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
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
342+ 6.47% |
$59.9K - $73.8K
|
5.63K
$1.37M
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
BUY
|
- |
340+ 18.31% |
$59.6K - $73.4K
|
2.2K
$533K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
338New |
$59.2K - $73K
|
338
$82K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
337+ 0.98% |
$59.1K - $72.8K
|
34.6K
$8.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
336+ 1.08% |
$58.9K - $72.5K
|
31.4K
$7.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
336+ 8.9% |
$58.9K - $72.5K
|
4.11K
$998K
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
335+ 13.32% |
$58.7K - $72.3K
|
2.85K
$692K
|
|
|
Jan 22, 2024
Q4 2023
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
326+ 16.49% |
$57.1K - $70.4K
|
2.3K
$559K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
319+ 12.67% |
$55.9K - $68.9K
|
2.84K
$689K
|
|
|
Jan 19, 2024
Q4 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
315+ 8.4% |
$55.2K - $68K
|
4.06K
$986K
|
|
|
Jan 22, 2024
Q4 2023
|
Newton One Investments LLC
|
BUY
|
- |
315+ 1.51% |
$55.2K - $68K
|
21.2K
$5.15M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
311+ 6.27% |
$54.5K - $67.1K
|
5.28K
$1.28M
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
310+ 164.89% |
$54.3K - $66.9K
|
498
$121K
|
|
|
Feb 09, 2024
Q4 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
310+ 2.69% |
$54.3K - $66.9K
|
11.8K
$2.87M
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
307+ 20.58% |
$53.8K - $66.3K
|
1.8K
$437K
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
304+ 2.97% |
$53.3K - $65.6K
|
10.6K
$2.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
303+ 3.09% |
$53.1K - $65.4K
|
10.1K
$2.46M
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
298+ 21.41% |
$52.2K - $64.3K
|
1.69K
$410K
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
298+ 21.41% |
$52.2K - $64.3K
|
1.69K
$410K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
294+ 367.5% |
$51.5K - $63.5K
|
374
$90.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
289+ 6.55% |
$50.7K - $62.4K
|
4.7K
$1.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
287+ 12.33% |
$50.3K - $62K
|
2.61K
$635K
|
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
BUY
|
- |
284+ 14.21% |
$49.8K - $61.3K
|
2.28K
$554K
|
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
281+ 0.89% |
$49.2K - $60.7K
|
31.9K
$7.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Northeast Investment Management
|
BUY
|
- |
281+ 0.4% |
$49.2K - $60.7K
|
71.4K
$17.3M
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
BUY
|
- |
279+ 1.11% |
$48.9K - $60.2K
|
25.4K
$6.17M
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
276+ 7.29% |
$48.4K - $59.6K
|
4.06K
$986K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
272+ 0.71% |
$47.7K - $58.7K
|
38.4K
$9.31M
|
|
|
Jan 16, 2024
Q4 2023
|
Pachira Investments Inc.
|
BUY
|
- |
271+ 11.37% |
$47.5K - $58.5K
|
2.65K
$644K
|
|
|
Jan 31, 2024
Q4 2023
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
271+ 1.54% |
$47.5K - $58.5K
|
17.9K
$4.33M
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
269New |
$47.1K - $58.1K
|
269
$65.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Connable Office Inc
|
BUY
|
- |
268+ 1.44% |
$47K - $57.9K
|
18.9K
$4.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Sara Bay Financial
|
BUY
|
- |
267+ 22.1% |
$46.8K - $57.6K
|
1.48K
$358K
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
267+ 38.31% |
$46.8K - $57.6K
|
964
$234K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
260+ 69.33% |
$45.6K - $56.1K
|
635
$154K
|
|
|
Feb 05, 2024
Q4 2023
|
Searle & Co.
|
BUY
|
- |
260+ 11.61% |
$45.6K - $56.1K
|
2.5K
$607K
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
259+ 1.96% |
$45.4K - $55.9K
|
13.5K
$3.27M
|
|
|
Jan 17, 2024
Q4 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
258+ 1.1% |
$45.2K - $55.7K
|
23.7K
$5.76M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
BUY
|
- |
258+ 1.54% |
$45.2K - $55.7K
|
17.1K
$4.14M
|
|
|
Jul 31, 2024
Q4 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
258+ 5.09% |
$45.2K - $55.7K
|
5.33K
$1.29M
|
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
253+ 11.41% |
$44.3K - $54.6K
|
2.47K
$600K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
250New |
$43.8K - $54K
|
250
$60.7K
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
250+ 16.13% |
$43.8K - $54K
|
1.8K
$437K
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
249+ 2.35% |
$43.6K - $53.8K
|
10.9K
$2.64M
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
248+ 15.64% |
$43.5K - $53.5K
|
1.83K
$445K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
247+ 15.22% |
$43.3K - $53.3K
|
1.87K
$454K
|
|
|
Feb 13, 2024
Q4 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
244+ 6.59% |
$42.8K - $52.7K
|
3.95K
$958K
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
242+ 19.45% |
$42.4K - $52.2K
|
1.49K
$361K
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
240New |
$42.1K - $51.8K
|
240
$58.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Camden National Bank
Camden, ME |
BUY
|
- |
239+ 16.51% |
$41.9K - $51.6K
|
1.69K
$410K
|