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 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-6.61K- 30.55% |
$1.35M - $1.51M
|
15K
$3.58M
|
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-6.68K- 25.78% |
$1.36M - $1.53M
|
19.2K
$4.58M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-7.01K- 31.31% |
$1.43M - $1.6M
|
15.4K
$3.66M
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-7.17K- 51.21% |
$1.46M - $1.64M
|
6.83K
$1.63M
|
|
|
May 01, 2024
Q1 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-7.28K- 21.39% |
$1.49M - $1.66M
|
26.7K
$6.37M
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-7.48K- 12.74% |
$1.53M - $1.71M
|
51.2K
$12.2M
|
|
|
May 14, 2024
Q1 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-7.61K- 79.94% |
$1.55M - $1.74M
|
1.91K
$455K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-7.67K- 3.07% |
$1.56M - $1.75M
|
242K
$57.7M
|
|
|
Apr 11, 2024
Q1 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-7.78K- 15.93% |
$1.59M - $1.78M
|
41.1K
$9.78M
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-8.13K- 12.14% |
$1.66M - $1.86M
|
58.8K
$14M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-8.22K- 0.85% |
$1.68M - $1.88M
|
953K
$227M
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-8.25K- 45.4% |
$1.68M - $1.89M
|
9.93K
$2.36M
|
|
|
May 09, 2024
Q1 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-8.41K- 1.9% |
$1.72M - $1.92M
|
433K
$103M
|
|
|
May 20, 2024
Q1 2024
|
Adams Wealth Management
|
SELL
|
- |
-9.49K- 70.48% |
$1.93M - $2.17M
|
3.97K
$946K
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-9.79K- 6.22% |
$2M - $2.24M
|
148K
$35.2M
|
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-10.2K- 28.61% |
$2.08M - $2.33M
|
25.5K
$6.06M
|
|
|
Jun 27, 2024
Q1 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-10.4KClosed |
$2.13M - $2.39M
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-13.6K- 3.36% |
$2.77M - $3.1M
|
390K
$93M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-13.7K- 45.69% |
$2.8M - $3.14M
|
16.3K
$3.89M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-13.8K- 31.77% |
$2.82M - $3.16M
|
29.7K
$7.06M
|
|
|
Apr 30, 2024
Q1 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-14.4K- 36.07% |
$2.94M - $3.29M
|
25.5K
$6.08M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-14.5K- 0.76% |
$2.95M - $3.3M
|
1.89M
$450M
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-14.7K- 12.67% |
$2.99M - $3.35M
|
101K
$24M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-15.2K- 1.9% |
$3.09M - $3.46M
|
781K
$186M
|
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-15.2K- 30.45% |
$3.1M - $3.48M
|
34.7K
$8.27M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-16.3K- 1.96% |
$3.32M - $3.72M
|
816K
$194M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-16.8K- 61.73% |
$3.43M - $3.85M
|
10.4K
$2.48M
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
SELL
|
- |
-17.8K- 77.18% |
$3.63M - $4.07M
|
5.27K
$1.25M
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-18.2K- 30.96% |
$3.72M - $4.17M
|
40.7K
$9.68M
|
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-20.1K- 3.08% |
$4.1M - $4.6M
|
633K
$151M
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-20.3K- 9.47% |
$4.14M - $4.64M
|
194K
$46.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-20.3K- 51.17% |
$4.14M - $4.64M
|
19.4K
$4.61M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-21.9K- 5.95% |
$4.46M - $5M
|
346K
$82.4M
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-22K- 77.59% |
$4.49M - $5.03M
|
6.36K
$1.51M
|
|
|
May 13, 2024
Q1 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-23.3K- 6.85% |
$4.74M - $5.32M
|
316K
$75.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Asset Planning Corporation
|
SELL
|
- |
-24.1K- 48.49% |
$4.92M - $5.51M
|
25.6K
$6.1M
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-27.5K- 15.27% |
$5.62M - $6.29M
|
153K
$36.4M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-27.7K- 3.47% |
$5.65M - $6.34M
|
770K
$183M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-30.6K- 22.53% |
$6.23M - $6.98M
|
105K
$25M
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-31.4K- 8.19% |
$6.4M - $7.17M
|
352K
$83.8M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-32.1K- 1.73% |
$6.55M - $7.34M
|
1.82M
$434M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-33.1K- 3.89% |
$6.75M - $7.56M
|
816K
$194M
|
|
|
Apr 12, 2024
Q1 2024
|
Carlson Capital Management
|
SELL
|
- |
-33.6K- 90.25% |
$6.86M - $7.68M
|
3.63K
$865K
|
|
|
May 03, 2024
Q1 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-34K- 67.75% |
$6.94M - $7.77M
|
16.2K
$3.86M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-35.6K- 2.26% |
$7.27M - $8.14M
|
1.54M
$368M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-35.6KClosed |
$7.27M - $8.15M
|
0
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-38.4K- 24.97% |
$7.83M - $8.78M
|
115K
$27.5M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-41.6K- 10.16% |
$8.5M - $9.52M
|
368K
$87.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-41.8K- 30.76% |
$8.53M - $9.55M
|
94.1K
$22.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-42K- 88.58% |
$8.57M - $9.6M
|
5.42K
$1.29M
|