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 |
---|---|---|---|---|---|---|---|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-455- 11.65% |
$97.7K - $108K
|
3.45K
$842K
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-325- 6.04% |
$69.8K - $77.3K
|
5.06K
$1.23M
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
572+ 6.11% |
$123K - $136K
|
9.94K
$2.42M
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
20.2K+ 109.04% |
$4.34M - $4.8M
|
38.7K
$9.45M
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-109- 10.23% |
$23.4K - $25.9K
|
957
$233K
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
540+ 2.15% |
$116K - $128K
|
25.7K
$6.26M
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-725- 1.99% |
$156K - $172K
|
35.7K
$8.72M
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-7.93K- 2.78% |
$1.7M - $1.89M
|
277K
$67.6M
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.18K+ 13.89% |
$254K - $281K
|
9.69K
$2.36M
|
|
Oct 31, 2024
Q3 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
76+ 0.26% |
$16.3K - $18.1K
|
28.9K
$7.05M
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-67- 1.07% |
$14.4K - $15.9K
|
6.19K
$1.51M
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-17- 0.31% |
$3.65K - $4.04K
|
5.53K
$1.35M
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
182+ 0.92% |
$39.1K - $43.3K
|
20K
$4.88M
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
SELL
|
- |
-81- 0.46% |
$17.4K - $19.3K
|
17.4K
$4.25M
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.77K+ 1.79% |
$381K - $422K
|
101K
$24.6M
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
12+ 0.29% |
$2.58K - $2.85K
|
4.1K
$999K
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-4.88K- 68.39% |
$1.05M - $1.16M
|
2.26K
$550K
|
|
Oct 31, 2024
Q3 2024
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-3- 0.18% |
$644 - $713
|
1.67K
$407K
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-191- 0.71% |
$41K - $45.4K
|
26.6K
$6.48M
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.03K+ 153.59% |
$436K - $483K
|
3.36K
$818K
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-85- 2.07% |
$18.3K - $20.2K
|
4.01K
$979K
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
979New |
$210K - $233K
|
979
$239K
|
|
Oct 31, 2024
Q3 2024
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
194+ 14.04% |
$41.7K - $46.1K
|
1.58K
$384K
|
|
Oct 31, 2024
Q3 2024
|
Lincoln Capital LLC
|
BUY
|
- |
87+ 6.51% |
$18.7K - $20.7K
|
1.42K
$347K
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
BUY
|
- |
881New |
$189K - $209K
|
881
$215K
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-402- 0.74% |
$86.3K - $95.6K
|
53.6K
$13.1M
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-156- 1.52% |
$33.5K - $37.1K
|
10.1K
$2.46M
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
600+ 14.36% |
$129K - $143K
|
4.78K
$1.17M
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
673+ 11.42% |
$145K - $160K
|
6.57K
$1.6M
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
135+ 2.3% |
$29K - $32.1K
|
6K
$1.46M
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.04KNew |
$223K - $247K
|
1.04K
$254K
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-18.5K- 5.52% |
$3.98M - $4.4M
|
317K
$77.3M
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-233- 4.9% |
$50K - $55.4K
|
4.52K
$1.1M
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
484+ 76.22% |
$104K - $115K
|
1.12K
$273K
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
103New |
$22.1K - $24.5K
|
103
$25.1K
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-3.66K- 10.33% |
$787K - $871K
|
31.8K
$7.76M
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
908New |
$195K - $216K
|
908
$221K
|
|
Oct 30, 2024
Q3 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-465- 1.12% |
$99.9K - $111K
|
40.9K
$9.97M
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
298+ 25.28% |
$64K - $70.8K
|
1.48K
$360K
|
|
Oct 30, 2024
Q3 2024
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-1.18K- 4.01% |
$252K - $279K
|
28.1K
$6.86M
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-10- 0.25% |
$2.15K - $2.38K
|
4.03K
$983K
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-5.37K- 3.44% |
$1.15M - $1.28M
|
150K
$36.7M
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
158+ 2.63% |
$33.9K - $37.6K
|
6.17K
$1.5M
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.57K+ 17.86% |
$767K - $848K
|
23.6K
$5.75M
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-2.55K- 1.02% |
$547K - $605K
|
248K
$60.4M
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-923- 2.02% |
$198K - $219K
|
44.8K
$10.9M
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.68K+ 4.07% |
$576K - $638K
|
68.7K
$16.8M
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
3.83KNew |
$823K - $910K
|
3.83K
$934K
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
2.68K+ 8.68% |
$576K - $638K
|
33.6K
$8.2M
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
18+ 0.55% |
$3.87K - $4.28K
|
3.32K
$809K
|