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 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-8- 28.57% |
$1.72K - $1.9K
|
20
$4.81K
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
160New |
$34.4K - $38K
|
160
$38.5K
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
909New |
$195K - $216K
|
909
$219K
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.26K+ 5.32% |
$270K - $299K
|
24.8K
$5.98M
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
1New |
$215 - $238
|
1
$241
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.7K+ 9.77% |
$580K - $642K
|
30.4K
$7.3M
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-39- 34.82% |
$8.38K - $9.27K
|
73
$17.6K
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
BUY
|
- |
907New |
$195K - $216K
|
907
$218K
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-100- 2.31% |
$21.5K - $23.8K
|
4.23K
$1.02M
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-3.28KClosed |
$705K - $780K
|
0
$0
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
50+ 0.68% |
$10.7K - $11.9K
|
7.43K
$1.79M
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
35.4KNew |
$7.61M - $8.42M
|
35.4K
$8.52M
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1.04KNew |
$222K - $246K
|
1.04K
$249K
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
937New |
$201K - $223K
|
937
$225K
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-61- 0.99% |
$13.1K - $14.5K
|
6.09K
$1.47M
|
|
Nov 12, 2024
Q3 2024
|
Quaker Wealth Management, LLC
|
BUY
|
- |
1.36K+ 6.39% |
$291K - $323K
|
22.6K
$5.43M
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
59+ 0.84% |
$12.7K - $14K
|
7.09K
$1.71M
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.25% |
$215 - $238
|
406
$97.6K
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
350New |
$75.2K - $83.2K
|
350
$84.2K
|
|
Nov 08, 2024
Q3 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-24- 1.21% |
$5.15K - $5.71K
|
1.96K
$471K
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
5New |
$1.07K - $1.19K
|
5
$1.2K
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-9- 0.98% |
$1.93K - $2.14K
|
913
$220K
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
1.58K+ 2.65% |
$339K - $375K
|
61.2K
$14.7M
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
522+ 11.82% |
$112K - $124K
|
4.94K
$1.19M
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-196- 65.12% |
$42.1K - $46.6K
|
105
$25.3K
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
350+ 6.09% |
$75.2K - $83.2K
|
6.1K
$1.47M
|
|
Nov 07, 2024
Q3 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
SELL
|
- |
-16- 1.12% |
$3.44K - $3.8K
|
1.41K
$340K
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-146- 13.22% |
$31.4K - $34.7K
|
958
$230K
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-2- 0.2% |
$430 - $475
|
1.01K
$242K
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
845+ 35.96% |
$181K - $201K
|
3.2K
$768K
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
2+ 0.15% |
$430 - $475
|
1.3K
$313K
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-348- 19.15% |
$74.7K - $82.7K
|
1.47K
$353K
|
|
Nov 04, 2024
Q3 2024
|
Brickley Wealth Management
|
SELL
|
- |
-43- 0.42% |
$9.24K - $10.2K
|
10.3K
$2.47M
|
|
Nov 04, 2024
Q3 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
3.62KNew |
$777K - $860K
|
3.62K
$870K
|
|
Nov 04, 2024
Q3 2024
|
Af Advisors, Inc.
|
BUY
|
- |
1+ 0.11% |
$215 - $238
|
936
$225K
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
SELL
|
- |
-75- 3.1% |
$16.1K - $17.8K
|
2.34K
$564K
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
2.46K+ 222.29% |
$529K - $586K
|
3.57K
$859K
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
8+ 0.71% |
$1.72K - $1.9K
|
1.14K
$273K
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-340- 10.88% |
$73K - $80.8K
|
2.78K
$670K
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-20- 1.1% |
$4.3K - $4.75K
|
1.79K
$431K
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
927New |
$199K - $220K
|
927
$223K
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-455- 11.65% |
$97.7K - $108K
|
3.45K
$830K
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
979New |
$210K - $233K
|
979
$235K
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
BUY
|
- |
881New |
$189K - $209K
|
881
$212K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
673+ 11.42% |
$145K - $160K
|
6.57K
$1.58M
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.57K+ 17.86% |
$767K - $848K
|
23.6K
$5.66M
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-24- 25.0% |
$5.15K - $5.71K
|
72
$17.3K
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
422+ 22.92% |
$90.6K - $100K
|
2.26K
$544K
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
1.04KNew |
$223K - $247K
|
1.04K
$250K
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
40New |
$8.59K - $9.51K
|
40
$9.62K
|