Latest Institutional Transactions on Vanguard Small Cap ETF (VB)
This table provides information on the latest institutional transactions involving Vanguard Small Cap ETF (VB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
8+ 0.71% |
$1.72K - $1.9K
|
1.14K
$277K
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
262+ 9.37% |
$56.3K - $62.3K
|
3.06K
$746K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
2.2K+ 25.65% |
$472K - $522K
|
10.8K
$2.63M
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
534+ 5.76% |
$115K - $127K
|
9.81K
$2.39M
|
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
5+ 0.12% |
$1.07K - $1.19K
|
4.03K
$984K
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
SELL
|
- |
-1.58K- 3.99% |
$339K - $375K
|
38K
$9.26M
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.1K- 4.5% |
$236K - $261K
|
23.3K
$5.69M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-22- 1.6% |
$4.72K - $5.23K
|
1.36K
$331K
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-948- 14.86% |
$204K - $225K
|
5.43K
$1.32M
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-16- 0.22% |
$3.44K - $3.8K
|
7.35K
$1.79M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.23K+ 10.71% |
$1.34M - $1.48M
|
64.4K
$15.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-15- 0.27% |
$3.22K - $3.57K
|
5.48K
$1.34M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
541+ 4.0% |
$116K - $129K
|
14.1K
$3.43M
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-495- 0.32% |
$106K - $118K
|
153K
$37.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
2.37K+ 18.13% |
$509K - $563K
|
15.4K
$3.77M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-590- 3.67% |
$127K - $140K
|
15.5K
$3.78M
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-340- 10.88% |
$73K - $80.8K
|
2.78K
$679K
|
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
227+ 5.39% |
$48.8K - $54K
|
4.44K
$1.08M
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
26+ 0.08% |
$5.58K - $6.18K
|
32.9K
$8.03M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-35- 0.32% |
$7.52K - $8.32K
|
11.1K
$2.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
2.56K+ 0.89% |
$549K - $607K
|
288K
$70.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
323+ 22.56% |
$69.4K - $76.8K
|
1.76K
$428K
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
176+ 2.78% |
$37.8K - $41.8K
|
6.52K
$1.59M
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-311- 6.53% |
$66.8K - $73.9K
|
4.45K
$1.08M
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-4.76K- 8.11% |
$1.02M - $1.13M
|
54K
$13.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
473+ 0.13% |
$102K - $112K
|
375K
$91.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-288- 1.37% |
$61.9K - $68.5K
|
20.7K
$5.05M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
182+ 1.94% |
$39.1K - $43.3K
|
9.55K
$2.33M
|
|
|
Nov 01, 2024
Q3 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
113+ 0.26% |
$24.3K - $26.9K
|
43.9K
$10.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-20- 1.1% |
$4.3K - $4.75K
|
1.79K
$438K
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
10+ 0.33% |
$2.15K - $2.38K
|
3.03K
$738K
|
|
|
Oct 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
14K+ 45.6% |
$3.01M - $3.33M
|
44.7K
$10.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
675+ 27.95% |
$145K - $160K
|
3.09K
$754K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
3.61KNew |
$774K - $857K
|
3.61K
$879K
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
SELL
|
- |
-95- 0.2% |
$20.4K - $22.6K
|
47.3K
$11.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
41.6K+ 4.28% |
$8.93M - $9.89M
|
1.01M
$247M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-1.71K- 2.79% |
$368K - $407K
|
59.6K
$14.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
429+ 2.87% |
$92.1K - $102K
|
15.4K
$3.75M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
755+ 7.24% |
$162K - $179K
|
11.2K
$2.73M
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-22- 1.7% |
$4.72K - $5.23K
|
1.27K
$311K
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-81- 2.87% |
$17.4K - $19.3K
|
2.75K
$670K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
1.61K+ 10.34% |
$346K - $383K
|
17.2K
$4.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.24K- 5.99% |
$482K - $533K
|
35.2K
$8.59M
|
|
|
Oct 31, 2024
Q3 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
706+ 1.17% |
$152K - $168K
|
60.9K
$14.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
884New |
$190K - $210K
|
884
$216K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-1.57K- 17.97% |
$337K - $373K
|
7.15K
$1.75M
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-830- 29.64% |
$178K - $197K
|
1.97K
$481K
|
|
|
Oct 31, 2024
Q3 2024
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-1K- 0.35% |
$215K - $238K
|
285K
$69.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
927New |
$199K - $220K
|
927
$226K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
626+ 0.36% |
$134K - $149K
|
173K
$42.3M
|