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 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
269+ 8.83% |
$57.8K - $63.9K
|
3.31K
$808K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
88+ 4.93% |
$18.9K - $20.9K
|
1.87K
$457K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
307+ 5116.67% |
$65.9K - $73K
|
313
$76.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
15.5K+ 74.5% |
$3.32M - $3.68M
|
36.2K
$8.84M
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-24- 25.0% |
$5.15K - $5.71K
|
72
$17.6K
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-309- 1.23% |
$66.4K - $73.5K
|
24.9K
$6.07M
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
2+ 0.01% |
$430 - $475
|
15.6K
$3.81M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.15K+ 35.0% |
$247K - $273K
|
4.43K
$1.08M
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
16.9KNew |
$3.63M - $4.02M
|
16.9K
$4.13M
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
912New |
$196K - $217K
|
912
$222K
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
422+ 22.92% |
$90.6K - $100K
|
2.26K
$552K
|
|
|
Oct 30, 2024
Q3 2024
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
7.37K+ 2.41% |
$1.58M - $1.75M
|
313K
$76.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
243+ 13.17% |
$52.2K - $57.8K
|
2.09K
$509K
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
1.04KNew |
$223K - $247K
|
1.04K
$253K
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.07K+ 314.71% |
$230K - $254K
|
1.41K
$344K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
78+ 2.35% |
$16.8K - $18.5K
|
3.4K
$830K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-18- 1.4% |
$3.87K - $4.28K
|
1.27K
$310K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.11K+ 2.59% |
$239K - $265K
|
44.1K
$10.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.84K- 5.93% |
$609K - $674K
|
44.9K
$11M
|
|
|
Oct 30, 2024
Q3 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
1.75K+ 1.58% |
$376K - $417K
|
113K
$27.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-329- 1.01% |
$70.7K - $78.2K
|
32.4K
$7.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-743- 8.54% |
$160K - $177K
|
7.96K
$1.94M
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
36.5K+ 361.61% |
$7.83M - $8.67M
|
46.5K
$11.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Kearns & Associates LLC
|
BUY
|
- |
398+ 1.02% |
$85.5K - $94.6K
|
39.5K
$9.62M
|
|
|
Oct 29, 2024
Q3 2024
|
Eukles Asset Management
|
BUY
|
- |
2New |
$430 - $475
|
2
$488
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.79K- 90.76% |
$384K - $425K
|
182
$44.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
40New |
$8.59K - $9.51K
|
40
$9.76K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-105- 6.84% |
$22.6K - $25K
|
1.43K
$349K
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
82+ 3.65% |
$17.6K - $19.5K
|
2.33K
$568K
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
SELL
|
- |
-43- 1.35% |
$9.24K - $10.2K
|
3.14K
$766K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
BUY
|
- |
227+ 1.08% |
$48.8K - $54K
|
21.3K
$5.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
300+ 2.13% |
$64.4K - $71.3K
|
14.4K
$3.51M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-75- 15.0% |
$16.1K - $17.8K
|
425
$104K
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
230+ 37.83% |
$49.4K - $54.7K
|
838
$204K
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-105- 20.59% |
$22.6K - $25K
|
405
$98.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-64- 0.46% |
$13.7K - $15.2K
|
14K
$3.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-433- 0.93% |
$93K - $103K
|
46.2K
$11.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
BUY
|
- |
4.7K+ 5.63% |
$1.01M - $1.12M
|
88.1K
$21.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-104- 0.94% |
$22.3K - $24.7K
|
11K
$2.67M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.93K- 23.58% |
$414K - $459K
|
6.25K
$1.52M
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
298+ 1.72% |
$64K - $70.8K
|
17.7K
$4.31M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Management Group Inc
|
BUY
|
- |
863New |
$185K - $205K
|
863
$211K
|
|
|
Oct 29, 2024
Q3 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-909- 3.68% |
$195K - $216K
|
23.8K
$5.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-215- 17.49% |
$46.2K - $51.1K
|
1.01K
$247K
|
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
153+ 1.96% |
$32.9K - $36.4K
|
7.95K
$1.94M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-250- 12.46% |
$53.7K - $59.4K
|
1.76K
$429K
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-287- 24.43% |
$61.6K - $68.2K
|
888
$217K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-290- 12.61% |
$62.3K - $68.9K
|
2.01K
$490K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-142- 3.32% |
$30.5K - $33.8K
|
4.14K
$1.01M
|
|
|
Oct 29, 2024
Q3 2024
|
Sofi Wealth, LLC
|
BUY
|
- |
12K+ 7.83% |
$2.57M - $2.84M
|
165K
$40.2M
|