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 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-645- 5.47% |
$113K - $139K
|
11.2K
$2.47M
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-647- 1.64% |
$113K - $140K
|
38.9K
$8.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-647- 4.85% |
$113K - $140K
|
12.7K
$2.81M
|
|
|
Jan 10, 2024
Q4 2023
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-650- 20.85% |
$114K - $140K
|
2.47K
$547K
|
|
|
Feb 05, 2024
Q4 2023
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-659- 5.15% |
$115K - $142K
|
12.1K
$2.69M
|
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-680- 35.94% |
$119K - $147K
|
1.21K
$269K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-683- 3.41% |
$120K - $147K
|
19.4K
$4.29M
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-684- 5.6% |
$120K - $148K
|
11.5K
$2.55M
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-685- 6.65% |
$120K - $148K
|
9.61K
$2.13M
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-686- 28.48% |
$120K - $148K
|
1.72K
$382K
|
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-695- 9.61% |
$122K - $150K
|
6.53K
$1.45M
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-699- 27.72% |
$123K - $151K
|
1.82K
$404K
|
|
|
Feb 08, 2024
Q4 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-709- 5.23% |
$124K - $153K
|
12.8K
$2.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-711- 7.85% |
$125K - $154K
|
8.35K
$1.85M
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-715- 9.59% |
$125K - $154K
|
6.74K
$1.49M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-732- 25.97% |
$128K - $158K
|
2.09K
$463K
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-740- 42.6% |
$130K - $160K
|
997
$221K
|
|
|
Feb 12, 2024
Q4 2023
|
Meridian Management CO
|
SELL
|
- |
-743- 26.53% |
$130K - $160K
|
2.06K
$456K
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-747- 10.34% |
$131K - $161K
|
6.48K
$1.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-750- 0.21% |
$131K - $162K
|
357K
$79.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-755- 6.78% |
$132K - $163K
|
10.4K
$2.3M
|
|
|
Jan 23, 2024
Q4 2023
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-756- 1.42% |
$132K - $163K
|
52.5K
$11.6M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-756- 40.56% |
$132K - $163K
|
1.11K
$246K
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-757- 5.82% |
$133K - $163K
|
12.2K
$2.71M
|
|
|
Jan 19, 2024
Q4 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-759- 1.69% |
$133K - $164K
|
44.2K
$9.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-763- 2.17% |
$134K - $165K
|
34.3K
$7.61M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-769- 9.19% |
$135K - $166K
|
7.6K
$1.68M
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-774- 6.47% |
$136K - $167K
|
11.2K
$2.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-774- 5.78% |
$136K - $167K
|
12.6K
$2.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-775- 1.56% |
$136K - $167K
|
48.8K
$10.8M
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-779- 21.83% |
$137K - $168K
|
2.79K
$618K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-780- 6.46% |
$137K - $168K
|
11.3K
$2.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-789- 7.15% |
$138K - $170K
|
10.2K
$2.27M
|
|
|
Jan 29, 2024
Q4 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-800- 1.94% |
$140K - $173K
|
40.5K
$8.98M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-803- 0.97% |
$141K - $173K
|
82.2K
$18.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-805- 6.68% |
$141K - $174K
|
11.2K
$2.49M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-808- 18.47% |
$142K - $174K
|
3.57K
$791K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-809- 2.08% |
$142K - $175K
|
38.1K
$8.45M
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-813- 34.46% |
$142K - $176K
|
1.55K
$343K
|
|
|
Jan 18, 2024
Q4 2023
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-814- 3.2% |
$143K - $176K
|
24.6K
$5.46M
|
|
|
Feb 05, 2024
Q4 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-829- 2.95% |
$145K - $179K
|
27.3K
$6.04M
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-832- 37.96% |
$146K - $180K
|
1.36K
$301K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-834- 1.34% |
$146K - $180K
|
61.4K
$13.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-841- 6.44% |
$147K - $182K
|
12.2K
$2.71M
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-847- 6.84% |
$148K - $183K
|
11.5K
$2.56M
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-853- 16.83% |
$149K - $184K
|
4.22K
$934K
|
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-865- 3.51% |
$152K - $187K
|
23.8K
$5.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-879- 35.67% |
$154K - $190K
|
1.59K
$351K
|
|
|
Feb 02, 2024
Q4 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-895- 18.34% |
$157K - $193K
|
3.98K
$883K
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-897- 0.68% |
$157K - $194K
|
132K
$29.2M
|