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 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
458+ 428.04% |
$98.4K - $109K
|
565
$137K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
387+ 1.35% |
$83.1K - $92K
|
29.1K
$7.05M
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
902+ 10.56% |
$194K - $214K
|
9.44K
$2.29M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
168+ 1.41% |
$36.1K - $39.9K
|
12.1K
$2.93M
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
596+ 10.57% |
$128K - $142K
|
6.23K
$1.51M
|
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
907+ 49.54% |
$195K - $216K
|
2.74K
$663K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.86K+ 4.29% |
$613K - $679K
|
69.4K
$16.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Rfg Holdings, Inc.
|
SELL
|
- |
-79- 1.32% |
$17K - $18.8K
|
5.9K
$1.43M
|
|
|
Oct 10, 2024
Q3 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
4+ 0.16% |
$859 - $951
|
2.53K
$611K
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
608+ 50.46% |
$131K - $145K
|
1.81K
$439K
|
|
|
Oct 10, 2024
Q3 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
90+ 8.35% |
$19.3K - $21.4K
|
1.17K
$283K
|
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
691+ 0.98% |
$148K - $164K
|
70.9K
$17.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-934- 5.44% |
$201K - $222K
|
16.2K
$3.93M
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
906+ 12.21% |
$195K - $215K
|
8.33K
$2.02M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
1.93K+ 3.45% |
$415K - $459K
|
57.9K
$14M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-778- 13.2% |
$167K - $185K
|
5.11K
$1.24M
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-141- 0.44% |
$30.3K - $33.5K
|
32K
$7.75M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-148- 3.14% |
$31.8K - $35.2K
|
4.57K
$1.11M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.66K- 2.33% |
$356K - $394K
|
69.3K
$16.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-2.58K- 43.03% |
$555K - $614K
|
3.42K
$828K
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-11- 0.57% |
$2.36K - $2.61K
|
1.93K
$468K
|
|
|
Oct 09, 2024
Q3 2024
|
Moller Financial Services
|
SELL
|
- |
-1.81K- 1.57% |
$389K - $431K
|
113K
$27.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-1.55K- 13.06% |
$332K - $368K
|
10.3K
$2.49M
|
|
|
Oct 09, 2024
Q3 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
25+ 3.35% |
$5.37K - $5.94K
|
771
$187K
|
|
|
Oct 09, 2024
Q3 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
391+ 2.53% |
$84K - $92.9K
|
15.8K
$3.83M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
653+ 3.18% |
$140K - $155K
|
21.2K
$5.13M
|
|
|
Oct 09, 2024
Q3 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
855New |
$184K - $203K
|
855
$207K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
926New |
$199K - $220K
|
926
$224K
|
|
|
Oct 09, 2024
Q3 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-15- 1.43% |
$3.22K - $3.57K
|
1.04K
$251K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
46+ 2.15% |
$9.88K - $10.9K
|
2.18K
$529K
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-189- 6.8% |
$40.6K - $44.9K
|
2.59K
$627K
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-408- 21.36% |
$87.6K - $97K
|
1.5K
$364K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-316- 5.66% |
$67.9K - $75.1K
|
5.26K
$1.27M
|
|
|
Oct 09, 2024
Q3 2024
|
Trevian Wealth Management LLC
|
BUY
|
- |
3.1KNew |
$666K - $737K
|
3.1K
$751K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
402+ 37.22% |
$86.3K - $95.6K
|
1.48K
$359K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-137- 1.29% |
$29.4K - $32.6K
|
10.5K
$2.54M
|
|
|
Oct 09, 2024
Q3 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.29K+ 2.79% |
$277K - $306K
|
47.5K
$11.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-78- 0.59% |
$16.8K - $18.5K
|
13.1K
$3.16M
|
|
|
Oct 09, 2024
Q3 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
258+ 0.19% |
$55.4K - $61.3K
|
137K
$33.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
229+ 17.64% |
$49.2K - $54.4K
|
1.53K
$370K
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
1.61K+ 2.75% |
$347K - $384K
|
60.3K
$14.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-259- 22.46% |
$55.6K - $61.6K
|
894
$216K
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-9- 0.59% |
$1.93K - $2.14K
|
1.51K
$366K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-245- 3.29% |
$52.6K - $58.2K
|
7.19K
$1.74M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-53.1K- 98.3% |
$11.4M - $12.6M
|
920
$223K
|
|
|
Oct 09, 2024
Q3 2024
|
Madden Securities Corp
|
BUY
|
- |
128+ 1.67% |
$27.5K - $30.4K
|
7.82K
$1.89M
|
|
|
Oct 09, 2024
Q3 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
1.37K+ 3.04% |
$294K - $326K
|
46.4K
$11.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-408- 1.39% |
$87.6K - $97K
|
28.9K
$7.01M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-704- 36.42% |
$151K - $167K
|
1.23K
$298K
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
SELL
|
- |
-97- 0.07% |
$20.8K - $23.1K
|
132K
$32.1M
|