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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
50+ 2.02% |
$10.2K - $11.4K
|
2.52K
$635K
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
50+ 0.36% |
$10.2K - $11.4K
|
14.1K
$3.54M
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
49+ 816.67% |
$10K - $11.2K
|
55
$13.8K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
49+ 0.54% |
$10K - $11.2K
|
9.06K
$2.28M
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
48+ 0.43% |
$9.79K - $11K
|
11.2K
$2.83M
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
47+ 0.45% |
$9.59K - $10.7K
|
10.4K
$2.63M
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
47+ 2.2% |
$9.59K - $10.7K
|
2.19K
$550K
|
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
46+ 4.0% |
$9.38K - $10.5K
|
1.2K
$301K
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
46+ 2.8% |
$9.38K - $10.5K
|
1.69K
$425K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
45+ 1.47% |
$9.18K - $10.3K
|
3.11K
$782K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
45+ 3.24% |
$9.18K - $10.3K
|
1.44K
$362K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
44+ 9.71% |
$8.98K - $10.1K
|
497
$125K
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
43+ 3.85% |
$8.77K - $9.83K
|
1.16K
$292K
|
|
|
May 07, 2024
Q1 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
43+ 1.63% |
$8.77K - $9.83K
|
2.68K
$674K
|
|
|
May 07, 2024
Q1 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
43+ 0.68% |
$8.77K - $9.83K
|
6.35K
$1.6M
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
42+ 8.54% |
$8.57K - $9.6K
|
534
$134K
|
|
|
May 10, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
41+ 0.28% |
$8.36K - $9.37K
|
14.9K
$3.75M
|
|
|
Sep 04, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
41+ 0.28% |
$8.36K - $9.37K
|
14.9K
$3.75M
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
40+ 1.15% |
$8.16K - $9.14K
|
3.51K
$885K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
40+ 2.04% |
$8.16K - $9.14K
|
2K
$505K
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
39+ 0.45% |
$7.96K - $8.92K
|
8.62K
$2.17M
|
|
|
Apr 29, 2024
Q1 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
39+ 0.22% |
$7.96K - $8.92K
|
17.9K
$4.51M
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
39+ 0.53% |
$7.96K - $8.92K
|
7.47K
$1.88M
|
|
|
Apr 30, 2024
Q1 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
38+ 2.25% |
$7.75K - $8.69K
|
1.73K
$434K
|
|
|
May 06, 2024
Q1 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
38+ 0.9% |
$7.75K - $8.69K
|
4.26K
$1.07M
|
|
|
Apr 18, 2024
Q1 2024
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
37+ 0.3% |
$7.55K - $8.46K
|
12.6K
$3.16M
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
37+ 1.33% |
$7.55K - $8.46K
|
2.81K
$708K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
37+ 1.48% |
$7.55K - $8.46K
|
2.54K
$641K
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
37+ 1.92% |
$7.55K - $8.46K
|
1.96K
$494K
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
37+ 2.76% |
$7.55K - $8.46K
|
1.38K
$347K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
36+ 1.2% |
$7.34K - $8.23K
|
3.03K
$763K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
35+ 1.59% |
$7.14K - $8K
|
2.24K
$564K
|
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
BUY
|
- |
35+ 1.53% |
$7.14K - $8K
|
2.32K
$584K
|
|
|
Jul 10, 2024
Q1 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
35+ 0.73% |
$7.14K - $8K
|
4.82K
$1.21M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
34+ 2.6% |
$6.94K - $7.77K
|
1.34K
$338K
|
|
|
May 06, 2024
Q1 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
32+ 2.74% |
$6.53K - $7.31K
|
1.2K
$302K
|
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
32+ 0.67% |
$6.53K - $7.31K
|
4.79K
$1.21M
|
|
|
Apr 25, 2024
Q1 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
31+ 0.79% |
$6.32K - $7.09K
|
3.93K
$990K
|
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
BUY
|
- |
30+ 0.36% |
$6.12K - $6.86K
|
8.3K
$2.09M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
30+ 0.02% |
$6.12K - $6.86K
|
140K
$35.1M
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
30New |
$6.12K - $6.86K
|
30
$7.55K
|
|
|
Apr 25, 2024
Q1 2024
|
Human Investing LLC
|
BUY
|
- |
29+ 2.07% |
$5.92K - $6.63K
|
1.43K
$360K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
29+ 1.67% |
$5.92K - $6.63K
|
1.77K
$445K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
27+ 1.53% |
$5.51K - $6.17K
|
1.79K
$450K
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
27New |
$5.51K - $6.17K
|
27
$6.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
26+ 2.19% |
$5.3K - $5.94K
|
1.21K
$305K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
25+ 0.73% |
$5.1K - $5.71K
|
3.47K
$873K
|
|
|
Apr 18, 2024
Q1 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
25+ 0.51% |
$5.1K - $5.71K
|
4.9K
$1.23M
|
|
|
May 13, 2024
Q1 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
25+ 0.12% |
$5.1K - $5.71K
|
21.6K
$5.43M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
25+ 0.06% |
$5.1K - $5.71K
|
42.4K
$10.7M
|