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 26, 2023
Q1 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-154- 11.32% |
$27.6K - $32.1K
|
1.21K
$268K
|
|
|
Apr 10, 2023
Q1 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-155- 2.5% |
$27.8K - $32.4K
|
6.06K
$1.34M
|
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-155- 7.44% |
$27.8K - $32.4K
|
1.93K
$427K
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-156- 12.37% |
$28K - $32.6K
|
1.11K
$245K
|
|
|
Apr 28, 2023
Q1 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-160- 1.13% |
$28.7K - $33.4K
|
14.1K
$3.11M
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-166- 0.44% |
$29.8K - $34.7K
|
37.6K
$8.33M
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-170- 2.27% |
$30.5K - $35.5K
|
7.31K
$1.62M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-171- 6.5% |
$30.7K - $35.7K
|
2.46K
$545K
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-175- 6.7% |
$31.4K - $36.5K
|
2.44K
$540K
|
|
|
Apr 21, 2023
Q1 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-175- 2.27% |
$31.4K - $36.5K
|
7.55K
$1.67M
|
|
|
Apr 28, 2023
Q1 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-175- 3.49% |
$31.4K - $36.5K
|
4.84K
$1.07M
|
|
|
Apr 28, 2023
Q1 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-176- 0.88% |
$31.6K - $36.7K
|
19.8K
$4.38M
|
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-176- 8.95% |
$31.6K - $36.7K
|
1.79K
$397K
|
|
|
May 03, 2023
Q1 2023
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-180- 9.28% |
$32.3K - $37.6K
|
1.76K
$390K
|
|
|
Apr 11, 2023
Q1 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-184- 2.89% |
$33K - $38.4K
|
6.18K
$1.37M
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-186- 11.57% |
$33.4K - $38.8K
|
1.42K
$315K
|
|
|
Jun 27, 2023
Q1 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-190- 1.75% |
$34.1K - $39.7K
|
10.7K
$2.36M
|
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
SELL
|
- |
-194- 14.23% |
$34.8K - $40.5K
|
1.17K
$259K
|
|
|
May 04, 2023
Q1 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-194- 5.0% |
$34.8K - $40.5K
|
3.69K
$817K
|
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-195- 1.67% |
$35K - $40.7K
|
11.5K
$2.54M
|
|
|
May 04, 2023
Q1 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-196- 2.1% |
$35.2K - $40.9K
|
9.15K
$2.03M
|
|
|
Apr 06, 2023
Q1 2023
|
Farmers Trust CO
|
SELL
|
- |
-200- 12.91% |
$35.9K - $41.8K
|
1.35K
$299K
|
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-200- 2.9% |
$35.9K - $41.8K
|
6.71K
$1.49M
|
|
|
Apr 18, 2023
Q1 2023
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-202- 0.93% |
$36.3K - $42.2K
|
21.6K
$4.78M
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-203- 4.06% |
$36.4K - $42.4K
|
4.8K
$1.06M
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-204- 6.73% |
$36.6K - $42.6K
|
2.83K
$627K
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-204- 11.52% |
$36.6K - $42.6K
|
1.57K
$347K
|
|
|
Apr 22, 2024
Q1 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-212- 0.47% |
$38.1K - $44.3K
|
44.4K
$9.85M
|
|
|
Apr 14, 2023
Q1 2023
|
West Bancorporation Inc
|
SELL
|
- |
-213- 1.56% |
$38.2K - $44.5K
|
13.4K
$2.98M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-213- 7.94% |
$38.2K - $44.5K
|
2.47K
$547K
|
|
|
Apr 19, 2023
Q1 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-215- 14.17% |
$38.6K - $44.9K
|
1.3K
$289K
|
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-215- 9.02% |
$38.6K - $44.9K
|
2.17K
$480K
|
|
|
Apr 28, 2023
Q1 2023
|
Brickley Wealth Management
|
SELL
|
- |
-217- 1.88% |
$39K - $45.3K
|
11.3K
$2.51M
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-217- 1.75% |
$39K - $45.3K
|
12.2K
$2.71M
|
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-219- 0.54% |
$39.3K - $45.7K
|
40.6K
$9M
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-220- 1.53% |
$39.5K - $45.9K
|
14.1K
$3.13M
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-222- 2.81% |
$39.9K - $46.3K
|
7.67K
$1.7M
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-222- 9.28% |
$39.9K - $46.3K
|
2.17K
$481K
|
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-225- 11.28% |
$40.4K - $47K
|
1.77K
$392K
|
|
|
Feb 11, 2025
Q1 2023
|
Ramiah Investment Group
Brookfield, WI |
SELL
|
- |
-226- 1.4% |
$40.6K - $47.2K
|
15.9K
$3.52M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-227- 0.76% |
$40.7K - $47.4K
|
29.5K
$6.54M
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-228- 36.71% |
$40.9K - $47.6K
|
393
$87.1K
|
|
|
Feb 26, 2025
Q1 2023
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-228- 3.27% |
$40.9K - $47.6K
|
6.74K
$1.49M
|
|
|
Jul 10, 2024
Q1 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-229- 4.55% |
$41.1K - $47.8K
|
4.81K
$1.06M
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-230- 1.05% |
$41.3K - $48K
|
21.7K
$4.81M
|
|
|
May 03, 2023
Q1 2023
|
Wells Financial Advisors Inc
|
SELL
|
- |
-232- 0.56% |
$41.6K - $48.4K
|
41.4K
$9.19M
|
|
|
Apr 18, 2023
Q1 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-234- 1.67% |
$42K - $48.8K
|
13.8K
$3.05M
|
|
|
Apr 28, 2023
Q1 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-234- 0.82% |
$42K - $48.8K
|
28.4K
$6.28M
|
|
|
May 02, 2023
Q1 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-238- 7.76% |
$42.7K - $49.7K
|
2.83K
$627K
|
|
|
May 02, 2023
Q1 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-240- 4.18% |
$43.1K - $50.1K
|
5.5K
$1.22M
|