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 12, 2024
Q4 2023
|
Camden National Bank
Camden, ME |
BUY
|
- |
239+ 16.51% |
$41.9K - $51.6K
|
1.69K
$408K
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
238+ 5.16% |
$41.7K - $51.4K
|
4.85K
$1.17M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
237+ 1.74% |
$41.5K - $51.2K
|
13.9K
$3.35M
|
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
237+ 1.28% |
$41.5K - $51.2K
|
18.7K
$4.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
236+ 39.93% |
$41.4K - $51K
|
827
$200K
|
|
|
Jan 29, 2024
Q4 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
232+ 0.92% |
$40.7K - $50.1K
|
25.4K
$6.14M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
231+ 7.65% |
$40.5K - $49.9K
|
3.25K
$786K
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
230+ 9.96% |
$40.3K - $49.7K
|
2.54K
$615K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
225+ 1.48% |
$39.4K - $48.6K
|
15.4K
$3.73M
|
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
221+ 3.64% |
$38.7K - $47.7K
|
6.29K
$1.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
220+ 7.03% |
$38.6K - $47.5K
|
3.35K
$811K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
219+ 34.27% |
$38.4K - $47.3K
|
858
$208K
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
BUY
|
- |
218+ 19.29% |
$38.2K - $47.1K
|
1.35K
$326K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
211+ 1.82% |
$37K - $45.6K
|
11.8K
$2.85M
|
|
|
Jan 31, 2024
Q4 2023
|
Planning Directions Inc
|
BUY
|
- |
205+ 4.35% |
$35.9K - $44.3K
|
4.92K
$1.19M
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
203+ 16.2% |
$35.6K - $43.8K
|
1.46K
$352K
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
203+ 7.1% |
$35.6K - $43.8K
|
3.06K
$741K
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
200+ 6.39% |
$35.1K - $43.2K
|
3.33K
$806K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
200+ 2.34% |
$35.1K - $43.2K
|
8.74K
$2.11M
|
|
|
Jan 10, 2024
Q4 2023
|
Olio Financial Planning
|
BUY
|
- |
197+ 10.9% |
$34.5K - $42.5K
|
2K
$485K
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
197+ 16.24% |
$34.5K - $42.5K
|
1.41K
$341K
|
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
195+ 9.18% |
$34.2K - $42.1K
|
2.32K
$561K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
192New |
$33.6K - $41.5K
|
192
$46.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
191+ 0.43% |
$33.5K - $41.2K
|
44.6K
$10.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
188+ 4.63% |
$32.9K - $40.6K
|
4.25K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
186+ 1.72% |
$32.6K - $40.2K
|
11K
$2.67M
|
|
|
Oct 09, 2024
Q4 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
185+ 0.86% |
$32.4K - $39.9K
|
21.7K
$5.25M
|
|
|
Jan 17, 2024
Q4 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
184+ 0.38% |
$32.2K - $39.7K
|
48.9K
$11.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
183+ 4.08% |
$32.1K - $39.5K
|
4.67K
$1.13M
|
|
|
Jan 29, 2024
Q4 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
182+ 2.41% |
$31.9K - $39.3K
|
7.73K
$1.87M
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
181New |
$31.7K - $39.1K
|
181
$43.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
179New |
$31.4K - $38.6K
|
179
$43.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
178+ 6.35% |
$31.2K - $38.4K
|
2.98K
$721K
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
178+ 0.88% |
$31.2K - $38.4K
|
20.4K
$4.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
175+ 3.16% |
$30.7K - $37.8K
|
5.72K
$1.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
175+ 1.92% |
$30.7K - $37.8K
|
9.29K
$2.25M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
171+ 0.95% |
$30K - $36.9K
|
18.1K
$4.38M
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
170+ 8.94% |
$29.8K - $36.7K
|
2.07K
$501K
|
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
169+ 20.66% |
$29.6K - $36.5K
|
987
$239K
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
169+ 5.47% |
$29.6K - $36.5K
|
3.26K
$788K
|
|
|
Feb 08, 2024
Q4 2023
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
169+ 1.64% |
$29.6K - $36.5K
|
10.5K
$2.54M
|
|
|
Feb 02, 2024
Q4 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
166+ 0.51% |
$29.1K - $35.8K
|
32.5K
$7.86M
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
165+ 5.2% |
$28.9K - $35.6K
|
3.34K
$808K
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
162+ 6.42% |
$28.4K - $35K
|
2.69K
$650K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
161+ 2.03% |
$28.2K - $34.8K
|
8.11K
$1.96M
|
|
|
Jan 26, 2024
Q4 2023
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
160+ 0.13% |
$28K - $34.5K
|
120K
$29.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
158+ 188.1% |
$27.7K - $34.1K
|
242
$58.6K
|
|
|
Jan 22, 2024
Q4 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
158+ 5.02% |
$27.7K - $34.1K
|
3.31K
$800K
|
|
|
Feb 07, 2024
Q4 2023
|
Pecaut & Co.
|
BUY
|
- |
158+ 6.79% |
$27.7K - $34.1K
|
2.49K
$601K
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
157+ 13.43% |
$27.5K - $33.9K
|
1.33K
$321K
|