Institutional & Family Asset Management, LLC Vanguard Small Cap ETF Transaction History

Institutional & Family Asset Management, LLC

  • $846 Million
  • Q2 2024

A detailed history of Institutional & Family Asset Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Institutional & Family Asset Management, LLC holds 46,469 shares of VB stock, worth $11.3 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares
46,469
Previous 44,758 3.82%
Holding current value
$11.3 Million
Previous $10.2 Million 0.97%
% of portfolio
1.2%
Previous 1.24%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 05, 2024
BUY
$210.76 - $226.94 $360,610 - $388,294
1,711 Added 3.82%
46,469 $10.1 Million
Q1 2024

May 08, 2024
BUY
$204.0 - $228.59 $3.17 Million - $3.55 Million
15,539 Added 53.18%
44,758 $10.2 Million
Q4 2023

Feb 06, 2024
BUY
$175.26 - $215.9 $162,290 - $199,923
926 Added 3.27%
29,219 $6.23 Million
Q3 2023

Nov 13, 2023
SELL
$186.24 - $208.75 $10,801 - $12,107
-58 Reduced 0.2%
28,293 $5.35 Million
Q2 2023

Aug 09, 2023
SELL
$181.26 - $198.89 $176,547 - $193,718
-974 Reduced 3.32%
28,351 $5.64 Million
Q1 2023

May 08, 2023
BUY
$179.51 - $208.76 $3.01 Million - $3.5 Million
16,775 Added 133.67%
29,325 $5.56 Million
Q4 2022

Feb 08, 2023
SELL
$172.82 - $196.57 $134,626 - $153,128
-779 Reduced 5.84%
12,550 $2.3 Million
Q3 2022

Nov 07, 2022
SELL
$170.45 - $206.62 $377,887 - $458,076
-2,217 Reduced 14.26%
13,329 $2.28 Million
Q2 2022

Aug 08, 2022
BUY
$170.7 - $214.67 $174,114 - $218,963
1,020 Added 7.02%
15,546 $2.74 Million
Q1 2022

May 11, 2022
SELL
$198.73 - $227.97 $58,029 - $66,567
-292 Reduced 1.97%
14,526 $3.09 Million
Q4 2021

Feb 14, 2022
BUY
$215.13 - $239.37 $185,226 - $206,097
861 Added 6.17%
14,818 $3.35 Million
Q3 2021

Nov 10, 2021
SELL
$211.9 - $229.42 $1.54 Million - $1.67 Million
-7,286 Reduced 34.3%
13,957 $3.05 Million
Q2 2021

Aug 10, 2021
SELL
$211.77 - $228.05 $331,843 - $357,354
-1,567 Reduced 6.87%
21,243 $4.79 Million
Q1 2021

May 06, 2021
BUY
$191.53 - $223.48 $1.69 Million - $1.98 Million
8,844 Added 63.33%
22,810 $4.88 Million
Q4 2020

Feb 03, 2021
BUY
$156.0 - $196.91 $727,272 - $917,994
4,662 Added 50.11%
13,966 $2.72 Million
Q3 2020

Oct 30, 2020
SELL
$143.34 - $162.04 $37,555 - $42,454
-262 Reduced 2.74%
9,304 $1.43 Million
Q2 2020

Aug 14, 2020
BUY
$106.26 - $156.76 $89,789 - $132,462
845 Added 9.69%
9,566 $1.39 Million
Q1 2020

May 14, 2020
BUY
$98.45 - $170.48 $328,330 - $568,550
3,335 Added 61.92%
8,721 $1.01 Million
Q4 2019

Feb 14, 2020
BUY
$149.04 - $166.74 $235,930 - $263,949
1,583 Added 41.63%
5,386 $892,000
Q3 2019

Nov 14, 2019
BUY
$153.32 - $158.01 $237,799 - $245,073
1,551 Added 68.87%
3,803 $585,000
Q2 2019

Aug 14, 2019
SELL
N/A
-235 Reduced 9.45%
2,252 $353,000
Q1 2019

May 13, 2019
SELL
N/A
-183 Reduced 6.85%
2,487 $380,000
Q4 2018

Feb 14, 2019
BUY
N/A
787 Added 41.8%
2,670 $352,000
Q3 2018

Nov 13, 2018
BUY
N/A
628 Added 50.04%
1,883 $306,000
Q2 2018

Aug 13, 2018
BUY
N/A
287 Added 29.65%
1,255 $195,000
Q1 2018

May 14, 2018
BUY
N/A
968 New
968 $142,000

Others Institutions Holding VB

# of Institutions
2,108
Shares Held
150M
Call Options Held
102K
Put Options Held
107K
View Full List

About VANGUARD SMALL-CAP ETF

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