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 06, 2024
Q4 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
3.9KNew |
$684K - $842K
|
3.9K
$982K
|
|
|
Feb 14, 2024
Q4 2023
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
3.88KNew |
$680K - $838K
|
3.88K
$978K
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
3.85K+ 34.13% |
$675K - $832K
|
15.1K
$3.81M
|
|
|
Jan 29, 2024
Q4 2023
|
Bray Capital Advisors
|
BUY
|
- |
3.8K+ 10.32% |
$666K - $821K
|
40.6K
$10.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.8K+ 3.47% |
$665K - $820K
|
113K
$28.5M
|
|
|
Aug 13, 2024
Q4 2023
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
3.75KNew |
$656K - $809K
|
3.75K
$943K
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.73KNew |
$654K - $806K
|
3.73K
$940K
|
|
|
Jan 23, 2024
Q4 2023
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
3.66K+ 6.11% |
$642K - $790K
|
63.5K
$16M
|
|
|
Jan 08, 2024
Q4 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
3.66K+ 8.9% |
$641K - $790K
|
44.7K
$11.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
3.64KNew |
$638K - $785K
|
3.64K
$916K
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
3.63KNew |
$636K - $784K
|
3.63K
$914K
|
|
|
Jan 31, 2024
Q4 2023
|
Wp Advisors, LLC
|
BUY
|
- |
3.61K+ 26.69% |
$632K - $779K
|
17.1K
$4.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.61KNew |
$632K - $779K
|
3.61K
$908K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.61K+ 89.08% |
$632K - $779K
|
7.65K
$1.93M
|
|
|
Oct 30, 2024
Q4 2023
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
3.6KNew |
$632K - $778K
|
3.6K
$908K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.6K+ 3.58% |
$631K - $777K
|
104K
$26.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
3.57K+ 10.4% |
$625K - $770K
|
37.8K
$9.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
3.56KNew |
$624K - $769K
|
3.56K
$897K
|
|
|
Feb 13, 2024
Q4 2023
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
3.52KNew |
$617K - $760K
|
3.52K
$887K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
3.51KNew |
$615K - $757K
|
3.51K
$883K
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
3.49KNew |
$612K - $754K
|
3.49K
$879K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
3.49K+ 3.72% |
$611K - $753K
|
97.3K
$24.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
3.48KNew |
$609K - $750K
|
3.48K
$875K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
3.45K+ 1.33% |
$604K - $744K
|
262K
$65.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
BUY
|
- |
3.44K+ 8.37% |
$603K - $743K
|
44.5K
$11.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3.43K+ 22.94% |
$601K - $741K
|
18.4K
$4.63M
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
3.38K+ 6.9% |
$593K - $731K
|
52.4K
$13.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Moller Financial Services
|
BUY
|
- |
3.32K+ 2.96% |
$582K - $717K
|
115K
$29.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
3.32K+ 131.55% |
$581K - $716K
|
5.84K
$1.47M
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Planning LLC
|
BUY
|
- |
3.31K+ 8.85% |
$580K - $714K
|
40.7K
$10.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
3.29K+ 2.03% |
$576K - $710K
|
166K
$41.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
BUY
|
- |
3.28K+ 65.58% |
$574K - $707K
|
8.27K
$2.08M
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
3.25KNew |
$569K - $701K
|
3.25K
$818K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
3.24K+ 67.46% |
$568K - $700K
|
8.05K
$2.03M
|
|
|
Jan 22, 2024
Q4 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
3.23KNew |
$566K - $698K
|
3.23K
$814K
|
|
|
Feb 12, 2024
Q4 2023
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
3.2KNew |
$561K - $691K
|
3.2K
$806K
|
|
|
Apr 30, 2024
Q4 2023
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
3.2KNew |
$560K - $690K
|
3.2K
$805K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.18K+ 3.96% |
$558K - $687K
|
83.5K
$21M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.17K+ 7.25% |
$556K - $685K
|
47K
$11.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3.16K+ 11.46% |
$555K - $683K
|
30.8K
$7.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
3.1KNew |
$543K - $669K
|
3.1K
$780K
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
3.05K+ 14.0% |
$534K - $658K
|
24.8K
$6.25M
|
|
|
Feb 08, 2024
Q4 2023
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
3.04K+ 43.39% |
$533K - $657K
|
10.1K
$2.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
3.03K+ 16.05% |
$531K - $655K
|
21.9K
$5.52M
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
3.03K+ 20.19% |
$530K - $653K
|
18K
$4.54M
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.01K+ 6.29% |
$528K - $650K
|
50.9K
$12.8M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2.97KNew |
$520K - $641K
|
2.97K
$747K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.92K+ 10.32% |
$512K - $630K
|
31.2K
$7.86M
|
|
|
Jan 17, 2024
Q4 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
2.92K+ 6.85% |
$511K - $630K
|
45.5K
$11.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
2.9KNew |
$508K - $626K
|
2.9K
$731K
|