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 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-894- 3.39% |
$192K - $213K
|
25.5K
$6.06M
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-902- 1.52% |
$194K - $214K
|
58.4K
$13.9M
|
|
Oct 29, 2024
Q3 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-909- 3.68% |
$195K - $216K
|
23.8K
$5.66M
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-920- 14.27% |
$198K - $219K
|
5.53K
$1.32M
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-923- 2.02% |
$198K - $219K
|
44.8K
$10.7M
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-929- 25.12% |
$200K - $221K
|
2.77K
$659K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-934- 5.44% |
$201K - $222K
|
16.2K
$3.86M
|
|
Oct 15, 2024
Q3 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-945- 15.36% |
$203K - $225K
|
5.21K
$1.24M
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-948- 14.86% |
$204K - $225K
|
5.43K
$1.29M
|
|
Oct 22, 2024
Q3 2024
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-953- 21.23% |
$205K - $227K
|
3.54K
$842K
|
|
Oct 07, 2024
Q3 2024
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-961- 13.7% |
$206K - $228K
|
6.05K
$1.44M
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
SELL
|
- |
-978- 2.06% |
$210K - $232K
|
46.5K
$11.1M
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-984- 6.81% |
$211K - $234K
|
13.5K
$3.21M
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-993- 7.93% |
$213K - $236K
|
11.5K
$2.75M
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1K- 5.72% |
$215K - $238K
|
16.5K
$3.93M
|
|
Oct 31, 2024
Q3 2024
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-1K- 0.35% |
$215K - $238K
|
285K
$67.8M
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-1.03K- 2.67% |
$222K - $246K
|
37.6K
$8.96M
|
|
Nov 13, 2024
Q3 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-1.04K- 0.7% |
$224K - $247K
|
148K
$35.3M
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.05K- 30.19% |
$226K - $250K
|
2.43K
$578K
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.07K- 36.86% |
$229K - $253K
|
1.83K
$435K
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.07K- 1.58% |
$230K - $255K
|
66.5K
$15.8M
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.08K- 38.52% |
$231K - $256K
|
1.72K
$409K
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-1.08K- 3.03% |
$233K - $258K
|
34.7K
$8.26M
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.09K- 5.17% |
$235K - $260K
|
20.1K
$4.77M
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.1K- 1.1% |
$235K - $260K
|
98.8K
$23.5M
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.1K- 4.5% |
$236K - $261K
|
23.3K
$5.56M
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.11K- 0.97% |
$239K - $265K
|
113K
$27M
|
|
Nov 05, 2024
Q3 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-1.13K- 4.93% |
$242K - $268K
|
21.7K
$5.17M
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.15K- 2.16% |
$246K - $272K
|
52K
$12.4M
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.15K- 9.72% |
$246K - $273K
|
10.7K
$2.54M
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.15K- 51.78% |
$247K - $273K
|
1.07K
$255K
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-1.16K- 7.08% |
$248K - $275K
|
15.2K
$3.61M
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-1.16K- 9.72% |
$249K - $276K
|
10.8K
$2.57M
|
|
Oct 30, 2024
Q3 2024
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-1.18K- 4.01% |
$252K - $279K
|
28.1K
$6.69M
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.19K- 3.31% |
$256K - $283K
|
34.8K
$8.28M
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-1.23K- 44.95% |
$264K - $292K
|
1.5K
$358K
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.23K- 5.78% |
$264K - $292K
|
20K
$4.76M
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-1.24K- 15.68% |
$265K - $294K
|
6.65K
$1.58M
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-1.25K- 48.34% |
$269K - $298K
|
1.34K
$319K
|
|
Nov 06, 2024
Q3 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-1.26K- 3.52% |
$270K - $298K
|
34.4K
$8.19M
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.28K- 12.72% |
$276K - $305K
|
8.81K
$2.1M
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.29K- 1.7% |
$277K - $306K
|
74.6K
$17.8M
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-1.39K- 61.94% |
$297K - $329K
|
851
$203K
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.4K- 12.37% |
$301K - $334K
|
9.94K
$2.37M
|
|
Nov 13, 2024
Q3 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1.43K- 2.95% |
$308K - $341K
|
47.1K
$11.2M
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-1.46K- 18.58% |
$314K - $348K
|
6.41K
$1.53M
|
|
Nov 12, 2024
Q3 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.48K- 31.52% |
$317K - $351K
|
3.21K
$763K
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-1.48K- 44.15% |
$317K - $351K
|
1.87K
$445K
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-1.51K- 7.25% |
$325K - $359K
|
19.3K
$4.6M
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.53K- 16.02% |
$329K - $364K
|
8.02K
$1.91M
|