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 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-1.55K- 13.06% |
$332K - $368K
|
10.3K
$2.45M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.56K- 0.82% |
$335K - $371K
|
188K
$44.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-1.57K- 17.97% |
$337K - $373K
|
7.15K
$1.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-1.57K- 2.31% |
$337K - $373K
|
66.3K
$15.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
SELL
|
- |
-1.58K- 3.99% |
$339K - $375K
|
38K
$9.04M
|
|
|
Oct 24, 2024
Q3 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-1.59K- 94.25% |
$341K - $378K
|
97
$23.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1.61K- 7.17% |
$345K - $382K
|
20.8K
$4.95M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.64K- 18.5% |
$352K - $390K
|
7.22K
$1.72M
|
|
|
Oct 03, 2024
Q3 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-1.65K- 14.68% |
$355K - $393K
|
9.6K
$2.29M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.66K- 2.33% |
$356K - $394K
|
69.3K
$16.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-1.68K- 26.9% |
$360K - $398K
|
4.55K
$1.08M
|
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-1.71K- 4.61% |
$367K - $406K
|
35.3K
$8.41M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-1.71K- 2.79% |
$368K - $407K
|
59.6K
$14.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-1.72K- 18.18% |
$369K - $408K
|
7.73K
$1.84M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.79K- 90.76% |
$384K - $425K
|
182
$43.3K
|
|
|
Oct 09, 2024
Q3 2024
|
Moller Financial Services
|
SELL
|
- |
-1.81K- 1.57% |
$389K - $431K
|
113K
$27M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.87K- 8.35% |
$402K - $445K
|
20.5K
$4.89M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.93K- 23.58% |
$414K - $459K
|
6.25K
$1.49M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-1.94K- 6.29% |
$418K - $462K
|
29K
$6.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.96K- 3.98% |
$421K - $466K
|
47.3K
$11.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2K- 2.77% |
$430K - $476K
|
70.4K
$16.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.03K- 64.47% |
$435K - $481K
|
1.12K
$266K
|
|
|
Nov 13, 2024
Q3 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-2.03K- 7.86% |
$436K - $482K
|
23.8K
$5.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.05K- 0.22% |
$440K - $488K
|
946K
$225M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.14K- 69.88% |
$459K - $508K
|
921
$219K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-2.21K- 21.09% |
$476K - $526K
|
8.29K
$1.97M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.24K- 5.99% |
$482K - $533K
|
35.2K
$8.38M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.35K- 2.64% |
$505K - $559K
|
86.7K
$20.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-2.36K- 16.68% |
$506K - $561K
|
11.8K
$2.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.38K- 5.68% |
$510K - $565K
|
39.5K
$9.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-2.4K- 1.66% |
$515K - $571K
|
142K
$33.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-2.4K- 4.91% |
$516K - $571K
|
46.5K
$11.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-2.42K- 5.49% |
$519K - $575K
|
41.7K
$9.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-2.44K- 6.0% |
$524K - $580K
|
38.3K
$9.11M
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-2.53K- 2.87% |
$543K - $601K
|
85.6K
$20.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-2.55K- 1.02% |
$547K - $605K
|
248K
$58.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-2.58K- 43.03% |
$555K - $614K
|
3.42K
$814K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.62K- 3.34% |
$562K - $622K
|
75.7K
$18M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.65K- 4.14% |
$569K - $629K
|
61.3K
$14.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-2.67K- 9.89% |
$573K - $634K
|
24.3K
$5.79M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.72K- 1.2% |
$583K - $646K
|
223K
$53.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
SELL
|
- |
-2.72K- 24.48% |
$584K - $646K
|
8.39K
$2M
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-2.75K- 15.82% |
$591K - $654K
|
14.6K
$3.48M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-2.77K- 75.01% |
$596K - $659K
|
924
$220K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.78K- 25.42% |
$596K - $660K
|
8.15K
$1.94M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.83K- 4.02% |
$607K - $672K
|
67.6K
$16.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.84K- 5.93% |
$609K - $674K
|
44.9K
$10.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-3.02K- 25.62% |
$649K - $719K
|
8.78K
$2.09M
|
|
|
Nov 15, 2024
Q3 2024
|
Mcia Inc
|
SELL
|
- |
-3.04K- 3.03% |
$652K - $721K
|
97.3K
$23.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-3.1K- 18.58% |
$666K - $738K
|
13.6K
$3.24M
|