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 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.21K+ 10.33% |
$396K - $461K
|
23.6K
$5.75M
|
|
May 15, 2023
Q1 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
2.19K+ 29.0% |
$394K - $458K
|
9.76K
$2.38M
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.19K+ 2.42% |
$393K - $457K
|
92.7K
$22.6M
|
|
Apr 17, 2023
Q1 2023
|
Moller Financial Services
|
BUY
|
- |
2.18K+ 2.0% |
$390K - $454K
|
111K
$27M
|
|
May 02, 2023
Q1 2023
|
Meridian Management CO
|
BUY
|
- |
2.17KNew |
$390K - $453K
|
2.17K
$530K
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.16K+ 97.87% |
$388K - $452K
|
4.38K
$1.07M
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
2.15K+ 178.34% |
$386K - $449K
|
3.35K
$818K
|
|
May 12, 2023
Q1 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
2.14K+ 10.22% |
$385K - $448K
|
23.1K
$5.64M
|
|
Apr 13, 2023
Q1 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
2.14K+ 6.37% |
$384K - $446K
|
35.7K
$8.71M
|
|
May 04, 2023
Q1 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
2.1K+ 1.73% |
$377K - $439K
|
123K
$30.1M
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
BUY
|
- |
2.09K+ 8.21% |
$376K - $437K
|
27.6K
$6.73M
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.09K+ 9.2% |
$375K - $436K
|
24.8K
$6.05M
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.03K+ 3.18% |
$364K - $423K
|
65.7K
$16M
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.03K+ 109.58% |
$364K - $423K
|
3.87K
$945K
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.99K+ 10.15% |
$357K - $415K
|
21.6K
$5.26M
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.98K+ 9.19% |
$356K - $414K
|
23.6K
$5.75M
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.97KNew |
$354K - $411K
|
1.97K
$481K
|
|
Apr 24, 2023
Q1 2023
|
Capital Square, LLC
|
BUY
|
- |
1.94KNew |
$349K - $406K
|
1.94K
$474K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.94K+ 427.53% |
$348K - $405K
|
2.4K
$584K
|
|
May 04, 2023
Q1 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1.94K+ 6.69% |
$348K - $405K
|
30.9K
$7.54M
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.93K+ 19.42% |
$347K - $403K
|
11.9K
$2.9M
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1.92K+ 4.09% |
$344K - $401K
|
48.9K
$11.9M
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.91K+ 0.53% |
$344K - $400K
|
361K
$88M
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.91KNew |
$343K - $399K
|
1.91K
$467K
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.91K+ 153.95% |
$343K - $399K
|
3.15K
$769K
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.82K+ 3.28% |
$327K - $381K
|
57.4K
$14M
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.8K+ 19.15% |
$323K - $375K
|
11.2K
$2.73M
|
|
May 04, 2023
Q1 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
1.79K+ 1.41% |
$321K - $374K
|
129K
$31.4M
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
1.79K+ 13.76% |
$320K - $373K
|
14.8K
$3.6M
|
|
Apr 25, 2023
Q1 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1.76K+ 5.35% |
$316K - $368K
|
34.7K
$8.46M
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.76K+ 11.46% |
$315K - $367K
|
17.1K
$4.17M
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
BUY
|
- |
1.74K+ 13.76% |
$312K - $363K
|
14.4K
$3.5M
|
|
May 11, 2023
Q1 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.73KNew |
$310K - $360K
|
1.73K
$421K
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.72K+ 16.69% |
$308K - $359K
|
12K
$2.93M
|
|
Apr 10, 2023
Q1 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
1.72KNew |
$308K - $358K
|
1.72K
$419K
|
|
Apr 19, 2023
Q1 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.72K+ 5.68% |
$308K - $358K
|
31.9K
$7.79M
|
|
Jun 28, 2024
Q1 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.71K+ 891.15% |
$307K - $357K
|
1.9K
$464K
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.71K+ 2.64% |
$306K - $356K
|
66.2K
$16.2M
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.7K+ 4.73% |
$306K - $355K
|
37.7K
$9.19M
|
|
May 04, 2023
Q1 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
1.7K+ 55.11% |
$305K - $354K
|
4.78K
$1.17M
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.67K+ 6.17% |
$300K - $349K
|
28.8K
$7.01M
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.66K+ 18.51% |
$298K - $346K
|
10.6K
$2.59M
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.65K+ 4.46% |
$296K - $344K
|
38.6K
$9.41M
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.64K+ 8.3% |
$295K - $343K
|
21.4K
$5.22M
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
1.64K+ 32.11% |
$294K - $342K
|
6.75K
$1.65M
|
|
Apr 11, 2023
Q1 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1.63K+ 4.75% |
$293K - $341K
|
36K
$8.78M
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
1.62KNew |
$290K - $338K
|
1.62K
$395K
|
|
May 02, 2023
Q1 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
1.61K+ 62.61% |
$289K - $336K
|
4.18K
$1.02M
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.59K+ 21.28% |
$285K - $332K
|
9.05K
$2.21M
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
1.59K+ 25.78% |
$285K - $331K
|
7.73K
$1.89M
|