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
|
Ritholtz Wealth Management
|
BUY
|
- |
2.09K+ 45.22% |
$366K - $451K
|
6.71K
$1.64M
|
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
2.07KNew |
$363K - $447K
|
2.07K
$505K
|
|
|
Feb 07, 2024
Q4 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
2.06K+ 3.6% |
$362K - $446K
|
59.4K
$14.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.06K+ 9.24% |
$362K - $446K
|
24.4K
$5.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
2.06KNew |
$361K - $445K
|
2.06K
$502K
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
2.04KNew |
$358K - $441K
|
2.04K
$498K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.03K+ 7.97% |
$356K - $439K
|
27.5K
$6.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
2.03K+ 24.07% |
$355K - $438K
|
10.4K
$2.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
2.02K+ 2.41% |
$354K - $436K
|
85.7K
$20.9M
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
2.01KNew |
$352K - $434K
|
2.01K
$490K
|
|
|
Jan 31, 2024
Q4 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
2K+ 29.0% |
$351K - $432K
|
8.9K
$2.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
2KNew |
$351K - $432K
|
2K
$488K
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.98K+ 11.25% |
$346K - $426K
|
19.5K
$4.76M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.97K+ 2.39% |
$345K - $425K
|
84.4K
$20.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.97K+ 25.64% |
$344K - $424K
|
9.63K
$2.35M
|
|
|
Jan 19, 2024
Q4 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
1.96K+ 5.35% |
$344K - $424K
|
38.6K
$9.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.96K+ 9.83% |
$344K - $424K
|
21.9K
$5.35M
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.96K+ 84.97% |
$344K - $423K
|
4.27K
$1.04M
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
1.96KNew |
$343K - $423K
|
1.96K
$477K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.94K+ 3.79% |
$340K - $419K
|
53.1K
$13M
|
|
|
Jan 18, 2024
Q4 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
1.94KNew |
$339K - $418K
|
1.94K
$472K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.93K+ 15.91% |
$337K - $416K
|
14K
$3.42M
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.91K+ 9.09% |
$335K - $413K
|
22.9K
$5.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
1.89K+ 1.42% |
$331K - $408K
|
135K
$33M
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.89K+ 213.09% |
$331K - $408K
|
2.77K
$677K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.89K+ 8.04% |
$331K - $408K
|
25.4K
$6.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
1.84K+ 35.58% |
$322K - $396K
|
6.99K
$1.71M
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.8K+ 9.88% |
$316K - $389K
|
20.1K
$4.89M
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.8KNew |
$316K - $389K
|
1.8K
$440K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.8K+ 14.62% |
$316K - $389K
|
14.1K
$3.45M
|
|
|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1.79KNew |
$313K - $385K
|
1.79K
$435K
|
|
|
Jan 31, 2024
Q4 2023
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
1.77KNew |
$310K - $382K
|
1.77K
$431K
|
|
|
Feb 14, 2024
Q4 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
1.77K+ 99.1% |
$310K - $381K
|
3.55K
$865K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1.76K+ 22.63% |
$308K - $380K
|
9.54K
$2.33M
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.76KNew |
$308K - $380K
|
1.76K
$429K
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
1.76K+ 2.33% |
$308K - $379K
|
77.1K
$18.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
1.72KNew |
$301K - $370K
|
1.72K
$418K
|
|
|
Jan 19, 2024
Q4 2023
|
Capital City Trust CO
|
BUY
|
- |
1.71K+ 150.13% |
$300K - $370K
|
2.85K
$696K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
1.71K+ 144.18% |
$300K - $369K
|
2.9K
$706K
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
1.71K+ 36.94% |
$300K - $369K
|
6.34K
$1.55M
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
1.71K+ 4.15% |
$299K - $368K
|
42.9K
$10.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.69K+ 7.64% |
$297K - $365K
|
23.8K
$5.81M
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.69KNew |
$295K - $364K
|
1.69K
$411K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
1.67K+ 3.96% |
$293K - $361K
|
43.9K
$10.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.67K+ 6.8% |
$292K - $360K
|
26.2K
$6.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.66KNew |
$291K - $359K
|
1.66K
$406K
|
|
|
Jan 29, 2024
Q4 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
1.66K+ 1.09% |
$290K - $358K
|
154K
$37.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
1.66KNew |
$290K - $358K
|
1.66K
$404K
|
|
|
Jan 18, 2024
Q4 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
1.66K+ 2.63% |
$290K - $357K
|
64.6K
$15.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
BUY
|
- |
1.65KNew |
$289K - $356K
|
1.65K
$402K
|