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
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.74K+ 2.91% |
$763K - $855K
|
132K
$31.5M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
3.72KNew |
$759K - $851K
|
3.72K
$886K
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
3.72K+ 329.05% |
$758K - $849K
|
4.84K
$1.15M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
3.71K+ 1.11% |
$756K - $847K
|
337K
$80.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
3.66K+ 157.6% |
$746K - $836K
|
5.98K
$1.42M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.59K+ 7.64% |
$731K - $819K
|
50.5K
$12M
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
3.58K+ 2.72% |
$731K - $819K
|
135K
$32.2M
|
|
|
May 10, 2024
Q1 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.56K+ 4.83% |
$727K - $815K
|
77.4K
$18.4M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.54KNew |
$722K - $809K
|
3.54K
$843K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.53K+ 269.78% |
$719K - $806K
|
4.83K
$1.15M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.49K+ 10.1% |
$713K - $799K
|
38.1K
$9.07M
|
|
|
May 01, 2024
Q1 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
3.49K+ 8.32% |
$712K - $798K
|
45.4K
$10.8M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.48K+ 36.09% |
$709K - $794K
|
13.1K
$3.12M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3.4K+ 162.32% |
$693K - $777K
|
5.49K
$1.31M
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
3.37K+ 8.26% |
$687K - $770K
|
44.2K
$10.5M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.36K+ 9.53% |
$686K - $769K
|
38.6K
$9.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
3.35K+ 34.82% |
$682K - $765K
|
13K
$3.08M
|
|
|
Oct 18, 2024
Q1 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
3.34K+ 18.18% |
$682K - $764K
|
21.7K
$5.17M
|
|
|
May 10, 2024
Q1 2024
|
Kearns & Associates LLC
|
BUY
|
- |
3.3K+ 9.14% |
$673K - $755K
|
39.4K
$9.39M
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Planning LLC
|
BUY
|
- |
3.29K+ 8.07% |
$670K - $751K
|
44K
$10.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
3.26K+ 17.8% |
$664K - $745K
|
21.6K
$5.13M
|
|
|
May 08, 2024
Q1 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
3.19K+ 9.82% |
$650K - $729K
|
35.7K
$8.49M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.19KNew |
$650K - $728K
|
3.19K
$758K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.16K+ 5.54% |
$644K - $722K
|
60.1K
$14.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
3.13KNew |
$638K - $715K
|
3.13K
$745K
|
|
|
May 10, 2024
Q1 2024
|
Kendall Capital Management
|
BUY
|
- |
3.1K+ 105.98% |
$632K - $709K
|
6.03K
$1.43M
|
|
|
Apr 25, 2024
Q1 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
3.09K+ 4.86% |
$630K - $706K
|
66.6K
$15.9M
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
3.05K+ 40.46% |
$623K - $698K
|
10.6K
$2.52M
|
|
|
Apr 23, 2024
Q1 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
3.05K+ 11.3% |
$622K - $697K
|
30K
$7.15M
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
3K+ 116.41% |
$612K - $686K
|
5.58K
$1.33M
|
|
|
Apr 11, 2024
Q1 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
3KNew |
$612K - $686K
|
3K
$714K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2.98K+ 648.04% |
$608K - $681K
|
3.44K
$819K
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.98K+ 10.96% |
$607K - $680K
|
30.1K
$7.17M
|
|
|
May 10, 2024
Q1 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
2.89K+ 17.32% |
$590K - $661K
|
19.6K
$4.66M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.88K+ 14.38% |
$587K - $658K
|
22.9K
$5.45M
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
2.87KNew |
$586K - $657K
|
2.87K
$684K
|
|
|
Nov 13, 2024
Q1 2024
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
2.86K+ 13.26% |
$583K - $654K
|
24.4K
$5.81M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.86K+ 0.04% |
$583K - $653K
|
7.19M
$1.71B
|
|
|
May 06, 2024
Q1 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
2.8K+ 14.8% |
$571K - $640K
|
21.7K
$5.17M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.73K+ 1.09% |
$556K - $623K
|
254K
$60.4M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.69K+ 6.13% |
$549K - $615K
|
46.6K
$11.1M
|
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.67KNew |
$544K - $610K
|
2.67K
$635K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.62K+ 4.27% |
$534K - $599K
|
64K
$15.2M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.61K+ 2.37% |
$533K - $597K
|
113K
$26.8M
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.6K+ 270.02% |
$531K - $595K
|
3.57K
$849K
|
|
|
May 13, 2024
Q1 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
2.6K+ 10.8% |
$530K - $594K
|
26.7K
$6.35M
|
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
2.59K+ 7.94% |
$528K - $591K
|
35.2K
$8.38M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
2.59K+ 25.37% |
$528K - $591K
|
12.8K
$3.04M
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
2.56K+ 34.8% |
$522K - $585K
|
9.92K
$2.36M
|
|
|
May 01, 2024
Q1 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
2.54K+ 12.95% |
$518K - $580K
|
22.1K
$5.27M
|