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 |
---|---|---|---|---|---|---|---|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
125+ 1.09% |
$26.3K - $28.4K
|
11.6K
$2.77M
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
124New |
$26.1K - $28.1K
|
124
$29.5K
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
BUY
|
- |
120+ 4.1% |
$25.3K - $27.2K
|
3.05K
$725K
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
120+ 40.0% |
$25.3K - $27.2K
|
420
$100K
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
119+ 3.27% |
$25.1K - $27K
|
3.75K
$894K
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
119+ 7.02% |
$25.1K - $27K
|
1.81K
$432K
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
119+ 1.01% |
$25.1K - $27K
|
11.9K
$2.84M
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
119+ 0.3% |
$25.1K - $27K
|
40.1K
$9.55M
|
|
Aug 14, 2024
Q2 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
119+ 1.18% |
$25.1K - $27K
|
10.2K
$2.44M
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
119+ 7.02% |
$25.1K - $27K
|
1.81K
$432K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
118New |
$24.9K - $26.8K
|
118
$28.1K
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
BUY
|
- |
117+ 5.05% |
$24.7K - $26.6K
|
2.44K
$580K
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
116+ 1.24% |
$24.4K - $26.3K
|
9.48K
$2.26M
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
115+ 4.68% |
$24.2K - $26.1K
|
2.57K
$612K
|
|
Jul 12, 2024
Q2 2024
|
Eclectic Associates Inc
|
BUY
|
- |
114+ 1.52% |
$24K - $25.9K
|
7.64K
$1.82M
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
114+ 1.59% |
$24K - $25.9K
|
7.3K
$1.74M
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
112New |
$23.6K - $25.4K
|
112
$26.7K
|
|
Jul 22, 2024
Q2 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
110+ 0.61% |
$23.2K - $25K
|
18.2K
$4.34M
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
109+ 2.17% |
$23K - $24.7K
|
5.13K
$1.22M
|
|
Aug 02, 2024
Q2 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
109+ 3.29% |
$23K - $24.7K
|
3.42K
$814K
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
109+ 3.42% |
$23K - $24.7K
|
3.29K
$784K
|
|
Aug 02, 2024
Q2 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
107+ 5.81% |
$22.6K - $24.3K
|
1.95K
$464K
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
106+ 2.59% |
$22.3K - $24.1K
|
4.19K
$998K
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
106+ 2.59% |
$22.3K - $24.1K
|
4.19K
$998K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
101New |
$21.3K - $22.9K
|
101
$24.1K
|
|
Jul 19, 2024
Q2 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
100+ 10.35% |
$21.1K - $22.7K
|
1.07K
$254K
|
|
Aug 14, 2024
Q2 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
99+ 3.2% |
$20.9K - $22.5K
|
3.19K
$760K
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
96+ 8.36% |
$20.2K - $21.8K
|
1.24K
$296K
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
95+ 4.33% |
$20K - $21.6K
|
2.29K
$545K
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
94+ 1.45% |
$19.8K - $21.3K
|
6.58K
$1.57M
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
94+ 1.28% |
$19.8K - $21.3K
|
7.46K
$1.78M
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
93+ 2.26% |
$19.6K - $21.1K
|
4.21K
$1M
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
93+ 5.26% |
$19.6K - $21.1K
|
1.86K
$443K
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
92+ 3.12% |
$19.4K - $20.9K
|
3.05K
$725K
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
91+ 0.62% |
$19.2K - $20.7K
|
14.7K
$3.49M
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
91+ 6.34% |
$19.2K - $20.7K
|
1.53K
$364K
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
90+ 0.71% |
$19K - $20.4K
|
12.8K
$3.05M
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
89+ 4.76% |
$18.8K - $20.2K
|
1.96K
$467K
|
|
Jul 29, 2024
Q2 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
83+ 0.4% |
$17.5K - $18.8K
|
20.9K
$4.99M
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
83+ 6.62% |
$17.5K - $18.8K
|
1.34K
$318K
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
82+ 8.44% |
$17.3K - $18.6K
|
1.05K
$251K
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
82+ 36.61% |
$17.3K - $18.6K
|
306
$72.9K
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
80+ 3.99% |
$16.9K - $18.2K
|
2.08K
$496K
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
BUY
|
- |
80+ 0.32% |
$16.9K - $18.2K
|
25K
$5.96M
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
80New |
$16.9K - $18.2K
|
80
$19K
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
79+ 0.92% |
$16.7K - $17.9K
|
8.7K
$2.07M
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
79+ 0.27% |
$16.7K - $17.9K
|
29.7K
$7.08M
|
|
Aug 09, 2024
Q2 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
79+ 154.9% |
$16.7K - $17.9K
|
130
$31K
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
BUY
|
- |
78+ 0.99% |
$16.4K - $17.7K
|
7.96K
$1.89M
|
|
Jul 08, 2024
Q2 2024
|
Fc Advisory LLC
|
BUY
|
- |
78+ 2.54% |
$16.4K - $17.7K
|
3.15K
$750K
|