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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
BUY
|
- |
14+ 0.74% |
$2.45K - $3.02K
|
1.89K
$459K
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
13+ 0.19% |
$2.28K - $2.81K
|
6.79K
$1.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
13+ 0.03% |
$2.28K - $2.81K
|
42.4K
$10.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
12+ 0.31% |
$2.1K - $2.59K
|
3.92K
$949K
|
|
|
Jan 16, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
12+ 0.31% |
$2.1K - $2.59K
|
3.92K
$949K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
12+ 0.0% |
$2.1K - $2.59K
|
386K
$93.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
12+ 0.13% |
$2.1K - $2.59K
|
9.4K
$2.28M
|
|
|
Feb 08, 2024
Q4 2023
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
12+ 0.5% |
$2.1K - $2.59K
|
2.39K
$579K
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
BUY
|
- |
12+ 0.08% |
$2.1K - $2.59K
|
14.6K
$3.53M
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
11+ 0.14% |
$1.93K - $2.37K
|
7.71K
$1.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
11+ 0.43% |
$1.93K - $2.37K
|
2.58K
$624K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
11+ 0.12% |
$1.93K - $2.37K
|
9.01K
$2.18M
|
|
|
Jan 18, 2024
Q4 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
10+ 0.15% |
$1.75K - $2.16K
|
6.73K
$1.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
10+ 10.31% |
$1.75K - $2.16K
|
107
$25.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
10+ 0.34% |
$1.75K - $2.16K
|
2.97K
$719K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
10+ 1.55% |
$1.75K - $2.16K
|
655
$159K
|
|
|
Jan 05, 2024
Q4 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
9+ 0.24% |
$1.58K - $1.94K
|
3.73K
$903K
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
9+ 0.17% |
$1.58K - $1.94K
|
5.26K
$1.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
9+ 0.21% |
$1.58K - $1.94K
|
4.32K
$1.05M
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
9New |
$1.58K - $1.94K
|
9
$2.18K
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
8+ 0.26% |
$1.4K - $1.73K
|
3.14K
$761K
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
8+ 0.45% |
$1.4K - $1.73K
|
1.79K
$434K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
8+ 0.13% |
$1.4K - $1.73K
|
6.27K
$1.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
8+ 0.4% |
$1.4K - $1.73K
|
2.02K
$488K
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
7+ 38.89% |
$1.23K - $1.51K
|
25
$6.05K
|
|
|
Aug 20, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
7+ 0.25% |
$1.23K - $1.51K
|
2.83K
$684K
|
|
|
Jan 26, 2024
Q4 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
6+ 0.21% |
$1.05K - $1.3K
|
2.86K
$694K
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
6+ 0.37% |
$1.05K - $1.3K
|
1.62K
$391K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
6+ 0.37% |
$1.05K - $1.3K
|
1.62K
$393K
|
|
|
Feb 13, 2024
Q4 2023
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
6+ 0.34% |
$1.05K - $1.3K
|
1.76K
$425K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
6New |
$1.05K - $1.3K
|
6
$1.45K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
6New |
$1.05K - $1.3K
|
6
$1.45K
|
|
|
Jan 09, 2024
Q4 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
5+ 0.17% |
$876 - $1.08K
|
2.87K
$694K
|
|
|
Jan 10, 2024
Q4 2023
|
Northstar Group, Inc.
|
BUY
|
- |
5+ 0.16% |
$876 - $1.08K
|
3.14K
$760K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
5+ 0.47% |
$876 - $1.08K
|
1.06K
$256K
|
|
|
Apr 22, 2024
Q4 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
5+ 0.02% |
$876 - $1.08K
|
28.3K
$6.85M
|
|
|
Jan 09, 2024
Q4 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
4+ 0.37% |
$701 - $864
|
1.1K
$266K
|
|
|
Jan 18, 2024
Q4 2023
|
Trevian Wealth Management LLC
|
BUY
|
- |
4+ 0.11% |
$701 - $864
|
3.51K
$850K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
4+ 0.49% |
$701 - $864
|
821
$199K
|
|
|
Feb 13, 2024
Q4 2023
|
Belmont Capital, LLC
|
BUY
|
- |
4+ 0.46% |
$701 - $864
|
875
$212K
|
|
|
Jan 18, 2024
Q4 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
3+ 0.28% |
$526 - $648
|
1.06K
$257K
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.26% |
$526 - $648
|
1.15K
$279K
|
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
3+ 0.09% |
$526 - $648
|
3.23K
$783K
|
|
|
Feb 12, 2024
Q4 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
3+ 3.95% |
$526 - $648
|
79
$19.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
3New |
$526 - $648
|
3
$726
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
BUY
|
- |
2+ 0.19% |
$351 - $432
|
1.06K
$258K
|
|
|
Jan 11, 2024
Q4 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
2+ 0.05% |
$351 - $432
|
4.23K
$1.02M
|
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
2+ 0.1% |
$351 - $432
|
1.91K
$462K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.65% |
$351 - $432
|
309
$74.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2+ 0.15% |
$351 - $432
|
1.29K
$313K
|