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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-341- 12.03% |
$59.8K - $73.6K
|
2.49K
$600K
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
549New |
$96.2K - $119K
|
549
$132K
|
|
|
Jan 19, 2024
Q4 2023
|
Kercheville Advisors, LLC
|
BUY
|
- |
4.2KNew |
$736K - $907K
|
4.2K
$1.01M
|
|
|
Jan 18, 2024
Q4 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
714+ 16.3% |
$125K - $154K
|
5.09K
$1.23M
|
|
|
Jan 16, 2024
Q4 2023
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-1.6K- 63.37% |
$280K - $345K
|
925
$222K
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-20- 11.9% |
$3.51K - $4.32K
|
148
$35.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-28- 73.68% |
$4.91K - $6.05K
|
10
$2.41K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-805- 6.68% |
$141K - $174K
|
11.2K
$2.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Atwater Malick LLC
|
BUY
|
- |
2.78KNew |
$486K - $599K
|
2.78K
$667K
|
|
|
Jan 11, 2024
Q4 2023
|
West Coast Financial LLC
|
SELL
|
- |
-97- 2.98% |
$17K - $20.9K
|
3.16K
$759K
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
1KNew |
$175K - $216K
|
1K
$241K
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-37- 11.18% |
$6.48K - $7.99K
|
294
$70.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
1.19KNew |
$209K - $257K
|
1.19K
$286K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
860+ 94.4% |
$151K - $186K
|
1.77K
$426K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-112- 2.82% |
$19.6K - $24.2K
|
3.85K
$927K
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-158- 0.45% |
$27.7K - $34.1K
|
34.9K
$8.39M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-475- 1.01% |
$83.2K - $103K
|
46.4K
$11.2M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
26+ 0.15% |
$4.56K - $5.61K
|
17.9K
$4.31M
|
|
|
Jan 04, 2024
Q4 2023
|
Verity Wealth Advisors
|
BUY
|
- |
1.02KNew |
$178K - $219K
|
1.02K
$244K
|
|
| Q3 2023 | |||||||
|
Mar 06, 2024
Q3 2023
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-1.02KClosed |
$190K - $213K
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.05KNew |
$381K - $428K
|
2.05K
$493K
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
13New |
$2.42K - $2.71K
|
13
$3.13K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
1.95K+ 38.43% |
$363K - $407K
|
7.02K
$1.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-806- 3.36% |
$150K - $168K
|
23.2K
$5.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.69K+ 10.96% |
$687K - $770K
|
37.3K
$8.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-174- 1.83% |
$32.4K - $36.3K
|
9.32K
$2.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-365- 21.11% |
$68K - $76.2K
|
1.36K
$328K
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-65- 5.18% |
$12.1K - $13.6K
|
1.19K
$286K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-119- 4.19% |
$22.2K - $24.8K
|
2.72K
$654K
|
|
|
Nov 13, 2023
Q3 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1.6KNew |
$298K - $334K
|
1.6K
$385K
|
|
|
Nov 13, 2023
Q3 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
4+ 0.33% |
$745 - $835
|
1.2K
$289K
|
|
|
Nov 13, 2023
Q3 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
4+ 8.7% |
$745 - $835
|
50
$12K
|
|
|
Nov 13, 2023
Q3 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
2+ 0.13% |
$372 - $418
|
1.49K
$359K
|
|
|
Nov 13, 2023
Q3 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-509- 26.01% |
$94.8K - $106K
|
1.45K
$348K
|
|
|
Nov 09, 2023
Q3 2023
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-135- 91.84% |
$25.1K - $28.2K
|
12
$2.89K
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
41New |
$7.64K - $8.56K
|
41
$9.86K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
17.9KNew |
$3.33M - $3.73M
|
17.9K
$4.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
76+ 422.22% |
$14.2K - $15.9K
|
94
$22.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
26+ 0.44% |
$4.84K - $5.43K
|
5.91K
$1.42M
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
12New |
$2.23K - $2.51K
|
12
$2.89K
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
354+ 0.99% |
$65.9K - $73.9K
|
36.1K
$8.67M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-63.5K- 16.01% |
$11.8M - $13.3M
|
333K
$80.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-6.41K- 2.2% |
$1.19M - $1.34M
|
285K
$68.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-35- 2.1% |
$6.52K - $7.31K
|
1.64K
$393K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
8.1KNew |
$1.51M - $1.69M
|
8.1K
$1.95M
|
|
|
Oct 31, 2023
Q3 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
151+ 169.66% |
$28.1K - $31.5K
|
240
$57.7K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
6.43KNew |
$1.2M - $1.34M
|
6.43K
$1.55M
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
636+ 15900.0% |
$118K - $133K
|
640
$154K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-478- 62.16% |
$89K - $99.8K
|
291
$70K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
10.4K+ 54.68% |
$1.94M - $2.17M
|
29.4K
$7.08M
|
|