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
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
50+ 21.19% |
$9.06K - $9.94K
|
286
$69.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
49+ 0.46% |
$8.88K - $9.75K
|
10.6K
$2.57M
|
|
|
Aug 09, 2023
Q2 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
47+ 3.44% |
$8.52K - $9.35K
|
1.42K
$343K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
47+ 5.85% |
$8.52K - $9.35K
|
850
$206K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
45+ 3.68% |
$8.16K - $8.95K
|
1.27K
$307K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
45New |
$8.16K - $8.95K
|
45
$10.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
45+ 63.38% |
$8.16K - $8.95K
|
116
$28.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
45+ 0.4% |
$8.16K - $8.95K
|
11.4K
$2.75M
|
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
BUY
|
- |
44+ 1.34% |
$7.98K - $8.75K
|
3.32K
$804K
|
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
BUY
|
- |
43+ 0.89% |
$7.79K - $8.55K
|
4.9K
$1.19M
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
43+ 0.1% |
$7.79K - $8.55K
|
43.6K
$10.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
41+ 0.01% |
$7.43K - $8.15K
|
724K
$175M
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
41+ 0.62% |
$7.43K - $8.15K
|
6.64K
$1.61M
|
|
|
Aug 07, 2023
Q2 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
40+ 0.71% |
$7.25K - $7.96K
|
5.67K
$1.37M
|
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
39+ 0.19% |
$7.07K - $7.76K
|
20.2K
$4.89M
|
|
|
Aug 03, 2023
Q2 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
39+ 0.96% |
$7.07K - $7.76K
|
4.1K
$993K
|
|
|
Jul 12, 2023
Q2 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
38+ 0.36% |
$6.89K - $7.56K
|
10.7K
$2.59M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
38+ 5.51% |
$6.89K - $7.56K
|
728
$176K
|
|
|
Jul 28, 2023
Q2 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
37+ 0.88% |
$6.71K - $7.36K
|
4.22K
$1.02M
|
|
|
Aug 07, 2023
Q2 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
37+ 0.65% |
$6.71K - $7.36K
|
5.77K
$1.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
37+ 1.32% |
$6.71K - $7.36K
|
2.84K
$687K
|
|
|
Oct 19, 2023
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
36+ 0.93% |
$6.53K - $7.16K
|
3.91K
$947K
|
|
|
Jan 16, 2024
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
36+ 0.93% |
$6.53K - $7.16K
|
3.91K
$947K
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
35New |
$6.34K - $6.96K
|
35
$8.48K
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
33+ 2.31% |
$5.98K - $6.56K
|
1.46K
$354K
|
|
|
Aug 14, 2023
Q2 2023
|
Chartist Inc
Seal Beach, CA |
BUY
|
- |
33+ 1.01% |
$5.98K - $6.56K
|
3.29K
$796K
|
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
32+ 0.85% |
$5.8K - $6.36K
|
3.81K
$923K
|
|
|
Aug 04, 2023
Q2 2023
|
Leo H. Evart, Inc.
|
BUY
|
- |
32+ 0.34% |
$5.8K - $6.36K
|
9.49K
$2.3M
|
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
BUY
|
- |
31+ 0.29% |
$5.62K - $6.17K
|
10.8K
$2.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
30New |
$5.44K - $5.97K
|
30
$7.26K
|
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
29+ 1.98% |
$5.26K - $5.77K
|
1.49K
$361K
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
29New |
$5.26K - $5.77K
|
29
$7.02K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
29+ 2.5% |
$5.26K - $5.77K
|
1.19K
$288K
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
28+ 0.43% |
$5.08K - $5.57K
|
6.5K
$1.57M
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
27+ 0.28% |
$4.89K - $5.37K
|
9.52K
$2.3M
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
27+ 0.31% |
$4.89K - $5.37K
|
8.79K
$2.13M
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
26+ 236.36% |
$4.71K - $5.17K
|
37
$8.96K
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
26+ 1.27% |
$4.71K - $5.17K
|
2.07K
$501K
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
BUY
|
- |
26+ 0.27% |
$4.71K - $5.17K
|
9.58K
$2.32M
|
|
|
Aug 09, 2023
Q2 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
25+ 2.29% |
$4.53K - $4.97K
|
1.12K
$271K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
24New |
$4.35K - $4.77K
|
24
$5.81K
|
|
|
Jul 20, 2023
Q2 2023
|
Derbend Asset Management
|
BUY
|
- |
24+ 1.96% |
$4.35K - $4.77K
|
1.25K
$302K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
23+ 0.77% |
$4.17K - $4.57K
|
3K
$727K
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
23+ 0.31% |
$4.17K - $4.57K
|
7.54K
$1.83M
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
23New |
$4.17K - $4.57K
|
23
$5.57K
|
|
|
Aug 02, 2023
Q2 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
22+ 0.16% |
$3.99K - $4.38K
|
14.2K
$3.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
22+ 0.47% |
$3.99K - $4.38K
|
4.72K
$1.14M
|
|
|
May 28, 2024
Q2 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
22+ 0.36% |
$3.99K - $4.38K
|
6.22K
$1.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
21+ 0.33% |
$3.81K - $4.18K
|
6.3K
$1.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
21+ 6.69% |
$3.81K - $4.18K
|
335
$81.1K
|