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 15, 2024
Q3 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
25+ 1.32% |
$5.37K - $5.94K
|
1.92K
$469K
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.29K- 1.7% |
$277K - $306K
|
74.6K
$18.2M
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
4.19K+ 10.94% |
$901K - $997K
|
42.5K
$10.4M
|
|
Nov 15, 2024
Q3 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
14.1K+ 598.09% |
$3.03M - $3.35M
|
16.5K
$4.01M
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
191+ 18.49% |
$41K - $45.4K
|
1.22K
$299K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
9.26K+ 3.28% |
$1.99M - $2.2M
|
291K
$71.1M
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
19K+ 157.94% |
$4.09M - $4.52M
|
31.1K
$7.58M
|
|
Nov 14, 2024
Q3 2024
|
Wit, LLC
District Of Columbia, DC |
BUY
|
- |
719+ 342.38% |
$154K - $171K
|
929
$227K
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
1.8KNew |
$387K - $429K
|
1.8K
$440K
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.93K+ 33.35% |
$1.7M - $1.89M
|
31.7K
$7.74M
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.03K- 64.47% |
$435K - $481K
|
1.12K
$272K
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-24- 0.32% |
$5.15K - $5.71K
|
7.43K
$1.81M
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-10.9K- 88.72% |
$2.34M - $2.59M
|
1.38K
$337K
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
107+ 8.12% |
$23K - $25.4K
|
1.42K
$347K
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
6.23K+ 30.57% |
$1.34M - $1.48M
|
26.6K
$6.49M
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.4K- 12.37% |
$301K - $334K
|
9.94K
$2.42M
|
|
Nov 14, 2024
Q3 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
23+ 0.3% |
$4.94K - $5.47K
|
7.65K
$1.86M
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.07K- 1.58% |
$230K - $255K
|
66.5K
$16.2M
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-504- 4.52% |
$108K - $120K
|
10.6K
$2.6M
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.19K- 3.31% |
$256K - $283K
|
34.8K
$8.49M
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
316+ 5.39% |
$67.9K - $75.1K
|
6.18K
$1.51M
|
|
Nov 14, 2024
Q3 2024
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
90+ 7.28% |
$19.3K - $21.4K
|
1.33K
$324K
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
630+ 19.33% |
$135K - $150K
|
3.89K
$949K
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.2K+ 8.7% |
$257K - $285K
|
15K
$3.65M
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-415- 1.75% |
$89.1K - $98.7K
|
23.3K
$5.67M
|
|
Nov 14, 2024
Q3 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
978+ 16.28% |
$210K - $232K
|
6.99K
$1.7M
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
255+ 6.87% |
$54.8K - $60.6K
|
3.97K
$968K
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.05K- 30.19% |
$226K - $250K
|
2.43K
$592K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
67.5K+ 1.7% |
$14.5M - $16M
|
4.03M
$983M
|
|
Nov 14, 2024
Q3 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
807+ 6.2% |
$173K - $192K
|
13.8K
$3.37M
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-1.03K- 2.67% |
$222K - $246K
|
37.6K
$9.18M
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.43KNew |
$306K - $339K
|
1.43K
$348K
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
15.5K+ 10.37% |
$3.33M - $3.68M
|
165K
$40.2M
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
734+ 36.35% |
$158K - $174K
|
2.75K
$672K
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.89K+ 83.15% |
$1.69M - $1.87M
|
17.4K
$4.24M
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
17.2K+ 277.31% |
$3.7M - $4.1M
|
23.5K
$5.72M
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-22.4K- 4.08% |
$4.81M - $5.32M
|
527K
$129M
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
20+ 0.36% |
$4.3K - $4.75K
|
5.62K
$1.37M
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-413- 7.55% |
$88.7K - $98.2K
|
5.06K
$1.23M
|
|
Nov 14, 2024
Q3 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
403+ 0.42% |
$86.6K - $95.8K
|
96.3K
$23.5M
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-590- 12.56% |
$127K - $140K
|
4.11K
$1M
|
|
Nov 14, 2024
Q3 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
3.48K+ 259.03% |
$748K - $828K
|
4.83K
$1.18M
|
|
Nov 14, 2024
Q3 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-103- 2.6% |
$22.1K - $24.5K
|
3.85K
$940K
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-73.7K- 3.75% |
$15.8M - $17.5M
|
1.89M
$461M
|
|
Nov 14, 2024
Q3 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-18.5K- 5.52% |
$3.98M - $4.4M
|
317K
$77.3M
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
SELL
|
- |
-19- 9.55% |
$4.08K - $4.52K
|
180
$43.9K
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
242+ 16.23% |
$52K - $57.5K
|
1.73K
$423K
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-6.57K- 4.34% |
$1.41M - $1.56M
|
145K
$35.3M
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.24K+ 313.0% |
$1.34M - $1.48M
|
8.23K
$2.01M
|
|
Nov 14, 2024
Q3 2024
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-7.37K- 78.38% |
$1.58M - $1.75M
|
2.03K
$496K
|