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 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-64.2K- 70.21% |
$11.3M - $13.9M
|
27.3K
$6.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-70.3K- 34.32% |
$12.3M - $15.2M
|
135K
$30.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-85.3K- 96.88% |
$14.9M - $18.4M
|
2.75K
$628K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-91.1K- 24.47% |
$16M - $19.7M
|
281K
$64.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
SELL
|
- |
-93.5K- 83.97% |
$16.4M - $20.2M
|
17.8K
$4.07M
|
|
|
Jan 22, 2024
Q4 2023
|
Legacy Financial Group LLC
|
SELL
|
- |
-137K- 94.64% |
$24M - $29.5M
|
7.75K
$1.77M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-167K- 2.32% |
$29.2M - $36M
|
7.02M
$1.6B
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-169K- 74.18% |
$29.7M - $36.5M
|
58.9K
$13.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-178K- 12.68% |
$31.2M - $38.4M
|
1.23M
$280M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-229K- 22.29% |
$40.1M - $49.4M
|
798K
$182M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-399K- 1.99% |
$69.9M - $86.1M
|
19.6M
$4.47B
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-650K- 99.53% |
$114M - $140M
|
3.06K
$699K
|