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
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
1.16K+ 8.15% |
$245K - $264K
|
15.4K
$3.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.16K+ 7.11% |
$245K - $263K
|
17.5K
$4.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.16K+ 5.16% |
$244K - $263K
|
23.6K
$5.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
1.15KNew |
$243K - $262K
|
1.15K
$277K
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.15K+ 6.74% |
$242K - $261K
|
18.2K
$4.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
1.14KNew |
$240K - $259K
|
1.14K
$274K
|
|
|
Jul 18, 2024
Q2 2024
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
1.14K+ 2.42% |
$240K - $258K
|
48.2K
$11.6M
|
|
|
Jul 30, 2024
Q2 2024
|
G&S Capital LLC
|
BUY
|
- |
1.14KNew |
$240K - $258K
|
1.14K
$273K
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
1.14K+ 9.53% |
$240K - $258K
|
13.1K
$3.14M
|
|
|
Jul 23, 2024
Q2 2024
|
Burns J W & CO Inc
|
BUY
|
- |
1.14KNew |
$240K - $258K
|
1.14K
$273K
|
|
|
Jul 22, 2024
Q2 2024
|
Essex LLC
|
BUY
|
- |
1.13K+ 123.34% |
$238K - $257K
|
2.05K
$492K
|
|
|
Jul 18, 2024
Q2 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.13K+ 3.75% |
$238K - $256K
|
31.2K
$7.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.13K+ 7.82% |
$238K - $256K
|
15.5K
$3.73M
|
|
|
Jul 25, 2024
Q2 2024
|
Retirement Solution Inc.
|
BUY
|
- |
1.12KNew |
$236K - $255K
|
1.12K
$269K
|
|
|
Jul 18, 2024
Q2 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
1.12K+ 6.02% |
$236K - $254K
|
19.7K
$4.73M
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
BUY
|
- |
1.11KNew |
$233K - $251K
|
1.11K
$266K
|
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
1.11KNew |
$233K - $251K
|
1.11K
$265K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1.1K+ 14.57% |
$232K - $249K
|
8.64K
$2.07M
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
1.1K+ 44.84% |
$231K - $248K
|
3.54K
$849K
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.09K+ 85.1% |
$230K - $248K
|
2.37K
$570K
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.09K+ 61.75% |
$229K - $247K
|
2.85K
$684K
|
|
|
Jul 22, 2024
Q2 2024
|
Signify Wealth
|
BUY
|
- |
1.09KNew |
$229K - $246K
|
1.09K
$260K
|
|
|
Jul 15, 2024
Q2 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
1.08KNew |
$228K - $246K
|
1.08K
$260K
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.08KNew |
$228K - $245K
|
1.08K
$259K
|
|
|
Jul 30, 2024
Q2 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
1.07K+ 0.93% |
$226K - $244K
|
116K
$27.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
1.07KNew |
$224K - $242K
|
1.07K
$256K
|
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1.06KNew |
$224K - $241K
|
1.06K
$255K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.06K+ 2.6% |
$223K - $240K
|
41.8K
$10M
|
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1.06K+ 27.4% |
$222K - $239K
|
4.91K
$1.18M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
1.05K+ 22.48% |
$222K - $239K
|
5.73K
$1.38M
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
1.05K+ 43.25% |
$221K - $238K
|
3.48K
$835K
|
|
|
Aug 01, 2024
Q2 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.04KNew |
$219K - $236K
|
1.04K
$250K
|
|
|
Aug 12, 2024
Q2 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
1.04K+ 1.1% |
$219K - $236K
|
95.9K
$23M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.04K+ 4.97% |
$218K - $235K
|
21.9K
$5.25M
|
|
|
Jul 24, 2024
Q2 2024
|
Bck Partners, Inc.
|
BUY
|
- |
1.03K+ 1.04% |
$218K - $234K
|
100K
$24M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.02K+ 8.35% |
$215K - $232K
|
13.3K
$3.18M
|
|
|
Aug 05, 2024
Q2 2024
|
Brio Consultants, LLC
|
BUY
|
- |
1.02K+ 12.31% |
$215K - $232K
|
9.32K
$2.24M
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.01K+ 30.42% |
$213K - $229K
|
4.33K
$1.04M
|
|
|
Jul 26, 2024
Q2 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
1.01K+ 23.87% |
$212K - $228K
|
5.22K
$1.25M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1K+ 5.02% |
$212K - $228K
|
21K
$5.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1KNew |
$211K - $227K
|
1K
$240K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
994+ 98.12% |
$209K - $226K
|
2.01K
$482K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
994+ 11.76% |
$209K - $226K
|
9.45K
$2.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
994+ 0.85% |
$209K - $226K
|
118K
$28.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
992+ 1.36% |
$209K - $225K
|
74.2K
$17.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
988New |
$208K - $224K
|
988
$237K
|
|
|
Jul 31, 2024
Q2 2024
|
Strategic Equity Management
|
BUY
|
- |
987New |
$208K - $224K
|
987
$237K
|
|
|
Jul 24, 2024
Q2 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
985+ 4.07% |
$208K - $224K
|
25.2K
$6.04M
|
|
|
Jul 29, 2024
Q2 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
978+ 0.59% |
$206K - $222K
|
166K
$39.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
966+ 1.98% |
$204K - $219K
|
49.7K
$11.9M
|