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 11, 2023
Q4 2021
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.46KNew |
$313K - $349K
|
1.46K
$355K
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.22KNew |
$262K - $292K
|
1.22K
$297K
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-414Closed |
$89.1K - $99.1K
|
0
$0
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-264Closed |
$56.8K - $63.2K
|
0
$0
|
|
Feb 16, 2022
Q4 2021
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-974Closed |
$210K - $233K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-1.15KClosed |
$247K - $275K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-3.65KClosed |
$784K - $873K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-222Closed |
$47.8K - $53.1K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-843Closed |
$181K - $202K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Wealthgate Family Office, LLC
|
SELL
|
- |
-133Closed |
$28.6K - $31.8K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
13.5KNew |
$2.9M - $3.23M
|
13.5K
$3.29M
|
|
Feb 14, 2022
Q4 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-26Closed |
$5.59K - $6.22K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
248New |
$53.4K - $59.4K
|
248
$60.5K
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-103Closed |
$22.2K - $24.7K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Renasant Bank
|
SELL
|
- |
-2.1KClosed |
$452K - $503K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-196Closed |
$42.2K - $46.9K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.24KClosed |
$266K - $296K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Regency Capital Management Inc.\De
|
BUY
|
- |
326New |
$70.1K - $78K
|
326
$79.5K
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-640Closed |
$138K - $153K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Toews Corp
|
SELL
|
- |
-1.02KClosed |
$220K - $245K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-350Closed |
$75.3K - $83.8K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-4.76KClosed |
$1.02M - $1.14M
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Cabot Wealth Management Inc
|
SELL
|
- |
-265- 4.2% |
$57K - $63.4K
|
6.05K
$1.48M
|
|
Jan 26, 2022
Q4 2021
|
Narwhal Capital Management
|
SELL
|
- |
-1.63KClosed |
$350K - $389K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
5New |
$1.08K - $1.2K
|
5
$1.22K
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.11KNew |
$239K - $266K
|
1.11K
$271K
|
|
Jan 18, 2022
Q4 2021
|
David J Yvars Group
|
BUY
|
- |
36.9KNew |
$7.94M - $8.83M
|
36.9K
$9M
|
|
Jan 13, 2022
Q4 2021
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-66KClosed |
$14.2M - $15.8M
|
0
$0
|
|
Jan 04, 2022
Q4 2021
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-297Closed |
$63.9K - $71.1K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-25- 2.44% |
$5.3K - $5.74K
|
999
$244K
|
|
Mar 28, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-13.8K- 63.52% |
$2.92M - $3.17M
|
7.93K
$1.93M
|
|
Dec 10, 2021
Q3 2021
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-8.91KClosed |
$1.89M - $2.04M
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-76Closed |
$16.1K - $17.4K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-1.25KClosed |
$265K - $287K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-2.62KClosed |
$555K - $600K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.5KClosed |
$318K - $344K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-22.4KClosed |
$4.74M - $5.13M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-229KClosed |
$48.5M - $52.5M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
S&T Bank
Indiana, PA |
SELL
|
- |
-219- 3.52% |
$46.4K - $50.2K
|
6K
$1.46M
|
|
Nov 10, 2021
Q3 2021
|
Prentice Wealth Management LLC
|
SELL
|
- |
-1Closed |
$212 - $229
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-2.39KClosed |
$506K - $548K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-930Closed |
$197K - $213K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Sageworth Trust CO
|
SELL
|
- |
-3.13KClosed |
$662K - $717K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
45+ 52.33% |
$9.54K - $10.3K
|
131
$32K
|
|
Nov 04, 2021
Q3 2021
|
Diversified, LLC
|
BUY
|
- |
1.28KNew |
$270K - $293K
|
1.28K
$311K
|
|
Nov 01, 2021
Q3 2021
|
Bcm Advisors, LLC
|
SELL
|
- |
-1.42KClosed |
$301K - $326K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-32Closed |
$6.78K - $7.34K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
4New |
$848 - $918
|
4
$976
|
|
Oct 22, 2021
Q3 2021
|
Beck Bode, LLC
|
SELL
|
- |
-191Closed |
$40.5K - $43.8K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
First American Trust, Fsb
|
SELL
|
- |
-2.03KClosed |
$430K - $466K
|
0
$0
|