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
|
Bartlett & Co. LLC
|
SELL
|
- |
-865- 1.71% |
$155K - $181K
|
49.8K
$12M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-865- 1.71% |
$155K - $181K
|
49.8K
$12M
|
|
|
Apr 13, 2023
Q1 2023
|
Veery Capital, LLC
|
SELL
|
- |
-867- 12.76% |
$156K - $181K
|
5.93K
$1.43M
|
|
|
Apr 17, 2023
Q1 2023
|
Refined Wealth Management
|
SELL
|
- |
-872- 13.99% |
$157K - $182K
|
5.36K
$1.29M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-892- 6.21% |
$160K - $186K
|
13.5K
$3.24M
|
|
|
May 15, 2023
Q1 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-908- 2.35% |
$163K - $190K
|
37.7K
$9.06M
|
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-918- 12.83% |
$165K - $192K
|
6.24K
$1.5M
|
|
|
May 12, 2023
Q1 2023
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-927- 7.11% |
$166K - $194K
|
12.1K
$2.91M
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-951- 8.74% |
$171K - $199K
|
9.94K
$2.39M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-957- 0.11% |
$172K - $200K
|
910K
$219M
|
|
|
Apr 24, 2023
Q1 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-965- 39.74% |
$173K - $201K
|
1.46K
$352K
|
|
|
Apr 11, 2023
Q1 2023
|
Olio Financial Planning
|
SELL
|
- |
-972- 39.95% |
$174K - $203K
|
1.46K
$351K
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-973- 2.17% |
$175K - $203K
|
43.8K
$10.5M
|
|
|
Apr 13, 2023
Q1 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-975- 5.91% |
$175K - $204K
|
15.5K
$3.73M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-994- 15.03% |
$178K - $208K
|
5.62K
$1.35M
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-996- 14.87% |
$179K - $208K
|
5.7K
$1.37M
|
|
|
May 10, 2023
Q1 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-1K- 7.39% |
$180K - $209K
|
12.5K
$3.01M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1K- 1.4% |
$180K - $209K
|
70.5K
$16.9M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.01K- 7.8% |
$180K - $210K
|
11.9K
$2.86M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.01K- 4.03% |
$181K - $211K
|
24K
$5.78M
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.01K- 3.31% |
$181K - $211K
|
29.5K
$7.1M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
SELL
|
- |
-1.01K- 1.14% |
$182K - $211K
|
88.1K
$21.2M
|
|
|
May 10, 2023
Q1 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-1.01K- 3.56% |
$182K - $211K
|
27.5K
$6.61M
|
|
|
Apr 17, 2023
Q1 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-1.03K- 2.29% |
$185K - $215K
|
43.8K
$10.5M
|
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-1.05K- 3.14% |
$188K - $218K
|
32.3K
$7.76M
|
|
|
May 01, 2023
Q1 2023
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-1.05K- 20.31% |
$188K - $219K
|
4.12K
$991K
|
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-1.06K- 0.59% |
$190K - $221K
|
179K
$43.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-1.06K- 1.85% |
$191K - $222K
|
56.3K
$13.5M
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.06K- 30.09% |
$191K - $222K
|
2.47K
$595K
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.08K- 6.14% |
$194K - $226K
|
16.6K
$3.98M
|
|
|
Apr 18, 2023
Q1 2023
|
Steph & CO
|
SELL
|
- |
-1.11K- 3.1% |
$199K - $232K
|
34.7K
$8.35M
|
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.12K- 1.99% |
$201K - $234K
|
55.3K
$13.3M
|
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.12K- 5.39% |
$202K - $235K
|
19.7K
$4.74M
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.13K- 2.82% |
$203K - $237K
|
39.1K
$9.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.14K- 7.9% |
$205K - $238K
|
13.3K
$3.2M
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.14K- 9.87% |
$205K - $238K
|
10.4K
$2.51M
|
|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-1.16K- 13.17% |
$209K - $243K
|
7.67K
$1.84M
|
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
SELL
|
- |
-1.18K- 3.16% |
$212K - $247K
|
36.3K
$8.73M
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.19K- 10.02% |
$214K - $249K
|
10.7K
$2.58M
|
|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.2K- 4.08% |
$216K - $251K
|
28.3K
$6.79M
|
|
|
May 09, 2023
Q1 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-1.21K- 1.44% |
$218K - $253K
|
82.8K
$19.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-1.22K- 2.79% |
$219K - $254K
|
42.4K
$10.2M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.22K- 7.17% |
$220K - $256K
|
15.9K
$3.81M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.24K- 12.21% |
$222K - $258K
|
8.9K
$2.14M
|
|
|
Apr 28, 2023
Q1 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-1.25K- 1.42% |
$225K - $261K
|
86.6K
$20.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-1.26K- 2.97% |
$225K - $262K
|
41K
$9.87M
|
|
|
Apr 07, 2023
Q1 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-1.27K- 8.31% |
$228K - $265K
|
14K
$3.37M
|
|
|
Apr 24, 2023
Q1 2023
|
First Bancorp, Inc
|
SELL
|
- |
-1.27K- 6.57% |
$228K - $266K
|
18.1K
$4.35M
|
|
|
May 10, 2023
Q1 2023
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-1.31K- 0.88% |
$235K - $273K
|
148K
$35.6M
|
|
|
May 03, 2023
Q1 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.34K- 13.28% |
$240K - $279K
|
8.74K
$2.1M
|