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 25, 2024
Q4 2023
|
Ma Private Wealth
|
SELL
|
- |
-3.73K- 20.7% |
$654K - $806K
|
14.3K
$3.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.75K- 1.02% |
$657K - $810K
|
363K
$80.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-3.83K- 5.56% |
$671K - $826K
|
65K
$14.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.89K- 6.96% |
$682K - $840K
|
52K
$11.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.91K- 6.36% |
$685K - $844K
|
57.5K
$12.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-4.08K- 39.0% |
$715K - $881K
|
6.39K
$1.42M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-4.14K- 43.28% |
$726K - $894K
|
5.43K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-4.16K- 10.92% |
$729K - $897K
|
33.9K
$7.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-4.23K- 14.2% |
$741K - $913K
|
25.6K
$5.66M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.27K- 16.05% |
$749K - $922K
|
22.3K
$4.95M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-4.35K- 3.63% |
$763K - $940K
|
116K
$25.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-4.35K- 1.47% |
$763K - $940K
|
291K
$64.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-4.4K- 74.28% |
$770K - $949K
|
1.52K
$337K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-4.4K- 3.58% |
$771K - $950K
|
119K
$26.3M
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-4.61K- 68.3% |
$807K - $994K
|
2.14K
$474K
|
|
|
Sep 25, 2024
Q4 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-4.66K- 69.21% |
$817K - $1.01M
|
2.07K
$460K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.94K- 51.09% |
$866K - $1.07M
|
4.73K
$1.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-5.01K- 19.38% |
$878K - $1.08M
|
20.9K
$4.62M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-5.11K- 7.6% |
$895K - $1.1M
|
62.2K
$13.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-5.13K- 6.98% |
$899K - $1.11M
|
68.3K
$15.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.17K- 14.65% |
$905K - $1.12M
|
30.1K
$6.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.35K- 98.31% |
$937K - $1.15M
|
92
$20.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
SELL
|
- |
-5.42K- 19.62% |
$950K - $1.17M
|
22.2K
$4.92M
|
|
|
Apr 08, 2025
Q4 2023
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-5.79K- 33.79% |
$1.01M - $1.25M
|
11.3K
$2.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-6.12K- 43.02% |
$1.07M - $1.32M
|
8.11K
$1.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-6.15K- 3.76% |
$1.08M - $1.33M
|
158K
$34.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Better Money Decisions, LLC
|
SELL
|
- |
-6.19K- 15.39% |
$1.08M - $1.34M
|
34K
$7.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-6.19K- 5.8% |
$1.08M - $1.34M
|
100K
$22.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-6.26K- 96.25% |
$1.1M - $1.35M
|
244
$54.1K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-6.66K- 3.56% |
$1.17M - $1.44M
|
180K
$40M
|
|
|
Jan 11, 2024
Q4 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-6.83K- 13.26% |
$1.2M - $1.48M
|
44.7K
$9.91M
|
|
|
Jan 09, 2024
Q4 2023
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-6.9K- 43.03% |
$1.21M - $1.49M
|
9.13K
$2.02M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.9K- 9.87% |
$1.21M - $1.49M
|
63K
$14M
|
|
|
Jan 10, 2024
Q4 2023
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-7.17K- 5.14% |
$1.26M - $1.55M
|
132K
$29.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7.18K- 52.96% |
$1.26M - $1.55M
|
6.38K
$1.41M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-7.22K- 52.5% |
$1.27M - $1.56M
|
6.53K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-7.34K- 14.63% |
$1.29M - $1.58M
|
42.8K
$9.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-7.54K- 45.52% |
$1.32M - $1.63M
|
9.02K
$2M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-7.84K- 2.46% |
$1.37M - $1.69M
|
312K
$69M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-8.1K- 98.78% |
$1.42M - $1.75M
|
100
$22.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-8.36K- 65.48% |
$1.47M - $1.81M
|
4.41K
$977K
|
|
|
Jan 30, 2024
Q4 2023
|
Spectrum Financial Alliance LTD LLC
|
SELL
|
- |
-8.5K- 16.17% |
$1.49M - $1.83M
|
44K
$9.76M
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-8.69K- 8.99% |
$1.52M - $1.88M
|
88K
$19.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-8.72K- 95.22% |
$1.53M - $1.88M
|
438
$97.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-8.81K- 21.12% |
$1.54M - $1.9M
|
32.9K
$7.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-9.64K- 90.54% |
$1.69M - $2.08M
|
1.01K
$223K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-10.6K- 22.24% |
$1.85M - $2.28M
|
36.9K
$8.19M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-11K- 7.68% |
$1.93M - $2.38M
|
133K
$29.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-11.5K- 5.61% |
$2.02M - $2.49M
|
194K
$43M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-11.6K- 55.56% |
$2.04M - $2.51M
|
9.3K
$2.06M
|