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
|
Macroview Investment Management LLC
|
BUY
|
- |
4New |
$725 - $796
|
4
$969
|
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
4+ 0.18% |
$725 - $796
|
2.27K
$549K
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
BUY
|
- |
4+ 0.3% |
$725 - $796
|
1.32K
$319K
|
|
|
Aug 14, 2023
Q2 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
4+ 0.07% |
$725 - $796
|
5.8K
$1.41M
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
3+ 0.17% |
$544 - $597
|
1.81K
$437K
|
|
|
Aug 14, 2023
Q2 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
3+ 4.29% |
$544 - $597
|
73
$17.7K
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
2+ 0.15% |
$363 - $398
|
1.3K
$314K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.17% |
$363 - $398
|
1.19K
$289K
|
|
|
Jul 12, 2023
Q2 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
2+ 0.13% |
$363 - $398
|
1.53K
$370K
|
|
|
Jul 20, 2023
Q2 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
2+ 0.05% |
$363 - $398
|
3.69K
$894K
|
|
|
Jul 24, 2023
Q2 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2+ 0.08% |
$363 - $398
|
2.46K
$596K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2+ 0.23% |
$363 - $398
|
867
$210K
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2+ 0.3% |
$363 - $398
|
673
$163K
|
|
|
Jul 10, 2023
Q2 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
1+ 0.01% |
$181 - $199
|
8.59K
$2.08M
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.25% |
$181 - $199
|
394
$95.4K
|
|
|
Jul 18, 2023
Q2 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
1+ 0.09% |
$181 - $199
|
1.08K
$261K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.42% |
$181 - $199
|
237
$57.4K
|
|
|
Jul 21, 2023
Q2 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1+ 0.05% |
$181 - $199
|
1.92K
$465K
|
|
|
Jul 27, 2023
Q2 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
1+ 0.04% |
$181 - $199
|
2.42K
$587K
|
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.71% |
$181 - $199
|
142
$34.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.49% |
$181 - $199
|
207
$50.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1+ 0.06% |
$181 - $199
|
1.74K
$420K
|
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$181 - $199
|
1.06K
$256K
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.67% |
$181 - $199
|
150
$36.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$181 - $199
|
9.15K
$2.22M
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1+ 0.02% |
$181 - $199
|
5.42K
$1.31M
|
|
|
Aug 10, 2023
Q2 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1+ 0.06% |
$181 - $199
|
1.57K
$380K
|
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
1+ 0.01% |
$181 - $199
|
7.91K
$1.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
1+ 0.42% |
$181 - $199
|
240
$58.1K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
1+ 3.03% |
$181 - $199
|
34
$8.23K
|
|
|
Jul 11, 2023
Q2 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-1- 0.02% |
$181 - $199
|
5.82K
$1.41M
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-1- 0.08% |
$181 - $199
|
1.21K
$293K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-1- 0.02% |
$181 - $199
|
4.31K
$1.04M
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-1- 0.64% |
$181 - $199
|
155
$37.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1- 0.03% |
$181 - $199
|
3.87K
$938K
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-2- 1.29% |
$363 - $398
|
153
$37K
|
|
|
Jul 17, 2023
Q2 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-2- 0.08% |
$363 - $398
|
2.63K
$636K
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2- 0.1% |
$363 - $398
|
1.99K
$481K
|
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-3- 0.06% |
$544 - $597
|
5.18K
$1.25M
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-3- 0.05% |
$544 - $597
|
6.44K
$1.56M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-4- 0.01% |
$725 - $796
|
39.2K
$9.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-5- 0.21% |
$906 - $994
|
2.42K
$587K
|
|
|
Jul 31, 2023
Q2 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-5- 0.19% |
$906 - $994
|
2.57K
$622K
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-5- 0.04% |
$906 - $994
|
11.4K
$2.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-5- 0.09% |
$906 - $994
|
5.51K
$1.34M
|
|
|
Jul 17, 2023
Q2 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.42% |
$1.09K - $1.19K
|
1.42K
$345K
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-6- 0.09% |
$1.09K - $1.19K
|
6.4K
$1.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-6- 0.02% |
$1.09K - $1.19K
|
24.8K
$6.01M
|
|
|
Jul 14, 2023
Q2 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-7- 0.19% |
$1.27K - $1.39K
|
3.72K
$901K
|
|
|
Jul 18, 2023
Q2 2023
|
Mayport, LLC
|
SELL
|
- |
-7- 0.07% |
$1.27K - $1.39K
|
9.68K
$2.34M
|