Purchases and Sales Made in Q1 2023 in Vanguard Small Cap ETF (VB)
This table provides information about the institutional ownership of Vanguard Small Cap ETF (VB) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
472+ 2.42% |
$84.7K - $98.5K
|
20K
$4.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
467+ 4.01% |
$83.8K - $97.5K
|
12.1K
$2.97M
|
|
|
May 05, 2023
Q1 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
465+ 9.78% |
$83.5K - $97.1K
|
5.22K
$1.28M
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
461+ 2.62% |
$82.8K - $96.2K
|
18K
$4.42M
|
|
|
May 03, 2023
Q1 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
458+ 6.42% |
$82.2K - $95.6K
|
7.6K
$1.86M
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
BUY
|
- |
456+ 10.95% |
$81.9K - $95.2K
|
4.62K
$1.13M
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
450+ 5.07% |
$80.8K - $93.9K
|
9.33K
$2.29M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
447+ 0.65% |
$80.2K - $93.3K
|
69.4K
$17M
|
|
|
May 15, 2023
Q1 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
446+ 4.97% |
$80.1K - $93.1K
|
9.43K
$2.31M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
443+ 0.23% |
$79.5K - $92.5K
|
197K
$48.3M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
439+ 4.13% |
$78.8K - $91.6K
|
11.1K
$2.71M
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
438+ 6.7% |
$78.6K - $91.4K
|
6.98K
$1.71M
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
429+ 18.08% |
$77K - $89.6K
|
2.8K
$686K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
429+ 3.16% |
$77K - $89.6K
|
14K
$3.44M
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
427+ 17.45% |
$76.7K - $89.1K
|
2.87K
$704K
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
425+ 7.74% |
$76.3K - $88.7K
|
5.92K
$1.45M
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
423+ 1.76% |
$75.9K - $88.3K
|
24.5K
$6M
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
414+ 3.77% |
$74.3K - $86.4K
|
11.4K
$2.79M
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
411+ 3.76% |
$73.8K - $85.8K
|
11.4K
$2.78M
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
410+ 953.49% |
$73.6K - $85.6K
|
453
$111K
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
408+ 7.43% |
$73.2K - $85.2K
|
5.9K
$1.45M
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
408+ 4.82% |
$73.2K - $85.2K
|
8.87K
$2.17M
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
405+ 3.68% |
$72.7K - $84.5K
|
11.4K
$2.79M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
404+ 75.66% |
$72.5K - $84.3K
|
938
$230K
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
400+ 3.66% |
$71.8K - $83.5K
|
11.3K
$2.78M
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
398New |
$71.4K - $83.1K
|
398
$97.5K
|
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
396+ 34.59% |
$71.1K - $82.7K
|
1.54K
$378K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
395+ 25.39% |
$70.9K - $82.5K
|
1.95K
$478K
|
|
|
May 15, 2023
Q1 2023
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
393+ 1.0% |
$70.5K - $82K
|
39.5K
$9.68M
|
|
|
Apr 10, 2023
Q1 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
392+ 22.48% |
$70.4K - $81.8K
|
2.14K
$523K
|
|
|
Apr 04, 2024
Q1 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
386+ 2.7% |
$69.3K - $80.6K
|
14.7K
$3.59M
|
|
|
May 04, 2023
Q1 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
383+ 25.65% |
$68.8K - $80K
|
1.88K
$460K
|
|
|
Apr 17, 2023
Q1 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
382+ 13.2% |
$68.6K - $79.7K
|
3.28K
$803K
|
|
|
May 11, 2023
Q1 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
381+ 3.0% |
$68.4K - $79.5K
|
13.1K
$3.2M
|
|
|
May 15, 2023
Q1 2023
|
Wit, LLC
District Of Columbia, DC |
BUY
|
- |
375+ 101.35% |
$67.3K - $78.3K
|
745
$183K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
373+ 5.07% |
$67K - $77.9K
|
7.73K
$1.89M
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
367+ 26.67% |
$65.9K - $76.6K
|
1.74K
$427K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
358+ 2.24% |
$64.3K - $74.7K
|
16.3K
$4M
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
357+ 3.62% |
$64.1K - $74.5K
|
10.2K
$2.51M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
357+ 7.43% |
$64.1K - $74.5K
|
5.16K
$1.26M
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
355+ 0.84% |
$63.7K - $74.1K
|
42.4K
$10.4M
|
|
|
May 01, 2023
Q1 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
355+ 1.46% |
$63.7K - $74.1K
|
24.7K
$6.06M
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
BUY
|
- |
354+ 33.15% |
$63.5K - $73.9K
|
1.42K
$348K
|
|
|
May 11, 2023
Q1 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
353+ 23.22% |
$63.4K - $73.7K
|
1.87K
$459K
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
348+ 2.23% |
$62.5K - $72.6K
|
15.9K
$3.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
346+ 2.18% |
$62.1K - $72.2K
|
16.2K
$3.98M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
346+ 7.03% |
$62.1K - $72.2K
|
5.27K
$1.29M
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
345+ 107.81% |
$61.9K - $72K
|
665
$163K
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
343+ 10.31% |
$61.6K - $71.6K
|
3.67K
$899K
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
333+ 4.21% |
$59.8K - $69.5K
|
8.25K
$2.02M
|