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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q4 2023
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
89+ 4.16% |
$15.6K - $19.2K
|
2.23K
$539K
|
|
|
Jan 12, 2024
Q4 2023
|
Eclectic Associates Inc
|
BUY
|
- |
88+ 1.03% |
$15.4K - $19K
|
8.67K
$2.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
88+ 1.24% |
$15.4K - $19K
|
7.18K
$1.74M
|
|
|
Jan 29, 2024
Q4 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
87+ 3.7% |
$15.2K - $18.8K
|
2.44K
$590K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
87+ 0.99% |
$15.2K - $18.8K
|
8.9K
$2.15M
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
86+ 0.46% |
$15.1K - $18.6K
|
18.7K
$4.52M
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
81+ 3.44% |
$14.2K - $17.5K
|
2.44K
$590K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
81New |
$14.2K - $17.5K
|
81
$19.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
80+ 3.68% |
$14K - $17.3K
|
2.25K
$545K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
79+ 10.84% |
$13.8K - $17.1K
|
808
$196K
|
|
|
Jan 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
78+ 1.27% |
$13.7K - $16.8K
|
6.23K
$1.51M
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
78+ 3.52% |
$13.7K - $16.8K
|
2.29K
$555K
|
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
74+ 3.27% |
$13K - $16K
|
2.34K
$566K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
74+ 2.03% |
$13K - $16K
|
3.72K
$899K
|
|
|
Jan 17, 2024
Q4 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
72+ 0.47% |
$12.6K - $15.5K
|
15.3K
$3.69M
|
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
72+ 0.69% |
$12.6K - $15.5K
|
10.5K
$2.55M
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
71New |
$12.4K - $15.3K
|
71
$17.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
71New |
$12.4K - $15.3K
|
71
$17.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
BUY
|
- |
70+ 0.1% |
$12.3K - $15.1K
|
69.5K
$16.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
65+ 0.61% |
$11.4K - $14K
|
10.8K
$2.61M
|
|
|
Jan 25, 2024
Q4 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
60+ 0.3% |
$10.5K - $13K
|
19.8K
$4.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
59+ 0.31% |
$10.3K - $12.7K
|
18.9K
$4.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
59+ 0.27% |
$10.3K - $12.7K
|
21.5K
$5.21M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
57+ 0.98% |
$9.99K - $12.3K
|
5.85K
$1.42M
|
|
|
Feb 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
56+ 0.59% |
$9.81K - $12.1K
|
9.61K
$2.32M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
52+ 3.13% |
$9.11K - $11.2K
|
1.72K
$415K
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
52+ 4.56% |
$9.11K - $11.2K
|
1.19K
$288K
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
51+ 0.24% |
$8.94K - $11K
|
21.6K
$5.23M
|
|
|
Jan 30, 2024
Q4 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
50+ 0.07% |
$8.76K - $10.8K
|
76.5K
$18.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
50+ 14.93% |
$8.76K - $10.8K
|
385
$93.2K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
50New |
$8.76K - $10.8K
|
50
$12.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
49+ 0.12% |
$8.59K - $10.6K
|
42.6K
$10.3M
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
49+ 132.43% |
$8.59K - $10.6K
|
86
$20.8K
|
|
|
Aug 08, 2024
Q4 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
49+ 51.58% |
$8.59K - $10.6K
|
144
$34.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
47+ 2.62% |
$8.24K - $10.1K
|
1.84K
$446K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
45+ 0.87% |
$7.89K - $9.72K
|
5.22K
$1.26M
|
|
|
Jan 26, 2024
Q4 2023
|
West Bancorporation Inc
|
BUY
|
- |
45+ 0.29% |
$7.89K - $9.72K
|
15.4K
$3.72M
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
44+ 0.48% |
$7.71K - $9.5K
|
9.12K
$2.21M
|
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
43+ 0.79% |
$7.54K - $9.28K
|
5.52K
$1.34M
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
43+ 4300.0% |
$7.54K - $9.28K
|
44
$10.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
41+ 0.46% |
$7.19K - $8.85K
|
9K
$2.18M
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
41+ 0.11% |
$7.19K - $8.85K
|
38.3K
$9.28M
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
BUY
|
- |
40+ 0.5% |
$7.01K - $8.64K
|
8.09K
$1.96M
|
|
|
Feb 07, 2024
Q4 2023
|
Shayne & Co., LLC
|
BUY
|
- |
40+ 1.17% |
$7.01K - $8.64K
|
3.47K
$840K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
39New |
$6.84K - $8.42K
|
39
$9.44K
|
|
|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
37+ 0.19% |
$6.48K - $7.99K
|
19.2K
$4.66M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
37New |
$6.48K - $7.99K
|
37
$8.95K
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
37+ 0.35% |
$6.48K - $7.99K
|
10.5K
$2.54M
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
36+ 45.0% |
$6.31K - $7.77K
|
116
$28.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
35+ 24.14% |
$6.13K - $7.56K
|
180
$43.6K
|