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 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-182- 0.95% |
$31.9K - $39.3K
|
18.9K
$4.31M
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-182- 1.0% |
$31.9K - $39.3K
|
18K
$4.11M
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-183- 1.6% |
$32.1K - $39.5K
|
11.3K
$2.57M
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-188- 6.96% |
$32.9K - $40.6K
|
2.51K
$574K
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-189- 1.15% |
$33.1K - $40.8K
|
16.2K
$3.71M
|
|
Feb 05, 2024
Q4 2023
|
Santori & Peters, Inc.
|
SELL
|
- |
-190- 2.75% |
$33.3K - $41K
|
6.71K
$1.53M
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-191- 9.68% |
$33.5K - $41.2K
|
1.78K
$407K
|
|
Feb 07, 2024
Q4 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-191- 1.27% |
$33.5K - $41.2K
|
14.8K
$3.39M
|
|
Sep 04, 2024
Q4 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-191- 1.27% |
$33.5K - $41.2K
|
14.8K
$3.39M
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-192- 2.84% |
$33.6K - $41.5K
|
6.57K
$1.5M
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-192- 2.38% |
$33.6K - $41.5K
|
7.88K
$1.8M
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-196- 3.42% |
$34.4K - $42.3K
|
5.54K
$1.26M
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-198- 4.56% |
$34.7K - $42.7K
|
4.15K
$946K
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-198- 6.01% |
$34.7K - $42.7K
|
3.1K
$706K
|
|
Feb 14, 2024
Q4 2023
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-199- 10.64% |
$34.9K - $43K
|
1.67K
$382K
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-200- 7.85% |
$35.1K - $43.2K
|
2.35K
$536K
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-209- 3.52% |
$36.6K - $45.1K
|
5.72K
$1.31M
|
|
Jan 31, 2024
Q4 2023
|
Roth Financial Partners LLC
|
SELL
|
- |
-210- 1.54% |
$36.8K - $45.3K
|
13.4K
$3.05M
|
|
Jan 30, 2024
Q4 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-212- 13.5% |
$37.2K - $45.8K
|
1.36K
$310K
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
SELL
|
- |
-215- 5.36% |
$37.7K - $46.4K
|
3.79K
$866K
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-215- 8.63% |
$37.7K - $46.4K
|
2.28K
$519K
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-217- 2.21% |
$38K - $46.9K
|
9.61K
$2.19M
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-218- 4.84% |
$38.2K - $47.1K
|
4.28K
$977K
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-219- 2.74% |
$38.4K - $47.3K
|
7.79K
$1.78M
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-220- 3.63% |
$38.6K - $47.5K
|
5.84K
$1.33M
|
|
Jan 22, 2024
Q4 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-223- 1.71% |
$39.1K - $48.1K
|
12.8K
$2.93M
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-223- 14.34% |
$39.1K - $48.1K
|
1.33K
$304K
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-229- 1.12% |
$40.1K - $49.4K
|
20.2K
$4.61M
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-232- 3.13% |
$40.7K - $50.1K
|
7.18K
$1.64M
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-234- 0.21% |
$41K - $50.5K
|
110K
$25.1M
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-235- 6.41% |
$41.2K - $50.7K
|
3.43K
$783K
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-237- 1.99% |
$41.5K - $51.2K
|
11.7K
$2.66M
|
|
Feb 12, 2024
Q4 2023
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-246- 2.2% |
$43.1K - $53.1K
|
10.9K
$2.5M
|
|
Jan 17, 2024
Q4 2023
|
Jvl Associates LLC
|
SELL
|
- |
-247- 2.82% |
$43.3K - $53.3K
|
8.5K
$1.94M
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-249- 1.9% |
$43.6K - $53.8K
|
12.9K
$2.94M
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
SELL
|
- |
-253- 9.47% |
$44.3K - $54.6K
|
2.42K
$552K
|
|
Feb 13, 2024
Q4 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-254- 3.03% |
$44.5K - $54.8K
|
8.12K
$1.85M
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-256- 36.83% |
$44.9K - $55.3K
|
439
$100K
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-258- 32.53% |
$45.2K - $55.7K
|
535
$122K
|
|
Jan 24, 2024
Q4 2023
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-262- 0.8% |
$45.9K - $56.6K
|
32.4K
$7.4M
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-262- 8.8% |
$45.9K - $56.6K
|
2.71K
$619K
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-263- 32.43% |
$46.1K - $56.8K
|
548
$125K
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-266- 5.36% |
$46.6K - $57.4K
|
4.7K
$1.07M
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-272- 4.37% |
$47.7K - $58.7K
|
5.96K
$1.36M
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-282- 1.77% |
$49.4K - $60.9K
|
15.6K
$3.57M
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-282- 11.33% |
$49.4K - $60.9K
|
2.21K
$503K
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-285- 16.17% |
$49.9K - $61.5K
|
1.48K
$337K
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-286- 0.67% |
$50.1K - $61.7K
|
42.4K
$9.67M
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-289- 20.21% |
$50.7K - $62.4K
|
1.14K
$260K
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-290- 8.9% |
$50.8K - $62.6K
|
2.97K
$677K
|