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 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
666+ 8.76% |
$117K - $144K
|
8.27K
$2.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
665+ 4.06% |
$117K - $144K
|
17K
$4.13M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
657+ 4.94% |
$115K - $142K
|
14K
$3.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
657New |
$115K - $142K
|
657
$159K
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
655+ 0.7% |
$115K - $141K
|
94.3K
$22.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
651+ 45.11% |
$114K - $141K
|
2.09K
$508K
|
|
|
Jan 19, 2024
Q4 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
647+ 20.33% |
$113K - $140K
|
3.83K
$930K
|
|
|
Feb 06, 2024
Q4 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
646+ 0.57% |
$113K - $139K
|
115K
$27.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
BUY
|
- |
645+ 38.53% |
$113K - $139K
|
2.32K
$563K
|
|
|
Jun 06, 2024
Q4 2023
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
641+ 3.17% |
$112K - $138K
|
20.9K
$5.07M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
641+ 3.47% |
$112K - $138K
|
19.1K
$4.64M
|
|
|
Jan 09, 2024
Q4 2023
|
Bath Savings Trust CO
|
BUY
|
- |
625+ 30.91% |
$110K - $135K
|
2.65K
$643K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
614+ 4.71% |
$108K - $133K
|
13.6K
$3.31M
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
613+ 2.43% |
$107K - $132K
|
25.9K
$6.29M
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
611+ 5.9% |
$107K - $132K
|
11K
$2.66M
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
608+ 2.29% |
$107K - $131K
|
27.1K
$6.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
607+ 1.82% |
$106K - $131K
|
34K
$8.26M
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
602+ 1.06% |
$106K - $130K
|
57.4K
$13.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
600+ 6.01% |
$105K - $130K
|
10.6K
$2.57M
|
|
|
Apr 25, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
600+ 6.01% |
$105K - $130K
|
10.6K
$2.57M
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
590+ 7.54% |
$103K - $127K
|
8.41K
$2.04M
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
588+ 3.93% |
$103K - $127K
|
15.6K
$3.78M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
585+ 16.05% |
$103K - $126K
|
4.23K
$1.03M
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
584+ 6.64% |
$102K - $126K
|
9.38K
$2.28M
|
|
|
Feb 02, 2024
Q4 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
584+ 12.19% |
$102K - $126K
|
5.37K
$1.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
577+ 40.49% |
$101K - $125K
|
2K
$486K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
576+ 7.98% |
$101K - $124K
|
7.8K
$1.89M
|
|
|
Jan 17, 2024
Q4 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
566+ 1.37% |
$99.2K - $122K
|
41.9K
$10.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
555+ 10.92% |
$97.3K - $120K
|
5.64K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
553New |
$96.9K - $119K
|
553
$134K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
550New |
$96.4K - $119K
|
550
$134K
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
549New |
$96.2K - $119K
|
549
$133K
|
|
|
Jan 18, 2024
Q4 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
546+ 1.54% |
$95.7K - $118K
|
36K
$8.75M
|
|
|
Jan 22, 2024
Q4 2023
|
Refined Wealth Management
|
BUY
|
- |
546+ 10.05% |
$95.7K - $118K
|
5.98K
$1.45M
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
546+ 25.0% |
$95.7K - $118K
|
2.73K
$663K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
546New |
$95.7K - $118K
|
546
$133K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
546+ 45.96% |
$95.7K - $118K
|
1.73K
$421K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
546New |
$95.7K - $118K
|
546
$133K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
545+ 7.82% |
$95.5K - $118K
|
7.52K
$1.82M
|
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
545+ 2.13% |
$95.5K - $118K
|
26.2K
$6.35M
|
|
|
Feb 05, 2024
Q4 2023
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
543+ 9.42% |
$95.2K - $117K
|
6.31K
$1.53M
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
542+ 14.7% |
$95K - $117K
|
4.23K
$1.03M
|
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
535+ 5.62% |
$93.8K - $116K
|
10.1K
$2.44M
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
530+ 30.81% |
$92.9K - $114K
|
2.25K
$546K
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
529+ 126.25% |
$92.7K - $114K
|
948
$230K
|
|
|
Feb 09, 2024
Q4 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
525+ 2.74% |
$92K - $113K
|
19.7K
$4.78M
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
522+ 4.82% |
$91.5K - $113K
|
11.3K
$2.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
515+ 0.35% |
$90.3K - $111K
|
149K
$36.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
507+ 8.46% |
$88.9K - $109K
|
6.5K
$1.58M
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
505+ 3.97% |
$88.5K - $109K
|
13.2K
$3.21M
|