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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
9.78KNew |
$1.71M - $2.11M
|
9.78K
$2.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
9.64K+ 28.1% |
$1.69M - $2.08M
|
43.9K
$10.7M
|
|
|
Feb 08, 2024
Q4 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
9.52KNew |
$1.67M - $2.06M
|
9.52K
$2.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.42KNew |
$1.65M - $2.03M
|
9.42K
$2.29M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
9.14K+ 93.51% |
$1.6M - $1.97M
|
18.9K
$4.59M
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
BUY
|
- |
9.07K+ 80.27% |
$1.59M - $1.96M
|
20.4K
$4.95M
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
9.06K+ 22.23% |
$1.59M - $1.96M
|
49.8K
$12.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
9.05K+ 97.3% |
$1.59M - $1.95M
|
18.3K
$4.45M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
8.92K+ 38.67% |
$1.56M - $1.93M
|
32K
$7.76M
|
|
|
Dec 17, 2024
Q4 2023
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
8.82KNew |
$1.55M - $1.9M
|
8.82K
$2.14M
|
|
|
Jan 29, 2024
Q4 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
8.75K+ 42.08% |
$1.53M - $1.89M
|
29.5K
$7.17M
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
8.62K+ 623.12% |
$1.51M - $1.86M
|
10K
$2.43M
|
|
|
Feb 01, 2024
Q4 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
8.54K+ 3.82% |
$1.5M - $1.84M
|
232K
$56.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
8.52K+ 11.37% |
$1.49M - $1.84M
|
83.4K
$20.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
8.42K+ 14.38% |
$1.48M - $1.82M
|
67K
$16.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
8.41K+ 82.51% |
$1.47M - $1.82M
|
18.6K
$4.52M
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
8.34K+ 22.47% |
$1.46M - $1.8M
|
45.5K
$11M
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
8.29K+ 5.09% |
$1.45M - $1.79M
|
171K
$41.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.23K+ 41.15% |
$1.44M - $1.78M
|
28.2K
$6.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
8.19K+ 16.23% |
$1.43M - $1.77M
|
58.6K
$14.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
BUY
|
- |
7.98K+ 6.07% |
$1.4M - $1.72M
|
139K
$33.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.91K+ 3.09% |
$1.39M - $1.71M
|
264K
$64M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
7.87KNew |
$1.38M - $1.7M
|
7.87K
$1.91M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
7.83K+ 91.03% |
$1.37M - $1.69M
|
16.4K
$3.99M
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
7.83K+ 26.25% |
$1.37M - $1.69M
|
37.6K
$9.14M
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
7.77K+ 90.34% |
$1.36M - $1.68M
|
16.4K
$3.98M
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
7.62K+ 4.66% |
$1.34M - $1.65M
|
171K
$41.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Harbor Group, Inc.
|
BUY
|
- |
7.6KNew |
$1.33M - $1.64M
|
7.6K
$1.84M
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
7.57K+ 48.0% |
$1.33M - $1.63M
|
23.3K
$5.67M
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
7.55K+ 5.72% |
$1.32M - $1.63M
|
139K
$33.8M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.54K+ 38.58% |
$1.32M - $1.63M
|
27.1K
$6.58M
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
7.48K+ 6.16% |
$1.31M - $1.62M
|
129K
$31.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
BUY
|
- |
7.45K+ 13.36% |
$1.31M - $1.61M
|
63.2K
$15.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.36K+ 49.0% |
$1.29M - $1.59M
|
22.4K
$5.43M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
7.25KNew |
$1.27M - $1.57M
|
7.25K
$1.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
7.19KNew |
$1.26M - $1.55M
|
7.19K
$1.75M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
7.16KNew |
$1.25M - $1.55M
|
7.16K
$1.74M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
7.09K+ 5.35% |
$1.24M - $1.53M
|
140K
$33.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
7.02KNew |
$1.23M - $1.52M
|
7.02K
$1.71M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7.01K+ 154.58% |
$1.23M - $1.51M
|
11.5K
$2.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
BUY
|
- |
6.99K+ 19.89% |
$1.22M - $1.51M
|
42.1K
$10.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.9K+ 14.82% |
$1.21M - $1.49M
|
53.5K
$13M
|
|
|
Jan 29, 2024
Q4 2023
|
Mayport, LLC
|
BUY
|
- |
6.77K+ 70.3% |
$1.19M - $1.46M
|
16.4K
$3.98M
|
|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
6.64K+ 129.99% |
$1.16M - $1.43M
|
11.8K
$2.85M
|
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
6.64K+ 129.99% |
$1.16M - $1.43M
|
11.8K
$2.85M
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
6.64K+ 10.45% |
$1.16M - $1.43M
|
70.1K
$17M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
6.56K+ 12.97% |
$1.15M - $1.42M
|
57.1K
$13.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
6.48K+ 19.57% |
$1.14M - $1.4M
|
39.6K
$9.61M
|
|
|
Aug 01, 2024
Q4 2023
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
6.31KNew |
$1.11M - $1.36M
|
6.31K
$1.53M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.18K+ 8.64% |
$1.08M - $1.33M
|
77.7K
$18.9M
|