Purchases and Sales Made in Q4 2023 in Vanguard Small Cap ETF (VB)
This table provides information about the institutional ownership of Vanguard Small Cap ETF (VB) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.46M+ 2168.75% |
$957M - $1.18B
|
5.72M
$1.39B
|
|
|
Feb 12, 2024
Q4 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
704KNew |
$123M - $152M
|
704K
$171M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
653KNew |
$114M - $141M
|
653K
$159M
|
|
|
Feb 15, 2024
Q4 2023
|
Employees Retirement System Of Texas
|
BUY
|
- |
468KNew |
$82M - $101M
|
468K
$114M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
404KNew |
$70.8M - $87.2M
|
404K
$98.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
304KNew |
$53.3M - $65.7M
|
304K
$73.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
279K+ 268.54% |
$48.9M - $60.3M
|
383K
$93M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
273K+ 48.71% |
$47.8M - $58.9M
|
832K
$202M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
259K+ 68.73% |
$45.4M - $55.9M
|
636K
$154M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
247K+ 15.95% |
$43.3M - $53.3M
|
1.79M
$436M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
225K+ 5.34% |
$39.4M - $48.5M
|
4.43M
$1.08B
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
208K+ 14.09% |
$36.4M - $44.9M
|
1.68M
$408M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
189K+ 11.32% |
$33.1M - $40.7M
|
1.85M
$450M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
175K+ 17.62% |
$30.6M - $37.7M
|
1.17M
$283M
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
169K+ 30.43% |
$29.5M - $36.4M
|
722K
$175M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
155K+ 5.0% |
$27.1M - $33.4M
|
3.25M
$788M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
152K+ 14.54% |
$26.6M - $32.8M
|
1.2M
$290M
|
|
|
May 09, 2024
Q4 2023
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
105KNew |
$18.4M - $22.6M
|
105K
$25.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
102KNew |
$18M - $22.1M
|
102K
$24.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
98.2K+ 4.85% |
$17.2M - $21.2M
|
2.12M
$515M
|
|
|
Feb 13, 2024
Q4 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
96.6KNew |
$16.9M - $20.8M
|
96.6K
$23.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
96K+ 1.47% |
$16.8M - $20.7M
|
6.61M
$1.6B
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
92.2K+ 2.2% |
$16.2M - $19.9M
|
4.28M
$1.04B
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
91.1K+ 9.25% |
$16M - $19.7M
|
1.08M
$261M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
90.6K+ 1.31% |
$15.9M - $19.6M
|
7.02M
$1.7B
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
81.7K+ 6.68% |
$14.3M - $17.6M
|
1.31M
$317M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
76.4K+ 11.42% |
$13.4M - $16.5M
|
746K
$181M
|
|
|
Feb 14, 2024
Q4 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
74.6KNew |
$13.1M - $16.1M
|
74.6K
$18.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
73K+ 24.09% |
$12.8M - $15.8M
|
376K
$91.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
70.1K+ 7.7% |
$12.3M - $15.1M
|
980K
$238M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
64.2K+ 30.99% |
$11.3M - $13.9M
|
272K
$65.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
62.5K+ 198.22% |
$10.9M - $13.5M
|
94K
$22.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
61.2K+ 1.65% |
$10.7M - $13.2M
|
3.78M
$917M
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
BUY
|
- |
57.3K+ 1520.31% |
$10.1M - $12.4M
|
61.1K
$14.8M
|
|
|
Mar 14, 2024
Q4 2023
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
57.3KNew |
$10M - $12.4M
|
57.3K
$13.9M
|
|
|
Apr 02, 2024
Q4 2023
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
54.4KNew |
$9.54M - $11.8M
|
54.4K
$13.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
51.7K+ 11.19% |
$9.06M - $11.2M
|
514K
$125M
|
|
|
Jan 25, 2024
Q4 2023
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
50.1KNew |
$8.79M - $10.8M
|
50.1K
$12.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
49.9KNew |
$8.74M - $10.8M
|
49.9K
$12.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
48.2K+ 78.39% |
$8.45M - $10.4M
|
110K
$26.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
45.1KNew |
$7.91M - $9.74M
|
45.1K
$11M
|
|
|
Feb 01, 2024
Q4 2023
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
44.8KNew |
$7.85M - $9.67M
|
44.8K
$10.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
44.7K+ 3.14% |
$7.84M - $9.66M
|
1.47M
$356M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
44.1K+ 5.22% |
$7.73M - $9.52M
|
888K
$216M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
43.7K+ 26.5% |
$7.66M - $9.43M
|
209K
$50.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
43.6K+ 1129.32% |
$7.64M - $9.41M
|
47.4K
$11.5M
|
|
|
May 30, 2024
Q4 2023
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
40.9KNew |
$7.16M - $8.82M
|
40.9K
$9.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
40K+ 5.93% |
$7.01M - $8.63M
|
714K
$173M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
39.7KNew |
$6.95M - $8.56M
|
39.7K
$9.63M
|
|
|
Jan 18, 2024
Q4 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
38.9K+ 35.03% |
$6.81M - $8.39M
|
150K
$36.4M
|