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 13, 2024
Q4 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-27- 0.71% |
$4.73K - $5.83K
|
3.8K
$866K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-28- 73.68% |
$4.91K - $6.05K
|
10
$2.28K
|
|
|
Feb 12, 2024
Q4 2023
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-28- 0.92% |
$4.91K - $6.05K
|
3.02K
$688K
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-28- 0.71% |
$4.91K - $6.05K
|
3.93K
$897K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-29- 0.87% |
$5.08K - $6.26K
|
3.32K
$757K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-30- 0.31% |
$5.26K - $6.48K
|
9.54K
$2.18M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-30- 0.14% |
$5.26K - $6.48K
|
21.3K
$4.85M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-31- 1.31% |
$5.43K - $6.69K
|
2.34K
$535K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-31- 0.77% |
$5.43K - $6.69K
|
3.99K
$910K
|
|
|
Feb 15, 2024
Q4 2023
|
Life Pro Asset Management
|
SELL
|
- |
-32- 1.68% |
$5.61K - $6.91K
|
1.87K
$427K
|
|
|
Jan 29, 2024
Q4 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-33- 84.62% |
$5.78K - $7.12K
|
6
$1.37K
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-34- 0.99% |
$5.96K - $7.34K
|
3.4K
$775K
|
|
|
Feb 01, 2024
Q4 2023
|
Gpwm LLC
|
SELL
|
- |
-35- 0.07% |
$6.13K - $7.56K
|
51.1K
$11.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-35- 0.43% |
$6.13K - $7.56K
|
8.18K
$1.87M
|
|
|
Jan 12, 2024
Q4 2023
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-36- 1.73% |
$6.31K - $7.77K
|
2.04K
$466K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-36- 1.31% |
$6.31K - $7.77K
|
2.71K
$619K
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-37- 11.18% |
$6.48K - $7.99K
|
294
$67.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-38- 2.73% |
$6.66K - $8.2K
|
1.36K
$309K
|
|
|
Jan 11, 2024
Q4 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-38- 0.77% |
$6.66K - $8.2K
|
4.88K
$1.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-38- 2.53% |
$6.66K - $8.2K
|
1.46K
$334K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-39- 3.27% |
$6.84K - $8.42K
|
1.15K
$263K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-39- 0.22% |
$6.84K - $8.42K
|
17.5K
$3.98M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-39- 2.69% |
$6.84K - $8.42K
|
1.41K
$322K
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-39- 2.73% |
$6.84K - $8.42K
|
1.39K
$316K
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-41- 0.21% |
$7.19K - $8.85K
|
19.2K
$4.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-41- 1.06% |
$7.19K - $8.85K
|
3.82K
$871K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-42- 0.43% |
$7.36K - $9.07K
|
9.71K
$2.22M
|
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-42- 0.4% |
$7.36K - $9.07K
|
10.6K
$2.41M
|
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-43- 9.29% |
$7.54K - $9.28K
|
420
$95.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-43- 3.41% |
$7.54K - $9.28K
|
1.22K
$278K
|
|
|
Mar 19, 2024
Q4 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-43- 3.02% |
$7.54K - $9.28K
|
1.38K
$315K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-44- 2.77% |
$7.71K - $9.5K
|
1.55K
$353K
|
|
|
Jan 31, 2024
Q4 2023
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-45- 2.17% |
$7.89K - $9.72K
|
2.03K
$462K
|
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-48- 3.26% |
$8.41K - $10.4K
|
1.43K
$325K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-48- 0.63% |
$8.41K - $10.4K
|
7.58K
$1.73M
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-50- 2.19% |
$8.76K - $10.8K
|
2.24K
$510K
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-50- 3.27% |
$8.76K - $10.8K
|
1.48K
$337K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-50- 2.48% |
$8.76K - $10.8K
|
1.96K
$448K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-50- 2.38% |
$8.76K - $10.8K
|
2.05K
$468K
|
|
|
Feb 02, 2024
Q4 2023
|
Compass Financial Group, Inc.
|
SELL
|
- |
-51- 0.13% |
$8.94K - $11K
|
40.3K
$9.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-53- 1.38% |
$9.29K - $11.4K
|
3.78K
$862K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-54- 3.97% |
$9.46K - $11.7K
|
1.31K
$298K
|
|
|
Jan 23, 2024
Q4 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-55- 2.86% |
$9.64K - $11.9K
|
1.87K
$427K
|
|
|
Feb 06, 2024
Q4 2023
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-55- 5.08% |
$9.64K - $11.9K
|
1.03K
$234K
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-58- 1.79% |
$10.2K - $12.5K
|
3.18K
$725K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-60- 1.81% |
$10.5K - $13K
|
3.25K
$742K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-60- 4.15% |
$10.5K - $13K
|
1.39K
$316K
|
|
|
Feb 09, 2024
Q4 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-60- 3.22% |
$10.5K - $13K
|
1.8K
$412K
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-60- 10.87% |
$10.5K - $13K
|
492
$112K
|
|
|
Feb 12, 2024
Q4 2023
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-61- 1.24% |
$10.7K - $13.2K
|
4.86K
$1.11M
|