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
|
Truepoint, Inc.
|
SELL
|
- |
-79- 0.82% |
$13.8K - $17.1K
|
9.61K
$2.33M
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-80- 4.26% |
$14K - $17.3K
|
1.8K
$436K
|
|
Feb 06, 2024
Q4 2023
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-81- 0.66% |
$14.2K - $17.5K
|
12.2K
$2.97M
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-82- 7.55% |
$14.4K - $17.7K
|
1K
$244K
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-83- 0.63% |
$14.5K - $17.9K
|
13.1K
$3.18M
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-83- 2.7% |
$14.5K - $17.9K
|
3K
$727K
|
|
Feb 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-84- 0.79% |
$14.7K - $18.1K
|
10.5K
$2.55M
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-84- 5.89% |
$14.7K - $18.1K
|
1.34K
$326K
|
|
Feb 08, 2024
Q4 2023
|
Campbell Wealth Management
|
SELL
|
- |
-85- 7.01% |
$14.9K - $18.4K
|
1.13K
$274K
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-86- 3.79% |
$15.1K - $18.6K
|
2.18K
$530K
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-89- 0.93% |
$15.6K - $19.2K
|
9.47K
$2.3M
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-89- 7.31% |
$15.6K - $19.2K
|
1.13K
$274K
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
SELL
|
- |
-91- 79.82% |
$15.9K - $19.6K
|
23
$5.58K
|
|
Jan 25, 2024
Q4 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-92- 3.72% |
$16.1K - $19.9K
|
2.38K
$578K
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-94- 1.08% |
$16.5K - $20.3K
|
8.58K
$2.08M
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-95- 1.27% |
$16.6K - $20.5K
|
7.36K
$1.79M
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-95- 0.74% |
$16.6K - $20.5K
|
12.8K
$3.11M
|
|
Jan 11, 2024
Q4 2023
|
West Coast Financial LLC
|
SELL
|
- |
-97- 2.98% |
$17K - $20.9K
|
3.16K
$766K
|
|
Feb 06, 2024
Q4 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-99- 0.27% |
$17.4K - $21.4K
|
36.3K
$8.8M
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-100- 25.0% |
$17.5K - $21.6K
|
300
$72.8K
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-100- 2.56% |
$17.5K - $21.6K
|
3.81K
$925K
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-100- 8.22% |
$17.5K - $21.6K
|
1.12K
$271K
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-100- 6.35% |
$17.5K - $21.6K
|
1.48K
$358K
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-101- 9.87% |
$17.7K - $21.8K
|
922
$224K
|
|
Feb 02, 2024
Q4 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-103- 2.01% |
$18.1K - $22.2K
|
5.03K
$1.22M
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-104- 1.75% |
$18.2K - $22.5K
|
5.84K
$1.42M
|
|
Jan 31, 2024
Q4 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-106- 2.12% |
$18.6K - $22.9K
|
4.89K
$1.19M
|
|
Jan 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-109- 1.09% |
$19.1K - $23.5K
|
9.9K
$2.4M
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
SELL
|
- |
-110- 8.74% |
$19.3K - $23.7K
|
1.15K
$279K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-112- 2.82% |
$19.6K - $24.2K
|
3.85K
$935K
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-113- 5.93% |
$19.8K - $24.4K
|
1.79K
$435K
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
SELL
|
- |
-114- 4.09% |
$20K - $24.6K
|
2.67K
$649K
|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-114- 2.45% |
$20K - $24.6K
|
4.54K
$1.1M
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-114- 6.49% |
$20K - $24.6K
|
1.64K
$399K
|
|
Jan 19, 2024
Q4 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-115- 5.17% |
$20.2K - $24.8K
|
2.11K
$512K
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-116- 2.1% |
$20.3K - $25K
|
5.42K
$1.32M
|
|
Jan 19, 2024
Q4 2023
|
Nova R Wealth, Inc.
|
SELL
|
- |
-119- 7.84% |
$20.9K - $25.7K
|
1.4K
$340K
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-120- 1.18% |
$21K - $25.9K
|
10.1K
$2.44M
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-120- 1.11% |
$21K - $25.9K
|
10.7K
$2.59M
|
|
Feb 09, 2024
Q4 2023
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-120- 5.83% |
$21K - $25.9K
|
1.94K
$470K
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-120- 1.11% |
$21K - $25.9K
|
10.7K
$2.59M
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-121- 3.37% |
$21.2K - $26.1K
|
3.47K
$843K
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-122- 0.73% |
$21.4K - $26.3K
|
16.6K
$4.03M
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-122- 1.07% |
$21.4K - $26.3K
|
11.3K
$2.73M
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
SELL
|
- |
-124- 4.64% |
$21.7K - $26.8K
|
2.55K
$619K
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-125- 1.61% |
$21.9K - $27K
|
7.65K
$1.86M
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-130- 4.16% |
$22.8K - $28.1K
|
2.99K
$727K
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-131- 5.96% |
$23K - $28.3K
|
2.07K
$502K
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-131- 5.29% |
$23K - $28.3K
|
2.34K
$569K
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-134- 1.37% |
$23.5K - $28.9K
|
9.67K
$2.35M
|