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 |
---|---|---|---|---|---|---|---|
Apr 19, 2023
Q1 2023
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
467+ 4.01% |
$83.8K - $97.5K
|
12.1K
$2.91M
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
355+ 0.84% |
$63.7K - $74.1K
|
42.4K
$10.2M
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
39+ 0.52% |
$7K - $8.14K
|
7.54K
$1.81M
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
5.68KNew |
$1.02M - $1.18M
|
5.68K
$1.36M
|
|
Apr 10, 2023
Q1 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
1.72KNew |
$308K - $358K
|
1.72K
$413K
|
|
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
$299K
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
14New |
$2.42K - $2.75K
|
14
$3.37K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
6.64K+ 21.3% |
$1.15M - $1.3M
|
37.8K
$9.09M
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
1+ 0.9% |
$173 - $197
|
112
$26.9K
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.15MNew |
$545M - $620M
|
3.15M
$758M
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-313- 94.28% |
$54.1K - $61.5K
|
19
$4.57K
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
220New |
$38K - $43.2K
|
220
$52.9K
|
|
Feb 14, 2023
Q4 2022
|
Zebra Capital Management LLC
Stamford, CT |
BUY
|
- |
12.1KNew |
$2.1M - $2.38M
|
12.1K
$2.92M
|
|
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
|
Momentum Advisors, LLC
|
SELL
|
- |
-9- 0.05% |
$1.56K - $1.77K
|
19.9K
$4.79M
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
319+ 0.91% |
$55.1K - $62.7K
|
35.3K
$8.49M
|
|
Feb 13, 2023
Q4 2022
|
Champlain Investment Partners, LLC
Burlington, VT |
BUY
|
- |
2.13KNew |
$368K - $419K
|
2.13K
$512K
|
|
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
$1.61M
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
430+ 100.0% |
$74.3K - $84.5K
|
860
$207K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-8.84K- 4.32% |
$1.53M - $1.74M
|
196K
$47.1M
|
|
Feb 13, 2023
Q4 2022
|
Souders Financial Advisors
|
SELL
|
- |
-438- 9.54% |
$75.7K - $86.1K
|
4.15K
$999K
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
85New |
$14.7K - $16.7K
|
85
$20.4K
|
|
Feb 13, 2023
Q4 2022
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
1.75KNew |
$302K - $344K
|
1.75K
$421K
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
201+ 1435.71% |
$34.7K - $39.5K
|
215
$51.7K
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
100New |
$17.3K - $19.7K
|
100
$24.1K
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
1.3KNew |
$225K - $256K
|
1.3K
$313K
|
|
Feb 09, 2023
Q4 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
1.15KNew |
$199K - $226K
|
1.15K
$277K
|
|
Feb 09, 2023
Q4 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-150- 8.82% |
$25.9K - $29.5K
|
1.55K
$373K
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
116+ 22.05% |
$20K - $22.8K
|
642
$154K
|
|
Feb 08, 2023
Q4 2022
|
Gouws Capital LLC
|
SELL
|
- |
-56- 1.13% |
$9.68K - $11K
|
4.91K
$1.18M
|
|
Feb 08, 2023
Q4 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-36- 2.03% |
$6.22K - $7.08K
|
1.74K
$418K
|
|
Feb 08, 2023
Q4 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
2.62KNew |
$453K - $515K
|
2.62K
$630K
|
|
Feb 08, 2023
Q4 2022
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
3.45KNew |
$597K - $679K
|
3.45K
$830K
|
|
Feb 07, 2023
Q4 2022
|
Hardy Reed LLC
|
BUY
|
- |
25KNew |
$4.33M - $4.92M
|
25K
$6.02M
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
10.7KNew |
$1.84M - $2.1M
|
10.7K
$2.57M
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
328+ 11.18% |
$56.7K - $64.5K
|
3.26K
$785K
|
|
Feb 06, 2023
Q4 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
18New |
$3.11K - $3.54K
|
18
$4.33K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2- 0.08% |
$346 - $393
|
2.6K
$625K
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
928+ 28.72% |
$160K - $182K
|
4.16K
$1M
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
343New |
$59.3K - $67.4K
|
343
$82.5K
|
|
Feb 01, 2023
Q4 2022
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-40- 2.74% |
$6.91K - $7.86K
|
1.42K
$342K
|
|
Jan 31, 2023
Q4 2022
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.23KNew |
$212K - $241K
|
1.23K
$295K
|
|
Jan 31, 2023
Q4 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
8+ 0.1% |
$1.38K - $1.57K
|
7.82K
$1.88M
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
40New |
$6.91K - $7.86K
|
40
$9.62K
|
|
Jan 31, 2023
Q4 2022
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
5New |
$864 - $983
|
5
$1.2K
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-47- 0.19% |
$8.12K - $9.24K
|
24.2K
$5.82M
|
|
Jan 30, 2023
Q4 2022
|
Echo Wealth Management, LLC
|
SELL
|
- |
-4.5K- 21.09% |
$778K - $885K
|
16.8K
$4.05M
|
|
Jan 30, 2023
Q4 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-610- 19.4% |
$105K - $120K
|
2.53K
$609K
|