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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.1K+ 3.25% |
$193K - $238K
|
35K
$8.48M
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
1.1K+ 6.4% |
$193K - $237K
|
18.3K
$4.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.1KNew |
$192K - $237K
|
1.1K
$265K
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1.1KNew |
$192K - $236K
|
1.1K
$265K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.09K+ 12.16% |
$191K - $235K
|
10K
$2.43M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
1.09K+ 11.03% |
$190K - $234K
|
10.9K
$2.65M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.08KNew |
$190K - $234K
|
1.08K
$262K
|
|
|
Jan 22, 2024
Q4 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
1.08K+ 70.63% |
$189K - $233K
|
2.61K
$632K
|
|
|
Feb 01, 2024
Q4 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
1.08KNew |
$189K - $233K
|
1.08K
$262K
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
1.08K+ 8.25% |
$189K - $233K
|
14.2K
$3.43M
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
1.08K+ 71.32% |
$189K - $233K
|
2.59K
$628K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
1.06K+ 12.21% |
$186K - $229K
|
9.75K
$2.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Wells Financial Advisors Inc
|
BUY
|
- |
1.06K+ 3.61% |
$186K - $229K
|
30.4K
$7.37M
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.05K+ 9.2% |
$183K - $226K
|
12.4K
$3M
|
|
|
Jan 31, 2024
Q4 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
1.04KNew |
$182K - $225K
|
1.04K
$252K
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.04KNew |
$182K - $224K
|
1.04K
$252K
|
|
|
Feb 06, 2024
Q4 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.04K+ 47.17% |
$181K - $223K
|
3.23K
$782K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.02K+ 20.43% |
$179K - $220K
|
6.01K
$1.46M
|
|
|
Feb 15, 2024
Q4 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
1.02KNew |
$179K - $220K
|
1.02K
$247K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
1.02K+ 6.5% |
$178K - $220K
|
16.7K
$4.04M
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
BUY
|
- |
1.02KNew |
$178K - $220K
|
1.02K
$246K
|
|
|
Jan 04, 2024
Q4 2023
|
Verity Wealth Advisors
|
BUY
|
- |
1.02KNew |
$178K - $219K
|
1.02K
$246K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.01K+ 450.67% |
$178K - $219K
|
1.24K
$300K
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
1.01KNew |
$177K - $218K
|
1.01K
$245K
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
1.01KNew |
$177K - $218K
|
1.01K
$245K
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.01KNew |
$177K - $218K
|
1.01K
$245K
|
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.01KNew |
$177K - $218K
|
1.01K
$245K
|
|
|
Feb 12, 2024
Q4 2023
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1.01KNew |
$177K - $218K
|
1.01K
$245K
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.01K+ 2.01% |
$177K - $218K
|
51.2K
$12.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
1.01KNew |
$176K - $217K
|
1.01K
$244K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1KNew |
$175K - $216K
|
1K
$242K
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
1KNew |
$175K - $216K
|
1K
$242K
|
|
|
Jan 25, 2024
Q4 2023
|
Brown Financial Advisory
|
BUY
|
- |
1K+ 1.4% |
$175K - $216K
|
72.6K
$17.6M
|
|
|
Feb 13, 2024
Q4 2023
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
998New |
$175K - $215K
|
998
$242K
|
|
|
Feb 12, 2024
Q4 2023
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
995New |
$174K - $215K
|
995
$241K
|
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
993New |
$174K - $214K
|
993
$240K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
990+ 18.47% |
$174K - $214K
|
6.35K
$1.54M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
988New |
$173K - $213K
|
988
$239K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
984+ 13.48% |
$172K - $212K
|
8.28K
$2.01M
|
|
|
Jan 18, 2024
Q4 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
979New |
$172K - $211K
|
979
$237K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
979+ 21.22% |
$172K - $211K
|
5.59K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
978New |
$171K - $211K
|
978
$237K
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
978+ 7.73% |
$171K - $211K
|
13.6K
$3.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
976New |
$171K - $211K
|
976
$236K
|
|
|
Mar 11, 2024
Q4 2023
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
976New |
$171K - $211K
|
976
$236K
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
969New |
$170K - $209K
|
969
$235K
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
965New |
$169K - $208K
|
965
$234K
|
|
|
Feb 05, 2024
Q4 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
963New |
$169K - $208K
|
963
$233K
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
961New |
$168K - $207K
|
961
$233K
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
961New |
$168K - $207K
|
961
$233K
|