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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-1.03K- 2.67% |
$222K - $246K
|
37.6K
$9.05M
|
|
Nov 13, 2024
Q3 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-1.04K- 0.7% |
$224K - $247K
|
148K
$35.6M
|
|
Mar 21, 2025
Q3 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-1.05KClosed |
$224K - $248K
|
0
$0
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.05K- 30.19% |
$226K - $250K
|
2.43K
$584K
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.07K- 36.86% |
$229K - $253K
|
1.83K
$439K
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.07K- 1.58% |
$230K - $255K
|
66.5K
$16M
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.08K- 38.52% |
$231K - $256K
|
1.72K
$413K
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-1.08K- 3.03% |
$233K - $258K
|
34.7K
$8.34M
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.09K- 5.17% |
$235K - $260K
|
20.1K
$4.82M
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.1K- 1.1% |
$235K - $260K
|
98.8K
$23.8M
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.1K- 4.5% |
$236K - $261K
|
23.3K
$5.61M
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.11K- 0.97% |
$239K - $265K
|
113K
$27.3M
|
|
Nov 05, 2024
Q3 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-1.13K- 4.93% |
$242K - $268K
|
21.7K
$5.22M
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.15K- 2.16% |
$246K - $272K
|
52K
$12.5M
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.15K- 9.72% |
$246K - $273K
|
10.7K
$2.56M
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.15K- 51.78% |
$247K - $273K
|
1.07K
$257K
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-1.16K- 7.08% |
$248K - $275K
|
15.2K
$3.65M
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-1.16K- 9.72% |
$249K - $276K
|
10.8K
$2.59M
|
|
Oct 30, 2024
Q3 2024
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-1.18K- 4.01% |
$252K - $279K
|
28.1K
$6.76M
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.19K- 3.31% |
$256K - $283K
|
34.8K
$8.37M
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-1.23K- 44.95% |
$264K - $292K
|
1.5K
$361K
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.23K- 5.78% |
$264K - $292K
|
20K
$4.81M
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-1.24K- 15.68% |
$265K - $294K
|
6.65K
$1.6M
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-1.25K- 48.34% |
$269K - $298K
|
1.34K
$322K
|
|
Nov 06, 2024
Q3 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-1.26K- 3.52% |
$270K - $298K
|
34.4K
$8.28M
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.28K- 12.72% |
$276K - $305K
|
8.81K
$2.12M
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.29K- 1.7% |
$277K - $306K
|
74.6K
$18M
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-1.39K- 61.94% |
$297K - $329K
|
851
$205K
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.4K- 12.37% |
$301K - $334K
|
9.94K
$2.39M
|
|
Nov 13, 2024
Q3 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1.43K- 2.95% |
$308K - $341K
|
47.1K
$11.3M
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-1.46K- 18.58% |
$314K - $348K
|
6.41K
$1.54M
|
|
Nov 12, 2024
Q3 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.48K- 31.52% |
$317K - $351K
|
3.21K
$771K
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-1.48K- 44.15% |
$317K - $351K
|
1.87K
$449K
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-1.51K- 7.25% |
$325K - $359K
|
19.3K
$4.65M
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.53K- 16.02% |
$329K - $364K
|
8.02K
$1.93M
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-1.55K- 13.06% |
$332K - $368K
|
10.3K
$2.48M
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.56K- 0.82% |
$335K - $371K
|
188K
$45.2M
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-1.57K- 17.97% |
$337K - $373K
|
7.15K
$1.72M
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-1.57K- 2.31% |
$337K - $373K
|
66.3K
$16M
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
SELL
|
- |
-1.58K- 3.99% |
$339K - $375K
|
38K
$9.13M
|
|
Oct 24, 2024
Q3 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-1.59K- 94.25% |
$341K - $378K
|
97
$23.3K
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1.61K- 7.17% |
$345K - $382K
|
20.8K
$5M
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.64K- 18.5% |
$352K - $390K
|
7.22K
$1.74M
|
|
Oct 03, 2024
Q3 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-1.65K- 14.68% |
$355K - $393K
|
9.6K
$2.31M
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.66K- 2.33% |
$356K - $394K
|
69.3K
$16.7M
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-1.68K- 26.9% |
$360K - $398K
|
4.55K
$1.09M
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-1.71K- 4.61% |
$367K - $406K
|
35.3K
$8.49M
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-1.71K- 2.79% |
$368K - $407K
|
59.6K
$14.3M
|
|
Nov 12, 2024
Q3 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-1.72K- 18.18% |
$369K - $408K
|
7.73K
$1.86M
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.79K- 90.76% |
$384K - $425K
|
182
$43.8K
|