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
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-134- 1.37% |
$23.5K - $28.9K
|
9.67K
$2.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-134- 6.8% |
$23.5K - $28.9K
|
1.84K
$448K
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-135- 4.87% |
$23.7K - $29.1K
|
2.64K
$643K
|
|
|
Jan 29, 2024
Q4 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-141- 0.82% |
$24.7K - $30.4K
|
17K
$4.14M
|
|
|
Feb 02, 2024
Q4 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-141- 1.8% |
$24.7K - $30.4K
|
7.71K
$1.88M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-142- 52.4% |
$24.9K - $30.7K
|
129
$31.5K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-142- 52.4% |
$24.9K - $30.7K
|
129
$31.5K
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-143- 2.05% |
$25.1K - $30.9K
|
6.85K
$1.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-145- 9.67% |
$25.4K - $31.3K
|
1.35K
$330K
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-146- 2.78% |
$25.6K - $31.5K
|
5.11K
$1.25M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-146- 1.13% |
$25.6K - $31.5K
|
12.8K
$3.12M
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-150- 3.41% |
$26.3K - $32.4K
|
4.26K
$1.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-150- 1.06% |
$26.3K - $32.4K
|
14K
$3.42M
|
|
|
Feb 14, 2024
Q4 2023
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-150- 12.94% |
$26.3K - $32.4K
|
1.01K
$246K
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-151- 6.77% |
$26.5K - $32.6K
|
2.08K
$507K
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-153- 9.53% |
$26.8K - $33K
|
1.45K
$354K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
SELL
|
- |
-156- 3.19% |
$27.3K - $33.7K
|
4.74K
$1.16M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-158- 0.45% |
$27.7K - $34.1K
|
34.9K
$8.51M
|
|
|
Jan 22, 2024
Q4 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-161- 13.24% |
$28.2K - $34.8K
|
1.06K
$257K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-163- 1.09% |
$28.6K - $35.2K
|
14.7K
$3.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-163- 1.29% |
$28.6K - $35.2K
|
12.4K
$3.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-168- 0.15% |
$29.4K - $36.3K
|
109K
$26.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-170- 0.29% |
$29.8K - $36.7K
|
58.7K
$14.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-171- 12.77% |
$30K - $36.9K
|
1.17K
$285K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-172- 0.87% |
$30.1K - $37.1K
|
19.5K
$4.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-172- 10.7% |
$30.1K - $37.1K
|
1.44K
$350K
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-174- 1.25% |
$30.5K - $37.6K
|
13.7K
$3.34M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-175- 12.88% |
$30.7K - $37.8K
|
1.18K
$289K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-176- 1.96% |
$30.8K - $38K
|
8.81K
$2.15M
|
|
|
Feb 05, 2024
Q4 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-177- 8.66% |
$31K - $38.2K
|
1.87K
$455K
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-178- 13.86% |
$31.2K - $38.4K
|
1.11K
$270K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-178- 1.98% |
$31.2K - $38.4K
|
8.81K
$2.15M
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-182- 0.95% |
$31.9K - $39.3K
|
18.9K
$4.61M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-182- 1.0% |
$31.9K - $39.3K
|
18K
$4.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-183- 1.6% |
$32.1K - $39.5K
|
11.3K
$2.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-188- 6.96% |
$32.9K - $40.6K
|
2.51K
$613K
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-189- 1.15% |
$33.1K - $40.8K
|
16.2K
$3.96M
|
|
|
Feb 05, 2024
Q4 2023
|
Santori & Peters, Inc.
|
SELL
|
- |
-190- 2.75% |
$33.3K - $41K
|
6.71K
$1.64M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-191- 9.68% |
$33.5K - $41.2K
|
1.78K
$435K
|
|
|
Feb 07, 2024
Q4 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-191- 1.27% |
$33.5K - $41.2K
|
14.8K
$3.62M
|
|
|
Sep 04, 2024
Q4 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-191- 1.27% |
$33.5K - $41.2K
|
14.8K
$3.62M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-192- 2.84% |
$33.6K - $41.5K
|
6.57K
$1.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-192- 2.38% |
$33.6K - $41.5K
|
7.88K
$1.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-196- 3.42% |
$34.4K - $42.3K
|
5.54K
$1.35M
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-198- 4.56% |
$34.7K - $42.7K
|
4.15K
$1.01M
|
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-198- 6.01% |
$34.7K - $42.7K
|
3.1K
$755K
|
|
|
Feb 14, 2024
Q4 2023
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-199- 10.64% |
$34.9K - $43K
|
1.67K
$408K
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-200- 7.85% |
$35.1K - $43.2K
|
2.35K
$573K
|
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-209- 3.52% |
$36.6K - $45.1K
|
5.72K
$1.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Roth Financial Partners LLC
|
SELL
|
- |
-210- 1.54% |
$36.8K - $45.3K
|
13.4K
$3.26M
|