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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q4 2023
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
154+ 3.79% |
$27K - $33.2K
|
4.21K
$1.02M
|
|
|
May 10, 2024
Q4 2023
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
154+ 3.79% |
$27K - $33.2K
|
4.21K
$1.02M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
154+ 3.67% |
$27K - $33.2K
|
4.35K
$1.06M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
152+ 5.55% |
$26.6K - $32.8K
|
2.89K
$701K
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
152+ 4.37% |
$26.6K - $32.8K
|
3.63K
$881K
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
149+ 6.17% |
$26.1K - $32.2K
|
2.56K
$622K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
146+ 0.92% |
$25.6K - $31.5K
|
16K
$3.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
146+ 0.28% |
$25.6K - $31.5K
|
51.4K
$12.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
144New |
$25.2K - $31.1K
|
144
$35K
|
|
|
Feb 05, 2024
Q4 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
138+ 5.23% |
$24.2K - $29.8K
|
2.78K
$674K
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
138+ 10.02% |
$24.2K - $29.8K
|
1.52K
$368K
|
|
|
Jan 08, 2024
Q4 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
137+ 1.9% |
$24K - $29.6K
|
7.35K
$1.78M
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
137+ 0.55% |
$24K - $29.6K
|
25.1K
$6.09M
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
136+ 4.07% |
$23.8K - $29.4K
|
3.48K
$844K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
136New |
$23.8K - $29.4K
|
136
$33K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
135+ 6.01% |
$23.7K - $29.1K
|
2.38K
$578K
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
134+ 1.14% |
$23.5K - $28.9K
|
11.8K
$2.87M
|
|
|
Jan 24, 2024
Q4 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
131+ 1.36% |
$23K - $28.3K
|
9.75K
$2.37M
|
|
|
Jan 19, 2024
Q4 2023
|
Advocate Group LLC
|
BUY
|
- |
130+ 3.55% |
$22.8K - $28.1K
|
3.79K
$920K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
129+ 25.65% |
$22.6K - $27.9K
|
632
$153K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
128New |
$22.4K - $27.6K
|
128
$31.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
126+ 1.18% |
$22.1K - $27.2K
|
10.8K
$2.61M
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
125+ 0.93% |
$21.9K - $27K
|
13.6K
$3.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
124New |
$21.7K - $26.8K
|
124
$30.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
123+ 2.91% |
$21.6K - $26.6K
|
4.36K
$1.06M
|
|
|
Feb 02, 2024
Q4 2023
|
Penobscot Wealth Management
|
BUY
|
- |
123+ 4.6% |
$21.6K - $26.6K
|
2.8K
$679K
|
|
|
Jan 08, 2024
Q4 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
122+ 0.15% |
$21.4K - $26.3K
|
79.2K
$19.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
122+ 0.47% |
$21.4K - $26.3K
|
26.2K
$6.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
122+ 81.88% |
$21.4K - $26.3K
|
271
$65.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
120+ 0.53% |
$21K - $25.9K
|
22.9K
$5.55M
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
119+ 4.31% |
$20.9K - $25.7K
|
2.88K
$700K
|
|
|
Feb 02, 2024
Q4 2023
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
117+ 0.82% |
$20.5K - $25.3K
|
14.4K
$3.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
116+ 3.85% |
$20.3K - $25K
|
3.13K
$759K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
116+ 1.6% |
$20.3K - $25K
|
7.36K
$1.79M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
113+ 15.72% |
$19.8K - $24.4K
|
832
$202K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
113+ 389.66% |
$19.8K - $24.4K
|
142
$34.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
111+ 4.98% |
$19.5K - $24K
|
2.34K
$569K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
109New |
$19.1K - $23.5K
|
109
$26.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
108+ 1.34% |
$18.9K - $23.3K
|
8.19K
$1.99M
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
106+ 5.42% |
$18.6K - $22.9K
|
2.06K
$501K
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
104+ 2.01% |
$18.2K - $22.5K
|
5.28K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
101+ 3.7% |
$17.7K - $21.8K
|
2.83K
$688K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
98New |
$17.2K - $21.2K
|
98
$23.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
98+ 1.55% |
$17.2K - $21.2K
|
6.42K
$1.56M
|
|
|
Jan 24, 2024
Q4 2023
|
Brickley Wealth Management
|
BUY
|
- |
96+ 0.88% |
$16.8K - $20.7K
|
11K
$2.67M
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
95+ 20.65% |
$16.6K - $20.5K
|
555
$135K
|
|
|
Jan 31, 2024
Q4 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
95+ 4.14% |
$16.6K - $20.5K
|
2.39K
$580K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
94+ 2.64% |
$16.5K - $20.3K
|
3.66K
$889K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
90New |
$15.8K - $19.4K
|
90
$21.8K
|
|
|
Aug 06, 2024
Q4 2023
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
89+ 4.16% |
$15.6K - $19.2K
|
2.23K
$541K
|