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 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-5.48K- 67.7% |
$984K - $1.14M
|
2.62K
$580K
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-5.6K- 55.89% |
$1M - $1.17M
|
4.42K
$979K
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-5.62K- 54.68% |
$1.01M - $1.17M
|
4.65K
$1.03M
|
|
|
May 08, 2023
Q1 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-5.85K- 6.92% |
$1.05M - $1.22M
|
78.8K
$17.5M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.91K- 0.64% |
$1.06M - $1.23M
|
911K
$202M
|
|
|
Apr 26, 2023
Q1 2023
|
Financial Life Advisors
|
SELL
|
- |
-6K- 64.65% |
$1.08M - $1.25M
|
3.28K
$727K
|
|
|
May 10, 2023
Q1 2023
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-6.17K- 10.7% |
$1.11M - $1.29M
|
51.5K
$11.4M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-6.3K- 9.38% |
$1.13M - $1.32M
|
60.9K
$13.5M
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-6.34K- 3.55% |
$1.14M - $1.32M
|
172K
$38.1M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-6.35K- 42.17% |
$1.14M - $1.33M
|
8.71K
$1.93M
|
|
|
May 15, 2023
Q1 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-6.36K- 84.26% |
$1.14M - $1.33M
|
1.19K
$264K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-6.53K- 24.43% |
$1.17M - $1.36M
|
20.2K
$4.48M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-6.58K- 2.06% |
$1.18M - $1.37M
|
312K
$69.2M
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-6.67K- 1.69% |
$1.2M - $1.39M
|
388K
$86M
|
|
|
May 12, 2023
Q1 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-7.41K- 17.56% |
$1.33M - $1.55M
|
34.8K
$7.72M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.66K- 10.07% |
$1.37M - $1.6M
|
68.4K
$15.2M
|
|
|
May 12, 2023
Q1 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-7.69K- 20.76% |
$1.38M - $1.61M
|
29.4K
$6.51M
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-7.75K- 32.55% |
$1.39M - $1.62M
|
16.1K
$3.56M
|
|
|
Apr 21, 2023
Q1 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-8.01K- 6.84% |
$1.44M - $1.67M
|
109K
$24.2M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.06K- 33.41% |
$1.45M - $1.68M
|
16.1K
$3.56M
|
|
|
May 04, 2023
Q1 2023
|
Ma Private Wealth
|
SELL
|
- |
-8.37K- 15.66% |
$1.5M - $1.75M
|
45.1K
$9.99M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-8.44K- 99.08% |
$1.52M - $1.76M
|
78
$17.3K
|
|
|
Apr 13, 2023
Q1 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-9.19K- 64.63% |
$1.65M - $1.92M
|
5.03K
$1.11M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-10.8K- 1.3% |
$1.94M - $2.25M
|
818K
$181M
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-10.8K- 1.29% |
$1.94M - $2.26M
|
828K
$184M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-11.2K- 5.41% |
$2.01M - $2.33M
|
195K
$43.3M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-11.3K- 37.99% |
$2.02M - $2.35M
|
18.4K
$4.08M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-11.3K- 40.42% |
$2.04M - $2.37M
|
16.7K
$3.71M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-11.5K- 3.15% |
$2.06M - $2.4M
|
353K
$78.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-11.8K- 57.06% |
$2.11M - $2.46M
|
8.86K
$1.96M
|
|
|
May 09, 2023
Q1 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-11.8K- 31.83% |
$2.11M - $2.46M
|
25.2K
$5.59M
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-12.9K- 5.4% |
$2.31M - $2.69M
|
226K
$50.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-13K- 33.38% |
$2.33M - $2.71M
|
25.9K
$5.74M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-13.1K- 42.66% |
$2.35M - $2.73M
|
17.6K
$3.9M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-13.2K- 28.44% |
$2.37M - $2.75M
|
33.2K
$7.35M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-13.6K- 39.66% |
$2.44M - $2.84M
|
20.7K
$4.58M
|
|
|
May 05, 2023
Q1 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-13.6K- 85.87% |
$2.44M - $2.84M
|
2.24K
$496K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-13.7K- 2.89% |
$2.46M - $2.86M
|
460K
$102M
|
|
|
Aug 22, 2023
Q1 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-14.2K- 10.0% |
$2.55M - $2.97M
|
128K
$28.4M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-14.6K- 1.51% |
$2.62M - $3.05M
|
954K
$212M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-14.8K- 4.44% |
$2.65M - $3.08M
|
317K
$70.3M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-15.9K- 4.62% |
$2.86M - $3.32M
|
328K
$72.8M
|
|
|
May 03, 2023
Q1 2023
|
St. Louis Trust CO
|
SELL
|
- |
-16.4K- 50.79% |
$2.94M - $3.41M
|
15.8K
$3.51M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-17.2K- 9.4% |
$3.08M - $3.58M
|
165K
$36.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-17.7K- 54.67% |
$3.17M - $3.69M
|
14.7K
$3.25M
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-19.1K- 66.0% |
$3.43M - $3.98M
|
9.83K
$2.18M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-19.9K- 0.47% |
$3.58M - $4.16M
|
4.24M
$940M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-25.8K- 1.29% |
$4.64M - $5.39M
|
1.97M
$437M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-25.9K- 1.33% |
$4.64M - $5.4M
|
1.91M
$424M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-25.9K- 1.33% |
$4.64M - $5.4M
|
1.91M
$424M
|