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
|
Bartlett & Co. LLC
|
SELL
|
- |
-475- 1.01% |
$83.2K - $103K
|
46.4K
$11.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-475- 1.01% |
$83.2K - $103K
|
46.4K
$11.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-476- 6.16% |
$83.4K - $103K
|
7.25K
$1.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-486- 0.85% |
$85.2K - $105K
|
56.7K
$13.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-487- 4.11% |
$85.4K - $105K
|
11.4K
$2.76M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-488- 1.6% |
$85.5K - $105K
|
30.1K
$7.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-490- 2.91% |
$85.9K - $106K
|
16.4K
$3.98M
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-493- 1.29% |
$86.4K - $106K
|
37.8K
$9.19M
|
|
|
Jan 12, 2024
Q4 2023
|
Melone Private Wealth, LLC
|
SELL
|
- |
-495- 20.39% |
$86.8K - $107K
|
1.93K
$469K
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-497- 14.18% |
$87.1K - $107K
|
3.01K
$730K
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
SELL
|
- |
-500- 11.19% |
$87.6K - $108K
|
3.97K
$963K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-506- 1.6% |
$88.7K - $109K
|
31.1K
$7.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-514- 14.96% |
$90.1K - $111K
|
2.92K
$709K
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-516- 9.55% |
$90.4K - $111K
|
4.89K
$1.19M
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
SELL
|
- |
-520- 15.32% |
$91.1K - $112K
|
2.87K
$698K
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-520- 0.98% |
$91.1K - $112K
|
52.5K
$12.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-520- 2.38% |
$91.1K - $112K
|
21.3K
$5.18M
|
|
|
Mar 19, 2024
Q4 2023
|
Financial Life Advisors
|
SELL
|
- |
-527- 23.31% |
$92.4K - $114K
|
1.73K
$421K
|
|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-531- 18.98% |
$93.1K - $115K
|
2.27K
$550K
|
|
|
Jan 26, 2024
Q4 2023
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-533- 1.89% |
$93.4K - $115K
|
27.7K
$6.72M
|
|
|
Feb 15, 2024
Q4 2023
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-540- 11.49% |
$94.6K - $117K
|
4.16K
$1.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-546- 1.08% |
$95.7K - $118K
|
50.2K
$12.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-555- 4.23% |
$97.3K - $120K
|
12.6K
$3.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
SELL
|
- |
-561- 2.47% |
$98.3K - $121K
|
22.1K
$5.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-575- 32.97% |
$101K - $124K
|
1.17K
$284K
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-580- 3.36% |
$102K - $125K
|
16.7K
$4.05M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-586- 1.12% |
$103K - $127K
|
51.6K
$12.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-591- 18.38% |
$104K - $128K
|
2.63K
$637K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-600- 1.87% |
$105K - $130K
|
31.5K
$7.64M
|
|
|
Jan 26, 2024
Q4 2023
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-601- 3.89% |
$105K - $130K
|
14.8K
$3.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-601- 20.97% |
$105K - $130K
|
2.27K
$550K
|
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-602- 1.72% |
$106K - $130K
|
34.4K
$8.34M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-608- 3.56% |
$107K - $131K
|
16.5K
$4M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-610- 16.29% |
$107K - $132K
|
3.14K
$761K
|
|
|
Jan 10, 2024
Q4 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-635- 2.36% |
$111K - $137K
|
26.3K
$6.38M
|
|
|
Feb 01, 2024
Q4 2023
|
Acas, LLC
|
SELL
|
- |
-642- 9.81% |
$113K - $139K
|
5.9K
$1.43M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-645- 5.47% |
$113K - $139K
|
11.2K
$2.71M
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-647- 1.64% |
$113K - $140K
|
38.9K
$9.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-647- 4.85% |
$113K - $140K
|
12.7K
$3.08M
|
|
|
Jan 10, 2024
Q4 2023
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-650- 20.85% |
$114K - $140K
|
2.47K
$599K
|
|
|
Feb 05, 2024
Q4 2023
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-659- 5.15% |
$115K - $142K
|
12.1K
$2.95M
|
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-680- 35.94% |
$119K - $147K
|
1.21K
$294K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-683- 3.41% |
$120K - $147K
|
19.4K
$4.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-684- 5.6% |
$120K - $148K
|
11.5K
$2.8M
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-685- 6.65% |
$120K - $148K
|
9.61K
$2.33M
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-686- 28.48% |
$120K - $148K
|
1.72K
$418K
|
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-695- 9.61% |
$122K - $150K
|
6.53K
$1.59M
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-699- 27.72% |
$123K - $151K
|
1.82K
$443K
|
|
|
Feb 08, 2024
Q4 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-709- 5.23% |
$124K - $153K
|
12.8K
$3.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-711- 7.85% |
$125K - $154K
|
8.35K
$2.03M
|