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 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-200- 2.83% |
$43K - $47.5K
|
6.86K
$1.42M
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-207- 10.35% |
$44.5K - $49.2K
|
1.79K
$372K
|
|
Oct 24, 2024
Q3 2024
|
Geometric Wealth Advisors
|
SELL
|
- |
-208- 5.58% |
$44.7K - $49.4K
|
3.52K
$731K
|
|
Oct 02, 2024
Q3 2024
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-209- 0.61% |
$44.9K - $49.7K
|
34.3K
$7.12M
|
|
Oct 07, 2024
Q3 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-211- 19.46% |
$45.3K - $50.2K
|
873
$181K
|
|
Feb 20, 2025
Q3 2024
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-211- 14.3% |
$45.3K - $50.2K
|
1.27K
$263K
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-214- 5.97% |
$46K - $50.9K
|
3.37K
$700K
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-215- 17.49% |
$46.2K - $51.1K
|
1.01K
$211K
|
|
Oct 16, 2024
Q3 2024
|
Mayport, LLC
|
SELL
|
- |
-217- 1.27% |
$46.6K - $51.6K
|
16.8K
$3.49M
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-217- 7.83% |
$46.6K - $51.6K
|
2.56K
$531K
|
|
Oct 24, 2024
Q3 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-218- 1.03% |
$46.8K - $51.8K
|
21K
$4.37M
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-218- 2.58% |
$46.8K - $51.8K
|
8.22K
$1.71M
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-223- 0.48% |
$47.9K - $53K
|
46K
$9.56M
|
|
Oct 02, 2024
Q3 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-225- 0.65% |
$48.3K - $53.5K
|
34.4K
$7.15M
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-229- 8.92% |
$49.2K - $54.4K
|
2.34K
$486K
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-230- 4.0% |
$49.4K - $54.7K
|
5.52K
$1.15M
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
SELL
|
- |
-233- 3.06% |
$50K - $55.4K
|
7.39K
$1.53M
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-233- 0.25% |
$50K - $55.4K
|
93.4K
$19.4M
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-233- 4.9% |
$50K - $55.4K
|
4.52K
$939K
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-233- 9.4% |
$50K - $55.4K
|
2.25K
$466K
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-233- 2.35% |
$50K - $55.4K
|
9.69K
$2.01M
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-239- 1.68% |
$51.3K - $56.8K
|
14K
$2.9M
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-245- 3.29% |
$52.6K - $58.2K
|
7.19K
$1.49M
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-247- 9.56% |
$53K - $58.7K
|
2.34K
$485K
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-250- 12.46% |
$53.7K - $59.4K
|
1.76K
$365K
|
|
Nov 14, 2024
Q3 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-250- 9.66% |
$53.7K - $59.4K
|
2.34K
$485K
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-252- 1.91% |
$54.1K - $59.9K
|
12.9K
$2.68M
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-253- 7.97% |
$54.3K - $60.1K
|
2.92K
$607K
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-255- 7.11% |
$54.8K - $60.6K
|
3.33K
$692K
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-257- 9.09% |
$55.2K - $61.1K
|
2.57K
$533K
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-258- 0.31% |
$55.4K - $61.3K
|
82.8K
$17.2M
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-259- 22.46% |
$55.6K - $61.6K
|
894
$186K
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-260- 0.79% |
$55.8K - $61.8K
|
32.4K
$6.74M
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-261- 2.38% |
$56.1K - $62K
|
10.7K
$2.22M
|
|
Oct 15, 2024
Q3 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-265- 0.54% |
$56.9K - $63K
|
48.8K
$10.1M
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-275- 1.0% |
$59.1K - $65.4K
|
27.1K
$5.63M
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-276- 1.1% |
$59.3K - $65.6K
|
24.8K
$5.14M
|
|
Nov 07, 2024
Q3 2024
|
Planning Directions Inc
|
SELL
|
- |
-278- 7.17% |
$59.7K - $66.1K
|
3.6K
$747K
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-280- 20.82% |
$60.1K - $66.6K
|
1.07K
$221K
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-283- 4.74% |
$60.8K - $67.3K
|
5.69K
$1.18M
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-285- 6.77% |
$61.2K - $67.8K
|
3.93K
$815K
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-287- 24.43% |
$61.6K - $68.2K
|
888
$184K
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-288- 1.37% |
$61.9K - $68.5K
|
20.7K
$4.3M
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-290- 12.61% |
$62.3K - $68.9K
|
2.01K
$417K
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-293- 16.99% |
$62.9K - $69.7K
|
1.43K
$297K
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-295- 3.88% |
$63.4K - $70.1K
|
7.32K
$1.52M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-298- 1.29% |
$64K - $70.8K
|
22.9K
$4.75M
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-300- 2.25% |
$64.4K - $71.3K
|
13K
$2.71M
|
|
Dec 31, 2024
Q3 2024
|
Penney Financial, LLC
Houston, TX |
SELL
|
- |
-300- 1.12% |
$64.4K - $71.3K
|
26.6K
$5.52M
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-302- 2.73% |
$64.9K - $71.8K
|
10.8K
$2.23M
|