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 16, 2024
Q1 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
11.2K+ 11.14% |
$2.28M - $2.56M
|
112K
$26.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
11.2K+ 33.86% |
$2.28M - $2.56M
|
44.2K
$10.5M
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
10.9K+ 36.09% |
$2.22M - $2.49M
|
41.1K
$9.78M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
10.9K+ 6.34% |
$2.22M - $2.48M
|
182K
$43.4M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
10.6K+ 1.76% |
$2.17M - $2.43M
|
616K
$147M
|
|
|
Apr 10, 2024
Q1 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
10.5K+ 38.85% |
$2.14M - $2.4M
|
37.6K
$8.95M
|
|
|
Apr 16, 2024
Q1 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
10.3K+ 28.52% |
$2.1M - $2.35M
|
46.3K
$11M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.2K+ 4.9% |
$2.09M - $2.34M
|
219K
$52.1M
|
|
|
May 07, 2024
Q1 2024
|
Sofi Wealth, LLC
|
BUY
|
- |
10.2K+ 8.01% |
$2.08M - $2.33M
|
137K
$32.7M
|
|
|
Apr 09, 2024
Q1 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
10K+ 4.32% |
$2.04M - $2.29M
|
242K
$57.6M
|
|
|
Apr 16, 2024
Q1 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
9.75K+ 17.72% |
$1.99M - $2.23M
|
64.8K
$15.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
9.67K+ 178.18% |
$1.97M - $2.21M
|
15.1K
$3.59M
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
9.52K+ 2.61% |
$1.94M - $2.18M
|
374K
$88.9M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
9.49K+ 3.42% |
$1.93M - $2.17M
|
287K
$68.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
9.45K+ 49.96% |
$1.93M - $2.16M
|
28.4K
$6.75M
|
|
|
Apr 18, 2024
Q1 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
9.28K+ 101.66% |
$1.89M - $2.12M
|
18.4K
$4.38M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
9.18K+ 8.0% |
$1.87M - $2.1M
|
124K
$29.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
9.11K+ 6.92% |
$1.86M - $2.08M
|
141K
$33.5M
|
|
|
Apr 04, 2024
Q1 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
9.06K+ 118.16% |
$1.85M - $2.07M
|
16.7K
$3.98M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
9.05K+ 14.4% |
$1.85M - $2.07M
|
71.9K
$17.1M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
8.8K+ 28.55% |
$1.8M - $2.01M
|
39.6K
$9.44M
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
8.73K+ 6.56% |
$1.78M - $1.99M
|
142K
$33.7M
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
8.72K+ 1990.64% |
$1.78M - $1.99M
|
9.16K
$2.18M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
8.5KNew |
$1.73M - $1.94M
|
8.5K
$2.02M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
8.44K+ 26.71% |
$1.72M - $1.93M
|
40K
$9.54M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
8.43KNew |
$1.72M - $1.93M
|
8.43K
$2.01M
|
|
|
Apr 10, 2024
Q1 2024
|
Mcia Inc
|
BUY
|
- |
8.29K+ 10.25% |
$1.69M - $1.9M
|
89.2K
$21.2M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
8.13K+ 2.56% |
$1.66M - $1.86M
|
325K
$77.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
7.92K+ 30.12% |
$1.61M - $1.81M
|
34.2K
$8.14M
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
7.82K+ 15.27% |
$1.59M - $1.79M
|
59K
$14.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
7.72KNew |
$1.57M - $1.76M
|
7.72K
$1.84M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
7.55K+ 12.29% |
$1.54M - $1.72M
|
69K
$16.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
7.54K+ 17.97% |
$1.54M - $1.72M
|
49.5K
$11.8M
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
7.42K+ 14.58% |
$1.51M - $1.7M
|
58.3K
$13.9M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.37K+ 11.55% |
$1.5M - $1.68M
|
71.1K
$16.9M
|
|
|
May 15, 2024
Q1 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
7.25K+ 21.08% |
$1.48M - $1.66M
|
41.6K
$9.91M
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
7.24K+ 19.12% |
$1.48M - $1.65M
|
45.1K
$10.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
7.06K+ 9.99% |
$1.44M - $1.61M
|
77.7K
$18.5M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
6.9KNew |
$1.41M - $1.58M
|
6.9K
$1.64M
|
|
|
May 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
6.81K+ 12.52% |
$1.39M - $1.56M
|
61.2K
$14.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
6.8K+ 12.97% |
$1.39M - $1.55M
|
59.2K
$14.1M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
6.73K+ 8.74% |
$1.37M - $1.54M
|
83.7K
$19.9M
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
6.65KNew |
$1.36M - $1.52M
|
6.65K
$1.58M
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
6.59K+ 11.25% |
$1.34M - $1.51M
|
65.2K
$15.5M
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
6.51K+ 1.27% |
$1.33M - $1.49M
|
520K
$124M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
6.35K+ 22.57% |
$1.3M - $1.45M
|
34.5K
$8.22M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
6.34K+ 1.77% |
$1.29M - $1.45M
|
364K
$86.6M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
6.27KNew |
$1.28M - $1.43M
|
6.27K
$1.49M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.09K+ 1202.96% |
$1.24M - $1.39M
|
6.59K
$1.57M
|
|
|
Apr 22, 2024
Q1 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
6.05KNew |
$1.23M - $1.38M
|
6.05K
$1.44M
|