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 24, 2024
Q1 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
1.33K+ 1.24% |
$271K - $304K
|
109K
$25.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Libra Wealth LLC
|
BUY
|
- |
1.31K+ 31.99% |
$267K - $299K
|
5.4K
$1.29M
|
|
|
Jun 13, 2024
Q1 2024
|
Bakala Capital Management LLC
Greenville, SC |
BUY
|
- |
1.31KNew |
$267K - $299K
|
1.31K
$311K
|
|
|
Dec 31, 2024
Q1 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
1.29K+ 4.92% |
$263K - $295K
|
27.5K
$6.56M
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
1.29K+ 3.96% |
$263K - $295K
|
33.8K
$8.06M
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
1.26KNew |
$258K - $289K
|
1.26K
$301K
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.26KNew |
$256K - $287K
|
1.26K
$299K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.24K+ 354.15% |
$252K - $283K
|
1.59K
$377K
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
1.23KNew |
$251K - $282K
|
1.23K
$293K
|
|
|
Apr 09, 2024
Q1 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
1.22K+ 2.97% |
$249K - $279K
|
42.3K
$10.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1.22K+ 15.31% |
$248K - $278K
|
9.17K
$2.18M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.21K+ 2.34% |
$247K - $276K
|
53K
$12.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
1.2K+ 400.0% |
$245K - $274K
|
1.5K
$357K
|
|
|
Jul 24, 2024
Q1 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
1.2K+ 5.21% |
$244K - $274K
|
24.2K
$5.76M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.19K+ 31.96% |
$243K - $273K
|
4.93K
$1.17M
|
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
1.19KNew |
$243K - $273K
|
1.19K
$284K
|
|
|
May 08, 2024
Q1 2024
|
Marco Investment Management LLC
|
BUY
|
- |
1.19KNew |
$243K - $272K
|
1.19K
$283K
|
|
|
May 14, 2024
Q1 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
1.19KNew |
$242K - $272K
|
1.19K
$283K
|
|
|
May 10, 2024
Q1 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
1.18K+ 73.67% |
$240K - $269K
|
2.77K
$660K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.17KNew |
$239K - $268K
|
1.17K
$279K
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
BUY
|
- |
1.15K+ 2.59% |
$235K - $263K
|
45.7K
$10.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.13K+ 5.35% |
$230K - $258K
|
22.2K
$5.29M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.13K+ 41.45% |
$230K - $257K
|
3.84K
$914K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.13K+ 5.76% |
$230K - $257K
|
20.6K
$4.92M
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
1.13K+ 900.0% |
$230K - $257K
|
1.25K
$298K
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.12K+ 1.6% |
$229K - $256K
|
71.2K
$17M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.12K+ 1.61% |
$228K - $255K
|
70.4K
$16.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
1.11KNew |
$226K - $253K
|
1.11K
$264K
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
1.08KNew |
$221K - $247K
|
1.08K
$258K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
1.07K+ 2.55% |
$219K - $246K
|
43.3K
$10.3M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.07K+ 5.64% |
$218K - $244K
|
20K
$4.77M
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
1.06K+ 88.06% |
$217K - $243K
|
2.27K
$540K
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.06KNew |
$216K - $242K
|
1.06K
$252K
|
|
|
Apr 11, 2024
Q1 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
1.05KNew |
$214K - $240K
|
1.05K
$250K
|
|
|
May 07, 2024
Q1 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
1.04KNew |
$211K - $237K
|
1.04K
$247K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
1.02KNew |
$207K - $232K
|
1.02K
$242K
|
|
|
Apr 05, 2024
Q1 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
1.02KNew |
$207K - $232K
|
1.02K
$242K
|
|
|
Apr 24, 2024
Q1 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
1.01K+ 19.14% |
$207K - $232K
|
6.31K
$1.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
BUY
|
- |
999+ 2.37% |
$204K - $228K
|
43.1K
$10.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
980+ 30.32% |
$200K - $224K
|
4.21K
$1M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
976+ 31.5% |
$199K - $223K
|
4.07K
$970K
|
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
BUY
|
- |
974New |
$199K - $223K
|
974
$232K
|
|
|
Apr 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
BUY
|
- |
972New |
$198K - $222K
|
972
$231K
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
971New |
$198K - $222K
|
971
$231K
|
|
|
May 01, 2024
Q1 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
961+ 9.1% |
$196K - $220K
|
11.5K
$2.74M
|
|
|
May 13, 2024
Q1 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
955+ 0.99% |
$195K - $218K
|
97.5K
$23.2M
|
|
|
May 01, 2024
Q1 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
945+ 10.65% |
$193K - $216K
|
9.82K
$2.34M
|
|
|
Apr 26, 2024
Q1 2024
|
Baxter Bros Inc
|
BUY
|
- |
943New |
$192K - $216K
|
943
$225K
|
|
|
Apr 24, 2024
Q1 2024
|
Af Advisors, Inc.
|
BUY
|
- |
935New |
$191K - $214K
|
935
$223K
|
|
|
May 13, 2024
Q1 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
935New |
$191K - $214K
|
935
$223K
|