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
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-24- 0.3% |
$4.31K - $5.01K
|
7.91K
$1.91M
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-25- 0.59% |
$4.49K - $5.22K
|
4.2K
$1.02M
|
|
|
May 11, 2023
Q1 2023
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-25- 0.17% |
$4.49K - $5.22K
|
14.4K
$3.49M
|
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
SELL
|
- |
-27- 4.36% |
$4.85K - $5.64K
|
592
$143K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-27- 50.94% |
$4.85K - $5.64K
|
26
$6.3K
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-29- 1.07% |
$5.21K - $6.05K
|
2.69K
$651K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-30- 5.3% |
$5.39K - $6.26K
|
536
$130K
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-30- 0.73% |
$5.39K - $6.26K
|
4.09K
$989K
|
|
|
Jun 06, 2023
Q1 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-30- 0.04% |
$5.39K - $6.26K
|
81.8K
$19.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-31- 2.64% |
$5.56K - $6.47K
|
1.14K
$277K
|
|
|
May 09, 2023
Q1 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-31- 0.98% |
$5.56K - $6.47K
|
3.12K
$756K
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
SELL
|
- |
-31- 1.44% |
$5.56K - $6.47K
|
2.12K
$513K
|
|
|
Oct 16, 2023
Q1 2023
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-31- 0.39% |
$5.56K - $6.47K
|
7.86K
$1.9M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-31- 2.4% |
$5.56K - $6.47K
|
1.26K
$305K
|
|
|
Apr 24, 2023
Q1 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-32- 2.23% |
$5.74K - $6.68K
|
1.41K
$340K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-32- 0.16% |
$5.74K - $6.68K
|
19.7K
$4.76M
|
|
|
May 15, 2023
Q1 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-32- 35.56% |
$5.74K - $6.68K
|
58
$14K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-33- 4.69% |
$5.92K - $6.89K
|
671
$162K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-33- 19.88% |
$5.92K - $6.89K
|
133
$32.2K
|
|
|
May 10, 2023
Q1 2023
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-34- 1.08% |
$6.1K - $7.1K
|
3.12K
$756K
|
|
|
Oct 19, 2023
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-34- 0.87% |
$6.1K - $7.1K
|
3.87K
$938K
|
|
|
Jan 16, 2024
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-34- 0.87% |
$6.1K - $7.1K
|
3.87K
$938K
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
SELL
|
- |
-35- 0.26% |
$6.28K - $7.31K
|
13.4K
$3.25M
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-35- 0.54% |
$6.28K - $7.31K
|
6.44K
$1.56M
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-35- 0.63% |
$6.28K - $7.31K
|
5.52K
$1.34M
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-36- 0.31% |
$6.46K - $7.52K
|
11.8K
$2.85M
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-36- 0.78% |
$6.46K - $7.52K
|
4.57K
$1.11M
|
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-40- 0.77% |
$7.18K - $8.35K
|
5.18K
$1.25M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-41- 2.26% |
$7.36K - $8.56K
|
1.78K
$430K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-42- 4.63% |
$7.54K - $8.77K
|
865
$209K
|
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-43- 0.36% |
$7.72K - $8.98K
|
12K
$2.91M
|
|
|
May 05, 2023
Q1 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-43- 0.77% |
$7.72K - $8.98K
|
5.54K
$1.34M
|
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-44- 0.19% |
$7.9K - $9.19K
|
23.5K
$5.68M
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-45- 2.47% |
$8.08K - $9.39K
|
1.78K
$430K
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-46- 5.97% |
$8.26K - $9.6K
|
724
$175K
|
|
|
May 04, 2023
Q1 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-47- 1.31% |
$8.44K - $9.81K
|
3.53K
$854K
|
|
|
Apr 06, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-48- 0.37% |
$8.62K - $10K
|
12.8K
$3.09M
|
|
|
May 08, 2023
Q1 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-48- 0.13% |
$8.62K - $10K
|
35.7K
$8.63M
|
|
|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
SELL
|
- |
-49- 1.0% |
$8.8K - $10.2K
|
4.86K
$1.18M
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-49- 2.12% |
$8.8K - $10.2K
|
2.27K
$548K
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-49- 0.12% |
$8.8K - $10.2K
|
42.2K
$10.2M
|
|
|
Apr 04, 2023
Q1 2023
|
Platform Technology Partners
|
SELL
|
- |
-50- 3.33% |
$8.98K - $10.4K
|
1.45K
$352K
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-50- 0.22% |
$8.98K - $10.4K
|
22.2K
$5.38M
|
|
|
Apr 21, 2023
Q1 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-51- 2.76% |
$9.16K - $10.6K
|
1.79K
$434K
|
|
|
Nov 17, 2023
Q1 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-52- 2.12% |
$9.33K - $10.9K
|
2.4K
$581K
|
|
|
Apr 19, 2023
Q1 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-53- 0.53% |
$9.51K - $11.1K
|
10K
$2.42M
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-53- 11.4% |
$9.51K - $11.1K
|
412
$99.8K
|
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-54- 0.15% |
$9.69K - $11.3K
|
37K
$8.95M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-54- 0.1% |
$9.69K - $11.3K
|
56.1K
$13.6M
|
|
|
Apr 04, 2023
Q1 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-56- 0.35% |
$10.1K - $11.7K
|
15.8K
$3.83M
|