Purchases and Sales Made in Q3 2024 in Vanguard Small Cap ETF (VB)
This table provides information about the institutional ownership of Vanguard Small Cap ETF (VB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
648+ 4.17% |
$139K - $154K
|
16.2K
$3.86M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
645+ 14.31% |
$139K - $153K
|
5.15K
$1.23M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
640+ 3.28% |
$137K - $152K
|
20.2K
$4.8M
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
636+ 27.72% |
$137K - $151K
|
2.93K
$698K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
631New |
$136K - $150K
|
631
$150K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
630+ 2.97% |
$135K - $150K
|
21.8K
$5.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
630+ 19.33% |
$135K - $150K
|
3.89K
$926K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
627+ 9.51% |
$135K - $149K
|
7.22K
$1.72M
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
626+ 3.34% |
$134K - $149K
|
19.4K
$4.62M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
626+ 0.36% |
$134K - $149K
|
173K
$41.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
621+ 1.75% |
$133K - $148K
|
36.1K
$8.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
613+ 5.28% |
$132K - $146K
|
12.2K
$2.91M
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
608+ 50.46% |
$131K - $145K
|
1.81K
$432K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
606+ 644.68% |
$130K - $144K
|
700
$167K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
603+ 29.4% |
$130K - $143K
|
2.65K
$632K
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
600+ 14.36% |
$129K - $143K
|
4.78K
$1.14M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
597+ 20.69% |
$128K - $142K
|
3.48K
$829K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
596+ 10.57% |
$128K - $142K
|
6.23K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
594+ 2.25% |
$128K - $141K
|
27K
$6.42M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
585+ 21.95% |
$126K - $139K
|
3.25K
$774K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
581+ 0.84% |
$125K - $138K
|
70.1K
$16.7M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
580+ 3.65% |
$125K - $138K
|
16.5K
$3.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
578+ 1.27% |
$124K - $137K
|
46K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
573+ 5.31% |
$123K - $136K
|
11.4K
$2.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
572+ 6.11% |
$123K - $136K
|
9.94K
$2.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
568+ 0.46% |
$122K - $135K
|
125K
$29.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
563+ 8.32% |
$121K - $134K
|
7.33K
$1.75M
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
561+ 40.56% |
$120K - $133K
|
1.94K
$463K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
559+ 2.51% |
$120K - $133K
|
22.8K
$5.44M
|
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
555+ 15.69% |
$119K - $132K
|
4.09K
$974K
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
553+ 18.61% |
$119K - $131K
|
3.52K
$839K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
552+ 94.85% |
$119K - $131K
|
1.13K
$270K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
548+ 1.1% |
$118K - $130K
|
50.3K
$12M
|
|
|
Oct 23, 2024
Q3 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
545+ 1.42% |
$117K - $130K
|
39K
$9.29M
|
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
542+ 29.19% |
$116K - $129K
|
2.4K
$571K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
541+ 4.0% |
$116K - $129K
|
14.1K
$3.35M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
540+ 2.15% |
$116K - $128K
|
25.7K
$6.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
540+ 9.46% |
$116K - $128K
|
6.25K
$1.49M
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
534+ 5.76% |
$115K - $127K
|
9.81K
$2.34M
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
533+ 1045.1% |
$114K - $127K
|
584
$139K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
532+ 2.8% |
$114K - $126K
|
19.5K
$4.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
529+ 1.6% |
$114K - $126K
|
33.5K
$7.98M
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
522+ 11.82% |
$112K - $124K
|
4.94K
$1.18M
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
519+ 6.38% |
$111K - $123K
|
8.65K
$2.06M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
518+ 1.29% |
$111K - $123K
|
40.6K
$9.67M
|
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
516+ 1.19% |
$111K - $123K
|
44K
$10.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
511+ 2.38% |
$110K - $121K
|
22K
$5.24M
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
510+ 1.32% |
$110K - $121K
|
39.1K
$9.31M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
500+ 9.91% |
$107K - $119K
|
5.55K
$1.32M
|
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
495+ 27.76% |
$106K - $118K
|
2.28K
$542K
|