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 19, 2024
Q4 2023
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-14- 0.63% |
$2.45K - $3.02K
|
2.21K
$540K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-14- 0.29% |
$2.45K - $3.02K
|
4.78K
$1.17M
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-15- 0.41% |
$2.63K - $3.24K
|
3.61K
$883K
|
|
|
Feb 13, 2024
Q4 2023
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-15- 0.51% |
$2.63K - $3.24K
|
2.94K
$721K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-16- 1.18% |
$2.8K - $3.45K
|
1.34K
$328K
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-16- 7.77% |
$2.8K - $3.45K
|
190
$46.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-16- 0.96% |
$2.8K - $3.45K
|
1.65K
$404K
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-16- 0.46% |
$2.8K - $3.45K
|
3.47K
$851K
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
SELL
|
- |
-16- 0.36% |
$2.8K - $3.45K
|
4.39K
$1.07M
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-17- 0.67% |
$2.98K - $3.67K
|
2.53K
$621K
|
|
|
Jan 19, 2024
Q4 2023
|
Flower City Capital
|
SELL
|
- |
-17- 1.17% |
$2.98K - $3.67K
|
1.43K
$351K
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-17- 0.83% |
$2.98K - $3.67K
|
2.02K
$495K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-17- 1.28% |
$2.98K - $3.67K
|
1.31K
$320K
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-18- 1.26% |
$3.15K - $3.89K
|
1.42K
$347K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-18- 1.28% |
$3.15K - $3.89K
|
1.39K
$341K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-19- 0.96% |
$3.33K - $4.1K
|
1.96K
$479K
|
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-19- 0.33% |
$3.33K - $4.1K
|
5.66K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-19Closed |
$3.33K - $4.1K
|
0
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-20- 11.9% |
$3.51K - $4.32K
|
148
$36.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-20- 1.14% |
$3.51K - $4.32K
|
1.74K
$426K
|
|
|
Feb 15, 2024
Q4 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-20- 0.29% |
$3.51K - $4.32K
|
6.83K
$1.67M
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-21- 1.81% |
$3.68K - $4.53K
|
1.14K
$279K
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-21- 0.78% |
$3.68K - $4.53K
|
2.68K
$657K
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-21- 1.6% |
$3.68K - $4.53K
|
1.29K
$317K
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-21- 0.27% |
$3.68K - $4.53K
|
7.7K
$1.89M
|
|
|
Feb 01, 2024
Q4 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-23- 1.93% |
$4.03K - $4.97K
|
1.17K
$286K
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-23- 0.78% |
$4.03K - $4.97K
|
2.93K
$717K
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-24- 96.0% |
$4.21K - $5.18K
|
1
$245
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-24- 0.48% |
$4.21K - $5.18K
|
5.01K
$1.23M
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-25- 0.19% |
$4.38K - $5.4K
|
13.1K
$3.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-26- 70.27% |
$4.56K - $5.61K
|
11
$2.69K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-26- 5.16% |
$4.56K - $5.61K
|
478
$117K
|
|
|
Jan 30, 2024
Q4 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-26- 0.66% |
$4.56K - $5.61K
|
3.89K
$952K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-26- 0.17% |
$4.56K - $5.61K
|
14.9K
$3.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-27- 0.71% |
$4.73K - $5.83K
|
3.8K
$930K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-28- 73.68% |
$4.91K - $6.05K
|
10
$2.45K
|
|
|
Feb 12, 2024
Q4 2023
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-28- 0.92% |
$4.91K - $6.05K
|
3.02K
$739K
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-28- 0.71% |
$4.91K - $6.05K
|
3.93K
$963K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-29- 0.87% |
$5.08K - $6.26K
|
3.32K
$813K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-30- 0.31% |
$5.26K - $6.48K
|
9.54K
$2.34M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-30- 0.14% |
$5.26K - $6.48K
|
21.3K
$5.21M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-31- 1.31% |
$5.43K - $6.69K
|
2.34K
$574K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-31- 0.77% |
$5.43K - $6.69K
|
3.99K
$977K
|
|
|
Feb 15, 2024
Q4 2023
|
Life Pro Asset Management
|
SELL
|
- |
-32- 1.68% |
$5.61K - $6.91K
|
1.87K
$459K
|
|
|
Jan 29, 2024
Q4 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-33- 84.62% |
$5.78K - $7.12K
|
6
$1.47K
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-34- 0.99% |
$5.96K - $7.34K
|
3.4K
$832K
|
|
|
Feb 01, 2024
Q4 2023
|
Gpwm LLC
|
SELL
|
- |
-35- 0.07% |
$6.13K - $7.56K
|
51.1K
$12.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-35- 0.43% |
$6.13K - $7.56K
|
8.18K
$2M
|
|
|
Jan 12, 2024
Q4 2023
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-36- 1.73% |
$6.31K - $7.77K
|
2.04K
$500K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-36- 1.31% |
$6.31K - $7.77K
|
2.71K
$665K
|