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 29, 2024
Q4 2023
|
Libra Wealth LLC
|
SELL
|
- |
-1.56K- 27.54% |
$273K - $336K
|
4.09K
$934K
|
|
|
Jan 10, 2024
Q4 2023
|
Veery Capital, LLC
|
SELL
|
- |
-1.59K- 39.68% |
$278K - $342K
|
2.41K
$550K
|
|
|
Jan 16, 2024
Q4 2023
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-1.6K- 63.37% |
$280K - $345K
|
925
$211K
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1.6K- 5.3% |
$281K - $346K
|
28.6K
$6.53M
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.6K- 61.81% |
$281K - $346K
|
991
$226K
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-1.61K- 12.4% |
$281K - $347K
|
11.3K
$2.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-1.61K- 4.25% |
$283K - $348K
|
36.3K
$8.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-1.62K- 0.63% |
$283K - $349K
|
255K
$58.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.63K- 5.01% |
$285K - $351K
|
30.8K
$7.04M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.63K- 47.66% |
$286K - $352K
|
1.79K
$408K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.67K- 8.25% |
$293K - $361K
|
18.6K
$4.24M
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
SELL
|
- |
-1.78K- 6.24% |
$311K - $383K
|
26.7K
$6.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-1.8K- 10.25% |
$315K - $388K
|
15.7K
$3.59M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.82K- 0.88% |
$319K - $393K
|
206K
$47M
|
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
SELL
|
- |
-1.82K- 52.01% |
$319K - $393K
|
1.68K
$383K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.82K- 1.12% |
$319K - $394K
|
161K
$36.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.84K- 15.93% |
$322K - $397K
|
9.71K
$2.22M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.87K- 30.56% |
$327K - $403K
|
4.24K
$967K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.94K- 0.87% |
$340K - $419K
|
222K
$50.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.95K- 5.86% |
$341K - $421K
|
31.3K
$7.14M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.97K- 16.74% |
$345K - $425K
|
9.8K
$2.24M
|
|
|
Jan 24, 2024
Q4 2023
|
Kearns & Associates LLC
|
SELL
|
- |
-1.97K- 5.18% |
$346K - $426K
|
36.1K
$8.24M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.98K- 28.75% |
$347K - $427K
|
4.91K
$1.12M
|
|
|
Jan 11, 2024
Q4 2023
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-2.05K- 5.52% |
$360K - $443K
|
35.1K
$8.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Solitude Financial Services
|
SELL
|
- |
-2.14K- 3.51% |
$376K - $463K
|
58.9K
$13.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.15K- 3.42% |
$377K - $465K
|
60.8K
$13.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.18K- 61.51% |
$381K - $470K
|
1.36K
$311K
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-2.18K- 25.39% |
$382K - $470K
|
6.4K
$1.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.26K- 18.58% |
$395K - $487K
|
9.88K
$2.26M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.26K- 49.12% |
$397K - $489K
|
2.35K
$535K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.29K- 44.52% |
$401K - $494K
|
2.85K
$650K
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.3K- 13.64% |
$404K - $497K
|
14.6K
$3.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-2.34K- 18.7% |
$410K - $505K
|
10.2K
$2.32M
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-2.41K- 3.49% |
$422K - $520K
|
66.5K
$15.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2.43K- 81.77% |
$425K - $524K
|
541
$123K
|
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-2.44K- 56.4% |
$428K - $527K
|
1.89K
$430K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-2.46K- 42.52% |
$431K - $531K
|
3.33K
$759K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.55K- 8.76% |
$447K - $550K
|
26.6K
$6.06M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-2.59K- 12.57% |
$453K - $558K
|
18K
$4.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.64K- 4.4% |
$463K - $570K
|
57.3K
$13.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.65K- 16.99% |
$465K - $573K
|
13K
$2.96M
|
|
|
Jan 02, 2024
Q4 2023
|
Dentgroup LLC
|
SELL
|
- |
-2.71K- 25.09% |
$474K - $584K
|
8.08K
$1.84M
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-2.75K- 54.23% |
$482K - $594K
|
2.32K
$530K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-2.92K- 1.9% |
$512K - $630K
|
151K
$34.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.94K- 5.26% |
$516K - $636K
|
53K
$12.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.94K- 5.26% |
$516K - $636K
|
53K
$12.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.96K- 3.4% |
$519K - $639K
|
84.1K
$19.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.1K- 1.73% |
$543K - $669K
|
177K
$40.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-3.13K- 14.66% |
$549K - $676K
|
18.2K
$4.16M
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-3.19K- 12.63% |
$558K - $688K
|
22K
$5.03M
|