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 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.14K- 69.88% |
$459K - $508K
|
921
$191K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-2.21K- 21.09% |
$476K - $526K
|
8.29K
$1.72M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.24K- 5.99% |
$482K - $533K
|
35.2K
$7.31M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.35K- 2.64% |
$505K - $559K
|
86.7K
$18M
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-2.36K- 16.68% |
$506K - $561K
|
11.8K
$2.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.38K- 5.68% |
$510K - $565K
|
39.5K
$8.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-2.4K- 1.66% |
$515K - $571K
|
142K
$29.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-2.4K- 4.91% |
$516K - $571K
|
46.5K
$9.65M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-2.42K- 5.49% |
$519K - $575K
|
41.7K
$8.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-2.44K- 6.0% |
$524K - $580K
|
38.3K
$7.95M
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-2.53K- 2.87% |
$543K - $601K
|
85.6K
$17.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-2.55K- 1.02% |
$547K - $605K
|
248K
$51.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-2.58K- 43.03% |
$555K - $614K
|
3.42K
$710K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.62K- 3.34% |
$562K - $622K
|
75.7K
$15.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.65K- 4.14% |
$569K - $629K
|
61.3K
$12.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-2.67K- 9.89% |
$573K - $634K
|
24.3K
$5.05M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.72K- 1.2% |
$583K - $646K
|
223K
$46.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
SELL
|
- |
-2.72K- 24.48% |
$584K - $646K
|
8.39K
$1.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-2.75K- 15.82% |
$591K - $654K
|
14.6K
$3.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-2.77K- 75.01% |
$596K - $659K
|
924
$192K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.78K- 25.42% |
$596K - $660K
|
8.15K
$1.69M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.83K- 4.02% |
$607K - $672K
|
67.6K
$14M
|
|
|
Oct 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.84K- 5.93% |
$609K - $674K
|
44.9K
$9.33M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-3.02K- 25.62% |
$649K - $719K
|
8.78K
$1.82M
|
|
|
Mar 04, 2025
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-3.02K- 25.62% |
$649K - $719K
|
8.78K
$1.82M
|
|
|
Nov 15, 2024
Q3 2024
|
Mcia Inc
|
SELL
|
- |
-3.04K- 3.03% |
$652K - $721K
|
97.3K
$20.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-3.1K- 18.58% |
$666K - $738K
|
13.6K
$2.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-3.24K- 82.13% |
$695K - $769K
|
704
$146K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-3.28KClosed |
$705K - $780K
|
0
$0
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-3.3K- 14.99% |
$709K - $785K
|
18.7K
$3.89M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
SELL
|
- |
-3.36K- 6.73% |
$722K - $799K
|
46.6K
$9.67M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-3.36K- 28.95% |
$722K - $799K
|
8.25K
$1.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-3.38K- 75.8% |
$725K - $803K
|
1.08K
$224K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-3.48K- 13.46% |
$748K - $828K
|
22.4K
$4.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-3.51K- 1.31% |
$755K - $835K
|
264K
$54.8M
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-3.54K- 1.98% |
$761K - $842K
|
176K
$36.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.64K- 71.72% |
$781K - $865K
|
1.43K
$298K
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-3.66K- 10.33% |
$787K - $871K
|
31.8K
$6.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.69K- 15.69% |
$791K - $876K
|
19.8K
$4.11M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.77K- 2.25% |
$810K - $897K
|
164K
$34.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-3.95K- 8.2% |
$847K - $938K
|
44.2K
$9.18M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-4.26K- 8.1% |
$916K - $1.01M
|
48.4K
$10M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.42K- 12.57% |
$950K - $1.05M
|
30.8K
$6.39M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-4.65K- 9.24% |
$999K - $1.11M
|
45.7K
$9.49M
|
|
|
Nov 04, 2024
Q3 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-4.68K- 22.15% |
$1.01M - $1.11M
|
16.5K
$3.42M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.72K- 17.16% |
$1.01M - $1.12M
|
22.8K
$4.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-4.75K- 48.12% |
$1.02M - $1.13M
|
5.12K
$1.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-4.76K- 8.11% |
$1.02M - $1.13M
|
54K
$11.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-4.88K- 68.39% |
$1.05M - $1.16M
|
2.26K
$468K
|
|
|
Nov 14, 2024
Q3 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-4.93K- 5.13% |
$1.06M - $1.17M
|
91.2K
$18.9M
|