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 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-585- 6.18% |
$119K - $134K
|
8.89K
$2.03M
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-599- 7.33% |
$122K - $137K
|
7.58K
$1.73M
|
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-602- 4.65% |
$123K - $138K
|
12.4K
$2.82M
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-605- 14.17% |
$123K - $138K
|
3.66K
$836K
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-623- 20.71% |
$127K - $142K
|
2.39K
$544K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-626- 1.9% |
$128K - $143K
|
32.3K
$7.36M
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-626- 4.0% |
$128K - $143K
|
15K
$3.43M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-635- 1.29% |
$130K - $145K
|
48.8K
$11.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-636- 15.82% |
$130K - $145K
|
3.38K
$772K
|
|
|
May 03, 2024
Q1 2024
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-640- 31.6% |
$131K - $146K
|
1.39K
$316K
|
|
|
May 08, 2024
Q1 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-645- 12.83% |
$132K - $147K
|
4.38K
$1M
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-650- 35.44% |
$133K - $149K
|
1.18K
$270K
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-651- 24.68% |
$133K - $149K
|
1.99K
$453K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-652- 9.08% |
$133K - $149K
|
6.53K
$1.49M
|
|
|
Apr 19, 2024
Q1 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-656- 36.63% |
$134K - $150K
|
1.14K
$259K
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-660- 4.03% |
$135K - $151K
|
15.7K
$3.59M
|
|
|
Apr 11, 2024
Q1 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-663- 4.65% |
$135K - $152K
|
13.6K
$3.1M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-675- 0.26% |
$138K - $154K
|
263K
$60M
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
SELL
|
- |
-680- 1.37% |
$139K - $155K
|
49.1K
$11.2M
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-682- 9.48% |
$139K - $156K
|
6.51K
$1.49M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-685- 29.98% |
$140K - $157K
|
1.6K
$365K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-692- 4.65% |
$141K - $158K
|
14.2K
$3.24M
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-698- 2.99% |
$142K - $160K
|
22.6K
$5.17M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-699- 46.26% |
$143K - $160K
|
812
$185K
|
|
|
Apr 22, 2024
Q1 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-706- 2.87% |
$144K - $161K
|
23.9K
$5.46M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-716- 0.85% |
$146K - $164K
|
83.4K
$19M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-724- 5.59% |
$148K - $165K
|
12.2K
$2.79M
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-725- 28.49% |
$148K - $166K
|
1.82K
$415K
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-730- 1.64% |
$149K - $167K
|
43.8K
$9.99M
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-742- 9.07% |
$151K - $170K
|
7.44K
$1.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-762- 30.89% |
$155K - $174K
|
1.71K
$389K
|
|
|
Apr 15, 2024
Q1 2024
|
First Bancorp, Inc
|
SELL
|
- |
-766- 4.14% |
$156K - $175K
|
17.7K
$4.05M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-791- 11.8% |
$161K - $181K
|
5.91K
$1.35M
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-797- 7.95% |
$163K - $182K
|
9.23K
$2.11M
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-799- 13.73% |
$163K - $183K
|
5.02K
$1.15M
|
|
|
May 06, 2024
Q1 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-800- 14.68% |
$163K - $183K
|
4.65K
$1.06M
|
|
|
May 06, 2024
Q1 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-807- 11.67% |
$165K - $184K
|
6.11K
$1.39M
|
|
|
May 13, 2024
Q1 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-832- 2.74% |
$170K - $190K
|
29.6K
$6.75M
|
|
|
May 10, 2024
Q1 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-836- 11.65% |
$171K - $191K
|
6.34K
$1.45M
|
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-838- 1.48% |
$171K - $192K
|
55.8K
$12.7M
|
|
|
May 08, 2024
Q1 2024
|
Planning Directions Inc
|
SELL
|
- |
-840- 17.09% |
$171K - $192K
|
4.08K
$930K
|
|
|
May 14, 2024
Q1 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-851- 12.1% |
$174K - $195K
|
6.18K
$1.41M
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-853- 8.06% |
$174K - $195K
|
9.73K
$2.22M
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-859- 4.42% |
$175K - $196K
|
18.6K
$4.24M
|
|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-876- 32.28% |
$179K - $200K
|
1.84K
$419K
|
|
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-889- 1.15% |
$181K - $203K
|
76.1K
$17.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-907- 5.01% |
$185K - $207K
|
17.2K
$3.92M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-911- 9.0% |
$186K - $208K
|
9.21K
$2.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-913- 16.33% |
$186K - $209K
|
4.68K
$1.07M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-916- 29.92% |
$187K - $209K
|
2.15K
$490K
|