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
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
117+ 9.75% |
$21K - $24.4K
|
1.32K
$321K
|
|
May 15, 2023
Q1 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
114New |
$20.5K - $23.8K
|
114
$27.8K
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
111+ 5.43% |
$19.9K - $23.2K
|
2.16K
$526K
|
|
May 03, 2023
Q1 2023
|
Compass Financial Group, Inc.
|
BUY
|
- |
111+ 0.28% |
$19.9K - $23.2K
|
39.1K
$9.54M
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
BUY
|
- |
110+ 2.96% |
$19.7K - $23K
|
3.82K
$932K
|
|
Apr 28, 2023
Q1 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
110+ 8.33% |
$19.7K - $23K
|
1.43K
$349K
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
109+ 0.86% |
$19.6K - $22.8K
|
12.8K
$3.13M
|
|
Apr 18, 2023
Q1 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
106+ 0.66% |
$19K - $22.1K
|
16.1K
$3.92M
|
|
May 04, 2023
Q1 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
106+ 1.87% |
$19K - $22.1K
|
5.77K
$1.41M
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
105+ 0.14% |
$18.8K - $21.9K
|
75.8K
$18.5M
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
104+ 0.81% |
$18.7K - $21.7K
|
12.9K
$3.15M
|
|
Apr 13, 2023
Q1 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
104+ 0.43% |
$18.7K - $21.7K
|
24.4K
$5.96M
|
|
Apr 11, 2023
Q1 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
100+ 3.42% |
$18K - $20.9K
|
3.03K
$738K
|
|
May 02, 2023
Q1 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
100+ 1.67% |
$18K - $20.9K
|
6.08K
$1.48M
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
100+ 90.91% |
$18K - $20.9K
|
210
$51.2K
|
|
May 09, 2023
Q1 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
100+ 4.94% |
$18K - $20.9K
|
2.12K
$518K
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
98+ 2.89% |
$17.6K - $20.5K
|
3.49K
$852K
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
97+ 1.94% |
$17.4K - $20.2K
|
5.09K
$1.24M
|
|
Apr 27, 2023
Q1 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
94+ 2.11% |
$16.9K - $19.6K
|
4.56K
$1.11M
|
|
May 01, 2023
Q1 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
94+ 0.72% |
$16.9K - $19.6K
|
13.2K
$3.22M
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
92+ 1.91% |
$16.5K - $19.2K
|
4.9K
$1.2M
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
92+ 4.55% |
$16.5K - $19.2K
|
2.12K
$516K
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
90+ 50.0% |
$16.2K - $18.8K
|
270
$65.9K
|
|
Apr 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
89+ 1.77% |
$16K - $18.6K
|
5.11K
$1.25M
|
|
May 12, 2023
Q1 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
89+ 1.93% |
$16K - $18.6K
|
4.7K
$1.15M
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
86+ 7.42% |
$15.4K - $18K
|
1.25K
$304K
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
85+ 20.0% |
$15.3K - $17.7K
|
510
$124K
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
83+ 7.28% |
$14.9K - $17.3K
|
1.22K
$298K
|
|
Apr 11, 2023
Q1 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
82+ 0.24% |
$14.7K - $17.1K
|
33.8K
$8.24M
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
81+ 52.26% |
$14.5K - $16.9K
|
236
$57.6K
|
|
May 15, 2023
Q1 2023
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
80+ 2.25% |
$14.4K - $16.7K
|
3.64K
$887K
|
|
Apr 26, 2023
Q1 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
77+ 3.15% |
$13.8K - $16.1K
|
2.52K
$615K
|
|
Apr 17, 2023
Q1 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
76+ 2.23% |
$13.6K - $15.9K
|
3.49K
$851K
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
76+ 1.22% |
$13.6K - $15.9K
|
6.32K
$1.54M
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
BUY
|
- |
75+ 2.61% |
$13.5K - $15.7K
|
2.94K
$718K
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
75+ 3.56% |
$13.5K - $15.7K
|
2.18K
$533K
|
|
May 05, 2023
Q1 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
75+ 0.97% |
$13.5K - $15.7K
|
7.83K
$1.91M
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
74+ 160.87% |
$13.3K - $15.4K
|
120
$29.3K
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
74+ 1.25% |
$13.3K - $15.4K
|
6.01K
$1.47M
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
74+ 7.94% |
$13.3K - $15.4K
|
1.01K
$245K
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
BUY
|
- |
73+ 0.4% |
$13.1K - $15.2K
|
18.5K
$4.5M
|
|
May 03, 2023
Q1 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
73+ 1.72% |
$13.1K - $15.2K
|
4.31K
$1.05M
|
|
May 11, 2023
Q1 2023
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
72+ 0.36% |
$12.9K - $15K
|
20K
$4.88M
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
72+ 10.06% |
$12.9K - $15K
|
788
$192K
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
BUY
|
- |
71+ 1.25% |
$12.7K - $14.8K
|
5.75K
$1.4M
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
70+ 4.32% |
$12.6K - $14.6K
|
1.69K
$412K
|
|
Apr 27, 2023
Q1 2023
|
My Wealth Management Inc.
|
BUY
|
- |
69+ 0.4% |
$12.4K - $14.4K
|
17.2K
$4.2M
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
68+ 3.44% |
$12.2K - $14.2K
|
2.05K
$499K
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
65+ 0.16% |
$11.7K - $13.6K
|
39.7K
$9.67M
|
|
May 15, 2023
Q1 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
65+ 1.13% |
$11.7K - $13.6K
|
5.8K
$1.41M
|