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 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
43+ 3.48% |
$7.72K - $8.98K
|
1.28K
$277K
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
5.54KNew |
$994K - $1.16M
|
5.54K
$1.2M
|
|
|
May 11, 2023
Q1 2023
|
Jordan Park Group LLC
|
SELL
|
- |
-297- 20.81% |
$53.3K - $62K
|
1.13K
$244K
|
|
|
May 11, 2023
Q1 2023
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
6+ 7.14% |
$1.08K - $1.25K
|
90
$19.5K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
29New |
$5.21K - $6.05K
|
29
$6.27K
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
2.92K+ 98.42% |
$524K - $610K
|
5.89K
$1.27M
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
1.62KNew |
$290K - $338K
|
1.62K
$350K
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-23- 2.07% |
$4.13K - $4.8K
|
1.09K
$235K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
148New |
$26.6K - $30.9K
|
148
$32K
|
|
|
May 09, 2023
Q1 2023
|
Gs Investments, Inc.
|
BUY
|
- |
138+ 63.01% |
$24.8K - $28.8K
|
357
$77.2K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1+ 0.38% |
$180 - $209
|
262
$56.6K
|
|
|
May 08, 2023
Q1 2023
|
Barden Capital Management, Inc.
|
SELL
|
- |
-1.73K- 51.95% |
$311K - $361K
|
1.6K
$346K
|
|
|
May 05, 2023
Q1 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
2.84K+ 3.42% |
$509K - $592K
|
85.7K
$18.5M
|
|
|
May 04, 2023
Q1 2023
|
Acorns Advisers, LLC
Irvine, CA |
SELL
|
- |
-15- 88.24% |
$2.69K - $3.13K
|
2
$432
|
|
|
May 03, 2023
Q1 2023
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-180- 9.28% |
$32.3K - $37.6K
|
1.76K
$380K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
550+ 7.8% |
$98.7K - $115K
|
7.6K
$1.64M
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-27- 50.94% |
$4.85K - $5.64K
|
26
$5.62K
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
SELL
|
- |
-83- 13.32% |
$14.9K - $17.3K
|
540
$117K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
308+ 16.63% |
$55.3K - $64.3K
|
2.16K
$467K
|
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
1.07KNew |
$192K - $223K
|
1.07K
$231K
|
|
|
May 02, 2023
Q1 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
206+ 14.88% |
$37K - $43K
|
1.59K
$344K
|
|
|
May 01, 2023
Q1 2023
|
Virginia National Bank
|
SELL
|
- |
-10- 0.78% |
$1.8K - $2.09K
|
1.28K
$276K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
SELL
|
- |
-424- 89.45% |
$76.1K - $88.5K
|
50
$10.8K
|
|
|
Apr 27, 2023
Q1 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
30K+ 19632.68% |
$5.39M - $6.27M
|
30.2K
$6.53M
|
|
|
Apr 19, 2023
Q1 2023
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
467+ 4.01% |
$83.8K - $97.5K
|
12.1K
$2.62M
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
355+ 0.84% |
$63.7K - $74.1K
|
42.4K
$9.17M
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
39+ 0.52% |
$7K - $8.14K
|
7.54K
$1.63M
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
5.68KNew |
$1.02M - $1.18M
|
5.68K
$1.23M
|
|
|
Apr 10, 2023
Q1 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
1.72KNew |
$308K - $358K
|
1.72K
$371K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2024
Q4 2022
|
United Community Bank
Greenville, SC |
SELL
|
- |
-2.64KClosed |
$456K - $519K
|
0
$0
|
|
|
Apr 14, 2023
Q4 2022
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.25KNew |
$215K - $245K
|
1.25K
$269K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
14New |
$2.42K - $2.75K
|
14
$3.03K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
6.64K+ 21.3% |
$1.15M - $1.3M
|
37.8K
$8.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
1+ 0.9% |
$173 - $197
|
112
$24.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.15MNew |
$545M - $620M
|
3.15M
$682M
|
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-313- 94.28% |
$54.1K - $61.5K
|
19
$4.11K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
220New |
$38K - $43.2K
|
220
$47.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Zebra Capital Management LLC
Stamford, CT |
BUY
|
- |
12.1KNew |
$2.1M - $2.38M
|
12.1K
$2.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-1.18KClosed |
$204K - $232K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
33.6KNew |
$5.81M - $6.6M
|
33.6K
$7.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
142New |
$24.5K - $27.9K
|
142
$30.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
SELL
|
- |
-9- 0.05% |
$1.56K - $1.77K
|
19.9K
$4.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
319+ 0.91% |
$55.1K - $62.7K
|
35.3K
$7.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Champlain Investment Partners, LLC
Burlington, VT |
BUY
|
- |
2.13KNew |
$368K - $419K
|
2.13K
$460K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
6.68KNew |
$1.15M - $1.31M
|
6.68K
$1.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
430+ 100.0% |
$74.3K - $84.5K
|
860
$186K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-8.84K- 4.32% |
$1.53M - $1.74M
|
196K
$42.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Souders Financial Advisors
|
SELL
|
- |
-438- 9.54% |
$75.7K - $86.1K
|
4.15K
$898K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
85New |
$14.7K - $16.7K
|
85
$18.4K
|
|