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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2023
Q1 2023
|
Acas, LLC
|
BUY
|
- |
64+ 0.98% |
$11.5K - $13.4K
|
6.59K
$1.61M
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
64+ 5.54% |
$11.5K - $13.4K
|
1.22K
$299K
|
|
|
Apr 19, 2023
Q1 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
63+ 3.78% |
$11.3K - $13.2K
|
1.73K
$424K
|
|
|
Apr 12, 2023
Q1 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
62+ 0.51% |
$11.1K - $12.9K
|
12.3K
$3.02M
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
62New |
$11.1K - $12.9K
|
62
$15.2K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
61+ 1.03% |
$11K - $12.7K
|
6K
$1.47M
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
61+ 0.93% |
$11K - $12.7K
|
6.59K
$1.62M
|
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
61+ 0.51% |
$11K - $12.7K
|
11.9K
$2.93M
|
|
|
May 01, 2023
Q1 2023
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
60+ 1.92% |
$10.8K - $12.5K
|
3.19K
$782K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
59New |
$10.6K - $12.3K
|
59
$14.5K
|
|
|
Apr 06, 2023
Q1 2023
|
Kwmg, LLC
|
BUY
|
- |
58+ 2.54% |
$10.4K - $12.1K
|
2.34K
$573K
|
|
|
May 15, 2023
Q1 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
58+ 2.12% |
$10.4K - $12.1K
|
2.8K
$686K
|
|
|
Apr 19, 2023
Q1 2023
|
Dentgroup LLC
|
BUY
|
- |
56+ 0.53% |
$10.1K - $11.7K
|
10.7K
$2.63M
|
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
56+ 1.71% |
$10.1K - $11.7K
|
3.34K
$817K
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
56+ 0.34% |
$10.1K - $11.7K
|
16.3K
$4M
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
54+ 0.87% |
$9.69K - $11.3K
|
6.27K
$1.54M
|
|
|
May 12, 2023
Q1 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
53New |
$9.51K - $11.1K
|
53
$13K
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
51+ 1.99% |
$9.16K - $10.6K
|
2.61K
$639K
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
51+ 0.68% |
$9.16K - $10.6K
|
7.6K
$1.86M
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
BUY
|
- |
50+ 3.95% |
$8.98K - $10.4K
|
1.32K
$322K
|
|
|
Apr 21, 2023
Q1 2023
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
49+ 0.4% |
$8.8K - $10.2K
|
12.2K
$2.98M
|
|
|
Apr 21, 2023
Q1 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
48+ 0.83% |
$8.62K - $10K
|
5.82K
$1.43M
|
|
|
Apr 14, 2023
Q1 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
47+ 4.07% |
$8.44K - $9.81K
|
1.2K
$294K
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
47+ 39.17% |
$8.44K - $9.81K
|
167
$40.9K
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
47New |
$8.44K - $9.81K
|
47
$11.5K
|
|
|
May 01, 2023
Q1 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
47+ 0.27% |
$8.44K - $9.81K
|
17.3K
$4.23M
|
|
|
May 11, 2023
Q1 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
45+ 0.4% |
$8.08K - $9.39K
|
11.3K
$2.77M
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
45+ 4.09% |
$8.08K - $9.39K
|
1.14K
$280K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
43+ 3.48% |
$7.72K - $8.98K
|
1.28K
$314K
|
|
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
BUY
|
- |
41+ 0.43% |
$7.36K - $8.56K
|
9.55K
$2.34M
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
40+ 5.24% |
$7.18K - $8.35K
|
803
$197K
|
|
|
Oct 28, 2024
Q1 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
40+ 0.28% |
$7.18K - $8.35K
|
14.4K
$3.53M
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
39+ 0.52% |
$7K - $8.14K
|
7.54K
$1.85M
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
BUY
|
- |
39+ 0.26% |
$7K - $8.14K
|
15K
$3.67M
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
37+ 3.12% |
$6.64K - $7.72K
|
1.22K
$300K
|
|
|
May 03, 2023
Q1 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
37+ 0.31% |
$6.64K - $7.72K
|
11.8K
$2.89M
|
|
|
May 11, 2023
Q1 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
35+ 0.59% |
$6.28K - $7.31K
|
6K
$1.47M
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
32+ 0.34% |
$5.74K - $6.68K
|
9.48K
$2.32M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
31+ 0.9% |
$5.56K - $6.47K
|
3.46K
$848K
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
30+ 0.32% |
$5.39K - $6.26K
|
9.49K
$2.32M
|
|
|
May 11, 2023
Q1 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
30+ 1.33% |
$5.39K - $6.26K
|
2.29K
$561K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
29New |
$5.21K - $6.05K
|
29
$7.1K
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
28+ 0.69% |
$5.03K - $5.85K
|
4.08K
$1M
|
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
28+ 0.13% |
$5.03K - $5.85K
|
22.2K
$5.45M
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
28+ 0.36% |
$5.03K - $5.85K
|
7.82K
$1.92M
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
28+ 0.2% |
$5.03K - $5.85K
|
13.9K
$3.41M
|
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
27+ 0.37% |
$4.85K - $5.64K
|
7.38K
$1.81M
|
|
|
Apr 06, 2023
Q1 2023
|
Jvl Associates LLC
|
BUY
|
- |
25+ 0.34% |
$4.49K - $5.22K
|
7.37K
$1.81M
|
|
|
Apr 21, 2023
Q1 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
25+ 1.67% |
$4.49K - $5.22K
|
1.52K
$373K
|
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
25+ 0.43% |
$4.49K - $5.22K
|
5.83K
$1.43M
|