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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
2.87KNew |
$586K - $657K
|
2.87K
$703K
|
|
|
May 02, 2024
Q1 2024
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-2.08K- 45.02% |
$424K - $475K
|
2.54K
$622K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
371New |
$75.7K - $84.8K
|
371
$90.8K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
242New |
$49.4K - $55.3K
|
242
$59.2K
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
881New |
$180K - $201K
|
881
$216K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
4+ 0.32% |
$816 - $914
|
1.24K
$304K
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-50- 1.35% |
$10.2K - $11.4K
|
3.67K
$897K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
22.5KNew |
$4.58M - $5.13M
|
22.5K
$5.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-122- 12.08% |
$24.9K - $27.9K
|
888
$217K
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
3+ 0.29% |
$612 - $686
|
1.02K
$250K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
SELL
|
- |
-17.8K- 77.18% |
$3.63M - $4.07M
|
5.27K
$1.29M
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
SELL
|
- |
-4.54K- 33.31% |
$926K - $1.04M
|
9.08K
$2.22M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
208New |
$42.4K - $47.5K
|
208
$50.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
849+ 65.01% |
$173K - $194K
|
2.16K
$528K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
220+ 6.75% |
$44.9K - $50.3K
|
3.48K
$851K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
45+ 1.47% |
$9.18K - $10.3K
|
3.11K
$761K
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
BUY
|
- |
922+ 3.26% |
$188K - $211K
|
29.2K
$7.16M
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
SELL
|
- |
-101- 33.01% |
$20.6K - $23.1K
|
205
$50.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-144- 13.02% |
$29.4K - $32.9K
|
962
$236K
|
|
|
Apr 24, 2024
Q1 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
1.48KNew |
$302K - $338K
|
1.48K
$362K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-12- 0.99% |
$2.45K - $2.74K
|
1.21K
$295K
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
6+ 0.08% |
$1.22K - $1.37K
|
7.72K
$1.89M
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-19- 37.25% |
$3.88K - $4.34K
|
32
$7.83K
|
|
|
Apr 22, 2024
Q1 2024
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-762- 30.89% |
$155K - $174K
|
1.71K
$417K
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-45- 56.25% |
$9.18K - $10.3K
|
35
$8.57K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
1.2K+ 400.0% |
$245K - $274K
|
1.5K
$367K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-68.8K- 99.14% |
$14M - $15.7M
|
600
$147K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1+ 2.13% |
$204 - $229
|
48
$11.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-656- 36.63% |
$134K - $150K
|
1.14K
$278K
|
|
|
Apr 18, 2024
Q1 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
11+ 1.0% |
$2.24K - $2.51K
|
1.11K
$272K
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
50+ 3.04% |
$10.2K - $11.4K
|
1.7K
$415K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3.89K+ 21.16% |
$794K - $890K
|
22.3K
$5.46M
|
|
|
Apr 17, 2024
Q1 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1.58KNew |
$322K - $361K
|
1.58K
$387K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-1.28K- 2.9% |
$262K - $294K
|
42.9K
$10.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
901New |
$184K - $206K
|
901
$221K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1.86K+ 292.76% |
$379K - $425K
|
2.49K
$611K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
20.4KNew |
$4.16M - $4.66M
|
20.4K
$4.99M
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
3.26K+ 17.8% |
$664K - $745K
|
21.6K
$5.28M
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
6+ 0.16% |
$1.22K - $1.37K
|
3.74K
$915K
|
|
| Q4 2023 | |||||||
|
Aug 08, 2024
Q4 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
49+ 51.58% |
$8.59K - $10.6K
|
144
$35.3K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
50New |
$8.76K - $10.8K
|
50
$12.2K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
546New |
$95.7K - $118K
|
546
$134K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
39New |
$6.84K - $8.42K
|
39
$9.55K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
49+ 132.43% |
$8.59K - $10.6K
|
86
$21.1K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
43+ 4300.0% |
$7.54K - $9.28K
|
44
$10.8K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
81New |
$14.2K - $17.5K
|
81
$19.8K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
550New |
$96.4K - $119K
|
550
$135K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
24New |
$4.21K - $5.18K
|
24
$5.88K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
136New |
$23.8K - $29.4K
|
136
$33.3K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1.23KNew |
$215K - $265K
|
1.23K
$300K
|
|