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 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-239- 1.68% |
$51.3K - $56.8K
|
14K
$3.41M
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-245- 3.29% |
$52.6K - $58.2K
|
7.19K
$1.75M
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-247- 9.56% |
$53K - $58.7K
|
2.34K
$570K
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-250- 12.46% |
$53.7K - $59.4K
|
1.76K
$429K
|
|
Nov 14, 2024
Q3 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-250- 9.66% |
$53.7K - $59.4K
|
2.34K
$570K
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-252- 1.91% |
$54.1K - $59.9K
|
12.9K
$3.15M
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-253- 7.97% |
$54.3K - $60.1K
|
2.92K
$713K
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-255- 7.11% |
$54.8K - $60.6K
|
3.33K
$812K
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-257- 9.09% |
$55.2K - $61.1K
|
2.57K
$627K
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-258- 0.31% |
$55.4K - $61.3K
|
82.8K
$20.2M
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-259- 22.46% |
$55.6K - $61.6K
|
894
$218K
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-260- 0.79% |
$55.8K - $61.8K
|
32.4K
$7.91M
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-261- 2.38% |
$56.1K - $62K
|
10.7K
$2.61M
|
|
Oct 15, 2024
Q3 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-265- 0.54% |
$56.9K - $63K
|
48.8K
$11.9M
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-275- 1.0% |
$59.1K - $65.4K
|
27.1K
$6.61M
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-276- 1.1% |
$59.3K - $65.6K
|
24.8K
$6.04M
|
|
Nov 07, 2024
Q3 2024
|
Planning Directions Inc
|
SELL
|
- |
-278- 7.17% |
$59.7K - $66.1K
|
3.6K
$878K
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-280- 20.82% |
$60.1K - $66.6K
|
1.07K
$260K
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-283- 4.74% |
$60.8K - $67.3K
|
5.69K
$1.39M
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-285- 6.77% |
$61.2K - $67.8K
|
3.93K
$958K
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-287- 24.43% |
$61.6K - $68.2K
|
888
$217K
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-288- 1.37% |
$61.9K - $68.5K
|
20.7K
$5.05M
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-290- 12.61% |
$62.3K - $68.9K
|
2.01K
$490K
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-293- 16.99% |
$62.9K - $69.7K
|
1.43K
$349K
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-295- 3.88% |
$63.4K - $70.1K
|
7.32K
$1.78M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-298- 1.29% |
$64K - $70.8K
|
22.9K
$5.58M
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-300- 2.25% |
$64.4K - $71.3K
|
13K
$3.18M
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-302- 2.73% |
$64.9K - $71.8K
|
10.8K
$2.62M
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-309- 1.23% |
$66.4K - $73.5K
|
24.9K
$6.07M
|
|
Oct 25, 2024
Q3 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-310- 2.96% |
$66.6K - $73.7K
|
10.2K
$2.48M
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-311- 15.25% |
$66.8K - $73.9K
|
1.73K
$422K
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-311- 6.53% |
$66.8K - $73.9K
|
4.45K
$1.08M
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-316- 5.66% |
$67.9K - $75.1K
|
5.26K
$1.28M
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-320- 3.22% |
$68.7K - $76.1K
|
9.62K
$2.35M
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-322- 24.07% |
$69.2K - $76.5K
|
1.02K
$248K
|
|
Nov 06, 2024
Q3 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
SELL
|
- |
-323- 1.49% |
$69.4K - $76.8K
|
21.3K
$5.19M
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-325- 6.04% |
$69.8K - $77.3K
|
5.06K
$1.23M
|
|
Oct 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-326- 0.84% |
$70K - $77.5K
|
38.4K
$9.37M
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-327- 4.06% |
$70.2K - $77.7K
|
7.72K
$1.88M
|
|
Nov 14, 2024
Q3 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-327- 0.9% |
$70.2K - $77.7K
|
36.1K
$8.81M
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-329- 1.01% |
$70.7K - $78.2K
|
32.4K
$7.9M
|
|
Oct 07, 2024
Q3 2024
|
White Wing Wealth Management
The Wodlands, TX |
SELL
|
- |
-332- 0.68% |
$71.3K - $78.9K
|
48.5K
$11.8M
|
|
Nov 04, 2024
Q3 2024
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-332- 25.8% |
$71.3K - $78.9K
|
955
$233K
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-335- 0.68% |
$71.9K - $79.6K
|
49.1K
$12M
|
|
Oct 11, 2024
Q3 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-337- 0.87% |
$72.4K - $80.1K
|
38.5K
$9.39M
|
|
Oct 25, 2024
Q3 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-337- 1.26% |
$72.4K - $80.1K
|
26.4K
$6.45M
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-340- 10.88% |
$73K - $80.8K
|
2.78K
$679K
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-344- 20.9% |
$73.9K - $81.8K
|
1.3K
$318K
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-348- 19.15% |
$74.7K - $82.7K
|
1.47K
$358K
|
|
Oct 08, 2024
Q3 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-349- 1.38% |
$75K - $83K
|
24.9K
$6.06M
|