Purchases and Sales Made in Q2 2023 in Vanguard Small Cap ETF (VB)
This table provides information about the institutional ownership of Vanguard Small Cap ETF (VB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
562+ 1.7% |
$102K - $112K
|
33.6K
$8.21M
|
|
|
Aug 08, 2023
Q2 2023
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
554+ 46.48% |
$100K - $110K
|
1.75K
$426K
|
|
|
Aug 08, 2023
Q2 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
550+ 23.32% |
$99.7K - $109K
|
2.91K
$709K
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
BUY
|
- |
543+ 3.78% |
$98.4K - $108K
|
14.9K
$3.64M
|
|
|
Aug 03, 2023
Q2 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
540+ 22.11% |
$97.9K - $107K
|
2.98K
$727K
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
538+ 5.66% |
$97.5K - $107K
|
10K
$2.45M
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
533+ 1.34% |
$96.6K - $106K
|
40.2K
$9.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
533+ 0.9% |
$96.6K - $106K
|
60K
$14.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
524+ 13.14% |
$95K - $104K
|
4.51K
$1.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
520+ 0.75% |
$94.3K - $103K
|
70.2K
$17.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
516+ 9.73% |
$93.5K - $103K
|
5.82K
$1.42M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
516+ 21.94% |
$93.5K - $103K
|
2.87K
$700K
|
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
516+ 46.7% |
$93.5K - $103K
|
1.62K
$395K
|
|
|
Jul 19, 2023
Q2 2023
|
First Bancorp, Inc
|
BUY
|
- |
514+ 2.84% |
$93.2K - $102K
|
18.6K
$4.54M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
508+ 334.21% |
$92.1K - $101K
|
660
$161K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
507+ 4.04% |
$91.9K - $101K
|
13.1K
$3.19M
|
|
|
Jul 17, 2023
Q2 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
506+ 18.6% |
$91.7K - $101K
|
3.23K
$787K
|
|
|
Jul 14, 2023
Q2 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
496+ 1.47% |
$89.9K - $98.6K
|
34.3K
$8.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
495+ 6.66% |
$89.7K - $98.5K
|
7.92K
$1.93M
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
488+ 6.89% |
$88.5K - $97.1K
|
7.57K
$1.85M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
488+ 827.12% |
$88.5K - $97.1K
|
547
$133K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
481+ 2.81% |
$87.2K - $95.7K
|
17.6K
$4.3M
|
|
|
Jul 12, 2023
Q2 2023
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
479+ 6.64% |
$86.8K - $95.3K
|
7.7K
$1.88M
|
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
BUY
|
- |
477+ 636.0% |
$86.5K - $94.9K
|
552
$135K
|
|
|
Jul 20, 2023
Q2 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
476+ 1.93% |
$86.3K - $94.7K
|
25.2K
$6.15M
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
474+ 11.95% |
$85.9K - $94.3K
|
4.44K
$1.08M
|
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
468+ 53.49% |
$84.8K - $93.1K
|
1.34K
$328K
|
|
|
Jul 11, 2023
Q2 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
466+ 5.66% |
$84.5K - $92.7K
|
8.7K
$2.12M
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
464+ 4.1% |
$84.1K - $92.3K
|
11.8K
$2.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
460+ 3.78% |
$83.4K - $91.5K
|
12.6K
$3.08M
|
|
|
Aug 15, 2023
Q2 2023
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
460+ 3.19% |
$83.4K - $91.5K
|
14.9K
$3.63M
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
456+ 4.81% |
$82.7K - $90.7K
|
9.94K
$2.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
455+ 29.02% |
$82.5K - $90.5K
|
2.02K
$493K
|
|
|
Jul 13, 2023
Q2 2023
|
Aries Wealth Management
|
BUY
|
- |
450+ 1.13% |
$81.6K - $89.5K
|
40.4K
$9.86M
|
|
|
Aug 01, 2023
Q2 2023
|
Kearns & Associates LLC
|
BUY
|
- |
445+ 1.18% |
$80.7K - $88.5K
|
38.2K
$9.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
442+ 25.53% |
$80.1K - $87.9K
|
2.17K
$530K
|
|
|
Jul 28, 2023
Q2 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
441+ 1.11% |
$79.9K - $87.7K
|
40.2K
$9.81M
|
|
|
Jul 28, 2023
Q2 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
429+ 8.67% |
$77.8K - $85.3K
|
5.38K
$1.31M
|
|
|
Aug 09, 2023
Q2 2023
|
Ti Trust, Inc
|
BUY
|
- |
419+ 2.41% |
$75.9K - $83.3K
|
17.8K
$4.34M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
417+ 0.21% |
$75.6K - $82.9K
|
197K
$48.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
415+ 5.2% |
$75.2K - $82.5K
|
8.4K
$2.05M
|
|
|
Jul 13, 2023
Q2 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
411+ 9.17% |
$74.5K - $81.7K
|
4.9K
$1.19M
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
402+ 9.84% |
$72.9K - $80K
|
4.49K
$1.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
402+ 5.91% |
$72.9K - $80K
|
7.2K
$1.76M
|
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
401+ 1.24% |
$72.7K - $79.8K
|
32.7K
$7.97M
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
398+ 20.91% |
$72.1K - $79.2K
|
2.3K
$561K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
397+ 0.05% |
$72K - $79K
|
755K
$184M
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
393+ 6.06% |
$71.2K - $78.2K
|
6.88K
$1.68M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
390+ 3.0% |
$70.7K - $77.6K
|
13.4K
$3.27M
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
388+ 0.75% |
$70.3K - $77.2K
|
52.2K
$12.7M
|