Purchases and Sales Made in Q2 2024 in Vanguard Small Cap ETF (VB)
This table provides information about the institutional ownership of Vanguard Small Cap ETF (VB) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
206+ 2.25% |
$43.4K - $46.7K
|
9.36K
$2.33M
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
205+ 20.08% |
$43.2K - $46.5K
|
1.23K
$305K
|
|
Aug 02, 2024
Q2 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
204+ 0.64% |
$43K - $46.3K
|
32K
$7.95M
|
|
Jul 25, 2024
Q2 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
201+ 3.65% |
$42.4K - $45.6K
|
5.71K
$1.42M
|
|
Aug 13, 2024
Q2 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
201+ 4.2% |
$42.4K - $45.6K
|
4.99K
$1.24M
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
200+ 14.97% |
$42.2K - $45.4K
|
1.54K
$382K
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
198+ 17.6% |
$41.7K - $44.9K
|
1.32K
$329K
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
198+ 2.98% |
$41.7K - $44.9K
|
6.84K
$1.7M
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
197+ 1.42% |
$41.5K - $44.7K
|
14K
$3.49M
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
196+ 0.28% |
$41.3K - $44.5K
|
69.4K
$17.2M
|
|
Jul 26, 2024
Q2 2024
|
Ti Trust, Inc
|
BUY
|
- |
196+ 1.04% |
$41.3K - $44.5K
|
19.1K
$4.74M
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
192+ 5.36% |
$40.5K - $43.6K
|
3.78K
$938K
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
191+ 5.97% |
$40.3K - $43.3K
|
3.39K
$843K
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
190New |
$40K - $43.1K
|
190
$47.2K
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
187New |
$39.4K - $42.4K
|
187
$46.5K
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
185+ 8.97% |
$39K - $42K
|
2.25K
$559K
|
|
Aug 13, 2024
Q2 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
180+ 1.02% |
$37.9K - $40.8K
|
17.8K
$4.43M
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
175+ 1.49% |
$36.9K - $39.7K
|
12K
$2.97M
|
|
Jul 31, 2024
Q2 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
175+ 9.9% |
$36.9K - $39.7K
|
1.94K
$483K
|
|
Dec 02, 2024
Q2 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
175+ 3.0% |
$36.9K - $39.7K
|
6.01K
$1.49M
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
173+ 1.88% |
$36.5K - $39.3K
|
9.37K
$2.33M
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
BUY
|
- |
171+ 0.27% |
$36K - $38.8K
|
64.2K
$15.9M
|
|
Aug 14, 2024
Q2 2024
|
Dagco, Inc.
|
BUY
|
- |
169+ 0.79% |
$35.6K - $38.4K
|
21.5K
$5.34M
|
|
Sep 26, 2024
Q2 2024
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
168+ 1.28% |
$35.4K - $38.1K
|
13.3K
$3.3M
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
166New |
$35K - $37.7K
|
166
$41.3K
|
|
Aug 09, 2024
Q2 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
163+ 1.17% |
$34.4K - $37K
|
14.1K
$3.5M
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
160+ 7.61% |
$33.7K - $36.3K
|
2.26K
$562K
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
160+ 9.09% |
$33.7K - $36.3K
|
1.92K
$477K
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
155+ 6.67% |
$32.7K - $35.2K
|
2.48K
$616K
|
|
Jul 30, 2024
Q2 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
155+ 8.01% |
$32.7K - $35.2K
|
2.09K
$519K
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
153+ 0.67% |
$32.2K - $34.7K
|
22.9K
$5.68M
|
|
Jul 16, 2024
Q2 2024
|
Riverview Trust CO
|
BUY
|
- |
152+ 4.83% |
$32K - $34.5K
|
3.3K
$819K
|
|
Oct 16, 2024
Q2 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
151+ 6.08% |
$31.8K - $34.3K
|
2.64K
$655K
|
|
Aug 12, 2024
Q2 2024
|
Middleton & CO Inc
|
BUY
|
- |
150+ 9.2% |
$31.6K - $34K
|
1.78K
$442K
|
|
Jul 11, 2024
Q2 2024
|
Carlson Capital Management
|
BUY
|
- |
149+ 4.1% |
$31.4K - $33.8K
|
3.78K
$939K
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
149+ 126.27% |
$31.4K - $33.8K
|
267
$66.4K
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
146+ 0.55% |
$30.8K - $33.1K
|
26.8K
$6.65M
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
144+ 12.28% |
$30.3K - $32.7K
|
1.32K
$327K
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
142+ 0.45% |
$29.9K - $32.2K
|
32K
$7.96M
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
142+ 6.12% |
$29.9K - $32.2K
|
2.46K
$612K
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
139+ 7.72% |
$29.3K - $31.5K
|
1.94K
$482K
|
|
Aug 13, 2024
Q2 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
139+ 3.7% |
$29.3K - $31.5K
|
3.9K
$968K
|
|
Jul 10, 2024
Q2 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
137+ 0.3% |
$28.9K - $31.1K
|
45.1K
$11.2M
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
136+ 4.95% |
$28.7K - $30.9K
|
2.89K
$717K
|
|
Jul 22, 2024
Q2 2024
|
Lincoln Capital LLC
|
BUY
|
- |
135+ 11.23% |
$28.5K - $30.6K
|
1.34K
$332K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
135+ 7.27% |
$28.5K - $30.6K
|
1.99K
$495K
|
|
Aug 02, 2024
Q2 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
135+ 13.93% |
$28.5K - $30.6K
|
1.1K
$274K
|
|
Jul 12, 2024
Q2 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
131+ 2.36% |
$27.6K - $29.7K
|
5.69K
$1.41M
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
131+ 1.43% |
$27.6K - $29.7K
|
9.28K
$2.31M
|
|
Jul 30, 2024
Q2 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
129+ 3.86% |
$27.2K - $29.3K
|
3.47K
$862K
|