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 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-847- 6.84% |
$148K - $183K
|
11.5K
$2.63M
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-853- 16.83% |
$149K - $184K
|
4.22K
$962K
|
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-865- 3.51% |
$152K - $187K
|
23.8K
$5.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-879- 35.67% |
$154K - $190K
|
1.59K
$362K
|
|
|
Feb 02, 2024
Q4 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-895- 18.34% |
$157K - $193K
|
3.98K
$909K
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-897- 0.68% |
$157K - $194K
|
132K
$30M
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-903- 4.79% |
$158K - $195K
|
18K
$4.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-908- 12.15% |
$159K - $196K
|
6.57K
$1.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-912- 42.6% |
$160K - $197K
|
1.23K
$280K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-913- 3.6% |
$160K - $197K
|
24.4K
$5.58M
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-952- 1.52% |
$167K - $206K
|
61.6K
$14M
|
|
|
Apr 22, 2025
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-957- 62.22% |
$168K - $207K
|
581
$133K
|
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-970- 36.17% |
$170K - $209K
|
1.71K
$391K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-971- 4.33% |
$170K - $210K
|
21.5K
$4.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-974- 4.08% |
$171K - $210K
|
22.9K
$5.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-977- 6.98% |
$171K - $211K
|
13K
$2.97M
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-1K- 6.94% |
$175K - $216K
|
13.4K
$3.06M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.01K- 1.59% |
$177K - $218K
|
62.6K
$14.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.03K- 3.5% |
$180K - $222K
|
28.3K
$6.45M
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-1.04K- 2.53% |
$182K - $224K
|
39.9K
$9.11M
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.05K- 9.96% |
$185K - $227K
|
9.52K
$2.17M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.05K- 1.61% |
$185K - $228K
|
64.3K
$14.7M
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-1.06K- 6.9% |
$185K - $228K
|
14.3K
$3.25M
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.06K- 5.95% |
$186K - $230K
|
16.8K
$3.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-1.07K- 3.63% |
$187K - $231K
|
28.4K
$6.47M
|
|
|
Feb 08, 2024
Q4 2023
|
Cabot Wellington, LLC
Boston, MA |
SELL
|
- |
-1.08K- 4.9% |
$189K - $232K
|
20.9K
$4.76M
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.1K- 22.27% |
$193K - $238K
|
3.85K
$879K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-1.11K- 83.91% |
$195K - $240K
|
213
$48.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.14K- 7.82% |
$200K - $246K
|
13.4K
$3.07M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.16K- 6.35% |
$204K - $251K
|
17.1K
$3.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.21K- 34.9% |
$212K - $261K
|
2.26K
$515K
|
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-1.22K- 3.47% |
$214K - $264K
|
34K
$7.76M
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.24K- 10.45% |
$216K - $267K
|
10.6K
$2.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.28K- 22.68% |
$223K - $275K
|
4.35K
$992K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.28K- 1.14% |
$224K - $276K
|
111K
$25.4M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.28K- 7.95% |
$225K - $277K
|
14.9K
$3.39M
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.29K- 23.47% |
$226K - $278K
|
4.2K
$959K
|
|
|
Feb 01, 2024
Q4 2023
|
Kennicott Capital Management LLC
|
SELL
|
- |
-1.29K- 8.6% |
$227K - $279K
|
13.7K
$3.14M
|
|
|
Jan 08, 2024
Q4 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-1.29K- 15.22% |
$227K - $279K
|
7.21K
$1.64M
|
|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-1.3K- 20.2% |
$228K - $280K
|
5.13K
$1.17M
|
|
|
May 20, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-1.33K- 2.89% |
$234K - $288K
|
44.8K
$10.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.35K- 1.8% |
$237K - $292K
|
73.8K
$16.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.36K- 6.55% |
$239K - $294K
|
19.4K
$4.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-1.4K- 3.02% |
$245K - $302K
|
44.8K
$10.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-1.4K- 3.23% |
$246K - $303K
|
42K
$9.58M
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.46K- 12.52% |
$256K - $315K
|
10.2K
$2.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.47K- 2.8% |
$258K - $317K
|
51.1K
$11.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.48K- 18.06% |
$259K - $318K
|
6.69K
$1.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.54K- 3.33% |
$269K - $331K
|
44.5K
$10.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-1.54K- 3.65% |
$270K - $333K
|
40.8K
$9.31M
|