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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
20+ 0.25% |
$3.63K - $3.98K
|
7.93K
$1.92M
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
20+ 3.01% |
$3.63K - $3.98K
|
684
$166K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
19New |
$3.44K - $3.78K
|
19
$4.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Camden National Bank
Camden, ME |
BUY
|
- |
19+ 1.32% |
$3.44K - $3.78K
|
1.46K
$354K
|
|
|
Nov 19, 2024
Q2 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
19+ 0.7% |
$3.44K - $3.78K
|
2.73K
$661K
|
|
|
Jul 21, 2023
Q2 2023
|
Rhs Financial, LLC
|
BUY
|
- |
18+ 1.49% |
$3.26K - $3.58K
|
1.23K
$297K
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
18+ 0.16% |
$3.26K - $3.58K
|
11.5K
$2.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
18New |
$3.26K - $3.58K
|
18
$4.36K
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
17+ 0.02% |
$3.08K - $3.38K
|
80K
$19.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
14+ 0.05% |
$2.54K - $2.78K
|
27.5K
$6.65M
|
|
|
Jul 20, 2023
Q2 2023
|
Well Done, LLC
|
BUY
|
- |
13+ 1.11% |
$2.36K - $2.59K
|
1.18K
$286K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
13+ 1.3% |
$2.36K - $2.59K
|
1.01K
$245K
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
13+ 0.08% |
$2.36K - $2.59K
|
15.4K
$3.74M
|
|
|
Aug 04, 2023
Q2 2023
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
13+ 0.11% |
$2.36K - $2.59K
|
12K
$2.91M
|
|
|
Jul 17, 2023
Q2 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
12+ 0.2% |
$2.18K - $2.39K
|
6.02K
$1.46M
|
|
|
Aug 10, 2023
Q2 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
12+ 0.4% |
$2.18K - $2.39K
|
3.03K
$734K
|
|
|
Aug 30, 2023
Q2 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
12+ 0.78% |
$2.18K - $2.39K
|
1.55K
$376K
|
|
|
Jul 25, 2023
Q2 2023
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
11+ 0.84% |
$1.99K - $2.19K
|
1.33K
$321K
|
|
|
Aug 10, 2023
Q2 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
11+ 0.38% |
$1.99K - $2.19K
|
2.92K
$706K
|
|
|
Jul 18, 2023
Q2 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
10+ 0.05% |
$1.81K - $1.99K
|
21.6K
$5.23M
|
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
10+ 0.06% |
$1.81K - $1.99K
|
15.9K
$3.85M
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
10+ 1.59% |
$1.81K - $1.99K
|
640
$155K
|
|
|
Aug 10, 2023
Q2 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
10+ 0.83% |
$1.81K - $1.99K
|
1.21K
$293K
|
|
|
Jul 31, 2024
Q2 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
10+ 0.2% |
$1.81K - $1.99K
|
5.01K
$1.21M
|
|
|
Jul 17, 2023
Q2 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
9New |
$1.63K - $1.79K
|
9
$2.18K
|
|
|
Jul 31, 2023
Q2 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
9+ 0.54% |
$1.63K - $1.79K
|
1.67K
$404K
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
9+ 0.48% |
$1.63K - $1.79K
|
1.88K
$455K
|
|
|
Aug 07, 2023
Q2 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
9+ 0.35% |
$1.63K - $1.79K
|
2.59K
$627K
|
|
|
Aug 11, 2023
Q2 2023
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
9+ 0.38% |
$1.63K - $1.79K
|
2.37K
$574K
|
|
|
Jul 19, 2023
Q2 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
8+ 0.26% |
$1.45K - $1.59K
|
3.11K
$753K
|
|
|
Jul 24, 2023
Q2 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
8+ 0.1% |
$1.45K - $1.59K
|
7.69K
$1.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
8+ 0.38% |
$1.45K - $1.59K
|
2.12K
$514K
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
7New |
$1.27K - $1.39K
|
7
$1.7K
|
|
|
Jul 17, 2023
Q2 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
7+ 0.19% |
$1.27K - $1.39K
|
3.71K
$899K
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
7+ 0.14% |
$1.27K - $1.39K
|
4.99K
$1.21M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
7+ 0.05% |
$1.27K - $1.39K
|
14.7K
$3.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
7+ 0.42% |
$1.27K - $1.39K
|
1.68K
$406K
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
7+ 0.88% |
$1.27K - $1.39K
|
804
$195K
|
|
|
Jul 07, 2023
Q2 2023
|
Founders Capital Management
|
BUY
|
- |
6+ 1.01% |
$1.09K - $1.19K
|
598
$145K
|
|
|
Jul 21, 2023
Q2 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
6+ 0.19% |
$1.09K - $1.19K
|
3.14K
$760K
|
|
|
Aug 02, 2023
Q2 2023
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.26% |
$1.09K - $1.19K
|
2.32K
$561K
|
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
6+ 0.43% |
$1.09K - $1.19K
|
1.39K
$336K
|
|
|
Jul 20, 2023
Q2 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
5+ 1.3% |
$906 - $994
|
390
$94.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
5+ 0.15% |
$906 - $994
|
3.3K
$799K
|
|
|
Aug 02, 2023
Q2 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
5+ 0.37% |
$906 - $994
|
1.36K
$328K
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
5+ 1.04% |
$906 - $994
|
487
$118K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
5+ 0.29% |
$906 - $994
|
1.71K
$414K
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
5+ 50.0% |
$906 - $994
|
15
$3.63K
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
5+ 6.58% |
$906 - $994
|
81
$19.6K
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
BUY
|
- |
4+ 0.18% |
$725 - $796
|
2.26K
$546K
|