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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2023
Q2 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
5+ 0.37% |
$906 - $994
|
1.36K
$326K
|
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
643+ 3.15% |
$117K - $128K
|
21.1K
$5.07M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-378- 2.81% |
$68.5K - $75.2K
|
13.1K
$3.15M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-58- 0.27% |
$10.5K - $11.5K
|
21.6K
$5.18M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-12.3K- 1.5% |
$2.22M - $2.44M
|
805K
$194M
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-100- 10.59% |
$18.1K - $19.9K
|
844
$203K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
4.24K+ 36.79% |
$769K - $844K
|
15.8K
$3.79M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.22K+ 4.11% |
$221K - $243K
|
30.9K
$7.43M
|
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
3.28KNew |
$594K - $652K
|
3.28K
$788K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
45New |
$8.16K - $8.95K
|
45
$10.8K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2+ 0.23% |
$363 - $398
|
867
$209K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
45+ 3.68% |
$8.16K - $8.95K
|
1.27K
$305K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-183- 66.55% |
$33.2K - $36.4K
|
92
$22.1K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
5.16K+ 3.33% |
$935K - $1.03M
|
160K
$38.4M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
5.16K+ 3.33% |
$935K - $1.03M
|
160K
$38.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-137- 0.18% |
$24.8K - $27.2K
|
77.2K
$18.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-159- 13.53% |
$28.8K - $31.6K
|
1.02K
$244K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
57+ 14.84% |
$10.3K - $11.3K
|
441
$106K
|
|
| Q1 2023 | |||||||
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
10.6K+ 16.53% |
$1.9M - $2.21M
|
74.5K
$17.9M
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
10+ 2.3% |
$1.8K - $2.09K
|
445
$107K
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
201+ 56.3% |
$36.1K - $42K
|
558
$134K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.45KNew |
$439K - $511K
|
2.45K
$588K
|
|
|
May 15, 2023
Q1 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
114New |
$20.5K - $23.8K
|
114
$27.4K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
1.22KNew |
$219K - $255K
|
1.22K
$294K
|
|
|
May 15, 2023
Q1 2023
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-26.6K- 61.64% |
$4.78M - $5.55M
|
16.6K
$3.98M
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.36KNew |
$244K - $284K
|
1.36K
$328K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-141- 3.72% |
$25.3K - $29.4K
|
3.65K
$879K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
1.64K+ 32.11% |
$294K - $342K
|
6.75K
$1.62M
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-10- 2.17% |
$1.8K - $2.09K
|
450
$108K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
43+ 3.48% |
$7.72K - $8.98K
|
1.28K
$308K
|
|
|
May 11, 2023
Q1 2023
|
Jordan Park Group LLC
|
SELL
|
- |
-297- 20.81% |
$53.3K - $62K
|
1.13K
$272K
|
|
|
May 11, 2023
Q1 2023
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
6+ 7.14% |
$1.08K - $1.25K
|
90
$21.6K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
29New |
$5.21K - $6.05K
|
29
$6.97K
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
2.92K+ 98.42% |
$524K - $610K
|
5.89K
$1.42M
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
1.62KNew |
$290K - $338K
|
1.62K
$389K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
148New |
$26.6K - $30.9K
|
148
$35.6K
|
|
|
May 09, 2023
Q1 2023
|
Gs Investments, Inc.
|
BUY
|
- |
138+ 63.01% |
$24.8K - $28.8K
|
357
$85.9K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1+ 0.38% |
$180 - $209
|
262
$63K
|
|
|
May 08, 2023
Q1 2023
|
Barden Capital Management, Inc.
|
SELL
|
- |
-1.73K- 51.95% |
$311K - $361K
|
1.6K
$385K
|
|
|
May 05, 2023
Q1 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
2.84K+ 3.42% |
$509K - $592K
|
85.7K
$20.6M
|
|
|
May 04, 2023
Q1 2023
|
Acorns Advisers, LLC
Irvine, CA |
SELL
|
- |
-15- 88.24% |
$2.69K - $3.13K
|
2
$481
|
|
|
May 03, 2023
Q1 2023
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-180- 9.28% |
$32.3K - $37.6K
|
1.76K
$423K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
550+ 7.8% |
$98.7K - $115K
|
7.6K
$1.83M
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-27- 50.94% |
$4.85K - $5.64K
|
26
$6.25K
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
SELL
|
- |
-83- 13.32% |
$14.9K - $17.3K
|
540
$130K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
308+ 16.63% |
$55.3K - $64.3K
|
2.16K
$519K
|
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
1.07KNew |
$192K - $223K
|
1.07K
$257K
|
|
|
May 01, 2023
Q1 2023
|
Virginia National Bank
|
SELL
|
- |
-10- 0.78% |
$1.8K - $2.09K
|
1.28K
$307K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
SELL
|
- |
-424- 89.45% |
$76.1K - $88.5K
|
50
$12K
|
|
|
Apr 27, 2023
Q1 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
30K+ 19632.68% |
$5.39M - $6.27M
|
30.2K
$7.26M
|
|