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 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
3.51KNew |
$754K - $834K
|
3.51K
$856K
|
|
Nov 14, 2024
Q3 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
3.48K+ 259.03% |
$748K - $828K
|
4.83K
$1.18M
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
3.4K+ 2.48% |
$731K - $809K
|
141K
$34.3M
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
3.4K+ 28.47% |
$731K - $809K
|
15.4K
$3.74M
|
|
Nov 14, 2024
Q3 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
3.34KNew |
$717K - $794K
|
3.34K
$815K
|
|
Oct 15, 2024
Q3 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
3.29K+ 7.87% |
$706K - $782K
|
45.1K
$11M
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
3.24K+ 11.22% |
$696K - $771K
|
32.1K
$7.84M
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
3.24K+ 5.44% |
$695K - $769K
|
62.7K
$15.3M
|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
3.21K+ 4.03% |
$689K - $763K
|
82.8K
$20.2M
|
|
Oct 21, 2024
Q3 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
3.2K+ 4.69% |
$688K - $761K
|
71.5K
$17.4M
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
3.19K+ 13.09% |
$686K - $759K
|
27.6K
$6.73M
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
3.17K+ 17.6% |
$681K - $754K
|
21.2K
$5.17M
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
3.14K+ 51.2% |
$675K - $747K
|
9.28K
$2.26M
|
|
Oct 09, 2024
Q3 2024
|
Trevian Wealth Management LLC
|
BUY
|
- |
3.1KNew |
$666K - $737K
|
3.1K
$756K
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
3.06KNew |
$657K - $727K
|
3.06K
$746K
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
BUY
|
- |
3.05K+ 24.6% |
$656K - $726K
|
15.5K
$3.77M
|
|
Oct 07, 2024
Q3 2024
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
3.03K+ 6.28% |
$651K - $720K
|
51.3K
$12.5M
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3K+ 0.86% |
$645K - $714K
|
354K
$86.2M
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.98K+ 30.89% |
$639K - $708K
|
12.6K
$3.08M
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2.95K+ 6.82% |
$634K - $702K
|
46.2K
$11.3M
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.94K+ 140.56% |
$632K - $699K
|
5.04K
$1.23M
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.94K+ 2.59% |
$631K - $698K
|
117K
$28.4M
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
2.91K+ 7.44% |
$624K - $691K
|
42K
$10.2M
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.86K+ 4.29% |
$613K - $679K
|
69.4K
$16.9M
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
2.84K+ 5.8% |
$609K - $674K
|
51.8K
$12.6M
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2.83K+ 1239.47% |
$607K - $672K
|
3.05K
$745K
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
2.82K+ 1.94% |
$606K - $671K
|
148K
$36.2M
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.74KNew |
$588K - $650K
|
2.74K
$667K
|
|
Oct 21, 2024
Q3 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
2.73K+ 53.54% |
$587K - $649K
|
7.84K
$1.91M
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.7K+ 9.77% |
$580K - $642K
|
30.4K
$7.41M
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
2.69K+ 4.33% |
$578K - $639K
|
64.9K
$15.8M
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.68K+ 4.07% |
$576K - $638K
|
68.7K
$16.8M
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
2.68K+ 8.68% |
$576K - $638K
|
33.6K
$8.2M
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
2.65K+ 4.76% |
$569K - $630K
|
58.3K
$14.2M
|
|
Oct 29, 2024
Q3 2024
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
2.64K+ 21.05% |
$567K - $628K
|
15.2K
$3.71M
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.62K+ 13.98% |
$563K - $623K
|
21.4K
$5.21M
|
|
Nov 13, 2024
Q3 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
2.57K+ 24.1% |
$553K - $612K
|
13.3K
$3.23M
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.56K+ 2.66% |
$550K - $609K
|
99K
$24.1M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
2.56K+ 0.89% |
$549K - $607K
|
288K
$70.3M
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
2.53K+ 1.91% |
$544K - $602K
|
135K
$32.9M
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.53K+ 15.78% |
$544K - $602K
|
18.6K
$4.53M
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.52K+ 1.2% |
$541K - $599K
|
212K
$51.7M
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
2.5KNew |
$538K - $595K
|
2.5K
$611K
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
2.46K+ 222.29% |
$529K - $586K
|
3.57K
$871K
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
2.45K+ 16.71% |
$526K - $582K
|
17.1K
$4.17M
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
2.43K+ 10.76% |
$521K - $577K
|
25K
$6.1M
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.42K+ 4.41% |
$519K - $575K
|
57.3K
$14M
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
2.39K+ 173.45% |
$512K - $567K
|
3.76K
$917K
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
2.37K+ 3.52% |
$510K - $564K
|
69.8K
$17M
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
2.37K+ 18.13% |
$509K - $563K
|
15.4K
$3.77M
|