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 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-13- 1.11% |
$2.79K - $3.09K
|
1.16K
$291K
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-13- 0.21% |
$2.79K - $3.09K
|
6.31K
$1.59M
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-14- 1.14% |
$3.01K - $3.33K
|
1.22K
$306K
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-14- 0.17% |
$3.01K - $3.33K
|
8.43K
$2.12M
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-14- 0.72% |
$3.01K - $3.33K
|
1.94K
$487K
|
|
Nov 13, 2024
Q3 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-14- 0.34% |
$3.01K - $3.33K
|
4.08K
$1.03M
|
|
Nov 14, 2024
Q3 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-14- 0.2% |
$3.01K - $3.33K
|
6.9K
$1.74M
|
|
Oct 09, 2024
Q3 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-15- 1.43% |
$3.22K - $3.57K
|
1.04K
$261K
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-15- 0.35% |
$3.22K - $3.57K
|
4.28K
$1.08M
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-15- 0.85% |
$3.22K - $3.57K
|
1.75K
$439K
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-15- 0.27% |
$3.22K - $3.57K
|
5.48K
$1.38M
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-15- 0.33% |
$3.22K - $3.57K
|
4.51K
$1.14M
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
SELL
|
- |
-16- 1.16% |
$3.44K - $3.8K
|
1.37K
$344K
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-16- 1.17% |
$3.44K - $3.8K
|
1.35K
$341K
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-16- 0.4% |
$3.44K - $3.8K
|
4.01K
$1.01M
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
SELL
|
- |
-16- 0.47% |
$3.44K - $3.8K
|
3.38K
$851K
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-16- 0.22% |
$3.44K - $3.8K
|
7.35K
$1.85M
|
|
Nov 07, 2024
Q3 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
SELL
|
- |
-16- 1.12% |
$3.44K - $3.8K
|
1.41K
$356K
|
|
Oct 07, 2024
Q3 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-17- 0.03% |
$3.65K - $4.04K
|
64.8K
$16.3M
|
|
Oct 17, 2024
Q3 2024
|
Pachira Investments Inc.
|
SELL
|
- |
-17- 0.56% |
$3.65K - $4.04K
|
3.01K
$758K
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-17- 0.31% |
$3.65K - $4.04K
|
5.53K
$1.39M
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-18- 1.4% |
$3.87K - $4.28K
|
1.27K
$320K
|
|
Nov 12, 2024
Q3 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-18- 0.53% |
$3.87K - $4.28K
|
3.4K
$857K
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-18- 3.32% |
$3.87K - $4.28K
|
524
$132K
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-19- 1.13% |
$4.08K - $4.52K
|
1.66K
$418K
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
SELL
|
- |
-19- 9.55% |
$4.08K - $4.52K
|
180
$45.3K
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-20- 0.09% |
$4.3K - $4.75K
|
22.2K
$5.59M
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-20- 1.1% |
$4.3K - $4.75K
|
1.79K
$452K
|
|
Nov 12, 2024
Q3 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-20- 0.16% |
$4.3K - $4.75K
|
12.3K
$3.09M
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-21- 0.18% |
$4.51K - $4.99K
|
11.8K
$2.96M
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-22- 16.06% |
$4.72K - $5.23K
|
115
$29K
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-22- 0.12% |
$4.72K - $5.23K
|
17.7K
$4.46M
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-22- 1.7% |
$4.72K - $5.23K
|
1.27K
$321K
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-22- 1.6% |
$4.72K - $5.23K
|
1.36K
$341K
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-22- 1.42% |
$4.72K - $5.23K
|
1.52K
$383K
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-22- 0.3% |
$4.72K - $5.23K
|
7.43K
$1.87M
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-23- 2.52% |
$4.94K - $5.47K
|
890
$224K
|
|
Nov 04, 2024
Q3 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-23- 0.8% |
$4.94K - $5.47K
|
2.85K
$716K
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-24- 0.94% |
$5.15K - $5.71K
|
2.54K
$639K
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-24- 1.41% |
$5.15K - $5.71K
|
1.68K
$423K
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-24- 0.66% |
$5.15K - $5.71K
|
3.59K
$905K
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-24- 25.0% |
$5.15K - $5.71K
|
72
$18.1K
|
|
Nov 08, 2024
Q3 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-24- 0.83% |
$5.15K - $5.71K
|
2.86K
$719K
|
|
Nov 08, 2024
Q3 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-24- 1.21% |
$5.15K - $5.71K
|
1.96K
$493K
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-24- 31.58% |
$5.15K - $5.71K
|
52
$13.1K
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-24- 0.32% |
$5.15K - $5.71K
|
7.43K
$1.87M
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-25- 1.52% |
$5.37K - $5.94K
|
1.62K
$409K
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-25- 17.36% |
$5.37K - $5.94K
|
119
$30K
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
SELL
|
- |
-25- 0.1% |
$5.37K - $5.94K
|
24.7K
$6.21M
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-25- 0.2% |
$5.37K - $5.94K
|
12.4K
$3.12M
|