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 |
---|---|---|---|---|---|---|---|
Feb 06, 2023
Q4 2022
|
Arjuna Capital
|
BUY
|
- |
107New |
$18.5K - $21K
|
107
$26.1K
|
|
Feb 06, 2023
Q4 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
18New |
$3.11K - $3.54K
|
18
$4.39K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2- 0.08% |
$346 - $393
|
2.6K
$634K
|
|
Feb 06, 2023
Q4 2022
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
5.05KNew |
$872K - $992K
|
5.05K
$1.23M
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
928+ 28.72% |
$160K - $182K
|
4.16K
$1.01M
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
343New |
$59.3K - $67.4K
|
343
$83.7K
|
|
Feb 01, 2023
Q4 2022
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-40- 2.74% |
$6.91K - $7.86K
|
1.42K
$347K
|
|
Jan 31, 2023
Q4 2022
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.23KNew |
$212K - $241K
|
1.23K
$299K
|
|
Jan 31, 2023
Q4 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
8+ 0.1% |
$1.38K - $1.57K
|
7.82K
$1.91M
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
40New |
$6.91K - $7.86K
|
40
$9.76K
|
|
Jan 31, 2023
Q4 2022
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
5New |
$864 - $983
|
5
$1.22K
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-47- 0.19% |
$8.12K - $9.24K
|
24.2K
$5.91M
|
|
Jan 30, 2023
Q4 2022
|
Echo Wealth Management, LLC
|
SELL
|
- |
-4.5K- 21.09% |
$778K - $885K
|
16.8K
$4.11M
|
|
Jan 30, 2023
Q4 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-610- 19.4% |
$105K - $120K
|
2.53K
$618K
|
|
Jan 27, 2023
Q4 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
1.3KNew |
$224K - $255K
|
1.3K
$316K
|
|
Jan 27, 2023
Q4 2022
|
Equius Partners, Inc.
|
BUY
|
- |
4.32KNew |
$747K - $850K
|
4.32K
$1.05M
|
|
Jan 25, 2023
Q4 2022
|
Wall Capital Group, Inc.
|
BUY
|
- |
681New |
$118K - $134K
|
681
$166K
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-4.87K- 65.16% |
$842K - $958K
|
2.61K
$635K
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-519- 2.49% |
$89.7K - $102K
|
20.3K
$4.95M
|
|
Jan 24, 2023
Q4 2022
|
Hnp Capital LLC
|
SELL
|
- |
-36- 2.03% |
$6.22K - $7.08K
|
1.74K
$424K
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
4.41KNew |
$763K - $867K
|
4.41K
$1.08M
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-1.28K- 3.63% |
$221K - $251K
|
33.9K
$8.28M
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-3.79K- 2.15% |
$654K - $744K
|
172K
$42M
|
|
Jan 20, 2023
Q4 2022
|
Boston Trust Walden Corp
|
BUY
|
- |
1.38KNew |
$238K - $271K
|
1.38K
$337K
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
24.6KNew |
$4.25M - $4.83M
|
24.6K
$6M
|
|
Jan 19, 2023
Q4 2022
|
Keeler T Homas Management LLC
|
BUY
|
- |
2.68KNew |
$462K - $526K
|
2.68K
$652K
|
|
Jan 18, 2023
Q4 2022
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-8.75K- 67.22% |
$1.51M - $1.72M
|
4.27K
$1.04M
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
5New |
$864 - $983
|
5
$1.22K
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.57% |
$173 - $197
|
175
$42.7K
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.29KNew |
$223K - $254K
|
1.29K
$315K
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-367- 12.57% |
$63.4K - $72.1K
|
2.55K
$623K
|
|
Jan 17, 2023
Q4 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
1.7K+ 80.3% |
$293K - $333K
|
3.81K
$929K
|
|
Jan 12, 2023
Q4 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1.15KNew |
$199K - $227K
|
1.15K
$281K
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
1.19KNew |
$205K - $233K
|
1.19K
$289K
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
549+ 8.1% |
$94.9K - $108K
|
7.32K
$1.79M
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
SELL
|
- |
-40K- 64.07% |
$6.92M - $7.87M
|
22.4K
$5.47M
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
10New |
$1.73K - $1.97K
|
10
$2.44K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-25.8K- 99.02% |
$4.46M - $5.07M
|
255
$62.2K
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
992New |
$171K - $195K
|
992
$242K
|
|
Jan 05, 2023
Q4 2022
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
13.5KNew |
$2.33M - $2.65M
|
13.5K
$3.29M
|
|
Q3 2022 | |||||||
May 15, 2023
Q3 2022
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-1.46KClosed |
$250K - $302K
|
0
$0
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-686Closed |
$117K - $142K
|
0
$0
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-48.7K- 10.79% |
$8.31M - $10.1M
|
403K
$98.3M
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-15- 4.18% |
$2.56K - $3.1K
|
344
$83.9K
|
|
Nov 18, 2022
Q3 2022
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-100- 6.02% |
$17K - $20.7K
|
1.56K
$381K
|
|
Nov 16, 2022
Q3 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-3- 1.02% |
$511 - $620
|
290
$70.7K
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
1.76K+ 1.93% |
$300K - $364K
|
92.9K
$22.7M
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
100New |
$17K - $20.7K
|
100
$24.4K
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-1.02K- 8.46% |
$174K - $211K
|
11.1K
$2.7M
|
|
Nov 14, 2022
Q3 2022
|
James Reed Financial Services, Inc.
Cleveland, OH |
SELL
|
- |
-364- 1.82% |
$62K - $75.2K
|
19.6K
$4.78M
|