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 30, 2024
Q4 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-212- 13.5% |
$37.2K - $45.8K
|
1.36K
$331K
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
SELL
|
- |
-215- 5.36% |
$37.7K - $46.4K
|
3.79K
$925K
|
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-215- 8.63% |
$37.7K - $46.4K
|
2.28K
$555K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-217- 2.21% |
$38K - $46.9K
|
9.61K
$2.34M
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-218- 4.84% |
$38.2K - $47.1K
|
4.28K
$1.04M
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-219- 2.74% |
$38.4K - $47.3K
|
7.79K
$1.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-220- 3.63% |
$38.6K - $47.5K
|
5.84K
$1.42M
|
|
|
Jan 22, 2024
Q4 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-223- 1.71% |
$39.1K - $48.1K
|
12.8K
$3.13M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-223- 14.34% |
$39.1K - $48.1K
|
1.33K
$325K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-229- 1.12% |
$40.1K - $49.4K
|
20.2K
$4.93M
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-232- 3.13% |
$40.7K - $50.1K
|
7.18K
$1.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-234- 0.21% |
$41K - $50.5K
|
110K
$26.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-235- 6.41% |
$41.2K - $50.7K
|
3.43K
$837K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-237- 1.99% |
$41.5K - $51.2K
|
11.7K
$2.84M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-246- 2.2% |
$43.1K - $53.1K
|
10.9K
$2.67M
|
|
|
Jan 17, 2024
Q4 2023
|
Jvl Associates LLC
|
SELL
|
- |
-247- 2.82% |
$43.3K - $53.3K
|
8.5K
$2.07M
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-249- 1.9% |
$43.6K - $53.8K
|
12.9K
$3.14M
|
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
SELL
|
- |
-253- 9.47% |
$44.3K - $54.6K
|
2.42K
$590K
|
|
|
Feb 13, 2024
Q4 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-254- 3.03% |
$44.5K - $54.8K
|
8.12K
$1.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-256- 36.83% |
$44.9K - $55.3K
|
439
$107K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-258- 32.53% |
$45.2K - $55.7K
|
535
$130K
|
|
|
Jan 24, 2024
Q4 2023
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-262- 0.8% |
$45.9K - $56.6K
|
32.4K
$7.91M
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-262- 8.8% |
$45.9K - $56.6K
|
2.71K
$662K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-263- 32.43% |
$46.1K - $56.8K
|
548
$134K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-266- 5.36% |
$46.6K - $57.4K
|
4.7K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-272- 4.37% |
$47.7K - $58.7K
|
5.96K
$1.45M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-282- 1.77% |
$49.4K - $60.9K
|
15.6K
$3.82M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-282- 11.33% |
$49.4K - $60.9K
|
2.21K
$538K
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-285- 16.17% |
$49.9K - $61.5K
|
1.48K
$361K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-286- 0.67% |
$50.1K - $61.7K
|
42.4K
$10.3M
|
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-289- 20.21% |
$50.7K - $62.4K
|
1.14K
$278K
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-290- 8.9% |
$50.8K - $62.6K
|
2.97K
$724K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-291- 39.54% |
$51K - $62.8K
|
445
$109K
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
SELL
|
- |
-291- 12.95% |
$51K - $62.8K
|
1.96K
$477K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
SELL
|
- |
-292- 3.96% |
$51.2K - $63K
|
7.08K
$1.73M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-295- 1.67% |
$51.7K - $63.7K
|
17.4K
$4.24M
|
|
|
Jan 12, 2024
Q4 2023
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-298- 1.53% |
$52.2K - $64.3K
|
19.2K
$4.68M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-304- 8.84% |
$53.3K - $65.6K
|
3.14K
$765K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-307- 13.34% |
$53.8K - $66.3K
|
1.99K
$486K
|
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-307- 0.2% |
$53.8K - $66.3K
|
155K
$37.7M
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-310- 8.26% |
$54.3K - $66.9K
|
3.44K
$840K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-311- 4.73% |
$54.5K - $67.1K
|
6.27K
$1.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-311- 2.25% |
$54.5K - $67.1K
|
13.5K
$3.3M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-311- 13.71% |
$54.5K - $67.1K
|
1.96K
$477K
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-315- 0.98% |
$55.2K - $68K
|
31.7K
$7.73M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-317- 3.7% |
$55.6K - $68.4K
|
8.24K
$2.01M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-320- 17.48% |
$56.1K - $69.1K
|
1.51K
$369K
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-323- 3.67% |
$56.6K - $69.7K
|
8.49K
$2.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-324- 0.16% |
$56.8K - $70K
|
206K
$50.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-328- 0.66% |
$57.5K - $70.8K
|
49.4K
$12.1M
|