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 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
505+ 3.97% |
$88.5K - $109K
|
13.2K
$3.24M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
492New |
$86.2K - $106K
|
492
$121K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
490+ 8.54% |
$85.9K - $106K
|
6.23K
$1.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
488New |
$85.5K - $105K
|
488
$120K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
488New |
$85.5K - $105K
|
488
$120K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
487+ 38.26% |
$85.4K - $105K
|
1.76K
$431K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
480New |
$84.1K - $104K
|
480
$118K
|
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
475+ 7.07% |
$83.2K - $103K
|
7.19K
$1.76M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
475+ 3.41% |
$83.2K - $103K
|
14.4K
$3.53M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
472New |
$82.7K - $102K
|
472
$116K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
460New |
$80.6K - $99.3K
|
460
$113K
|
|
|
Feb 14, 2024
Q4 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
460+ 1.36% |
$80.6K - $99.3K
|
34.4K
$8.42M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
459+ 7.18% |
$80.4K - $99.1K
|
6.85K
$1.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
455+ 6.81% |
$79.7K - $98.2K
|
7.14K
$1.75M
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
452+ 6.25% |
$79.2K - $97.6K
|
7.69K
$1.88M
|
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
452+ 14.58% |
$79.2K - $97.6K
|
3.55K
$870K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
444+ 0.96% |
$77.8K - $95.9K
|
46.6K
$11.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
441+ 1.74% |
$77.3K - $95.2K
|
25.7K
$6.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
438+ 10.68% |
$76.8K - $94.6K
|
4.54K
$1.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Ti Trust, Inc
|
BUY
|
- |
433+ 2.39% |
$75.9K - $93.5K
|
18.5K
$4.54M
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
430+ 0.96% |
$75.4K - $92.8K
|
45.3K
$11.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
420+ 3.09% |
$73.6K - $90.7K
|
14K
$3.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
417+ 2.2% |
$73.1K - $90K
|
19.3K
$4.74M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
416+ 10.49% |
$72.9K - $89.8K
|
4.38K
$1.07M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
414+ 12.66% |
$72.6K - $89.4K
|
3.69K
$903K
|
|
|
Feb 07, 2024
Q4 2023
|
United Bank
Vienna, VA |
BUY
|
- |
414+ 2.04% |
$72.6K - $89.4K
|
20.8K
$5.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
412+ 52.15% |
$72.2K - $89K
|
1.2K
$294K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
411+ 1.45% |
$72K - $88.7K
|
28.7K
$7.04M
|
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
409+ 5.42% |
$71.7K - $88.3K
|
7.96K
$1.95M
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
408+ 24.1% |
$71.5K - $88.1K
|
2.1K
$515K
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
BUY
|
- |
407+ 38.11% |
$71.3K - $87.9K
|
1.48K
$361K
|
|
|
Jan 09, 2024
Q4 2023
|
Mcia Inc
|
BUY
|
- |
406+ 0.5% |
$71.2K - $87.7K
|
80.9K
$19.8M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
404New |
$70.8K - $87.2K
|
404
$99K
|
|
|
Jan 18, 2024
Q4 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
402+ 0.74% |
$70.5K - $86.8K
|
55K
$13.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
400+ 3.77% |
$70.1K - $86.4K
|
11K
$2.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
392+ 14.42% |
$68.7K - $84.6K
|
3.11K
$762K
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
BUY
|
- |
383+ 32.13% |
$67.1K - $82.7K
|
1.58K
$386K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
380+ 9.73% |
$66.6K - $82K
|
4.29K
$1.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
376+ 3.02% |
$65.9K - $81.2K
|
12.8K
$3.14M
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
373+ 2.6% |
$65.4K - $80.5K
|
14.7K
$3.61M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
373+ 2.57% |
$65.4K - $80.5K
|
14.9K
$3.65M
|
|
|
Jan 29, 2024
Q4 2023
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
372+ 29.15% |
$65.2K - $80.3K
|
1.65K
$404K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
366New |
$64.1K - $79K
|
366
$89.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
364+ 1.79% |
$63.8K - $78.6K
|
20.8K
$5.08M
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
360+ 21.94% |
$63.1K - $77.7K
|
2K
$490K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
359+ 5.71% |
$62.9K - $77.5K
|
6.65K
$1.63M
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
356+ 11.71% |
$62.4K - $76.9K
|
3.4K
$832K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
355+ 0.57% |
$62.2K - $76.6K
|
63.1K
$15.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
354+ 7.04% |
$62K - $76.4K
|
5.38K
$1.32M
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
352+ 5.24% |
$61.7K - $76K
|
7.07K
$1.73M
|