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
|
City State Bank
Norwalk, IA |
SELL
|
- |
-715- 9.59% |
$125K - $154K
|
6.74K
$1.64M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-732- 25.97% |
$128K - $158K
|
2.09K
$507K
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-740- 42.6% |
$130K - $160K
|
997
$242K
|
|
|
Feb 12, 2024
Q4 2023
|
Meridian Management CO
|
SELL
|
- |
-743- 26.53% |
$130K - $160K
|
2.06K
$500K
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-747- 10.34% |
$131K - $161K
|
6.48K
$1.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-750- 0.21% |
$131K - $162K
|
357K
$86.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-755- 6.78% |
$132K - $163K
|
10.4K
$2.52M
|
|
|
Jan 23, 2024
Q4 2023
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-756- 1.42% |
$132K - $163K
|
52.5K
$12.8M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-756- 40.56% |
$132K - $163K
|
1.11K
$269K
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-757- 5.82% |
$133K - $163K
|
12.2K
$2.97M
|
|
|
Jan 19, 2024
Q4 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-759- 1.69% |
$133K - $164K
|
44.2K
$10.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-763- 2.17% |
$134K - $165K
|
34.3K
$8.34M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-769- 9.19% |
$135K - $166K
|
7.6K
$1.85M
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-774- 6.47% |
$136K - $167K
|
11.2K
$2.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-774- 5.78% |
$136K - $167K
|
12.6K
$3.07M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-775- 1.56% |
$136K - $167K
|
48.8K
$11.9M
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-779- 21.83% |
$137K - $168K
|
2.79K
$677K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-780- 6.46% |
$137K - $168K
|
11.3K
$2.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-789- 7.15% |
$138K - $170K
|
10.2K
$2.49M
|
|
|
Jan 29, 2024
Q4 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-800- 1.94% |
$140K - $173K
|
40.5K
$9.83M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-803- 0.97% |
$141K - $173K
|
82.2K
$20M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-805- 6.68% |
$141K - $174K
|
11.2K
$2.73M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-808- 18.47% |
$142K - $174K
|
3.57K
$866K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-809- 2.08% |
$142K - $175K
|
38.1K
$9.26M
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-813- 34.46% |
$142K - $176K
|
1.55K
$375K
|
|
|
Jan 18, 2024
Q4 2023
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-814- 3.2% |
$143K - $176K
|
24.6K
$5.98M
|
|
|
Feb 05, 2024
Q4 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-829- 2.95% |
$145K - $179K
|
27.3K
$6.62M
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-832- 37.96% |
$146K - $180K
|
1.36K
$330K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-834- 1.34% |
$146K - $180K
|
61.4K
$14.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-841- 6.44% |
$147K - $182K
|
12.2K
$2.97M
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-847- 6.84% |
$148K - $183K
|
11.5K
$2.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-853- 16.83% |
$149K - $184K
|
4.22K
$1.02M
|
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-865- 3.51% |
$152K - $187K
|
23.8K
$5.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-879- 35.67% |
$154K - $190K
|
1.59K
$385K
|
|
|
Feb 02, 2024
Q4 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-895- 18.34% |
$157K - $193K
|
3.98K
$967K
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-897- 0.68% |
$157K - $194K
|
132K
$32M
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-903- 4.79% |
$158K - $195K
|
18K
$4.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-908- 12.15% |
$159K - $196K
|
6.57K
$1.59M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-912- 42.6% |
$160K - $197K
|
1.23K
$298K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-913- 3.6% |
$160K - $197K
|
24.4K
$5.93M
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-952- 1.52% |
$167K - $206K
|
61.6K
$14.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-970- 36.17% |
$170K - $209K
|
1.71K
$416K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-971- 4.33% |
$170K - $210K
|
21.5K
$5.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-974- 4.08% |
$171K - $210K
|
22.9K
$5.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-977- 6.98% |
$171K - $211K
|
13K
$3.16M
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-1K- 6.94% |
$175K - $216K
|
13.4K
$3.25M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.01K- 1.59% |
$177K - $218K
|
62.6K
$15.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.03K- 3.5% |
$180K - $222K
|
28.3K
$6.87M
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-1.04K- 2.53% |
$182K - $224K
|
39.9K
$9.69M
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.05K- 9.96% |
$185K - $227K
|
9.52K
$2.31M
|