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 02, 2023
Q2 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
386+ 18.27% |
$70K - $76.8K
|
2.5K
$612K
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
384+ 2.17% |
$69.6K - $76.4K
|
18.1K
$4.42M
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
380+ 32.18% |
$68.9K - $75.6K
|
1.56K
$382K
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
375+ 10.34% |
$68K - $74.6K
|
4K
$980K
|
|
Aug 14, 2023
Q2 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
371+ 3.94% |
$67.2K - $73.8K
|
9.8K
$2.4M
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
360+ 2.21% |
$65.3K - $71.6K
|
16.7K
$4.09M
|
|
Jul 20, 2023
Q2 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
360+ 9.34% |
$65.3K - $71.6K
|
4.22K
$1.03M
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
BUY
|
- |
360New |
$65.3K - $71.6K
|
360
$88.2K
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
360+ 5.46% |
$65.3K - $71.6K
|
6.95K
$1.7M
|
|
Jul 19, 2023
Q2 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
358+ 2.13% |
$64.9K - $71.2K
|
17.2K
$4.21M
|
|
Jul 06, 2023
Q2 2023
|
Fc Advisory LLC
|
BUY
|
- |
356+ 13.05% |
$64.5K - $70.8K
|
3.08K
$755K
|
|
Jul 24, 2023
Q2 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
354+ 5.86% |
$64.2K - $70.4K
|
6.4K
$1.57M
|
|
Jul 14, 2023
Q2 2023
|
Capital Planning LLC
|
BUY
|
- |
353+ 0.96% |
$64K - $70.2K
|
37.3K
$9.13M
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
BUY
|
- |
352+ 308.77% |
$63.8K - $70K
|
466
$114K
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
348+ 1.87% |
$63.1K - $69.2K
|
18.9K
$4.64M
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
347+ 22.52% |
$62.9K - $69K
|
1.89K
$463K
|
|
Aug 04, 2023
Q2 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
346+ 2.93% |
$62.7K - $68.8K
|
12.1K
$2.97M
|
|
Jul 24, 2023
Q2 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
338+ 4.07% |
$61.3K - $67.2K
|
8.65K
$2.12M
|
|
Aug 07, 2023
Q2 2023
|
Connable Office Inc
|
BUY
|
- |
332+ 1.83% |
$60.2K - $66K
|
18.5K
$4.52M
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
330+ 3.71% |
$59.8K - $65.6K
|
9.23K
$2.26M
|
|
Jul 28, 2023
Q2 2023
|
Pachira Investments Inc.
|
BUY
|
- |
328+ 21.26% |
$59.5K - $65.2K
|
1.87K
$458K
|
|
Aug 07, 2023
Q2 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
328+ 20.93% |
$59.5K - $65.2K
|
1.9K
$464K
|
|
Aug 14, 2023
Q2 2023
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
325+ 2.05% |
$58.9K - $64.6K
|
16.2K
$3.97M
|
|
Jul 10, 2024
Q2 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
325+ 6.76% |
$58.9K - $64.6K
|
5.13K
$1.26M
|
|
Aug 04, 2023
Q2 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
318+ 18.36% |
$57.6K - $63.2K
|
2.05K
$502K
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
318+ 19.23% |
$57.6K - $63.2K
|
1.97K
$483K
|
|
Jul 25, 2023
Q2 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
313+ 1.75% |
$56.7K - $62.3K
|
18.2K
$4.46M
|
|
Aug 04, 2023
Q2 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
309+ 2.44% |
$56K - $61.5K
|
13K
$3.18M
|
|
Jul 12, 2023
Q2 2023
|
Bath Savings Trust CO
|
BUY
|
- |
303+ 28.19% |
$54.9K - $60.3K
|
1.38K
$338K
|
|
Jul 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
301+ 8.64% |
$54.6K - $59.9K
|
3.79K
$927K
|
|
Jul 24, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
300+ 2.35% |
$54.4K - $59.7K
|
13.1K
$3.2M
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
300+ 33.52% |
$54.4K - $59.7K
|
1.2K
$293K
|
|
Aug 07, 2023
Q2 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
300+ 13.63% |
$54.4K - $59.7K
|
2.5K
$613K
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
300+ 25.88% |
$54.4K - $59.7K
|
1.46K
$357K
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
300+ 25.88% |
$54.4K - $59.7K
|
1.46K
$357K
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
299+ 2.29% |
$54.2K - $59.5K
|
13.4K
$3.28M
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
295+ 8.52% |
$53.5K - $58.7K
|
3.76K
$921K
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
294+ 2.16% |
$53.3K - $58.5K
|
13.9K
$3.41M
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
294+ 4.02% |
$53.3K - $58.5K
|
7.61K
$1.86M
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
293+ 357.32% |
$53.1K - $58.3K
|
375
$91.9K
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
291+ 1.37% |
$52.7K - $57.9K
|
21.5K
$5.27M
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
291+ 1.37% |
$52.7K - $57.9K
|
21.5K
$5.27M
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
290+ 4.32% |
$52.6K - $57.7K
|
7K
$1.71M
|
|
Jul 20, 2023
Q2 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
290+ 1.17% |
$52.6K - $57.7K
|
25.1K
$6.14M
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
290+ 107.41% |
$52.6K - $57.7K
|
560
$137K
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
290+ 3.08% |
$52.6K - $57.7K
|
9.72K
$2.38M
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
289+ 2.78% |
$52.4K - $57.5K
|
10.7K
$2.62M
|
|
Aug 01, 2023
Q2 2023
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
285+ 5.71% |
$51.7K - $56.7K
|
5.28K
$1.29M
|
|
Aug 07, 2023
Q2 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
284+ 8.14% |
$51.5K - $56.5K
|
3.77K
$925K
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
277+ 185.91% |
$50.2K - $55.1K
|
426
$104K
|