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 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
24+ 19.2% |
$4.31K - $5.01K
|
149
$36.5K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
22+ 104.76% |
$3.95K - $4.59K
|
43
$10.5K
|
|
|
Apr 10, 2023
Q1 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
21+ 1.23% |
$3.77K - $4.38K
|
1.73K
$424K
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
BUY
|
- |
21+ 16.8% |
$3.77K - $4.38K
|
146
$35.8K
|
|
|
May 11, 2023
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
20New |
$3.59K - $4.18K
|
20
$4.9K
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
20New |
$3.59K - $4.18K
|
20
$4.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
19+ 1.22% |
$3.41K - $3.97K
|
1.58K
$387K
|
|
|
May 03, 2023
Q1 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
19+ 0.05% |
$3.41K - $3.97K
|
42.1K
$10.3M
|
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
19+ 0.17% |
$3.41K - $3.97K
|
11.5K
$2.82M
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
16+ 1.33% |
$2.87K - $3.34K
|
1.22K
$298K
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
BUY
|
- |
15+ 0.65% |
$2.69K - $3.13K
|
2.32K
$568K
|
|
|
Apr 14, 2023
Q1 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
15+ 0.59% |
$2.69K - $3.13K
|
2.57K
$630K
|
|
|
Apr 28, 2023
Q1 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
15+ 0.59% |
$2.69K - $3.13K
|
2.54K
$623K
|
|
|
Apr 12, 2023
Q1 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
14+ 0.08% |
$2.51K - $2.92K
|
17.9K
$4.39M
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
13+ 0.09% |
$2.33K - $2.71K
|
14.7K
$3.6M
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
13+ 21.67% |
$2.33K - $2.71K
|
73
$17.9K
|
|
|
May 09, 2023
Q1 2023
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
13+ 0.11% |
$2.33K - $2.71K
|
12K
$2.94M
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
12+ 0.48% |
$2.15K - $2.51K
|
2.54K
$622K
|
|
|
Apr 28, 2023
Q1 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
12+ 0.03% |
$2.15K - $2.51K
|
44.4K
$10.9M
|
|
|
May 02, 2023
Q1 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
12+ 0.4% |
$2.15K - $2.51K
|
3.02K
$740K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
12+ 0.18% |
$2.15K - $2.51K
|
6.69K
$1.64M
|
|
|
May 31, 2023
Q1 2023
|
Fc Advisory LLC
|
BUY
|
- |
12+ 0.44% |
$2.15K - $2.51K
|
2.73K
$668K
|
|
|
Apr 19, 2023
Q1 2023
|
Advocate Group LLC
|
BUY
|
- |
11+ 0.39% |
$1.97K - $2.3K
|
2.83K
$693K
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
11+ 0.08% |
$1.97K - $2.3K
|
14K
$3.44M
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
10+ 0.16% |
$1.8K - $2.09K
|
6.21K
$1.52M
|
|
|
Apr 21, 2023
Q1 2023
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
10+ 0.06% |
$1.8K - $2.09K
|
17K
$4.16M
|
|
|
Apr 25, 2023
Q1 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
10+ 0.12% |
$1.8K - $2.09K
|
8.24K
$2.02M
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
BUY
|
- |
10+ 0.16% |
$1.8K - $2.09K
|
6.4K
$1.57M
|
|
|
May 09, 2023
Q1 2023
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
10+ 0.43% |
$1.8K - $2.09K
|
2.36K
$578K
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
10+ 0.19% |
$1.8K - $2.09K
|
5.38K
$1.32M
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
10+ 2.3% |
$1.8K - $2.09K
|
445
$109K
|
|
|
Apr 14, 2023
Q1 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
9+ 0.12% |
$1.62K - $1.88K
|
7.68K
$1.88M
|
|
|
Apr 24, 2023
Q1 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
9+ 0.29% |
$1.62K - $1.88K
|
3.1K
$760K
|
|
|
May 12, 2023
Q1 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
9+ 0.17% |
$1.62K - $1.88K
|
5.36K
$1.31M
|
|
|
May 15, 2023
Q1 2023
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
9+ 0.63% |
$1.62K - $1.88K
|
1.43K
$351K
|
|
|
Apr 17, 2023
Q1 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
8+ 0.12% |
$1.44K - $1.67K
|
6.81K
$1.67M
|
|
|
May 04, 2023
Q1 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
8+ 0.16% |
$1.44K - $1.67K
|
4.98K
$1.22M
|
|
|
May 08, 2023
Q1 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
8+ 0.17% |
$1.44K - $1.67K
|
4.69K
$1.15M
|
|
|
May 12, 2023
Q1 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
8+ 0.57% |
$1.44K - $1.67K
|
1.42K
$348K
|
|
|
Apr 06, 2023
Q1 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
7+ 0.05% |
$1.26K - $1.46K
|
14.7K
$3.59M
|
|
|
Apr 12, 2023
Q1 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
7+ 0.12% |
$1.26K - $1.46K
|
5.69K
$1.39M
|
|
|
Apr 19, 2023
Q1 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
7+ 0.22% |
$1.26K - $1.46K
|
3.13K
$768K
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
7+ 0.26% |
$1.26K - $1.46K
|
2.73K
$668K
|
|
|
May 01, 2023
Q1 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
7+ 0.35% |
$1.26K - $1.46K
|
1.99K
$488K
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
7+ 0.41% |
$1.26K - $1.46K
|
1.73K
$425K
|
|
|
May 05, 2023
Q1 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
7+ 0.27% |
$1.26K - $1.46K
|
2.58K
$632K
|
|
|
May 12, 2023
Q1 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
7+ 0.41% |
$1.26K - $1.46K
|
1.73K
$424K
|
|
|
May 03, 2023
Q1 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
6+ 0.2% |
$1.08K - $1.25K
|
2.95K
$722K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
6+ 0.39% |
$1.08K - $1.25K
|
1.54K
$378K
|
|
|
May 09, 2023
Q1 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
6+ 0.28% |
$1.08K - $1.25K
|
2.12K
$518K
|