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 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
5.89K+ 27.52% |
$1.03M - $1.27M
|
27.3K
$6.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
5.75K+ 8.08% |
$1.01M - $1.24M
|
76.9K
$18.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
5.69K+ 45.89% |
$997K - $1.23M
|
18.1K
$4.39M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
5.69K+ 100.11% |
$996K - $1.23M
|
11.4K
$2.76M
|
|
|
Jan 24, 2024
Q4 2023
|
Sofi Wealth, LLC
|
BUY
|
- |
5.62K+ 4.63% |
$985K - $1.21M
|
127K
$30.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
5.59K+ 19.92% |
$980K - $1.21M
|
33.7K
$8.17M
|
|
|
Mar 14, 2024
Q4 2023
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
5.55KNew |
$973K - $1.2M
|
5.55K
$1.35M
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
5.42K+ 21.43% |
$950K - $1.17M
|
30.7K
$7.46M
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
5.39K+ 6.07% |
$944K - $1.16M
|
94.1K
$22.8M
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
5.3KNew |
$929K - $1.14M
|
5.3K
$1.29M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
5.23K+ 6.46% |
$917K - $1.13M
|
86.2K
$20.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
5.21KNew |
$914K - $1.13M
|
5.21K
$1.27M
|
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
BUY
|
- |
5.21K+ 5.03% |
$913K - $1.12M
|
109K
$26.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
5.15KNew |
$903K - $1.11M
|
5.15K
$1.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.08K+ 27.02% |
$891K - $1.1M
|
23.9K
$5.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Applied Capital LLC
|
BUY
|
- |
5.08KNew |
$890K - $1.1M
|
5.08K
$1.23M
|
|
|
Jan 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
5.03K+ 1.45% |
$881K - $1.09M
|
351K
$85.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
5.02K+ 2.0% |
$879K - $1.08M
|
256K
$62.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Lynch Asset Management, Inc.
|
BUY
|
- |
5K+ 50.0% |
$876K - $1.08M
|
15K
$3.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
4.87KNew |
$853K - $1.05M
|
4.87K
$1.18M
|
|
|
Jan 23, 2024
Q4 2023
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
4.79K+ 379.02% |
$839K - $1.03M
|
6.05K
$1.47M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
4.77K+ 20.38% |
$835K - $1.03M
|
28.2K
$6.83M
|
|
|
Jan 31, 2024
Q4 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
4.75K+ 5.33% |
$833K - $1.03M
|
93.9K
$22.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
4.69K+ 3.69% |
$821K - $1.01M
|
132K
$32M
|
|
|
Jan 25, 2024
Q4 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
4.68K+ 4.56% |
$821K - $1.01M
|
107K
$26.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.67K+ 9.9% |
$818K - $1.01M
|
51.8K
$12.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
4.66K+ 2.98% |
$817K - $1.01M
|
161K
$39.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
4.66K+ 11.93% |
$816K - $1.01M
|
43.7K
$10.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
4.63K+ 26.91% |
$811K - $999K
|
21.8K
$5.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
4.62KNew |
$809K - $997K
|
4.62K
$1.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
4.61KNew |
$808K - $995K
|
4.61K
$1.12M
|
|
|
Jan 29, 2024
Q4 2023
|
Elm Partners Management LLC
|
BUY
|
- |
4.56K+ 7.31% |
$800K - $985K
|
67K
$16.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
4.49KNew |
$787K - $969K
|
4.49K
$1.09M
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
4.34K+ 8.0% |
$760K - $936K
|
58.5K
$14.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
4.33KNew |
$759K - $935K
|
4.33K
$1.05M
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
4.32K+ 52.47% |
$757K - $932K
|
12.5K
$3.05M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
4.29K+ 4.2% |
$753K - $927K
|
107K
$25.9M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.22K+ 10.74% |
$739K - $910K
|
43.5K
$10.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Kercheville Advisors, LLC
|
BUY
|
- |
4.2KNew |
$736K - $907K
|
4.2K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
4.15K+ 211.31% |
$727K - $895K
|
6.11K
$1.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
4.11KNew |
$720K - $886K
|
4.11K
$997K
|
|
|
Feb 07, 2024
Q4 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
4.08K+ 3.2% |
$714K - $880K
|
132K
$31.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.07K+ 738.84% |
$713K - $879K
|
4.62K
$1.12M
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
4.07K+ 301.86% |
$713K - $878K
|
5.41K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
4.03KNew |
$706K - $869K
|
4.03K
$977K
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
BUY
|
- |
4.02KNew |
$704K - $868K
|
4.02K
$976K
|
|
|
Apr 24, 2024
Q4 2023
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
4KNew |
$700K - $863K
|
4K
$970K
|
|
|
Jan 30, 2024
Q4 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
3.99K+ 5.82% |
$700K - $862K
|
72.6K
$17.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.99KNew |
$699K - $861K
|
3.99K
$968K
|
|
|
Feb 06, 2024
Q4 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
3.9KNew |
$684K - $842K
|
3.9K
$947K
|