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 18, 2024
Q4 2023
|
Mjp Associates Inc
|
SELL
|
- |
-114- 4.09% |
$20K - $24.6K
|
2.67K
$610K
|
|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-114- 2.45% |
$20K - $24.6K
|
4.54K
$1.04M
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-114- 6.49% |
$20K - $24.6K
|
1.64K
$375K
|
|
|
Jan 19, 2024
Q4 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-115- 5.17% |
$20.2K - $24.8K
|
2.11K
$481K
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-116- 2.1% |
$20.3K - $25K
|
5.42K
$1.24M
|
|
|
Jan 19, 2024
Q4 2023
|
Nova R Wealth, Inc.
|
SELL
|
- |
-119- 7.84% |
$20.9K - $25.7K
|
1.4K
$319K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-120- 1.18% |
$21K - $25.9K
|
10.1K
$2.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-120- 1.11% |
$21K - $25.9K
|
10.7K
$2.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-120- 5.83% |
$21K - $25.9K
|
1.94K
$442K
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-120- 1.11% |
$21K - $25.9K
|
10.7K
$2.44M
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-121- 3.37% |
$21.2K - $26.1K
|
3.47K
$793K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-122- 0.73% |
$21.4K - $26.3K
|
16.6K
$3.79M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-122- 1.07% |
$21.4K - $26.3K
|
11.3K
$2.57M
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
SELL
|
- |
-124- 4.64% |
$21.7K - $26.8K
|
2.55K
$582K
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-125- 1.61% |
$21.9K - $27K
|
7.65K
$1.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-130- 4.16% |
$22.8K - $28.1K
|
2.99K
$683K
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-131- 5.96% |
$23K - $28.3K
|
2.07K
$472K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-131- 5.29% |
$23K - $28.3K
|
2.34K
$535K
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-134- 1.37% |
$23.5K - $28.9K
|
9.67K
$2.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-134- 6.8% |
$23.5K - $28.9K
|
1.84K
$419K
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-135- 4.87% |
$23.7K - $29.1K
|
2.64K
$602K
|
|
|
Jan 29, 2024
Q4 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-141- 0.82% |
$24.7K - $30.4K
|
17K
$3.87M
|
|
|
Feb 02, 2024
Q4 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-141- 1.8% |
$24.7K - $30.4K
|
7.71K
$1.76M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-142- 52.4% |
$24.9K - $30.7K
|
129
$29.4K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-142- 52.4% |
$24.9K - $30.7K
|
129
$29.4K
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-143- 2.05% |
$25.1K - $30.9K
|
6.85K
$1.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-145- 9.67% |
$25.4K - $31.3K
|
1.35K
$309K
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-146- 2.78% |
$25.6K - $31.5K
|
5.11K
$1.17M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-146- 1.13% |
$25.6K - $31.5K
|
12.8K
$2.92M
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-150- 3.41% |
$26.3K - $32.4K
|
4.26K
$971K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-150- 1.06% |
$26.3K - $32.4K
|
14K
$3.2M
|
|
|
Feb 14, 2024
Q4 2023
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-150- 12.94% |
$26.3K - $32.4K
|
1.01K
$230K
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-151- 6.77% |
$26.5K - $32.6K
|
2.08K
$474K
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-153- 9.53% |
$26.8K - $33K
|
1.45K
$331K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
SELL
|
- |
-156- 3.19% |
$27.3K - $33.7K
|
4.74K
$1.08M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-158- 0.45% |
$27.7K - $34.1K
|
34.9K
$7.96M
|
|
|
Jan 22, 2024
Q4 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-161- 13.24% |
$28.2K - $34.8K
|
1.06K
$241K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-163- 1.09% |
$28.6K - $35.2K
|
14.7K
$3.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-163- 1.29% |
$28.6K - $35.2K
|
12.4K
$2.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-168- 0.15% |
$29.4K - $36.3K
|
109K
$25M
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-170- 0.29% |
$29.8K - $36.7K
|
58.7K
$13.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-171- 12.77% |
$30K - $36.9K
|
1.17K
$267K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-172- 0.87% |
$30.1K - $37.1K
|
19.5K
$4.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-172- 10.7% |
$30.1K - $37.1K
|
1.44K
$328K
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-174- 1.25% |
$30.5K - $37.6K
|
13.7K
$3.12M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-175- 12.88% |
$30.7K - $37.8K
|
1.18K
$270K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-176- 1.96% |
$30.8K - $38K
|
8.81K
$2.01M
|
|
|
Feb 05, 2024
Q4 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-177- 8.66% |
$31K - $38.2K
|
1.87K
$426K
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-178- 13.86% |
$31.2K - $38.4K
|
1.11K
$252K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-178- 1.98% |
$31.2K - $38.4K
|
8.81K
$2.01M
|