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 |
---|---|---|---|---|---|---|---|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-193- 7.32% |
$40.7K - $43.8K
|
2.44K
$592K
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
SELL
|
- |
-2- 3.08% |
$422 - $454
|
63
$15.3K
|
|
Jul 16, 2024
Q2 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-300- 2.89% |
$63.2K - $68.1K
|
10.1K
$2.44M
|
|
Jul 15, 2024
Q2 2024
|
Vigilare Wealth Management
|
BUY
|
- |
3.52KNew |
$743K - $800K
|
3.52K
$853K
|
|
Jul 15, 2024
Q2 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-115- 5.11% |
$24.2K - $26.1K
|
2.14K
$517K
|
|
Jul 15, 2024
Q2 2024
|
Baxter Bros Inc
|
SELL
|
- |
-3- 0.32% |
$632 - $681
|
940
$228K
|
|
Jul 12, 2024
Q2 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-109- 3.89% |
$23K - $24.7K
|
2.69K
$652K
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-6.64K- 86.23% |
$1.4M - $1.51M
|
1.06K
$257K
|
|
Jul 12, 2024
Q2 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
60.7KNew |
$12.8M - $13.8M
|
60.7K
$14.7M
|
|
Jul 12, 2024
Q2 2024
|
Schwab Charitable Fund
|
BUY
|
- |
1.57KNew |
$331K - $357K
|
1.57K
$380K
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-340- 8.94% |
$71.7K - $77.2K
|
3.47K
$839K
|
|
Jul 12, 2024
Q2 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-371- 32.54% |
$78.2K - $84.2K
|
769
$186K
|
|
Jul 12, 2024
Q2 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-900- 50.7% |
$190K - $204K
|
875
$212K
|
|
Jul 11, 2024
Q2 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
1.55KNew |
$327K - $352K
|
1.55K
$376K
|
|
Jul 11, 2024
Q2 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-237- 5.47% |
$50K - $53.8K
|
4.09K
$991K
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
69New |
$14.5K - $15.7K
|
69
$16.7K
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
SELL
|
- |
-100- 4.0% |
$21.1K - $22.7K
|
2.4K
$581K
|
|
Jul 10, 2024
Q2 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-67- 1.14% |
$14.1K - $15.2K
|
5.83K
$1.41M
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
SELL
|
- |
-157- 13.13% |
$33.1K - $35.6K
|
1.04K
$252K
|
|
Jul 10, 2024
Q2 2024
|
Founders Capital Management
|
SELL
|
- |
-78- 14.89% |
$16.4K - $17.7K
|
446
$108K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
101New |
$21.3K - $22.9K
|
101
$24.5K
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-3.15K- 73.13% |
$664K - $715K
|
1.16K
$280K
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1.71K+ 3.82% |
$361K - $388K
|
46.5K
$11.3M
|
|
Jul 03, 2024
Q2 2024
|
Roth Financial Partners LLC
|
SELL
|
- |
-116- 0.84% |
$24.4K - $26.3K
|
13.7K
$3.33M
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-80- 31.5% |
$16.9K - $18.2K
|
174
$42.1K
|
|
Q1 2024 | |||||||
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-3.3K- 80.68% |
$673K - $754K
|
790
$191K
|
|
Nov 14, 2024
Q1 2024
|
Marquette Associates, Inc.
Chicago, IL |
SELL
|
- |
-1.08K- 85.58% |
$220K - $247K
|
182
$44.1K
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
39+ 0.53% |
$7.96K - $8.92K
|
7.47K
$1.81M
|
|
Aug 26, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
4.45KNew |
$907K - $1.02M
|
4.45K
$1.08M
|
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-525- 18.99% |
$107K - $120K
|
2.24K
$542K
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
5.79KNew |
$1.18M - $1.32M
|
5.79K
$1.4M
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
15+ 7.35% |
$3.06K - $3.43K
|
219
$53K
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
97+ 4.96% |
$19.8K - $22.2K
|
2.05K
$497K
|
|
Jun 27, 2024
Q1 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-10.4KClosed |
$2.13M - $2.39M
|
0
$0
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
1.02KNew |
$207K - $232K
|
1.02K
$246K
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-248- 17.27% |
$50.6K - $56.7K
|
1.19K
$288K
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
704KNew |
$144M - $161M
|
704K
$170M
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
27New |
$5.51K - $6.17K
|
27
$6.54K
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
BUY
|
- |
935New |
$191K - $214K
|
935
$226K
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
109New |
$22.2K - $24.9K
|
109
$26.4K
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
BUY
|
- |
228+ 7.98% |
$46.5K - $52.1K
|
3.09K
$747K
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-84- 98.82% |
$17.1K - $19.2K
|
1
$242
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-50- 0.89% |
$10.2K - $11.4K
|
5.57K
$1.35M
|
|
May 15, 2024
Q1 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-130- 12.75% |
$26.5K - $29.7K
|
890
$216K
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
121New |
$24.7K - $27.7K
|
121
$29.3K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
6.9KNew |
$1.41M - $1.58M
|
6.9K
$1.67M
|
|
May 15, 2024
Q1 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-4- 0.08% |
$816 - $914
|
5.13K
$1.24M
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-6- 46.15% |
$1.22K - $1.37K
|
7
$1.7K
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
CALL |
-2.1K- 56.76% |
$428K - $480K
|
1.6K
$387K
|
|
May 15, 2024
Q1 2024
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
132+ 1.1% |
$26.9K - $30.2K
|
12.1K
$2.94M
|