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
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-1.04K- 2.53% |
$182K - $224K
|
39.9K
$9.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.05K- 9.96% |
$185K - $227K
|
9.52K
$2.27M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.05K- 1.61% |
$185K - $228K
|
64.3K
$15.3M
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-1.06K- 6.9% |
$185K - $228K
|
14.3K
$3.39M
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.06K- 5.95% |
$186K - $230K
|
16.8K
$4.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-1.07K- 3.63% |
$187K - $231K
|
28.4K
$6.76M
|
|
|
Feb 08, 2024
Q4 2023
|
Cabot Wellington, LLC
Boston, MA |
SELL
|
- |
-1.08K- 4.9% |
$189K - $232K
|
20.9K
$4.97M
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.1K- 22.27% |
$193K - $238K
|
3.85K
$917K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-1.11K- 83.91% |
$195K - $240K
|
213
$50.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.14K- 7.82% |
$200K - $246K
|
13.4K
$3.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.16K- 6.35% |
$204K - $251K
|
17.1K
$4.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.21K- 34.9% |
$212K - $261K
|
2.26K
$537K
|
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-1.22K- 3.47% |
$214K - $264K
|
34K
$8.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.24K- 10.45% |
$216K - $267K
|
10.6K
$2.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.28K- 22.68% |
$223K - $275K
|
4.35K
$1.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.28K- 1.14% |
$224K - $276K
|
111K
$26.5M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.28K- 7.95% |
$225K - $277K
|
14.9K
$3.54M
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.29K- 23.47% |
$226K - $278K
|
4.2K
$1M
|
|
|
Feb 01, 2024
Q4 2023
|
Kennicott Capital Management LLC
|
SELL
|
- |
-1.29K- 8.6% |
$227K - $279K
|
13.7K
$3.27M
|
|
|
Jan 08, 2024
Q4 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-1.29K- 15.22% |
$227K - $279K
|
7.21K
$1.72M
|
|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-1.3K- 20.2% |
$228K - $280K
|
5.13K
$1.22M
|
|
|
May 20, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-1.33K- 2.89% |
$234K - $288K
|
44.8K
$10.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.35K- 1.8% |
$237K - $292K
|
73.8K
$17.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.36K- 6.55% |
$239K - $294K
|
19.4K
$4.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-1.4K- 3.02% |
$245K - $302K
|
44.8K
$10.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-1.4K- 3.23% |
$246K - $303K
|
42K
$10M
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.46K- 12.52% |
$256K - $315K
|
10.2K
$2.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.47K- 2.8% |
$258K - $317K
|
51.1K
$12.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.48K- 18.06% |
$259K - $318K
|
6.69K
$1.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.54K- 3.33% |
$269K - $331K
|
44.5K
$10.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-1.54K- 3.65% |
$270K - $333K
|
40.8K
$9.71M
|
|
|
Jan 29, 2024
Q4 2023
|
Libra Wealth LLC
|
SELL
|
- |
-1.56K- 27.54% |
$273K - $336K
|
4.09K
$974K
|
|
|
Jan 10, 2024
Q4 2023
|
Veery Capital, LLC
|
SELL
|
- |
-1.59K- 39.68% |
$278K - $342K
|
2.41K
$574K
|
|
|
Jan 16, 2024
Q4 2023
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-1.6K- 63.37% |
$280K - $345K
|
925
$220K
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1.6K- 5.3% |
$281K - $346K
|
28.6K
$6.82M
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.6K- 61.81% |
$281K - $346K
|
991
$236K
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-1.61K- 12.4% |
$281K - $347K
|
11.3K
$2.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-1.61K- 4.25% |
$283K - $348K
|
36.3K
$8.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-1.62K- 0.63% |
$283K - $349K
|
255K
$60.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.63K- 5.01% |
$285K - $351K
|
30.8K
$7.34M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.63K- 47.66% |
$286K - $352K
|
1.79K
$426K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.67K- 8.25% |
$293K - $361K
|
18.6K
$4.43M
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
SELL
|
- |
-1.78K- 6.24% |
$311K - $383K
|
26.7K
$6.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-1.8K- 10.25% |
$315K - $388K
|
15.7K
$3.75M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.82K- 0.88% |
$319K - $393K
|
206K
$49.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
SELL
|
- |
-1.82K- 52.01% |
$319K - $393K
|
1.68K
$400K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.82K- 1.12% |
$319K - $394K
|
161K
$38.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.84K- 15.93% |
$322K - $397K
|
9.71K
$2.31M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.87K- 30.56% |
$327K - $403K
|
4.24K
$1.01M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.94K- 0.87% |
$340K - $419K
|
222K
$52.8M
|