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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
2.89KNew |
$506K - $623K
|
2.89K
$701K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
2.88K+ 2.59% |
$504K - $621K
|
114K
$27.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.86K+ 6.7% |
$502K - $618K
|
45.6K
$11.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
2.84K+ 7.64% |
$497K - $613K
|
40K
$9.71M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
2.83KNew |
$497K - $612K
|
2.83K
$688K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.8K+ 7.56% |
$491K - $605K
|
39.9K
$9.68M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
2.79K+ 19.69% |
$489K - $602K
|
17K
$4.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
2.78K+ 3.54% |
$488K - $601K
|
81.3K
$19.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Atwater Malick LLC
|
BUY
|
- |
2.78KNew |
$486K - $599K
|
2.78K
$674K
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
2.77KNew |
$485K - $597K
|
2.77K
$672K
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.76KNew |
$484K - $596K
|
2.76K
$670K
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
2.76K+ 10.14% |
$483K - $595K
|
30K
$7.28M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2.7K+ 20.93% |
$473K - $583K
|
15.6K
$3.79M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.68K+ 14.03% |
$469K - $578K
|
21.7K
$5.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
2.66KNew |
$467K - $575K
|
2.66K
$646K
|
|
|
Jan 29, 2024
Q4 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
2.65KNew |
$464K - $572K
|
2.65K
$643K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
2.63KNew |
$462K - $569K
|
2.63K
$639K
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.59K+ 40.94% |
$454K - $559K
|
8.91K
$2.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2.57KNew |
$450K - $554K
|
2.57K
$623K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
2.57K+ 11.5% |
$450K - $554K
|
24.9K
$6.04M
|
|
|
Jan 11, 2024
Q4 2023
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
2.55K+ 49.79% |
$447K - $550K
|
7.67K
$1.86M
|
|
|
Jan 24, 2024
Q4 2023
|
Riverview Trust CO
|
BUY
|
- |
2.49KNew |
$436K - $537K
|
2.49K
$604K
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
2.48K+ 22.97% |
$435K - $535K
|
13.3K
$3.22M
|
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
2.47K+ 3.1% |
$433K - $533K
|
82K
$19.9M
|
|
|
Jan 18, 2024
Q4 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
2.44K+ 126.94% |
$427K - $526K
|
4.36K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.4K+ 23.02% |
$420K - $518K
|
12.8K
$3.11M
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
2.37K+ 36.49% |
$416K - $512K
|
8.87K
$2.15M
|
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
2.37KNew |
$415K - $512K
|
2.37K
$575K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
2.37K+ 25.11% |
$415K - $511K
|
11.8K
$2.86M
|
|
|
Jan 18, 2024
Q4 2023
|
Whelan Financial
|
BUY
|
- |
2.34K+ 1.81% |
$409K - $504K
|
132K
$32M
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.33KNew |
$408K - $502K
|
2.33K
$565K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
2.32KNew |
$407K - $501K
|
2.32K
$564K
|
|
|
Jan 31, 2024
Q4 2023
|
Boyd Wealth Management, LLC
|
BUY
|
- |
2.31K+ 26.93% |
$404K - $498K
|
10.9K
$2.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.29KNew |
$400K - $493K
|
2.29K
$555K
|
|
|
Feb 07, 2024
Q4 2023
|
Intrinsic Value Partners, LLC
|
BUY
|
- |
2.28KNew |
$400K - $492K
|
2.28K
$553K
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.26K+ 20.66% |
$395K - $487K
|
13.2K
$3.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
2.25K+ 19.48% |
$395K - $487K
|
13.8K
$3.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
2.23K+ 270.27% |
$390K - $481K
|
3.05K
$741K
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
2.22K+ 4.45% |
$389K - $480K
|
52.2K
$12.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.21K+ 6.95% |
$388K - $478K
|
34.1K
$8.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.2K+ 0.8% |
$385K - $475K
|
276K
$66.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.19K+ 24.09% |
$383K - $472K
|
11.3K
$2.73M
|
|
|
Aug 08, 2024
Q4 2023
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
2.18KNew |
$382K - $471K
|
2.18K
$530K
|
|
|
Feb 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
2.17KNew |
$380K - $468K
|
2.17K
$526K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2.16K+ 5.86% |
$378K - $466K
|
39K
$9.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
2.16K+ 4.39% |
$378K - $466K
|
51.4K
$12.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.12K+ 13.01% |
$372K - $458K
|
18.4K
$4.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
2.11K+ 5.54% |
$370K - $456K
|
40.2K
$9.76M
|
|
|
Jan 18, 2024
Q4 2023
|
Asset Planning Corporation
|
BUY
|
- |
2.1K+ 4.42% |
$369K - $454K
|
49.7K
$12.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
2.1KNew |
$368K - $454K
|
2.1K
$510K
|