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 05, 2024
Q4 2023
|
Firestone Capital Management
|
BUY
|
- |
956New |
$168K - $206K
|
956
$232K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
956New |
$168K - $206K
|
956
$232K
|
|
|
Feb 12, 2024
Q4 2023
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
950New |
$166K - $205K
|
950
$231K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
949+ 3.71% |
$166K - $205K
|
26.5K
$6.43M
|
|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
BUY
|
- |
946New |
$166K - $204K
|
946
$230K
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
BUY
|
- |
934+ 4.17% |
$164K - $202K
|
23.3K
$5.67M
|
|
|
Jan 18, 2024
Q4 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
930+ 22.38% |
$163K - $201K
|
5.09K
$1.23M
|
|
|
Feb 07, 2024
Q4 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
928+ 1.66% |
$163K - $200K
|
56.7K
$13.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
926+ 3.27% |
$162K - $200K
|
29.2K
$7.09M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
919+ 1.64% |
$161K - $198K
|
57K
$13.8M
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
917New |
$161K - $198K
|
917
$223K
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
912+ 18.59% |
$160K - $197K
|
5.82K
$1.41M
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
911+ 2.62% |
$160K - $197K
|
35.7K
$8.66M
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
880+ 2.88% |
$154K - $190K
|
31.4K
$7.63M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
876+ 27.9% |
$154K - $189K
|
4.02K
$975K
|
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
874+ 3.35% |
$153K - $189K
|
27K
$6.55M
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
860+ 94.4% |
$151K - $186K
|
1.77K
$430K
|
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
859+ 3.4% |
$151K - $185K
|
26.2K
$6.35M
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
857+ 6.44% |
$150K - $185K
|
14.2K
$3.44M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
854+ 5.26% |
$150K - $184K
|
17.1K
$4.15M
|
|
|
Feb 08, 2024
Q4 2023
|
My Wealth Management Inc.
|
BUY
|
- |
832+ 4.55% |
$146K - $180K
|
19.1K
$4.64M
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
823+ 1.32% |
$144K - $178K
|
63.4K
$15.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
817+ 45.01% |
$143K - $176K
|
2.63K
$639K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
812+ 1.17% |
$142K - $175K
|
70.1K
$17M
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
788+ 10.67% |
$138K - $170K
|
8.18K
$1.98M
|
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
786+ 5.88% |
$138K - $170K
|
14.1K
$3.43M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
784+ 4.69% |
$137K - $169K
|
17.5K
$4.25M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
784+ 18.14% |
$137K - $169K
|
5.11K
$1.24M
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
BUY
|
- |
783+ 551.41% |
$137K - $169K
|
925
$225K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
783+ 17.3% |
$137K - $169K
|
5.31K
$1.29M
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
780+ 8.12% |
$137K - $168K
|
10.4K
$2.52M
|
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
757+ 4.57% |
$133K - $163K
|
17.3K
$4.21M
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
756+ 0.57% |
$132K - $163K
|
134K
$32.6M
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
BUY
|
- |
753+ 1.66% |
$132K - $163K
|
46.1K
$11.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
753+ 27.05% |
$132K - $163K
|
3.54K
$859K
|
|
|
Feb 08, 2024
Q4 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
750+ 3.98% |
$131K - $162K
|
19.6K
$4.76M
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
744+ 9.19% |
$130K - $161K
|
8.84K
$2.15M
|
|
|
Jan 03, 2024
Q4 2023
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
743+ 2.07% |
$130K - $160K
|
36.6K
$8.89M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
735+ 1.65% |
$129K - $159K
|
45.4K
$11M
|
|
|
Jan 10, 2024
Q4 2023
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
733+ 4.01% |
$128K - $158K
|
19K
$4.62M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
731+ 1.38% |
$128K - $158K
|
53.7K
$13M
|
|
|
Jan 18, 2024
Q4 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
714+ 16.3% |
$125K - $154K
|
5.09K
$1.24M
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
712+ 0.54% |
$125K - $154K
|
133K
$32.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
709+ 3.43% |
$124K - $153K
|
21.4K
$5.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
699+ 29.14% |
$123K - $151K
|
3.1K
$752K
|
|
|
Jan 25, 2024
Q4 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
692+ 28.06% |
$121K - $149K
|
3.16K
$767K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
678+ 4.19% |
$119K - $146K
|
16.9K
$4.09M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
675+ 10.03% |
$118K - $146K
|
7.41K
$1.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Bck Partners, Inc.
|
BUY
|
- |
672+ 0.68% |
$118K - $145K
|
99.2K
$24.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
668+ 2.92% |
$117K - $144K
|
23.5K
$5.72M
|