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 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
37.6KNew |
$6.59M - $8.12M
|
37.6K
$9.18M
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
37.3K+ 2333.94% |
$6.54M - $8.06M
|
38.9K
$9.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
37.2K+ 11.53% |
$6.53M - $8.04M
|
360K
$87.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
36.8KNew |
$6.44M - $7.94M
|
36.8K
$8.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
36.1K+ 9.52% |
$6.33M - $7.79M
|
415K
$101M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
35.8K+ 476.18% |
$6.28M - $7.73M
|
43.3K
$10.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
35.3KNew |
$6.18M - $7.62M
|
35.3K
$8.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
34.7K+ 10.41% |
$6.08M - $7.49M
|
368K
$89.7M
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
33.9K+ 8.37% |
$5.94M - $7.31M
|
439K
$107M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
33.9K+ 9.17% |
$5.94M - $7.31M
|
403K
$98.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
32.6KNew |
$5.71M - $7.04M
|
32.6K
$7.95M
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
32.5K+ 10.59% |
$5.69M - $7.01M
|
339K
$82.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
32.4KNew |
$5.69M - $7.01M
|
32.4K
$7.91M
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
32.1K+ 30.96% |
$5.63M - $6.94M
|
136K
$33.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
30.3KNew |
$5.32M - $6.55M
|
30.3K
$7.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
30.2K+ 5.57% |
$5.3M - $6.53M
|
573K
$140M
|
|
|
Feb 08, 2024
Q4 2023
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
29.6KNew |
$5.18M - $6.39M
|
29.6K
$7.22M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
29.5KNew |
$5.17M - $6.37M
|
29.5K
$7.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Estate Counselors, LLC
|
BUY
|
- |
29.1K+ 35.16% |
$5.1M - $6.29M
|
112K
$27.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
28.8K+ 7.72% |
$5.05M - $6.22M
|
402K
$98.1M
|
|
|
Mar 20, 2024
Q4 2023
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
28.8KNew |
$5.05M - $6.22M
|
28.8K
$7.02M
|
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
27.1KNew |
$4.74M - $5.84M
|
27.1K
$6.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Gen Trust, LLC
|
BUY
|
- |
26.3K+ 51.9% |
$4.61M - $5.68M
|
77K
$18.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
26.2K+ 175.99% |
$4.59M - $5.65M
|
41.1K
$10M
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
24.7K+ 7.27% |
$4.33M - $5.33M
|
364K
$88.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
23.8K+ 9.39% |
$4.17M - $5.14M
|
278K
$67.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
23.2K+ 6.05% |
$4.07M - $5.01M
|
407K
$99.2M
|
|
|
Apr 09, 2024
Q4 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
23.2KNew |
$4.07M - $5.01M
|
23.2K
$5.66M
|
|
|
Feb 05, 2024
Q4 2023
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
23.1KNew |
$4.05M - $4.98M
|
23.1K
$5.63M
|
|
|
Jul 24, 2024
Q4 2023
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
23KNew |
$4.03M - $4.96M
|
23K
$5.61M
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
22.8KNew |
$4M - $4.92M
|
22.8K
$5.56M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
22.5K+ 4210.67% |
$3.94M - $4.85M
|
23K
$5.61M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
22.1K+ 3.8% |
$3.88M - $4.78M
|
605K
$148M
|
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
22.1K+ 86.49% |
$3.87M - $4.77M
|
47.7K
$11.6M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
22KNew |
$3.86M - $4.75M
|
22K
$5.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
21.7K+ 2.31% |
$3.8M - $4.68M
|
962K
$235M
|
|
|
Nov 13, 2024
Q4 2023
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
21.6KNew |
$3.78M - $4.65M
|
21.6K
$5.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
21.4KNew |
$3.75M - $4.62M
|
21.4K
$5.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
21.3KNew |
$3.73M - $4.59M
|
21.3K
$5.19M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
21.2K+ 2.74% |
$3.72M - $4.59M
|
797K
$194M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
21K+ 8.12% |
$3.67M - $4.52M
|
279K
$68M
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
20.6K+ 625.6% |
$3.61M - $4.45M
|
23.9K
$5.83M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
20.6K+ 1143.39% |
$3.61M - $4.44M
|
22.4K
$5.46M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
20.4K+ 2.5% |
$3.58M - $4.41M
|
837K
$204M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
20.3K+ 16.36% |
$3.55M - $4.37M
|
144K
$35.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
20.1K+ 125.22% |
$3.53M - $4.35M
|
36.2K
$8.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
19.2K+ 39.7% |
$3.37M - $4.15M
|
67.7K
$16.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
19.2KNew |
$3.36M - $4.14M
|
19.2K
$4.67M
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
19.1K+ 206.98% |
$3.35M - $4.13M
|
28.4K
$6.92M
|
|
|
Feb 06, 2024
Q4 2023
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
19KNew |
$3.33M - $4.1M
|
19K
$4.63M
|