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 23, 2024
Q4 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-18.7K- 88.17% |
$3.29M - $4.05M
|
2.52K
$613K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-19.5K- 25.4% |
$3.41M - $4.2M
|
57.2K
$13.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-19.6K- 1.04% |
$3.43M - $4.22M
|
1.86M
$453M
|
|
|
Feb 08, 2024
Q4 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-20.8K- 4.5% |
$3.65M - $4.49M
|
442K
$108M
|
|
|
Feb 13, 2024
Q4 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-22.4K- 6.19% |
$3.93M - $4.84M
|
340K
$82.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-23.1K- 7.05% |
$4.04M - $4.98M
|
304K
$74.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-23.1K- 7.05% |
$4.04M - $4.98M
|
304K
$74.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-23.4K- 79.68% |
$4.09M - $5.04M
|
5.96K
$1.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-23.8K- 32.29% |
$4.17M - $5.14M
|
49.9K
$12.2M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-25.7K- 18.23% |
$4.5M - $5.54M
|
115K
$28.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-30K- 27.02% |
$5.26M - $6.47M
|
81K
$19.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-31.3K- 1.31% |
$5.49M - $6.76M
|
2.35M
$574M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-32.3K- 7.75% |
$5.66M - $6.97M
|
384K
$93.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-33.8K- 9.14% |
$5.93M - $7.3M
|
336K
$81.9M
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-34K- 13.7% |
$5.95M - $7.34M
|
214K
$52.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-36.3K- 85.22% |
$6.36M - $7.84M
|
6.3K
$1.54M
|
|
|
Jan 29, 2024
Q4 2023
|
Fusion Family Wealth LLC
|
SELL
|
- |
-37.5K- 9.9% |
$6.57M - $8.09M
|
341K
$83.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-38.4K- 22.09% |
$6.74M - $8.3M
|
136K
$33.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-42.4K- 78.91% |
$7.43M - $9.15M
|
11.3K
$2.76M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-42.6K- 14.58% |
$7.47M - $9.21M
|
250K
$61M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-45.2K- 39.01% |
$7.92M - $9.76M
|
70.7K
$17.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-46.3K- 87.98% |
$8.11M - $9.99M
|
6.32K
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-46.6K- 88.33% |
$8.18M - $10.1M
|
6.16K
$1.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-49.5K- 10.78% |
$8.68M - $10.7M
|
410K
$100M
|
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-52.4K- 59.52% |
$9.19M - $11.3M
|
35.7K
$8.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-60.2K- 46.46% |
$10.5M - $13M
|
69.3K
$16.9M
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-62.1K- 8.68% |
$10.9M - $13.4M
|
653K
$159M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-64.2K- 70.21% |
$11.3M - $13.9M
|
27.3K
$6.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-70.3K- 34.32% |
$12.3M - $15.2M
|
135K
$32.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-85.3K- 96.88% |
$14.9M - $18.4M
|
2.75K
$671K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-91.1K- 24.47% |
$16M - $19.7M
|
281K
$68.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
SELL
|
- |
-93.5K- 83.97% |
$16.4M - $20.2M
|
17.8K
$4.35M
|
|
|
Jan 22, 2024
Q4 2023
|
Legacy Financial Group LLC
|
SELL
|
- |
-137K- 94.64% |
$24M - $29.5M
|
7.75K
$1.89M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-167K- 2.32% |
$29.2M - $36M
|
7.02M
$1.71B
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-169K- 74.18% |
$29.7M - $36.5M
|
58.9K
$14.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-178K- 12.68% |
$31.2M - $38.4M
|
1.23M
$299M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-229K- 22.29% |
$40.1M - $49.4M
|
798K
$195M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-399K- 1.99% |
$69.9M - $86.1M
|
19.6M
$4.78B
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-650K- 99.53% |
$114M - $140M
|
3.06K
$747K
|