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 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-614- 4.83% |
$110K - $128K
|
12.1K
$2.95M
|
|
|
May 03, 2023
Q1 2023
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-615- 20.5% |
$110K - $128K
|
2.39K
$582K
|
|
|
Apr 10, 2023
Q1 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-619- 13.58% |
$111K - $129K
|
3.94K
$961K
|
|
|
Apr 20, 2023
Q1 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-633- 5.36% |
$114K - $132K
|
11.2K
$2.73M
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-633- 4.98% |
$114K - $132K
|
12.1K
$2.95M
|
|
|
May 03, 2023
Q1 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-641- 32.31% |
$115K - $134K
|
1.34K
$328K
|
|
|
May 08, 2023
Q1 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-641- 6.14% |
$115K - $134K
|
9.8K
$2.39M
|
|
|
May 15, 2023
Q1 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-642- 1.2% |
$115K - $134K
|
52.8K
$12.9M
|
|
|
May 12, 2023
Q1 2023
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-645- 3.6% |
$116K - $135K
|
17.3K
$4.22M
|
|
|
May 01, 2023
Q1 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-648- 11.9% |
$116K - $135K
|
4.8K
$1.17M
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-660- 45.3% |
$118K - $138K
|
797
$194K
|
|
|
May 03, 2023
Q1 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-663- 16.76% |
$119K - $138K
|
3.29K
$803K
|
|
|
May 01, 2023
Q1 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-671- 0.43% |
$120K - $140K
|
157K
$38.3M
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-672- 1.88% |
$121K - $140K
|
35K
$8.54M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-673- 2.63% |
$121K - $140K
|
24.9K
$6.07M
|
|
|
Apr 11, 2023
Q1 2023
|
Gpwm LLC
|
SELL
|
- |
-684- 1.38% |
$123K - $143K
|
48.9K
$11.9M
|
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-691- 6.39% |
$124K - $144K
|
10.1K
$2.47M
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-692- 10.03% |
$124K - $144K
|
6.2K
$1.51M
|
|
|
May 15, 2023
Q1 2023
|
Cabot Wellington, LLC
Boston, MA |
SELL
|
- |
-692- 3.06% |
$124K - $144K
|
21.9K
$5.35M
|
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-700- 3.13% |
$126K - $146K
|
21.7K
$5.29M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-709- 8.23% |
$127K - $148K
|
7.91K
$1.93M
|
|
|
Apr 18, 2023
Q1 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-711- 37.52% |
$128K - $148K
|
1.18K
$289K
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-718- 0.56% |
$129K - $150K
|
127K
$31M
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-723- 29.51% |
$130K - $151K
|
1.73K
$421K
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-728- 34.16% |
$131K - $152K
|
1.4K
$342K
|
|
|
May 09, 2023
Q1 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-739- 2.05% |
$133K - $154K
|
35.3K
$8.61M
|
|
|
Apr 18, 2023
Q1 2023
|
Newton One Investments LLC
|
SELL
|
- |
-747- 3.86% |
$134K - $156K
|
18.6K
$4.54M
|
|
|
May 01, 2023
Q1 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-750- 35.9% |
$135K - $157K
|
1.34K
$327K
|
|
|
May 12, 2023
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-756- 4.66% |
$136K - $158K
|
15.5K
$3.77M
|
|
|
Sep 04, 2024
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-756- 4.66% |
$136K - $158K
|
15.5K
$3.77M
|
|
|
Apr 21, 2023
Q1 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-767- 5.03% |
$138K - $160K
|
14.5K
$3.53M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-786- 1.31% |
$141K - $164K
|
59.3K
$14.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-787- 0.54% |
$141K - $164K
|
145K
$35.4M
|
|
|
May 15, 2023
Q1 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-788- 11.53% |
$141K - $165K
|
6.05K
$1.47M
|
|
|
Apr 20, 2023
Q1 2023
|
Melone Private Wealth, LLC
|
SELL
|
- |
-800- 24.82% |
$144K - $167K
|
2.42K
$591K
|
|
|
Apr 17, 2023
Q1 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-801- 2.47% |
$144K - $167K
|
31.6K
$7.7M
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-806- 33.26% |
$145K - $168K
|
1.62K
$394K
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-822- 28.42% |
$148K - $172K
|
2.07K
$505K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-828- 1.28% |
$149K - $173K
|
63.8K
$15.6M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-865- 1.71% |
$155K - $181K
|
49.8K
$12.1M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-865- 1.71% |
$155K - $181K
|
49.8K
$12.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Veery Capital, LLC
|
SELL
|
- |
-867- 12.76% |
$156K - $181K
|
5.93K
$1.45M
|
|
|
Apr 17, 2023
Q1 2023
|
Refined Wealth Management
|
SELL
|
- |
-872- 13.99% |
$157K - $182K
|
5.36K
$1.31M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-892- 6.21% |
$160K - $186K
|
13.5K
$3.28M
|
|
|
May 15, 2023
Q1 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-908- 2.35% |
$163K - $190K
|
37.7K
$9.19M
|
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-918- 12.83% |
$165K - $192K
|
6.24K
$1.52M
|
|
|
May 12, 2023
Q1 2023
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-927- 7.11% |
$166K - $194K
|
12.1K
$2.95M
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-951- 8.74% |
$171K - $199K
|
9.94K
$2.42M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-957- 0.11% |
$172K - $200K
|
910K
$222M
|
|
|
Apr 24, 2023
Q1 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-965- 39.74% |
$173K - $201K
|
1.46K
$357K
|