
- |
15+ 0.49% |
$3.22K - $3.57K
|
3.07K
$743K
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
14+ 0.26% |
$3.01K - $3.33K
|
5.4K
$1.31M
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
13+ 0.87% |
$2.79K - $3.09K
|
1.51K
$366K
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
13New |
$2.79K - $3.09K
|
13
$3.15K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
12+ 0.35% |
$2.58K - $2.85K
|
3.42K
$828K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
12+ 0.14% |
$2.58K - $2.85K
|
8.76K
$2.12M
|
|
|
Oct 28, 2024
Q3 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
12+ 0.63% |
$2.58K - $2.85K
|
1.92K
$465K
|
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
12+ 0.29% |
$2.58K - $2.85K
|
4.1K
$992K
|
|
|
Nov 18, 2024
Q3 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
12+ 0.66% |
$2.58K - $2.85K
|
1.83K
$443K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
11+ 0.57% |
$2.36K - $2.61K
|
1.94K
$470K
|
|
|
Nov 04, 2024
Q3 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
11+ 0.42% |
$2.36K - $2.61K
|
2.61K
$632K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
10+ 1.07% |
$2.15K - $2.38K
|
946
$229K
|
|
|
Oct 15, 2024
Q3 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
10+ 2.35% |
$2.15K - $2.38K
|
435
$105K
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
10+ 0.33% |
$2.15K - $2.38K
|
3.03K
$733K
|
|
|
Nov 14, 2024
Q3 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
10+ 0.11% |
$2.15K - $2.38K
|
9.33K
$2.26M
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
9+ 0.07% |
$1.93K - $2.14K
|
13.6K
$3.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
9+ 0.38% |
$1.93K - $2.14K
|
2.41K
$583K
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
9+ 0.71% |
$1.93K - $2.14K
|
1.27K
$307K
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
9+ 0.31% |
$1.93K - $2.14K
|
2.92K
$708K
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
8+ 0.08% |
$1.72K - $1.9K
|
10.4K
$2.52M
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
8+ 0.6% |
$1.72K - $1.9K
|
1.34K
$325K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
8+ 0.86% |
$1.72K - $1.9K
|
940
$228K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
8+ 0.87% |
$1.72K - $1.9K
|
925
$224K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
8+ 0.71% |
$1.72K - $1.9K
|
1.14K
$275K
|
|
|
Nov 04, 2024
Q3 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
8+ 0.16% |
$1.72K - $1.9K
|
4.91K
$1.19M
|
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
7+ 0.37% |
$1.5K - $1.66K
|
1.88K
$456K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
7+ 0.09% |
$1.5K - $1.66K
|
7.8K
$1.89M
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
6+ 1.03% |
$1.29K - $1.43K
|
587
$142K
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
6+ 0.22% |
$1.29K - $1.43K
|
2.68K
$648K
|
|
|
Oct 07, 2024
Q3 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
5+ 0.26% |
$1.07K - $1.19K
|
1.94K
$470K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
5+ 0.06% |
$1.07K - $1.19K
|
7.74K
$1.87M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
5+ 0.24% |
$1.07K - $1.19K
|
2.09K
$505K
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
5+ 0.17% |
$1.07K - $1.19K
|
3.02K
$730K
|
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
5+ 0.12% |
$1.07K - $1.19K
|
4.03K
$977K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
5+ 0.52% |
$1.07K - $1.19K
|
960
$232K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
5New |
$1.07K - $1.19K
|
5
$1.21K
|