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 |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
190+ 17.51% |
$34.1K - $39.7K
|
1.28K
$311K
|
|
Apr 06, 2023
Q1 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
188+ 5.34% |
$33.7K - $39.2K
|
3.71K
$904K
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
188New |
$33.7K - $39.2K
|
188
$45.9K
|
|
May 02, 2023
Q1 2023
|
Magnolia Capital Management LTD
|
BUY
|
- |
187+ 130.77% |
$33.6K - $39K
|
330
$80.5K
|
|
Apr 10, 2023
Q1 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
185+ 14.8% |
$33.2K - $38.6K
|
1.44K
$350K
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
BUY
|
- |
180+ 6.38% |
$32.3K - $37.6K
|
3K
$732K
|
|
May 01, 2023
Q1 2023
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
178+ 0.25% |
$32K - $37.2K
|
71.9K
$17.5M
|
|
May 08, 2023
Q1 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
178+ 3.8% |
$32K - $37.2K
|
4.86K
$1.19M
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
177+ 0.13% |
$31.8K - $37K
|
136K
$33.2M
|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
176+ 8.38% |
$31.6K - $36.7K
|
2.28K
$555K
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
175+ 194.44% |
$31.4K - $36.5K
|
265
$64.6K
|
|
May 11, 2023
Q1 2023
|
Pecaut & Co.
|
BUY
|
- |
175+ 8.31% |
$31.4K - $36.5K
|
2.28K
$556K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
169+ 6.39% |
$30.3K - $35.3K
|
2.81K
$686K
|
|
Apr 21, 2023
Q1 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
166+ 0.4% |
$29.8K - $34.7K
|
41.6K
$10.2M
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
165New |
$29.6K - $34.4K
|
165
$40.2K
|
|
May 04, 2023
Q1 2023
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
163+ 1.04% |
$29.3K - $34K
|
15.9K
$3.87M
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
161New |
$28.9K - $33.6K
|
161
$39.3K
|
|
Apr 21, 2023
Q1 2023
|
Pachira Investments Inc.
|
BUY
|
- |
159+ 11.49% |
$28.5K - $33.2K
|
1.54K
$376K
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
158+ 0.77% |
$28.4K - $33K
|
20.6K
$5.02M
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
158+ 0.77% |
$28.4K - $33K
|
20.6K
$5.02M
|
|
May 15, 2023
Q1 2023
|
Washington Trust Bank
|
BUY
|
- |
155+ 1.3% |
$27.8K - $32.4K
|
12.1K
$2.95M
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
154+ 3.66% |
$27.6K - $32.1K
|
4.37K
$1.06M
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
154+ 3.53% |
$27.6K - $32.1K
|
4.52K
$1.1M
|
|
Apr 17, 2023
Q1 2023
|
Connable Office Inc
|
BUY
|
- |
152+ 0.85% |
$27.3K - $31.7K
|
18.1K
$4.42M
|
|
Apr 17, 2023
Q1 2023
|
First Financial Corp
|
BUY
|
- |
151+ 2.0% |
$27.1K - $31.5K
|
7.71K
$1.88M
|
|
Apr 28, 2023
Q1 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
151+ 6.57% |
$27.1K - $31.5K
|
2.45K
$597K
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
150+ 12.22% |
$26.9K - $31.3K
|
1.38K
$336K
|
|
Oct 09, 2024
Q1 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
150+ 0.69% |
$26.9K - $31.3K
|
22K
$5.37M
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
148New |
$26.6K - $30.9K
|
148
$36.1K
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
147New |
$26.4K - $30.7K
|
147
$35.9K
|
|
May 11, 2023
Q1 2023
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
146+ 2.53% |
$26.2K - $30.5K
|
5.91K
$1.44M
|
|
Apr 24, 2023
Q1 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
140+ 1.12% |
$25.1K - $29.2K
|
12.7K
$3.09M
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
140+ 4.63% |
$25.1K - $29.2K
|
3.17K
$772K
|
|
May 09, 2023
Q1 2023
|
Gs Investments, Inc.
|
BUY
|
- |
138+ 63.01% |
$24.8K - $28.8K
|
357
$87.1K
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
135+ 1.02% |
$24.2K - $28.2K
|
13.4K
$3.26M
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
132+ 13.36% |
$23.7K - $27.6K
|
1.12K
$273K
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
130New |
$23.3K - $27.1K
|
130
$31.7K
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
129+ 0.6% |
$23.2K - $26.9K
|
21.6K
$5.27M
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
129+ 1.49% |
$23.2K - $26.9K
|
8.77K
$2.14M
|
|
Apr 12, 2023
Q1 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
124+ 0.3% |
$22.3K - $25.9K
|
40.9K
$9.99M
|
|
May 09, 2023
Q1 2023
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
124+ 5.38% |
$22.3K - $25.9K
|
2.43K
$592K
|
|
Apr 21, 2023
Q1 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
123+ 1.14% |
$22.1K - $25.7K
|
10.9K
$2.66M
|
|
Apr 27, 2023
Q1 2023
|
Latigo Investments, LLC
|
BUY
|
- |
123+ 0.41% |
$22.1K - $25.7K
|
30.2K
$7.36M
|
|
May 02, 2023
Q1 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
123+ 3.3% |
$22.1K - $25.7K
|
3.85K
$939K
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
123+ 8.91% |
$22.1K - $25.7K
|
1.5K
$367K
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
122+ 406.67% |
$21.9K - $25.5K
|
152
$37.1K
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
122+ 0.49% |
$21.9K - $25.5K
|
24.8K
$6.05M
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
122+ 6.02% |
$21.9K - $25.5K
|
2.15K
$524K
|
|
May 09, 2023
Q1 2023
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
120+ 0.15% |
$21.5K - $25.1K
|
79.5K
$19.4M
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
119+ 4.14% |
$21.4K - $24.8K
|
3K
$731K
|