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 03, 2024
Q1 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
1+ 0.03% |
$204 - $229
|
3.6K
$857K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
BUY
|
- |
1+ 0.01% |
$204 - $229
|
7.41K
$1.76M
|
|
|
May 10, 2024
Q1 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1+ 1.27% |
$204 - $229
|
80
$19K
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1+ 0.02% |
$204 - $229
|
4.54K
$1.08M
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.66% |
$204 - $229
|
152
$36.2K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.25% |
$204 - $229
|
405
$96.4K
|
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1+ 0.04% |
$204 - $229
|
2.3K
$548K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 0.38% |
$204 - $229
|
260
$61.9K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-1- 0.01% |
$204 - $229
|
13.1K
$3.12M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1- 0.01% |
$204 - $229
|
7.25K
$1.73M
|
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-2- 0.04% |
$408 - $457
|
5.41K
$1.29M
|
|
|
May 10, 2024
Q1 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-2- 0.06% |
$408 - $457
|
3.25K
$773K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2- 0.02% |
$408 - $457
|
8.11K
$1.93M
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-3- 0.09% |
$612 - $686
|
3.47K
$827K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-3- 4.17% |
$612 - $686
|
69
$16.4K
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-3- 0.08% |
$612 - $686
|
3.82K
$908K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-4- 0.39% |
$816 - $914
|
1.01K
$241K
|
|
|
May 15, 2024
Q1 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-4- 0.08% |
$816 - $914
|
5.13K
$1.22M
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-5- 0.1% |
$1.02K - $1.14K
|
5.21K
$1.24M
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
SELL
|
- |
-5- 33.33% |
$1.02K - $1.14K
|
10
$2.38K
|
|
|
Apr 24, 2024
Q1 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-5- 0.24% |
$1.02K - $1.14K
|
2.07K
$494K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-5- 0.43% |
$1.02K - $1.14K
|
1.15K
$273K
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
SELL
|
- |
-6- 8.45% |
$1.22K - $1.37K
|
65
$15.5K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-6- 46.15% |
$1.22K - $1.37K
|
7
$1.67K
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-8- 0.46% |
$1.63K - $1.83K
|
1.73K
$411K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-9- 0.13% |
$1.84K - $2.06K
|
6.78K
$1.61M
|
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-10- 0.83% |
$2.04K - $2.29K
|
1.2K
$286K
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-12- 0.81% |
$2.45K - $2.74K
|
1.47K
$349K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-12- 0.99% |
$2.45K - $2.74K
|
1.21K
$287K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-12- 1.08% |
$2.45K - $2.74K
|
1.1K
$261K
|
|
|
May 13, 2024
Q1 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-13- 1.08% |
$2.65K - $2.97K
|
1.19K
$282K
|
|
|
Apr 10, 2024
Q1 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-14- 0.77% |
$2.86K - $3.2K
|
1.81K
$431K
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-14- 0.37% |
$2.86K - $3.2K
|
3.8K
$904K
|
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-14- 0.53% |
$2.86K - $3.2K
|
2.64K
$628K
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-15- 0.48% |
$3.06K - $3.43K
|
3.1K
$737K
|
|
|
Apr 18, 2024
Q1 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-16- 0.24% |
$3.26K - $3.66K
|
6.71K
$1.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-16- 0.3% |
$3.26K - $3.66K
|
5.26K
$1.25M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-16- 0.56% |
$3.26K - $3.66K
|
2.83K
$675K
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-17- 0.81% |
$3.47K - $3.89K
|
2.09K
$498K
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-17- 0.29% |
$3.47K - $3.89K
|
5.82K
$1.39M
|
|
|
May 07, 2024
Q1 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-17- 0.03% |
$3.47K - $3.89K
|
57.4K
$13.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Flower City Capital
|
SELL
|
- |
-18- 1.26% |
$3.67K - $4.11K
|
1.42K
$337K
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-18- 0.43% |
$3.67K - $4.11K
|
4.19K
$997K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-18- 0.17% |
$3.67K - $4.11K
|
10.5K
$2.51M
|
|
|
Apr 24, 2024
Q1 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-18- 0.74% |
$3.67K - $4.11K
|
2.42K
$576K
|
|
|
Apr 15, 2024
Q1 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-19- 1.68% |
$3.88K - $4.34K
|
1.11K
$265K
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-19- 37.25% |
$3.88K - $4.34K
|
32
$7.62K
|
|
|
May 02, 2024
Q1 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-19- 0.05% |
$3.88K - $4.34K
|
40.3K
$9.6M
|
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-19- 0.1% |
$3.88K - $4.34K
|
18.2K
$4.32M
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-20- 0.41% |
$4.08K - $4.57K
|
4.9K
$1.17M
|