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 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-20- 0.32% |
$4.08K - $4.57K
|
6.25K
$1.49M
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-21- 1.56% |
$4.28K - $4.8K
|
1.33K
$316K
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-21- 0.38% |
$4.28K - $4.8K
|
5.52K
$1.31M
|
|
Apr 30, 2024
Q1 2024
|
Matisse Capital
|
SELL
|
- |
-23- 2.43% |
$4.69K - $5.26K
|
923
$220K
|
|
May 14, 2024
Q1 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-23- 9.58% |
$4.69K - $5.26K
|
217
$51.7K
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-24- 1.17% |
$4.9K - $5.49K
|
2.03K
$482K
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-24- 24.49% |
$4.9K - $5.49K
|
74
$17.6K
|
|
May 13, 2024
Q1 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-24- 2.26% |
$4.9K - $5.49K
|
1.04K
$247K
|
|
Apr 17, 2024
Q1 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-25- 0.57% |
$5.1K - $5.71K
|
4.33K
$1.03M
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-25- 2.62% |
$5.1K - $5.71K
|
931
$222K
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-26- 0.3% |
$5.3K - $5.94K
|
8.78K
$2.09M
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-27- 0.51% |
$5.51K - $6.17K
|
5.28K
$1.26M
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-27- 1.24% |
$5.51K - $6.17K
|
2.16K
$513K
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-28- 2.2% |
$5.71K - $6.4K
|
1.24K
$296K
|
|
May 08, 2024
Q1 2024
|
Private Management Group Inc
|
SELL
|
- |
-29- 3.03% |
$5.92K - $6.63K
|
928
$221K
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-30- 0.86% |
$6.12K - $6.86K
|
3.44K
$820K
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-31- 0.32% |
$6.32K - $7.09K
|
9.68K
$2.31M
|
|
Apr 22, 2024
Q1 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-32- 0.26% |
$6.53K - $7.31K
|
12.2K
$2.9M
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-32- 0.08% |
$6.53K - $7.31K
|
37.8K
$9M
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-33- 1.93% |
$6.73K - $7.54K
|
1.68K
$400K
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-34- 3.96% |
$6.94K - $7.77K
|
824
$196K
|
|
Apr 12, 2024
Q1 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-35- 0.89% |
$7.14K - $8K
|
3.88K
$925K
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-35- 2.3% |
$7.14K - $8K
|
1.49K
$354K
|
|
May 10, 2024
Q1 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-36- 0.47% |
$7.34K - $8.23K
|
7.62K
$1.81M
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-36- 1.57% |
$7.34K - $8.23K
|
2.25K
$536K
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-36- 0.74% |
$7.34K - $8.23K
|
4.85K
$1.16M
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-36- 2.67% |
$7.34K - $8.23K
|
1.31K
$312K
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-37- 1.85% |
$7.55K - $8.46K
|
1.96K
$468K
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-38- 0.84% |
$7.75K - $8.69K
|
4.5K
$1.07M
|
|
May 07, 2024
Q1 2024
|
Pecaut & Co.
|
SELL
|
- |
-39- 1.57% |
$7.96K - $8.92K
|
2.45K
$582K
|
|
May 14, 2024
Q1 2024
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-40- 3.42% |
$8.16K - $9.14K
|
1.13K
$269K
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-41- 4.93% |
$8.36K - $9.37K
|
791
$188K
|
|
May 14, 2024
Q1 2024
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-41- 1.39% |
$8.36K - $9.37K
|
2.9K
$691K
|
|
May 03, 2024
Q1 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-44- 3.76% |
$8.98K - $10.1K
|
1.13K
$268K
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-44- 1.04% |
$8.98K - $10.1K
|
4.2K
$1M
|
|
May 14, 2024
Q1 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-44- 1.55% |
$8.98K - $10.1K
|
2.8K
$667K
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-44- 0.47% |
$8.98K - $10.1K
|
9.23K
$2.2M
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-44- 0.46% |
$8.98K - $10.1K
|
9.59K
$2.28M
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-45- 56.25% |
$9.18K - $10.3K
|
35
$8.33K
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-45- 23.68% |
$9.18K - $10.3K
|
145
$34.5K
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-46- 2.58% |
$9.38K - $10.5K
|
1.74K
$414K
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-47- 3.62% |
$9.59K - $10.7K
|
1.25K
$298K
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-48- 1.69% |
$9.79K - $11K
|
2.79K
$663K
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
SELL
|
- |
-50- 1.96% |
$10.2K - $11.4K
|
2.5K
$595K
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-50- 1.35% |
$10.2K - $11.4K
|
3.67K
$873K
|
|
May 10, 2024
Q1 2024
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-50- 1.03% |
$10.2K - $11.4K
|
4.81K
$1.14M
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-50- 0.89% |
$10.2K - $11.4K
|
5.57K
$1.33M
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-51- 1.83% |
$10.4K - $11.7K
|
2.74K
$652K
|
|
May 14, 2024
Q1 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-51- 3.81% |
$10.4K - $11.7K
|
1.29K
$306K
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-52- 0.25% |
$10.6K - $11.9K
|
20.7K
$4.93M
|