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 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.63K- 3.33% |
$536K - $601K
|
76.4K
$15.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-2.7K- 22.76% |
$551K - $617K
|
9.17K
$1.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.71K- 1.31% |
$552K - $619K
|
203K
$42.2M
|
|
|
May 14, 2024
Q1 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-2.74K- 5.33% |
$559K - $626K
|
48.6K
$10.1M
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-2.77K- 45.32% |
$565K - $633K
|
3.34K
$694K
|
|
|
Apr 16, 2024
Q1 2024
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-2.77K- 9.62% |
$565K - $633K
|
26K
$5.4M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2.82K- 48.4% |
$576K - $646K
|
3.01K
$625K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.84K- 4.93% |
$579K - $648K
|
54.7K
$11.4M
|
|
|
May 15, 2024
Q1 2024
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-2.84K- 8.37% |
$579K - $649K
|
31.1K
$6.45M
|
|
|
Feb 13, 2025
Q1 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-2.86K- 11.43% |
$583K - $654K
|
22.2K
$4.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.9K- 1.8% |
$592K - $664K
|
158K
$32.9M
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-2.94K- 0.84% |
$599K - $671K
|
348K
$72.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.02K- 3.43% |
$616K - $690K
|
85K
$17.6M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.03K- 3.01% |
$618K - $692K
|
97.6K
$20.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-3.2KClosed |
$652K - $731K
|
0
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-3.2K- 14.94% |
$653K - $731K
|
18.2K
$3.78M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-3.2K- 17.96% |
$654K - $732K
|
14.6K
$3.04M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.23K- 26.78% |
$660K - $739K
|
8.84K
$1.84M
|
|
|
Apr 02, 2024
Q1 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-3.26K- 18.95% |
$665K - $746K
|
13.9K
$2.9M
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-3.3K- 80.68% |
$673K - $754K
|
790
$164K
|
|
|
May 13, 2024
Q1 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.3K- 11.69% |
$673K - $754K
|
24.9K
$5.18M
|
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
SELL
|
- |
-3.33K- 21.67% |
$680K - $762K
|
12.1K
$2.5M
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-3.38K- 31.11% |
$690K - $773K
|
7.49K
$1.55M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.46K- 13.22% |
$706K - $791K
|
22.7K
$4.72M
|
|
|
Apr 19, 2024
Q1 2024
|
Whelan Financial
|
SELL
|
- |
-3.5K- 2.66% |
$715K - $801K
|
128K
$26.6M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-3.51K- 44.18% |
$716K - $802K
|
4.43K
$921K
|
|
|
Apr 30, 2024
Q1 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-3.56K- 5.31% |
$725K - $813K
|
63.5K
$13.2M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.59K- 3.12% |
$732K - $820K
|
111K
$23.1M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-3.6K- 36.97% |
$735K - $824K
|
6.14K
$1.28M
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-3.62K- 2.69% |
$738K - $827K
|
131K
$27.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-3.64K- 41.37% |
$743K - $833K
|
5.16K
$1.07M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-3.66K- 0.58% |
$747K - $837K
|
632K
$131M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-3.66K- 11.64% |
$747K - $838K
|
27.8K
$5.78M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.69K- 4.74% |
$752K - $842K
|
74K
$15.4M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.7K- 4.57% |
$755K - $846K
|
77.3K
$16M
|
|
|
May 03, 2024
Q1 2024
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-3.75K- 7.13% |
$764K - $856K
|
48.8K
$10.1M
|
|
|
May 06, 2024
Q1 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-3.84K- 10.57% |
$784K - $878K
|
32.5K
$6.75M
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-4.14K- 36.48% |
$844K - $945K
|
7.2K
$1.5M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.19K- 24.12% |
$855K - $958K
|
13.2K
$2.74M
|
|
|
Jun 07, 2024
Q1 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
SELL
|
- |
-4.22K- 4.12% |
$861K - $965K
|
98.3K
$20.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-4.25K- 17.78% |
$867K - $971K
|
19.6K
$4.08M
|
|
|
May 15, 2024
Q1 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-4.28K- 4.32% |
$873K - $978K
|
94.8K
$19.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-4.31K- 6.7% |
$878K - $984K
|
60K
$12.5M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.35K- 2.94% |
$887K - $994K
|
143K
$29.8M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-4.53K- 2.04% |
$924K - $1.04M
|
217K
$45.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
SELL
|
- |
-4.54K- 33.31% |
$926K - $1.04M
|
9.08K
$1.89M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-4.55K- 1.65% |
$927K - $1.04M
|
271K
$56.3M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-4.6K- 40.5% |
$939K - $1.05M
|
6.76K
$1.4M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-4.65K- 16.91% |
$949K - $1.06M
|
22.9K
$4.75M
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
SELL
|
- |
-4.66K- 7.62% |
$950K - $1.06M
|
56.5K
$11.7M
|