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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
269+ 8.83% |
$57.8K - $63.9K
|
3.31K
$789K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
268+ 12.21% |
$57.6K - $63.7K
|
2.46K
$586K
|
|
|
Nov 07, 2024
Q3 2024
|
My Wealth Management Inc.
|
BUY
|
- |
267+ 1.58% |
$57.3K - $63.5K
|
17.2K
$4.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
265+ 18.53% |
$56.9K - $63K
|
1.7K
$404K
|
|
|
Nov 08, 2024
Q3 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
264+ 2.58% |
$56.7K - $62.8K
|
10.5K
$2.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
264+ 2.17% |
$56.7K - $62.8K
|
12.4K
$2.96M
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
262+ 9.37% |
$56.3K - $62.3K
|
3.06K
$728K
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
262+ 0.89% |
$56.3K - $62.3K
|
29.7K
$7.08M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
261+ 4.76% |
$56.1K - $62K
|
5.74K
$1.37M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
260+ 20.9% |
$55.8K - $61.8K
|
1.5K
$358K
|
|
|
Oct 09, 2024
Q3 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
258+ 0.19% |
$55.4K - $61.3K
|
137K
$32.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
255+ 6.87% |
$54.8K - $60.6K
|
3.97K
$945K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
253New |
$54.3K - $60.1K
|
253
$60.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
253+ 1.5% |
$54.3K - $60.1K
|
17.1K
$4.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
252+ 3.45% |
$54.1K - $59.9K
|
7.57K
$1.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
250+ 17.23% |
$53.7K - $59.4K
|
1.7K
$405K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
250+ 12.94% |
$53.7K - $59.4K
|
2.18K
$520K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
247+ 4.59% |
$53K - $58.7K
|
5.63K
$1.34M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
246+ 14.07% |
$52.8K - $58.5K
|
2K
$475K
|
|
|
Oct 23, 2024
Q3 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
243+ 0.64% |
$52.2K - $57.8K
|
38.2K
$9.09M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
243+ 13.17% |
$52.2K - $57.8K
|
2.09K
$497K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
242New |
$52K - $57.5K
|
242
$57.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
242+ 16.23% |
$52K - $57.5K
|
1.73K
$413K
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
240+ 20.05% |
$51.5K - $57.1K
|
1.44K
$342K
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
240+ 1.9% |
$51.5K - $57.1K
|
12.9K
$3.07M
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
238+ 0.73% |
$51.1K - $56.6K
|
32.7K
$7.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
235+ 15.43% |
$50.5K - $55.9K
|
1.76K
$419K
|
|
|
Oct 16, 2024
Q3 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
230+ 2.02% |
$49.4K - $54.7K
|
11.6K
$2.76M
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
230+ 37.83% |
$49.4K - $54.7K
|
838
$200K
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
229+ 17.64% |
$49.2K - $54.4K
|
1.53K
$364K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
BUY
|
- |
227+ 1.08% |
$48.8K - $54K
|
21.3K
$5.07M
|
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
227+ 5.39% |
$48.8K - $54K
|
4.44K
$1.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
226+ 4.35% |
$48.5K - $53.7K
|
5.42K
$1.29M
|
|
|
Oct 07, 2024
Q3 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
223+ 7.08% |
$47.9K - $53K
|
3.37K
$803K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
223+ 8.43% |
$47.9K - $53K
|
2.87K
$683K
|
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
BUY
|
- |
223+ 13.25% |
$47.9K - $53K
|
1.91K
$454K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
223+ 1.61% |
$47.9K - $53K
|
14.1K
$3.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
221+ 6.27% |
$47.5K - $52.5K
|
3.75K
$892K
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
BUY
|
- |
220+ 5.65% |
$47.2K - $52.3K
|
4.11K
$980K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
218+ 4.63% |
$46.8K - $51.8K
|
4.92K
$1.17M
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
216+ 3.87% |
$46.4K - $51.3K
|
5.8K
$1.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
213+ 5.43% |
$45.7K - $50.6K
|
4.14K
$985K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
205+ 1.71% |
$44K - $48.7K
|
12.2K
$2.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
204+ 7.74% |
$43.8K - $48.5K
|
2.84K
$676K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
202+ 2.4% |
$43.4K - $48K
|
8.62K
$2.05M
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
200+ 5.06% |
$43K - $47.5K
|
4.15K
$989K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
199New |
$42.7K - $47.3K
|
199
$47.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
199+ 17.36% |
$42.7K - $47.3K
|
1.35K
$320K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
197+ 1.45% |
$42.3K - $46.8K
|
13.8K
$3.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
BUY
|
- |
196+ 5.68% |
$42.1K - $46.6K
|
3.64K
$868K
|