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 24, 2024
Q4 2023
|
Kearns & Associates LLC
|
SELL
|
- |
-1.97K- 5.18% |
$346K - $426K
|
36.1K
$8.77M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.98K- 28.75% |
$347K - $427K
|
4.91K
$1.19M
|
|
|
Jan 11, 2024
Q4 2023
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-2.05K- 5.52% |
$360K - $443K
|
35.1K
$8.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Solitude Financial Services
|
SELL
|
- |
-2.14K- 3.51% |
$376K - $463K
|
58.9K
$14.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.15K- 3.42% |
$377K - $465K
|
60.8K
$14.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.18K- 61.51% |
$381K - $470K
|
1.36K
$330K
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-2.18K- 25.39% |
$382K - $470K
|
6.4K
$1.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.26K- 18.58% |
$395K - $487K
|
9.88K
$2.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.26K- 49.12% |
$397K - $489K
|
2.35K
$569K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.29K- 44.52% |
$401K - $494K
|
2.85K
$692K
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.3K- 13.64% |
$404K - $497K
|
14.6K
$3.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-2.34K- 18.7% |
$410K - $505K
|
10.2K
$2.47M
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-2.41K- 3.49% |
$422K - $520K
|
66.5K
$16.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2.43K- 81.77% |
$425K - $524K
|
541
$131K
|
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-2.44K- 56.4% |
$428K - $527K
|
1.89K
$458K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-2.46K- 42.52% |
$431K - $531K
|
3.33K
$807K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.55K- 8.76% |
$447K - $550K
|
26.6K
$6.45M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-2.59K- 12.57% |
$453K - $558K
|
18K
$4.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.64K- 4.4% |
$463K - $570K
|
57.3K
$13.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.65K- 16.99% |
$465K - $573K
|
13K
$3.15M
|
|
|
Jan 02, 2024
Q4 2023
|
Dentgroup LLC
|
SELL
|
- |
-2.71K- 25.09% |
$474K - $584K
|
8.08K
$1.96M
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-2.75K- 54.23% |
$482K - $594K
|
2.32K
$563K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-2.92K- 1.9% |
$512K - $630K
|
151K
$36.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.94K- 5.26% |
$516K - $636K
|
53K
$12.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.94K- 5.26% |
$516K - $636K
|
53K
$12.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.96K- 3.4% |
$519K - $639K
|
84.1K
$20.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.1K- 1.73% |
$543K - $669K
|
177K
$42.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-3.13K- 14.66% |
$549K - $676K
|
18.2K
$4.43M
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-3.19K- 12.63% |
$558K - $688K
|
22K
$5.35M
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-3.22K- 23.54% |
$564K - $694K
|
10.4K
$2.54M
|
|
|
Jan 17, 2024
Q4 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-3.25K- 51.47% |
$569K - $701K
|
3.06K
$743K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.31K- 11.93% |
$580K - $715K
|
24.4K
$5.93M
|
|
|
Feb 07, 2024
Q4 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-3.35K- 19.48% |
$587K - $723K
|
13.8K
$3.36M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-3.39K- 7.7% |
$594K - $732K
|
40.6K
$9.87M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-3.52K- 17.33% |
$617K - $760K
|
16.8K
$4.08M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-3.69K- 14.54% |
$646K - $796K
|
21.7K
$5.26M
|
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
SELL
|
- |
-3.73K- 20.7% |
$654K - $806K
|
14.3K
$3.47M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.75K- 1.02% |
$657K - $810K
|
363K
$88.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-3.83K- 5.56% |
$671K - $826K
|
65K
$15.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.89K- 6.96% |
$682K - $840K
|
52K
$12.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.91K- 6.36% |
$685K - $844K
|
57.5K
$14M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-4.08K- 39.0% |
$715K - $881K
|
6.39K
$1.55M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-4.14K- 43.28% |
$726K - $894K
|
5.43K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-4.16K- 10.92% |
$729K - $897K
|
33.9K
$8.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-4.23K- 14.2% |
$741K - $913K
|
25.6K
$6.2M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.27K- 16.05% |
$749K - $922K
|
22.3K
$5.42M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-4.35K- 3.63% |
$763K - $940K
|
116K
$28.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-4.35K- 1.47% |
$763K - $940K
|
291K
$70.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-4.4K- 74.28% |
$770K - $949K
|
1.52K
$369K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-4.4K- 3.58% |
$771K - $950K
|
119K
$28.8M
|