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
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
1.63KNew |
$286K - $352K
|
1.63K
$396K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.62K+ 12.56% |
$284K - $350K
|
14.5K
$3.53M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.61K+ 6.88% |
$282K - $347K
|
25K
$6.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
1.6KNew |
$280K - $344K
|
1.6K
$387K
|
|
|
Feb 05, 2024
Q4 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
1.59K+ 46.24% |
$279K - $344K
|
5.04K
$1.22M
|
|
|
Jan 22, 2024
Q4 2023
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
1.59K+ 2.79% |
$278K - $343K
|
58.5K
$14.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.59K+ 14.99% |
$278K - $343K
|
12.2K
$2.96M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.59K+ 3.63% |
$278K - $343K
|
45.3K
$11M
|
|
|
Jan 09, 2024
Q4 2023
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
1.59K+ 34.52% |
$278K - $342K
|
6.18K
$1.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
1.59K+ 1.51% |
$278K - $342K
|
107K
$25.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
1.58KNew |
$277K - $341K
|
1.58K
$384K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.56KNew |
$274K - $337K
|
1.56K
$379K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.55K+ 3.09% |
$271K - $334K
|
51.7K
$12.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.55K+ 391.14% |
$271K - $334K
|
1.94K
$471K
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
BUY
|
- |
1.54K+ 10.8% |
$270K - $332K
|
15.8K
$3.83M
|
|
|
Jan 30, 2024
Q4 2023
|
Rfg Holdings, Inc.
|
BUY
|
- |
1.53KNew |
$269K - $331K
|
1.53K
$372K
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1.53K+ 2.9% |
$268K - $331K
|
54.3K
$13.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.53K+ 3.35% |
$267K - $329K
|
47.1K
$11.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
1.53K+ 34.71% |
$267K - $329K
|
5.92K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
1.51KNew |
$265K - $327K
|
1.51K
$367K
|
|
|
Feb 15, 2024
Q4 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
1.51K+ 6.55% |
$265K - $326K
|
24.6K
$5.97M
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
BUY
|
- |
1.51K+ 2.48% |
$264K - $326K
|
62.3K
$15.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
1.5KNew |
$263K - $324K
|
1.5K
$364K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.49K+ 8.05% |
$261K - $322K
|
20K
$4.86M
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.48K+ 7.55% |
$259K - $320K
|
21.1K
$5.12M
|
|
|
Nov 19, 2024
Q4 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
1.48K+ 46.09% |
$259K - $320K
|
4.69K
$1.14M
|
|
|
Oct 28, 2024
Q4 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
1.48K+ 10.99% |
$259K - $319K
|
14.9K
$3.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.46KNew |
$256K - $315K
|
1.46K
$354K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.46K+ 11.67% |
$256K - $315K
|
14K
$3.39M
|
|
|
Jan 23, 2024
Q4 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.45K+ 15.38% |
$254K - $313K
|
10.9K
$2.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
1.45KNew |
$254K - $312K
|
1.45K
$351K
|
|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
1.41KNew |
$247K - $304K
|
1.41K
$342K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
BUY
|
- |
1.41K+ 6.38% |
$247K - $304K
|
23.5K
$5.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
BUY
|
- |
1.4K+ 13.37% |
$245K - $302K
|
11.9K
$2.88M
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
1.4K+ 14.46% |
$245K - $302K
|
11.1K
$2.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.39K+ 12.21% |
$244K - $301K
|
12.8K
$3.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.38KNew |
$242K - $298K
|
1.38K
$335K
|
|
|
Jan 18, 2024
Q4 2023
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
1.38K+ 1.86% |
$242K - $298K
|
75.8K
$18.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.38KNew |
$242K - $298K
|
1.38K
$335K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.36K+ 15.62% |
$239K - $294K
|
10.1K
$2.45M
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
1.36KNew |
$239K - $294K
|
1.36K
$330K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
1.36K+ 3.79% |
$238K - $293K
|
37.2K
$9.04M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
1.35K+ 3.98% |
$236K - $291K
|
35.3K
$8.56M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.35K+ 2.94% |
$236K - $291K
|
47.2K
$11.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.35KNew |
$236K - $291K
|
1.35K
$327K
|
|
|
Feb 13, 2024
Q4 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
1.35K+ 4.32% |
$236K - $291K
|
32.6K
$7.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
1.35K+ 0.43% |
$236K - $291K
|
317K
$77M
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
1.34K+ 17.26% |
$236K - $290K
|
9.13K
$2.22M
|
|
|
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
1.34KNew |
$234K - $289K
|
1.34K
$325K
|
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
1.34K+ 10.02% |
$234K - $289K
|
14.7K
$3.56M
|