Purchases and Sales Made in Q1 2024 in Vanguard Small Cap ETF (VB)
This table provides information about the institutional ownership of Vanguard Small Cap ETF (VB) during Q1 2024. The information is specifically focused on institutions that hold shares of VANGUARD SMALL-CAP ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
162+ 5.02% |
$33K - $37K
|
3.39K
$854K
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
162+ 0.19% |
$33K - $37K
|
85.8K
$21.6M
|
|
|
Dec 17, 2024
Q1 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
162+ 1.84% |
$33K - $37K
|
8.98K
$2.26M
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
160+ 0.93% |
$32.6K - $36.6K
|
17.4K
$4.38M
|
|
|
Apr 18, 2024
Q1 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
158+ 10.53% |
$32.2K - $36.1K
|
1.66K
$418K
|
|
|
May 10, 2024
Q1 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
158+ 4.0% |
$32.2K - $36.1K
|
4.1K
$1.03M
|
|
|
Apr 15, 2024
Q1 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
155+ 0.61% |
$31.6K - $35.4K
|
25.5K
$6.43M
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
155+ 3.18% |
$31.6K - $35.4K
|
5.02K
$1.26M
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
154+ 8.24% |
$31.4K - $35.2K
|
2.02K
$510K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
151+ 2.38% |
$30.8K - $34.5K
|
6.49K
$1.63M
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
146+ 7.24% |
$29.8K - $33.4K
|
2.16K
$544K
|
|
|
Apr 10, 2024
Q1 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
144+ 0.32% |
$29.4K - $32.9K
|
44.9K
$11.3M
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
144+ 10.43% |
$29.4K - $32.9K
|
1.53K
$384K
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
143+ 1.23% |
$29.2K - $32.7K
|
11.8K
$2.97M
|
|
|
May 09, 2024
Q1 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
143+ 8.73% |
$29.2K - $32.7K
|
1.78K
$448K
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
142+ 0.57% |
$29K - $32.5K
|
25.2K
$6.36M
|
|
|
Apr 18, 2024
Q1 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
141+ 2.8% |
$28.8K - $32.2K
|
5.18K
$1.3M
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
141+ 6.46% |
$28.8K - $32.2K
|
2.32K
$585K
|
|
|
Aug 01, 2024
Q1 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
136+ 2.16% |
$27.7K - $31.1K
|
6.44K
$1.62M
|
|
|
May 08, 2024
Q1 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
135+ 7.5% |
$27.5K - $30.9K
|
1.94K
$487K
|
|
|
May 15, 2024
Q1 2024
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
132+ 1.1% |
$26.9K - $30.2K
|
12.1K
$3.05M
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
128+ 1.13% |
$26.1K - $29.3K
|
11.5K
$2.89M
|
|
|
Apr 29, 2024
Q1 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
127+ 1.65% |
$25.9K - $29K
|
7.83K
$1.97M
|
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
125+ 4.21% |
$25.5K - $28.6K
|
3.09K
$779K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
124+ 5.99% |
$25.3K - $28.3K
|
2.19K
$552K
|
|
|
May 15, 2024
Q1 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
124+ 2.01% |
$25.3K - $28.3K
|
6.29K
$1.58M
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
121New |
$24.7K - $27.7K
|
121
$30.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
120+ 7.93% |
$24.5K - $27.4K
|
1.63K
$411K
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
120+ 4.15% |
$24.5K - $27.4K
|
3.01K
$758K
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
119+ 3.03% |
$24.3K - $27.2K
|
4.05K
$1.02M
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
117+ 9.54% |
$23.9K - $26.7K
|
1.34K
$338K
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
117+ 1.17% |
$23.9K - $26.7K
|
10.1K
$2.55M
|
|
|
May 13, 2024
Q1 2024
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
117+ 4.05% |
$23.9K - $26.7K
|
3K
$756K
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
117+ 5.3% |
$23.9K - $26.7K
|
2.33K
$586K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
116+ 0.86% |
$23.7K - $26.5K
|
13.5K
$3.41M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
115+ 2.96% |
$23.5K - $26.3K
|
4K
$1.01M
|
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
115+ 11.92% |
$23.5K - $26.3K
|
1.08K
$272K
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
115+ 0.19% |
$23.5K - $26.3K
|
61.7K
$15.5M
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
115+ 4.95% |
$23.5K - $26.3K
|
2.44K
$614K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
113+ 3.9% |
$23.1K - $25.8K
|
3.01K
$758K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
112+ 0.35% |
$22.8K - $25.6K
|
32K
$8.05M
|
|
|
May 03, 2024
Q1 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
112+ 3.5% |
$22.8K - $25.6K
|
3.31K
$834K
|
|
|
Apr 18, 2024
Q1 2024
|
Refined Wealth Management
|
BUY
|
- |
111+ 1.86% |
$22.6K - $25.4K
|
6.09K
$1.53M
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
109New |
$22.2K - $24.9K
|
109
$27.4K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
106+ 12.91% |
$21.6K - $24.2K
|
927
$233K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
105+ 0.23% |
$21.4K - $24K
|
45.4K
$11.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Sara Bay Financial
|
BUY
|
- |
103+ 6.98% |
$21K - $23.5K
|
1.58K
$397K
|
|
|
May 10, 2024
Q1 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
103+ 1.11% |
$21K - $23.5K
|
9.39K
$2.37M
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
102+ 0.89% |
$20.8K - $23.3K
|
11.6K
$2.93M
|
|
|
Oct 24, 2024
Q1 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
101+ 7.14% |
$20.6K - $23.1K
|
1.52K
$382K
|