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 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-331- 2.41% |
$58K - $71.5K
|
13.4K
$3.26M
|
|
|
Feb 12, 2024
Q4 2023
|
5th Street Advisors, LLC
|
SELL
|
- |
-334- 0.97% |
$58.5K - $72.1K
|
34.2K
$8.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-335- 0.56% |
$58.7K - $72.3K
|
59.6K
$14.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-335- 6.44% |
$58.7K - $72.3K
|
4.87K
$1.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-335- 2.7% |
$58.7K - $72.3K
|
12.1K
$2.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-335- 3.41% |
$58.7K - $72.3K
|
9.5K
$2.31M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-336- 1.83% |
$58.9K - $72.5K
|
18K
$4.38M
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-340- 9.33% |
$59.6K - $73.4K
|
3.3K
$802K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-341- 12.03% |
$59.8K - $73.6K
|
2.49K
$605K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-343- 29.62% |
$60.1K - $74.1K
|
815
$198K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-345- 0.77% |
$60.5K - $74.5K
|
44.5K
$10.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-352- 0.43% |
$61.7K - $76K
|
81.7K
$19.8M
|
|
|
Jan 05, 2024
Q4 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-355- 14.61% |
$62.2K - $76.6K
|
2.08K
$504K
|
|
|
Jan 29, 2024
Q4 2023
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-355- 8.0% |
$62.2K - $76.6K
|
4.08K
$991K
|
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-365- 6.9% |
$64K - $78.8K
|
4.93K
$1.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-369- 6.16% |
$64.7K - $79.7K
|
5.62K
$1.36M
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-374- 1.41% |
$65.5K - $80.7K
|
26.2K
$6.36M
|
|
|
Jan 22, 2024
Q4 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-375- 13.17% |
$65.7K - $81K
|
2.47K
$600K
|
|
|
Feb 14, 2024
Q4 2023
|
Wit, LLC
District Of Columbia, DC |
SELL
|
- |
-375- 58.78% |
$65.7K - $81K
|
263
$63.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-379- 15.7% |
$66.4K - $81.8K
|
2.04K
$494K
|
|
|
Feb 14, 2024
Q4 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-382- 11.84% |
$66.9K - $82.5K
|
2.85K
$691K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-382- 1.71% |
$66.9K - $82.5K
|
22K
$5.33M
|
|
|
Jan 08, 2024
Q4 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-383- 0.94% |
$67.1K - $82.7K
|
40.3K
$9.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-383- 3.72% |
$67.1K - $82.7K
|
9.92K
$2.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-386- 20.65% |
$67.7K - $83.3K
|
1.48K
$360K
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-390- 0.27% |
$68.4K - $84.2K
|
143K
$34.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-393- 11.62% |
$68.9K - $84.8K
|
2.99K
$725K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-393- 0.49% |
$68.9K - $84.8K
|
79.1K
$19.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-394- 7.33% |
$69.1K - $85.1K
|
4.98K
$1.21M
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-399- 5.1% |
$69.9K - $86.1K
|
7.43K
$1.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-400- 81.47% |
$70.1K - $86.4K
|
91
$22.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-406- 7.07% |
$71.2K - $87.7K
|
5.33K
$1.29M
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-407- 53.84% |
$71.3K - $87.9K
|
349
$84.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-407- 96.9% |
$71.3K - $87.9K
|
13
$3.16K
|
|
|
Dec 03, 2024
Q4 2023
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-408- 1.64% |
$71.5K - $88.1K
|
24.4K
$5.93M
|
|
|
Jan 09, 2024
Q4 2023
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-409- 2.19% |
$71.7K - $88.3K
|
18.3K
$4.44M
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-418- 23.58% |
$73.3K - $90.2K
|
1.36K
$329K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-418- 4.16% |
$73.3K - $90.2K
|
9.63K
$2.34M
|
|
|
Jan 30, 2024
Q4 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-421- 9.76% |
$73.8K - $90.9K
|
3.89K
$945K
|
|
|
Apr 03, 2024
Q4 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-423- 2.88% |
$74.1K - $91.3K
|
14.3K
$3.47M
|
|
|
Feb 02, 2024
Q4 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-435- 2.35% |
$76.2K - $93.9K
|
18.1K
$4.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-435- 5.23% |
$76.2K - $93.9K
|
7.88K
$1.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-435- 2.76% |
$76.2K - $93.9K
|
15.3K
$3.72M
|
|
|
Oct 03, 2024
Q4 2023
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-445- 11.01% |
$78K - $96.1K
|
3.6K
$873K
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-447- 4.94% |
$78.3K - $96.5K
|
8.61K
$2.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-450- 2.36% |
$78.9K - $97.2K
|
18.6K
$4.52M
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-453- 4.66% |
$79.4K - $97.8K
|
9.27K
$2.25M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-460- 15.5% |
$80.6K - $99.3K
|
2.51K
$609K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-460- 7.79% |
$80.6K - $99.3K
|
5.45K
$1.32M
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-463- 0.26% |
$81.1K - $100K
|
179K
$43.4M
|