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 09, 2024
Q4 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
35+ 1.43% |
$6.13K - $7.56K
|
2.48K
$601K
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
35+ 1.36% |
$6.13K - $7.56K
|
2.6K
$629K
|
|
|
Jan 19, 2024
Q4 2023
|
Cohen Investment Advisors LLC
|
BUY
|
- |
35+ 1.11% |
$6.13K - $7.56K
|
3.19K
$771K
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
BUY
|
- |
35+ 1.75% |
$6.13K - $7.56K
|
2.04K
$493K
|
|
|
Feb 07, 2024
Q4 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
35+ 0.43% |
$6.13K - $7.56K
|
8.11K
$1.96M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
35+ 10.26% |
$6.13K - $7.56K
|
376
$91K
|
|
|
Jan 10, 2024
Q4 2023
|
Lincoln Capital LLC
|
BUY
|
- |
34+ 3.17% |
$5.96K - $7.34K
|
1.11K
$268K
|
|
|
Jan 23, 2024
Q4 2023
|
First Bancorp, Inc
|
BUY
|
- |
34+ 0.18% |
$5.96K - $7.34K
|
18.5K
$4.48M
|
|
|
Jan 30, 2024
Q4 2023
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
34+ 0.22% |
$5.96K - $7.34K
|
15.7K
$3.81M
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
33+ 5.29% |
$5.78K - $7.12K
|
657
$159K
|
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
33+ 2.4% |
$5.78K - $7.12K
|
1.41K
$340K
|
|
|
Feb 12, 2024
Q4 2023
|
Human Investing LLC
|
BUY
|
- |
33+ 2.41% |
$5.78K - $7.12K
|
1.4K
$339K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
32+ 0.12% |
$5.61K - $6.91K
|
26.8K
$6.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
31+ 2.58% |
$5.43K - $6.69K
|
1.23K
$298K
|
|
|
Jan 19, 2024
Q4 2023
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
30+ 0.08% |
$5.26K - $6.48K
|
36K
$8.72M
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
30+ 0.4% |
$5.26K - $6.48K
|
7.6K
$1.84M
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
29+ 0.73% |
$5.08K - $6.26K
|
4.02K
$972K
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
29+ 0.27% |
$5.08K - $6.26K
|
10.9K
$2.64M
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
27+ 1.56% |
$4.73K - $5.83K
|
1.76K
$426K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
26+ 0.15% |
$4.56K - $5.61K
|
17.9K
$4.34M
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
26+ 0.3% |
$4.56K - $5.61K
|
8.81K
$2.13M
|
|
|
Jan 18, 2024
Q4 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
26+ 0.31% |
$4.56K - $5.61K
|
8.41K
$2.04M
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
25+ 0.19% |
$4.38K - $5.4K
|
13.3K
$3.21M
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
24New |
$4.21K - $5.18K
|
24
$5.81K
|
|
|
Feb 14, 2024
Q4 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
24+ 1.78% |
$4.21K - $5.18K
|
1.37K
$333K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
24+ 0.45% |
$4.21K - $5.18K
|
5.36K
$1.3M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
24New |
$4.21K - $5.18K
|
24
$5.81K
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
23+ 0.39% |
$4.03K - $4.97K
|
5.89K
$1.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
23+ 0.41% |
$4.03K - $4.97K
|
5.58K
$1.35M
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
23New |
$4.03K - $4.97K
|
23
$5.57K
|
|
|
May 17, 2024
Q4 2023
|
Baxter Bros Inc
|
BUY
|
- |
23+ 2.44% |
$4.03K - $4.97K
|
966
$234K
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
22+ 1.95% |
$3.86K - $4.75K
|
1.15K
$278K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
22+ 3.01% |
$3.86K - $4.75K
|
753
$182K
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
22New |
$3.86K - $4.75K
|
22
$5.32K
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
21+ 0.58% |
$3.68K - $4.53K
|
3.65K
$882K
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
21+ 0.26% |
$3.68K - $4.53K
|
8.01K
$1.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
20+ 0.1% |
$3.51K - $4.32K
|
19.9K
$4.82M
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
19+ 0.75% |
$3.33K - $4.1K
|
2.56K
$620K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
19+ 0.81% |
$3.33K - $4.1K
|
2.37K
$572K
|
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
19+ 0.4% |
$3.33K - $4.1K
|
4.76K
$1.15M
|
|
|
Feb 15, 2024
Q4 2023
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
19+ 0.13% |
$3.33K - $4.1K
|
14.9K
$3.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
17+ 0.11% |
$2.98K - $3.67K
|
15K
$3.63M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
17+ 0.16% |
$2.98K - $3.67K
|
10.9K
$2.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
17+ 0.3% |
$2.98K - $3.67K
|
5.7K
$1.38M
|
|
|
Jan 12, 2024
Q4 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
16+ 0.07% |
$2.8K - $3.45K
|
22.4K
$5.42M
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
16+ 1.6% |
$2.8K - $3.45K
|
1.02K
$246K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
15+ 1.39% |
$2.63K - $3.24K
|
1.09K
$265K
|
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
15+ 0.51% |
$2.63K - $3.24K
|
2.94K
$712K
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
15+ 21.43% |
$2.63K - $3.24K
|
85
$20.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
14+ 0.25% |
$2.45K - $3.02K
|
5.62K
$1.36M
|