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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-497- 21.58% |
$101K - $114K
|
1.81K
$437K
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-200- 75.47% |
$40.8K - $45.7K
|
65
$15.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
50+ 3.04% |
$10.2K - $11.4K
|
1.7K
$410K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3.89K+ 21.16% |
$794K - $890K
|
22.3K
$5.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
228+ 16.46% |
$46.5K - $52.1K
|
1.61K
$391K
|
|
|
Apr 17, 2024
Q1 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1.58KNew |
$322K - $361K
|
1.58K
$383K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
8.44K+ 26.71% |
$1.72M - $1.93M
|
40K
$9.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
333+ 6.14% |
$67.9K - $76.1K
|
5.75K
$1.39M
|
|
|
Apr 15, 2024
Q1 2024
|
Papp L Roy & Associates
|
BUY
|
- |
201+ 16.03% |
$41K - $45.9K
|
1.46K
$352K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-1.28K- 2.9% |
$262K - $294K
|
42.9K
$10.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
901New |
$184K - $206K
|
901
$218K
|
|
|
Apr 15, 2024
Q1 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-332- 12.64% |
$67.7K - $75.9K
|
2.3K
$556K
|
|
|
Apr 15, 2024
Q1 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
60+ 2.94% |
$12.2K - $13.7K
|
2.1K
$509K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1.86K+ 292.76% |
$379K - $425K
|
2.49K
$604K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
882New |
$180K - $202K
|
882
$214K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
20.4KNew |
$4.16M - $4.66M
|
20.4K
$4.94M
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
3.26K+ 17.8% |
$664K - $745K
|
21.6K
$5.22M
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-5- 0.1% |
$1.02K - $1.14K
|
5.21K
$1.26M
|
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-1.09K- 2.43% |
$221K - $248K
|
43.6K
$10.6M
|
|
|
Apr 10, 2024
Q1 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-14- 0.77% |
$2.86K - $3.2K
|
1.81K
$438K
|
|
|
Apr 10, 2024
Q1 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
1.36KNew |
$277K - $310K
|
1.36K
$328K
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
6+ 0.16% |
$1.22K - $1.37K
|
3.74K
$905K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
SELL
|
- |
-318- 4.14% |
$64.9K - $72.7K
|
7.37K
$1.78M
|
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-10- 0.83% |
$2.04K - $2.29K
|
1.2K
$291K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
44+ 9.71% |
$8.98K - $10.1K
|
497
$120K
|
|
| Q4 2023 | |||||||
|
Dec 26, 2024
Q4 2023
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
26.2KNew |
$4.6M - $5.67M
|
26.2K
$6.35M
|
|
|
Dec 03, 2024
Q4 2023
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-408- 1.64% |
$71.5K - $88.1K
|
24.4K
$5.92M
|
|
|
Nov 18, 2024
Q4 2023
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-1- 0.09% |
$175 - $216
|
1.1K
$265K
|
|
|
Aug 20, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
7+ 0.25% |
$1.23K - $1.51K
|
2.83K
$684K
|
|
|
Aug 08, 2024
Q4 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
49+ 51.58% |
$8.59K - $10.6K
|
144
$34.9K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
50New |
$8.76K - $10.8K
|
50
$12.1K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
546New |
$95.7K - $118K
|
546
$132K
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
149+ 6.17% |
$26.1K - $32.2K
|
2.56K
$621K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
39New |
$6.84K - $8.42K
|
39
$9.44K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
49+ 132.43% |
$8.59K - $10.6K
|
86
$20.8K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
43+ 4300.0% |
$7.54K - $9.28K
|
44
$10.7K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
81New |
$14.2K - $17.5K
|
81
$19.6K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
550New |
$96.4K - $119K
|
550
$133K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
24New |
$4.21K - $5.18K
|
24
$5.81K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
136New |
$23.8K - $29.4K
|
136
$32.9K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1.23KNew |
$215K - $265K
|
1.23K
$297K
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
917New |
$161K - $198K
|
917
$222K
|
|
|
Feb 14, 2024
Q4 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-407- 96.9% |
$71.3K - $87.9K
|
13
$3.15K
|
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
1.19KNew |
$208K - $256K
|
1.19K
$288K
|
|
|
Feb 14, 2024
Q4 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-4.23K- 14.2% |
$741K - $913K
|
25.6K
$6.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
304KNew |
$53.3M - $65.7M
|
304K
$73.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
50+ 14.93% |
$8.76K - $10.8K
|
385
$93.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
24+ 1.78% |
$4.21K - $5.18K
|
1.37K
$333K
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1.1KNew |
$192K - $236K
|
1.1K
$265K
|
|
|
Feb 14, 2024
Q4 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
74.6KNew |
$13.1M - $16.1M
|
74.6K
$18.1M
|
|