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
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.57K- 6.42% |
$319K - $358K
|
22.8K
$4.74M
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.59K- 19.44% |
$325K - $364K
|
6.6K
$1.37M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.6K- 4.01% |
$327K - $366K
|
38.3K
$7.95M
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-1.61K- 27.03% |
$328K - $368K
|
4.35K
$903K
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.63K- 12.82% |
$332K - $372K
|
11.1K
$2.3M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1.63K- 1.38% |
$333K - $373K
|
117K
$24.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.64K- 31.36% |
$334K - $374K
|
3.58K
$744K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.67K- 3.34% |
$340K - $381K
|
48.2K
$10M
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.68K- 53.6% |
$342K - $383K
|
1.45K
$302K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.69K- 18.71% |
$344K - $386K
|
7.33K
$1.52M
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.69K- 2.67% |
$345K - $387K
|
61.7K
$12.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Gen Trust, LLC
|
SELL
|
- |
-1.7K- 2.2% |
$346K - $388K
|
75.3K
$15.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.71K- 34.77% |
$348K - $390K
|
3.2K
$665K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
SELL
|
- |
-1.73K- 6.48% |
$353K - $396K
|
25K
$5.18M
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-1.75K- 49.27% |
$357K - $400K
|
1.8K
$374K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.76K- 3.42% |
$360K - $403K
|
49.8K
$10.4M
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.81K- 12.39% |
$368K - $413K
|
12.8K
$2.65M
|
|
|
Apr 15, 2024
Q1 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-1.83K- 4.58% |
$373K - $418K
|
38.2K
$7.92M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.83K- 9.87% |
$374K - $419K
|
16.8K
$3.48M
|
|
|
Apr 24, 2024
Q1 2024
|
Gpwm LLC
|
SELL
|
- |
-1.88K- 3.68% |
$384K - $430K
|
49.3K
$10.2M
|
|
|
May 13, 2024
Q1 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-1.88K- 19.79% |
$384K - $430K
|
7.62K
$1.58M
|
|
|
Apr 30, 2024
Q1 2024
|
Connable Office Inc
|
SELL
|
- |
-1.89K- 9.97% |
$385K - $432K
|
17.1K
$3.54M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.89K- 2.3% |
$386K - $433K
|
80.3K
$16.7M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.91K- 1.83% |
$389K - $436K
|
102K
$21.2M
|
|
|
May 14, 2024
Q1 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-1.91K- 52.42% |
$389K - $436K
|
1.73K
$359K
|
|
|
Apr 12, 2024
Q1 2024
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-1.98K- 26.89% |
$403K - $452K
|
5.37K
$1.12M
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.98K- 8.1% |
$404K - $452K
|
22.5K
$4.66M
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-1.99K- 33.55% |
$405K - $454K
|
3.93K
$817K
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-2.02K- 1.13% |
$413K - $463K
|
177K
$36.7M
|
|
|
May 02, 2024
Q1 2024
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-2.08K- 45.02% |
$424K - $475K
|
2.54K
$527K
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-2.1K- 11.69% |
$429K - $481K
|
15.9K
$3.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.13K- 16.21% |
$434K - $486K
|
11K
$2.28M
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2.13K- 22.14% |
$434K - $486K
|
7.48K
$1.55M
|
|
|
Apr 30, 2024
Q1 2024
|
Ma Private Wealth
|
SELL
|
- |
-2.15K- 15.01% |
$438K - $491K
|
12.2K
$2.52M
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2.18K- 12.03% |
$444K - $498K
|
15.9K
$3.3M
|
|
|
May 14, 2024
Q1 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-2.18K- 7.68% |
$445K - $498K
|
26.2K
$5.44M
|
|
|
Apr 29, 2024
Q1 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-2.24K- 2.96% |
$457K - $512K
|
73.5K
$15.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-2.25K- 2.39% |
$459K - $514K
|
91.8K
$19.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-2.26K- 6.98% |
$462K - $517K
|
30.2K
$6.26M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-2.32K- 3.73% |
$473K - $530K
|
59.8K
$12.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.36K- 15.11% |
$481K - $539K
|
13.2K
$2.75M
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
SELL
|
- |
-2.37K- 16.94% |
$484K - $542K
|
11.6K
$2.41M
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-2.41K- 14.47% |
$492K - $552K
|
14.3K
$2.96M
|
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-2.42K- 5.37% |
$494K - $554K
|
42.7K
$8.87M
|
|
|
May 08, 2024
Q1 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-2.43K- 22.29% |
$495K - $554K
|
8.45K
$1.76M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-2.5K- 4.37% |
$509K - $571K
|
54.6K
$11.3M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.5K- 11.37% |
$510K - $572K
|
19.5K
$4.05M
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-2.52K- 0.62% |
$514K - $576K
|
404K
$83.9M
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2.52K- 98.17% |
$514K - $576K
|
47
$9.76K
|
|
|
May 13, 2024
Q1 2024
|
My Wealth Management Inc.
|
SELL
|
- |
-2.6K- 13.6% |
$530K - $594K
|
16.5K
$3.43M
|