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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
18.7KNew |
$3.28M - $4.04M
|
18.7K
$4.54M
|
|
|
Oct 18, 2024
Q4 2023
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
18.4KNew |
$3.22M - $3.97M
|
18.4K
$4.46M
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
18.3K+ 16.15% |
$3.21M - $3.96M
|
132K
$32M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.2K+ 1.9% |
$3.19M - $3.93M
|
975K
$237M
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
18.2KNew |
$3.19M - $3.92M
|
18.2K
$4.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
17.8K+ 35.6% |
$3.13M - $3.85M
|
67.9K
$16.5M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
17.5K+ 123.81% |
$3.06M - $3.77M
|
31.6K
$7.67M
|
|
|
Feb 15, 2024
Q4 2023
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
17.3KNew |
$3.04M - $3.74M
|
17.3K
$4.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
17.2KNew |
$3.02M - $3.72M
|
17.2K
$4.18M
|
|
|
Jan 19, 2024
Q4 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
17.2K+ 18.71% |
$3.02M - $3.71M
|
109K
$26.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
17.1K+ 108.01% |
$3M - $3.7M
|
33K
$8.01M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
17.1K+ 2.23% |
$2.99M - $3.69M
|
783K
$190M
|
|
|
Feb 09, 2024
Q4 2023
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
16.3K+ 5.36% |
$2.85M - $3.51M
|
319K
$77.5M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.8K+ 6.84% |
$2.76M - $3.4M
|
246K
$59.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
15.2KNew |
$2.67M - $3.29M
|
15.2K
$3.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
15.1K+ 98.62% |
$2.65M - $3.27M
|
30.5K
$7.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
15.1K+ 6.4% |
$2.65M - $3.26M
|
251K
$61M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.8K+ 34.91% |
$2.6M - $3.2M
|
57.2K
$13.9M
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
14.8K+ 39.52% |
$2.59M - $3.19M
|
52.2K
$12.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14.4K+ 13.2% |
$2.53M - $3.12M
|
124K
$30.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Davidson Investment Advisors
|
BUY
|
- |
14.4K+ 9.0% |
$2.52M - $3.1M
|
174K
$42.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.2K+ 7.8% |
$2.48M - $3.05M
|
196K
$47.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Adams Wealth Management
|
BUY
|
- |
13.5KNew |
$2.36M - $2.91M
|
13.5K
$3.27M
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
13.2KNew |
$2.31M - $2.85M
|
13.2K
$3.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
13.1K+ 25.88% |
$2.3M - $2.83M
|
63.8K
$15.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
13K+ 11.57% |
$2.29M - $2.82M
|
126K
$30.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
12.6K+ 5.25% |
$2.22M - $2.73M
|
254K
$61.6M
|
|
|
Feb 12, 2024
Q4 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
12.1K+ 13.87% |
$2.11M - $2.61M
|
99.1K
$24.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
12KNew |
$2.1M - $2.59M
|
12K
$2.91M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
12K+ 8.26% |
$2.1M - $2.59M
|
157K
$38.1M
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
11.9KNew |
$2.08M - $2.56M
|
11.9K
$2.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
11.8KNew |
$2.07M - $2.55M
|
11.8K
$2.87M
|
|
|
Mar 20, 2024
Q4 2023
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
11.7KNew |
$2.04M - $2.52M
|
11.7K
$2.83M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
11.6K+ 23.34% |
$2.04M - $2.51M
|
61.4K
$14.9M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11.6K+ 11.22% |
$2.03M - $2.5M
|
115K
$27.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
11.4K+ 8.39% |
$2M - $2.47M
|
148K
$35.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.4K+ 4.52% |
$2M - $2.47M
|
264K
$64.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
11.3K+ 25.44% |
$1.99M - $2.45M
|
55.9K
$13.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11K+ 27.45% |
$1.93M - $2.38M
|
51.1K
$12.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
10.9KNew |
$1.91M - $2.35M
|
10.9K
$2.64M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
10.7K+ 12.92% |
$1.87M - $2.31M
|
93.4K
$22.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
10.5K+ 3.75% |
$1.84M - $2.27M
|
291K
$70.6M
|
|
|
Mar 08, 2024
Q4 2023
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
10.5KNew |
$1.83M - $2.26M
|
10.5K
$2.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
10.4K+ 3.74% |
$1.83M - $2.25M
|
289K
$70.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.4K+ 8.8% |
$1.82M - $2.25M
|
129K
$31.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.4K+ 6.9% |
$1.82M - $2.25M
|
161K
$39.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
10.4KNew |
$1.82M - $2.24M
|
10.4K
$2.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
10.3K+ 19.65% |
$1.81M - $2.23M
|
62.8K
$15.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
10.2KNew |
$1.79M - $2.2M
|
10.2K
$2.47M
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
10KNew |
$1.76M - $2.17M
|
10K
$2.44M
|