Purchases and Sales Made in Q4 2023 in Vanguard Small Cap ETF (VB)
This table provides information about the institutional ownership of Vanguard Small Cap ETF (VB) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
1.34K+ 10.02% |
$234K - $289K
|
14.7K
$3.58M
|
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
1.34KNew |
$234K - $289K
|
1.34K
$326K
|
|
|
Feb 09, 2024
Q4 2023
|
Sam Advisors, LLC
|
BUY
|
- |
1.31K+ 1.9% |
$229K - $282K
|
70K
$17.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
1.31KNew |
$229K - $282K
|
1.31K
$318K
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.3KNew |
$228K - $281K
|
1.3K
$318K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
1.3K+ 12.64% |
$227K - $280K
|
11.5K
$2.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
1.29KNew |
$226K - $278K
|
1.29K
$314K
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
1.29K+ 5.64% |
$225K - $277K
|
24.1K
$5.87M
|
|
|
Feb 02, 2024
Q4 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.28K+ 8.76% |
$225K - $277K
|
15.9K
$3.88M
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
1.27K+ 39.37% |
$223K - $275K
|
4.5K
$1.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
1.27KNew |
$223K - $274K
|
1.27K
$310K
|
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.27KNew |
$222K - $273K
|
1.27K
$309K
|
|
|
Nov 14, 2024
Q4 2023
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
1.26KNew |
$221K - $272K
|
1.26K
$308K
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
1.26K+ 102.53% |
$220K - $271K
|
2.48K
$606K
|
|
|
Jan 10, 2024
Q4 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
1.25K+ 3.06% |
$219K - $270K
|
42.2K
$10.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
1.25K+ 1.45% |
$219K - $270K
|
87.4K
$21.3M
|
|
|
Aug 13, 2024
Q4 2023
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
1.24K+ 81.31% |
$217K - $268K
|
2.77K
$674K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.23K+ 17.32% |
$216K - $266K
|
8.36K
$2.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
1.23K+ 18.26% |
$216K - $266K
|
7.97K
$1.95M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1.23KNew |
$215K - $265K
|
1.23K
$299K
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
1.23K+ 1.2% |
$215K - $264K
|
103K
$25.2M
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.22K+ 263.42% |
$213K - $263K
|
1.68K
$410K
|
|
|
Feb 09, 2024
Q4 2023
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
1.21KNew |
$212K - $261K
|
1.21K
$294K
|
|
|
Mar 19, 2024
Q4 2023
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
1.21KNew |
$211K - $260K
|
1.21K
$294K
|
|
|
Feb 13, 2024
Q4 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
1.2KNew |
$210K - $259K
|
1.2K
$292K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.2K+ 3.9% |
$210K - $258K
|
31.9K
$7.77M
|
|
|
Jan 18, 2024
Q4 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
1.19K+ 2.45% |
$209K - $258K
|
50K
$12.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
1.19KNew |
$209K - $257K
|
1.19K
$291K
|
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
1.19KNew |
$208K - $256K
|
1.19K
$290K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
1.19KNew |
$208K - $256K
|
1.19K
$290K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
1.18K+ 7.8% |
$208K - $256K
|
16.4K
$3.99M
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.18K+ 2.31% |
$206K - $254K
|
52.2K
$12.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
1.18KNew |
$206K - $254K
|
1.18K
$287K
|
|
|
Feb 14, 2024
Q4 2023
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
1.17KNew |
$206K - $253K
|
1.17K
$286K
|
|
|
Feb 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
1.17K+ 20.37% |
$205K - $253K
|
6.91K
$1.69M
|
|
|
Jan 04, 2024
Q4 2023
|
Modus Advisors, LLC
|
BUY
|
- |
1.16K+ 7.22% |
$203K - $250K
|
17.2K
$4.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
1.15K+ 8.55% |
$202K - $249K
|
14.6K
$3.57M
|
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.15KNew |
$202K - $248K
|
1.15K
$281K
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.15K+ 52.88% |
$201K - $248K
|
3.32K
$810K
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
1.14KNew |
$200K - $246K
|
1.14K
$278K
|
|
|
Jan 16, 2024
Q4 2023
|
Twele Capital Management, Inc.
|
BUY
|
- |
1.14K+ 1.77% |
$199K - $245K
|
65.4K
$16M
|
|
|
Jan 23, 2024
Q4 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
1.14K+ 6.43% |
$199K - $245K
|
18.8K
$4.58M
|
|
|
Feb 05, 2024
Q4 2023
|
St. Louis Trust CO
|
BUY
|
- |
1.13K+ 4.56% |
$198K - $244K
|
25.9K
$6.32M
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
1.12K+ 26.23% |
$197K - $243K
|
5.41K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
1.12K+ 524.88% |
$196K - $241K
|
1.33K
$325K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.12KNew |
$196K - $241K
|
1.12K
$272K
|
|
|
Jan 18, 2024
Q4 2023
|
Geometric Wealth Advisors
|
BUY
|
- |
1.12KNew |
$196K - $241K
|
1.12K
$272K
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.11KNew |
$195K - $240K
|
1.11K
$271K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.11K+ 1.12% |
$195K - $240K
|
101K
$24.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
1.11K+ 9.72% |
$194K - $239K
|
12.5K
$3.05M
|