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
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.36K+ 57.24% |
$507K - $561K
|
6.48K
$1.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.34K+ 0.57% |
$502K - $556K
|
409K
$99.9M
|
|
|
Oct 29, 2024
Q3 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
2.33K+ 55.95% |
$501K - $554K
|
6.5K
$1.58M
|
|
|
Oct 24, 2024
Q3 2024
|
Brown Financial Advisory
|
BUY
|
- |
2.3K+ 2.94% |
$495K - $548K
|
80.6K
$19.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
2.3K+ 11.66% |
$494K - $546K
|
22K
$5.37M
|
|
|
Oct 25, 2024
Q3 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
2.29K+ 57.91% |
$492K - $544K
|
6.24K
$1.52M
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2.28K+ 188.34% |
$489K - $541K
|
3.49K
$850K
|
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.22KNew |
$478K - $529K
|
2.22K
$542K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
2.2K+ 25.65% |
$472K - $522K
|
10.8K
$2.63M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.2K+ 0.42% |
$472K - $522K
|
523K
$128M
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
2.18KNew |
$468K - $518K
|
2.18K
$531K
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.18K+ 11.98% |
$468K - $518K
|
20.4K
$4.96M
|
|
|
Nov 07, 2024
Q3 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
2.17KNew |
$467K - $517K
|
2.17K
$530K
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
2.17K+ 9.81% |
$467K - $517K
|
24.3K
$5.93M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.15K+ 61.16% |
$463K - $512K
|
5.68K
$1.38M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.14K+ 17.94% |
$460K - $510K
|
14.1K
$3.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
2.11K+ 2.56% |
$453K - $501K
|
84.5K
$20.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
2.09K+ 1.27% |
$450K - $498K
|
168K
$40.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
2.08KNew |
$447K - $495K
|
2.08K
$508K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.05K+ 86.56% |
$441K - $488K
|
4.43K
$1.08M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.03K+ 153.59% |
$436K - $483K
|
3.36K
$818K
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
2.02K+ 2.09% |
$434K - $481K
|
98.8K
$24.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
2.02K+ 5.54% |
$434K - $481K
|
38.5K
$9.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
1.98K+ 4.65% |
$425K - $470K
|
44.5K
$10.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1.97KNew |
$422K - $468K
|
1.97K
$480K
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.96K+ 54.37% |
$422K - $467K
|
5.58K
$1.36M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.96K+ 6.12% |
$421K - $466K
|
34K
$8.29M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.95K+ 8.04% |
$419K - $464K
|
26.3K
$6.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Whelan Financial
|
BUY
|
- |
1.95K+ 1.48% |
$419K - $463K
|
133K
$32.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Gpwm LLC
|
BUY
|
- |
1.94K+ 3.83% |
$417K - $462K
|
52.6K
$12.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
1.93K+ 3.45% |
$415K - $459K
|
57.9K
$14.1M
|
|
|
Nov 14, 2024
Q3 2024
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
1.89KNew |
$406K - $449K
|
1.89K
$461K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.88K+ 193.22% |
$404K - $447K
|
2.85K
$696K
|
|
|
Oct 28, 2024
Q3 2024
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
1.86K+ 3.02% |
$400K - $443K
|
63.6K
$15.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
1.83KNew |
$393K - $435K
|
1.83K
$446K
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
1.8KNew |
$387K - $429K
|
1.8K
$440K
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1.79K+ 100.0% |
$383K - $424K
|
3.57K
$871K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.77K+ 1.79% |
$381K - $422K
|
101K
$24.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
1.77KNew |
$380K - $420K
|
1.77K
$431K
|
|
|
Oct 30, 2024
Q3 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
1.75K+ 1.58% |
$376K - $417K
|
113K
$27.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.75K+ 55.52% |
$376K - $416K
|
4.91K
$1.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.73KNew |
$372K - $412K
|
1.73K
$423K
|
|
|
Nov 14, 2024
Q3 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
1.73KNew |
$371K - $411K
|
1.73K
$421K
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
BUY
|
- |
1.73K+ 70.04% |
$370K - $410K
|
4.19K
$1.02M
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.72K+ 17.02% |
$370K - $410K
|
11.8K
$2.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
1.71K+ 9.11% |
$367K - $406K
|
20.4K
$4.99M
|
|
|
Oct 15, 2024
Q3 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
1.69K+ 1.2% |
$363K - $402K
|
143K
$34.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.69K+ 2.28% |
$363K - $402K
|
75.9K
$18.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.69K+ 7.05% |
$362K - $401K
|
25.6K
$6.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.67K+ 38.45% |
$360K - $398K
|
6.03K
$1.47M
|