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 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
78+ 1.04% |
$16.4K - $17.7K
|
7.56K
$1.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
77+ 1.03% |
$16.2K - $17.5K
|
7.57K
$1.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
77+ 1.33% |
$16.2K - $17.5K
|
5.87K
$1.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Capital City Trust CO
|
BUY
|
- |
77+ 2.38% |
$16.2K - $17.5K
|
3.32K
$790K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
76New |
$16K - $17.2K
|
76
$18.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
75+ 1.56% |
$15.8K - $17K
|
4.9K
$1.17M
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
75+ 0.68% |
$15.8K - $17K
|
11.1K
$2.64M
|
|
|
Jul 26, 2024
Q2 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
73+ 0.25% |
$15.4K - $16.6K
|
28.8K
$6.87M
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
69New |
$14.5K - $15.7K
|
69
$16.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
69+ 5.81% |
$14.5K - $15.7K
|
1.26K
$299K
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
69+ 1.18% |
$14.5K - $15.7K
|
5.93K
$1.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
67+ 0.57% |
$14.1K - $15.2K
|
11.7K
$2.79M
|
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
BUY
|
- |
66+ 1.91% |
$13.9K - $15K
|
3.53K
$840K
|
|
|
Aug 08, 2024
Q2 2024
|
Meritage Portfolio Management
|
BUY
|
- |
65+ 1.92% |
$13.7K - $14.8K
|
3.45K
$821K
|
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
64New |
$13.5K - $14.5K
|
64
$15.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
63+ 0.96% |
$13.3K - $14.3K
|
6.59K
$1.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
62+ 1.92% |
$13.1K - $14.1K
|
3.3K
$785K
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
61+ 2.75% |
$12.9K - $13.8K
|
2.28K
$542K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
61+ 0.22% |
$12.9K - $13.8K
|
27.6K
$6.57M
|
|
|
Jul 05, 2024
Q2 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
59+ 0.12% |
$12.4K - $13.4K
|
49K
$11.7M
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
59+ 2.37% |
$12.4K - $13.4K
|
2.55K
$606K
|
|
|
Jul 25, 2024
Q2 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
58+ 2.22% |
$12.2K - $13.2K
|
2.67K
$636K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
58+ 966.67% |
$12.2K - $13.2K
|
64
$15.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
55New |
$11.6K - $12.5K
|
55
$13.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
54+ 12.11% |
$11.4K - $12.3K
|
500
$119K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
54+ 11.07% |
$11.4K - $12.3K
|
542
$129K
|
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
54+ 0.86% |
$11.4K - $12.3K
|
6.34K
$1.51M
|
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
BUY
|
- |
53+ 3.59% |
$11.2K - $12K
|
1.53K
$364K
|
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
52New |
$11K - $11.8K
|
52
$12.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Bath Savings Trust CO
|
BUY
|
- |
52+ 1.83% |
$11K - $11.8K
|
2.9K
$691K
|
|
|
Jul 18, 2024
Q2 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
52+ 0.28% |
$11K - $11.8K
|
18.8K
$4.47M
|
|
|
Oct 09, 2024
Q2 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
52+ 0.25% |
$11K - $11.8K
|
20.8K
$4.96M
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
50+ 4.12% |
$10.5K - $11.3K
|
1.26K
$301K
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
50+ 5.79% |
$10.5K - $11.3K
|
913
$217K
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
46+ 2.04% |
$9.69K - $10.4K
|
2.3K
$547K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
45+ 6.12% |
$9.48K - $10.2K
|
780
$186K
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
45+ 4.41% |
$9.48K - $10.2K
|
1.07K
$254K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
45+ 0.43% |
$9.48K - $10.2K
|
10.5K
$2.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
44+ 2.93% |
$9.27K - $9.99K
|
1.55K
$369K
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
44+ 3.69% |
$9.27K - $9.99K
|
1.24K
$295K
|
|
|
Aug 15, 2024
Q2 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
43+ 1.91% |
$9.06K - $9.76K
|
2.3K
$547K
|
|
|
Aug 16, 2024
Q2 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
43+ 3.73% |
$9.06K - $9.76K
|
1.2K
$285K
|
|
|
Jul 18, 2024
Q2 2024
|
Refined Wealth Management
|
BUY
|
- |
42+ 0.69% |
$8.85K - $9.53K
|
6.13K
$1.46M
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
42+ 4.53% |
$8.85K - $9.53K
|
969
$231K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
41+ 62.12% |
$8.64K - $9.3K
|
107
$25.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
40+ 0.94% |
$8.43K - $9.08K
|
4.3K
$1.02M
|
|
|
Jul 18, 2024
Q2 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
40+ 0.1% |
$8.43K - $9.08K
|
41.3K
$9.85M
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
40New |
$8.43K - $9.08K
|
40
$9.52K
|
|
|
Jul 30, 2024
Q2 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
40+ 1.0% |
$8.43K - $9.08K
|
4.04K
$962K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
39+ 4.44% |
$8.22K - $8.85K
|
917
$218K
|