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 25, 2023
Q1 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.57KNew |
$283K - $329K
|
1.57K
$384K
|
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
BUY
|
- |
1.57K+ 31.22% |
$281K - $327K
|
6.58K
$1.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
1.56K+ 8.89% |
$280K - $326K
|
19.1K
$4.66M
|
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.56KNew |
$279K - $325K
|
1.56K
$379K
|
|
|
May 04, 2023
Q1 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.54K+ 2.87% |
$276K - $320K
|
55K
$13.4M
|
|
|
May 01, 2023
Q1 2023
|
Gen Trust, LLC
|
BUY
|
- |
1.52K+ 3.43% |
$272K - $317K
|
45.7K
$11.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.51K+ 6.75% |
$271K - $315K
|
23.8K
$5.81M
|
|
|
May 18, 2023
Q1 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
1.49K+ 3.93% |
$268K - $312K
|
39.5K
$9.63M
|
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
1.46KNew |
$262K - $304K
|
1.46K
$356K
|
|
|
May 02, 2023
Q1 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
1.46K+ 1.95% |
$262K - $304K
|
76.1K
$18.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
1.45K+ 8.41% |
$260K - $303K
|
18.7K
$4.56M
|
|
|
Apr 19, 2023
Q1 2023
|
Ballast, Inc.
|
BUY
|
- |
1.44K+ 1.41% |
$258K - $300K
|
103K
$25.1M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.41K+ 1.09% |
$253K - $295K
|
131K
$31.9M
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
1.41K+ 12.62% |
$253K - $294K
|
12.6K
$3.06M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.41K+ 4.17% |
$252K - $293K
|
35.1K
$8.56M
|
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.4KNew |
$251K - $291K
|
1.4K
$341K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
1.37K+ 40.53% |
$245K - $285K
|
4.74K
$1.16M
|
|
|
May 02, 2023
Q1 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
1.36KNew |
$245K - $285K
|
1.36K
$333K
|
|
|
Apr 06, 2023
Q1 2023
|
Foster Group, Inc.
|
BUY
|
- |
1.36KNew |
$244K - $284K
|
1.36K
$332K
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.36KNew |
$244K - $284K
|
1.36K
$332K
|
|
|
Apr 19, 2023
Q1 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
1.34K+ 4.81% |
$241K - $280K
|
29.2K
$7.13M
|
|
|
Apr 28, 2023
Q1 2023
|
Capital Planning LLC
|
BUY
|
- |
1.33K+ 3.75% |
$239K - $278K
|
36.9K
$9.01M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.33K+ 10.53% |
$238K - $277K
|
13.9K
$3.4M
|
|
|
Apr 25, 2023
Q1 2023
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
1.32KNew |
$236K - $275K
|
1.32K
$321K
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
1.3KNew |
$232K - $270K
|
1.3K
$316K
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
1.29KNew |
$232K - $270K
|
1.29K
$316K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.28K+ 2.9% |
$230K - $268K
|
45.6K
$11.1M
|
|
|
May 02, 2023
Q1 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
1.28K+ 4.91% |
$229K - $266K
|
27.3K
$6.65M
|
|
|
Apr 18, 2023
Q1 2023
|
Sage Financial Group Inc
|
BUY
|
- |
1.27K+ 14.24% |
$228K - $265K
|
10.2K
$2.49M
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.26KNew |
$226K - $262K
|
1.26K
$307K
|
|
|
May 09, 2023
Q1 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
1.24KNew |
$223K - $259K
|
1.24K
$303K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.24K+ 21.78% |
$223K - $259K
|
6.95K
$1.69M
|
|
|
Apr 12, 2023
Q1 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.22K+ 59.96% |
$219K - $255K
|
3.26K
$795K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
1.22KNew |
$219K - $255K
|
1.22K
$298K
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
1.21KNew |
$217K - $253K
|
1.21K
$295K
|
|
|
May 11, 2023
Q1 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
1.21K+ 51.05% |
$217K - $253K
|
3.58K
$874K
|
|
|
Apr 21, 2023
Q1 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
1.21KNew |
$216K - $252K
|
1.21K
$294K
|
|
|
May 15, 2023
Q1 2023
|
Anson Capital, Inc.
|
BUY
|
- |
1.21KNew |
$216K - $252K
|
1.21K
$294K
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.2K+ 6.37% |
$216K - $251K
|
20.1K
$4.89M
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.19KNew |
$213K - $248K
|
1.19K
$289K
|
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
1.18KNew |
$212K - $247K
|
1.18K
$288K
|
|
|
May 09, 2023
Q1 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.18K+ 65.57% |
$212K - $246K
|
2.98K
$726K
|
|
|
Apr 14, 2023
Q1 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.17KNew |
$210K - $244K
|
1.17K
$286K
|
|
|
Apr 26, 2023
Q1 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
1.17KNew |
$210K - $244K
|
1.17K
$285K
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
BUY
|
- |
1.16KNew |
$208K - $242K
|
1.16K
$283K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
1.15KNew |
$206K - $240K
|
1.15K
$280K
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.14K+ 2.36% |
$204K - $238K
|
49.4K
$12M
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
1.14K+ 580.1% |
$204K - $237K
|
1.33K
$325K
|
|
|
Apr 06, 2023
Q1 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.13K+ 2.29% |
$204K - $237K
|
50.6K
$12.3M
|
|
|
Apr 12, 2023
Q1 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
1.13K+ 2.73% |
$203K - $236K
|
42.6K
$10.4M
|