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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
9.44K+ 144.18% |
$1.76M - $1.97M
|
16K
$3.84M
|
|
|
Oct 26, 2023
Q3 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-25- 0.47% |
$4.66K - $5.22K
|
5.35K
$1.29M
|
|
|
Oct 26, 2023
Q3 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
4.45KNew |
$828K - $928K
|
4.45K
$1.07M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
2.1K+ 13.57% |
$391K - $439K
|
17.6K
$4.23M
|
|
|
Oct 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
400+ 714.29% |
$74.5K - $83.5K
|
456
$110K
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
1.05K+ 4.35% |
$195K - $218K
|
25.1K
$6.04M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-3.79K- 33.26% |
$706K - $792K
|
7.61K
$1.83M
|
|
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-7- 77.78% |
$1.3K - $1.46K
|
2
$481
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
105+ 5.99% |
$19.6K - $21.9K
|
1.86K
$447K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-543- 1.81% |
$101K - $113K
|
29.5K
$7.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
28.3KNew |
$5.27M - $5.91M
|
28.3K
$6.81M
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-317- 16.73% |
$59K - $66.2K
|
1.58K
$380K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Ccg Wealth Management, LLC
|
BUY
|
- |
2+ 0.05% |
$372 - $418
|
3.72K
$896K
|
|
|
Oct 10, 2023
Q3 2023
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-889- 14.6% |
$166K - $186K
|
5.2K
$1.25M
|
|
|
Oct 10, 2023
Q3 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-10- 0.17% |
$1.86K - $2.09K
|
5.81K
$1.4M
|
|
|
Oct 05, 2023
Q3 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-765- 38.37% |
$142K - $160K
|
1.23K
$296K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-35.7K- 9.17% |
$6.46M - $7.09M
|
353K
$85M
|
|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-24Closed |
$4.35K - $4.77K
|
0
$0
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
35New |
$6.34K - $6.96K
|
35
$8.42K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
1+ 3.03% |
$181 - $199
|
34
$8.18K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
600New |
$109K - $119K
|
600
$144K
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
29New |
$5.26K - $5.77K
|
29
$6.97K
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
158New |
$28.6K - $31.4K
|
158
$38K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.09KNew |
$198K - $218K
|
1.09K
$263K
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
102+ 9.04% |
$18.5K - $20.3K
|
1.23K
$296K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-154- 5.36% |
$27.9K - $30.6K
|
2.72K
$654K
|
|
|
Aug 11, 2023
Q2 2023
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-43- 37.39% |
$7.79K - $8.55K
|
72
$17.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Clark Estates Inc
New York, NY |
BUY
|
- |
1.35KNew |
$245K - $269K
|
1.35K
$325K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-450- 11.17% |
$81.6K - $89.5K
|
3.58K
$861K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-367- 12.53% |
$66.5K - $73K
|
2.56K
$616K
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-1.48K- 4.2% |
$268K - $294K
|
33.7K
$8.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
20+ 3.01% |
$3.63K - $3.98K
|
684
$165K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
4.53K+ 7.65% |
$821K - $901K
|
63.8K
$15.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
262New |
$47.5K - $52.1K
|
262
$63K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-50- 2.69% |
$9.06K - $9.94K
|
1.81K
$436K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
55+ 3.66% |
$9.97K - $10.9K
|
1.56K
$375K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
63New |
$11.4K - $12.5K
|
63
$15.2K
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-847- 40.92% |
$154K - $168K
|
1.22K
$294K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
1.03KNew |
$187K - $205K
|
1.03K
$247K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.72K+ 224.74% |
$675K - $741K
|
5.38K
$1.29M
|
|
|
Aug 07, 2023
Q2 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.3KNew |
$236K - $259K
|
1.3K
$313K
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-1- 0.64% |
$181 - $199
|
155
$37.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-132- 11.79% |
$23.9K - $26.3K
|
988
$238K
|
|
|
Aug 03, 2023
Q2 2023
|
Magnolia Capital Management LTD
|
SELL
|
- |
-187- 56.67% |
$33.9K - $37.2K
|
143
$34.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Riverstone Advisors, LLC
|
BUY
|
- |
138+ 7.44% |
$25K - $27.4K
|
1.99K
$479K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
19New |
$3.44K - $3.78K
|
19
$4.57K
|
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-924- 10.19% |
$167K - $184K
|
8.15K
$1.96M
|
|
|
Aug 02, 2023
Q2 2023
|
Ddd Partners, LLC
|
BUY
|
- |
1.33KNew |
$241K - $265K
|
1.33K
$320K
|
|
|
Aug 02, 2023
Q2 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
1.02KNew |
$184K - $202K
|
1.02K
$244K
|
|