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 31, 2024
Q2 2024
|
Davidson Trust CO
|
BUY
|
- |
1.43KNew |
$301K - $324K
|
1.43K
$344K
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
4New |
$843 - $908
|
4
$962
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-66- 10.05% |
$13.9K - $15K
|
591
$142K
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
166New |
$35K - $37.7K
|
166
$39.9K
|
|
Jul 30, 2024
Q2 2024
|
Jag Capital Management, LLC
|
SELL
|
- |
-986- 17.57% |
$208K - $224K
|
4.63K
$1.11M
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
323New |
$68.1K - $73.3K
|
323
$77.7K
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
593+ 8471.43% |
$125K - $135K
|
600
$144K
|
|
Jul 30, 2024
Q2 2024
|
G&S Capital LLC
|
BUY
|
- |
1.14KNew |
$240K - $258K
|
1.14K
$274K
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-34.5K- 93.8% |
$7.27M - $7.83M
|
2.28K
$548K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
1.05K+ 22.48% |
$222K - $239K
|
5.73K
$1.38M
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
272New |
$57.3K - $61.7K
|
272
$65.4K
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
52New |
$11K - $11.8K
|
52
$12.5K
|
|
Jul 26, 2024
Q2 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-71- 3.39% |
$15K - $16.1K
|
2.02K
$486K
|
|
Jul 26, 2024
Q2 2024
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
1.18KNew |
$248K - $268K
|
1.18K
$284K
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-232- 87.88% |
$48.9K - $52.7K
|
32
$7.7K
|
|
Jul 23, 2024
Q2 2024
|
Burns J W & CO Inc
|
BUY
|
- |
1.14KNew |
$240K - $258K
|
1.14K
$273K
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
753+ 753.0% |
$159K - $171K
|
853
$205K
|
|
Jul 22, 2024
Q2 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
40New |
$8.43K - $9.08K
|
40
$9.62K
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
25+ 0.94% |
$5.27K - $5.67K
|
2.68K
$643K
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-685- 1.81% |
$144K - $155K
|
37.1K
$8.93M
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
124New |
$26.1K - $28.1K
|
124
$29.8K
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
81KNew |
$17.1M - $18.4M
|
81K
$19.5M
|
|
Jul 18, 2024
Q2 2024
|
Veery Capital, LLC
|
SELL
|
- |
-500- 26.25% |
$105K - $113K
|
1.41K
$338K
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-5- 0.18% |
$1.05K - $1.13K
|
2.81K
$675K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
279+ 73.61% |
$58.8K - $63.3K
|
658
$158K
|
|
Jul 17, 2024
Q2 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
1+ 0.03% |
$211 - $227
|
3.43K
$824K
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
SELL
|
- |
-2- 3.08% |
$422 - $454
|
63
$15.2K
|
|
Jul 15, 2024
Q2 2024
|
Baxter Bros Inc
|
SELL
|
- |
-3- 0.32% |
$632 - $681
|
940
$226K
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-6.64K- 86.23% |
$1.4M - $1.51M
|
1.06K
$255K
|
|
Jul 12, 2024
Q2 2024
|
Schwab Charitable Fund
|
BUY
|
- |
1.57KNew |
$331K - $357K
|
1.57K
$378K
|
|
Jul 11, 2024
Q2 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
1.55KNew |
$327K - $352K
|
1.55K
$373K
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
69New |
$14.5K - $15.7K
|
69
$16.6K
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
SELL
|
- |
-157- 13.13% |
$33.1K - $35.6K
|
1.04K
$250K
|
|
Jul 10, 2024
Q2 2024
|
Founders Capital Management
|
SELL
|
- |
-78- 14.89% |
$16.4K - $17.7K
|
446
$107K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
101New |
$21.3K - $22.9K
|
101
$24.3K
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1.71K+ 3.82% |
$361K - $388K
|
46.5K
$11.2M
|
|
Q1 2024 | |||||||
Jun 03, 2025
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-457- 5.57% |
$93.2K - $104K
|
7.76K
$1.87M
|
|
May 12, 2025
Q1 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
29.1K+ 88.28% |
$5.94M - $6.65M
|
62.1K
$14.9M
|
|
Mar 28, 2025
Q1 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-164- 15.12% |
$33.5K - $37.5K
|
921
$222K
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
82New |
$16.7K - $18.7K
|
82
$19.7K
|
|
Aug 26, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
4.45KNew |
$907K - $1.02M
|
4.45K
$1.07M
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
5.79KNew |
$1.18M - $1.32M
|
5.79K
$1.39M
|
|
Jun 27, 2024
Q1 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-10.4KClosed |
$2.13M - $2.39M
|
0
$0
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-248- 17.27% |
$50.6K - $56.7K
|
1.19K
$286K
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
BUY
|
- |
228+ 7.98% |
$46.5K - $52.1K
|
3.09K
$742K
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-84- 98.82% |
$17.1K - $19.2K
|
1
$241
|
|
May 15, 2024
Q1 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-130- 12.75% |
$26.5K - $29.7K
|
890
$214K
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
121New |
$24.7K - $27.7K
|
121
$29.1K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
6.9KNew |
$1.41M - $1.58M
|
6.9K
$1.66M
|
|
May 15, 2024
Q1 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-4- 0.08% |
$816 - $914
|
5.13K
$1.23M
|