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 18, 2023
Q2 2023
|
Zhang Financial LLC
|
SELL
|
- |
-8- 0.16% |
$1.45K - $1.59K
|
5.02K
$1.22M
|
|
Aug 11, 2023
Q2 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-8- 0.35% |
$1.45K - $1.59K
|
2.28K
$552K
|
|
Aug 03, 2023
Q2 2023
|
Penobscot Wealth Management
|
SELL
|
- |
-9- 0.34% |
$1.63K - $1.79K
|
2.68K
$648K
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-9- 1.28% |
$1.63K - $1.79K
|
696
$169K
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-10- 0.35% |
$1.81K - $1.99K
|
2.87K
$694K
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-10- 0.93% |
$1.81K - $1.99K
|
1.06K
$257K
|
|
Jul 27, 2023
Q2 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-10- 0.2% |
$1.81K - $1.99K
|
5.02K
$1.21M
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-10- 0.19% |
$1.81K - $1.99K
|
5.31K
$1.29M
|
|
Aug 28, 2024
Q2 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-10- 1.81% |
$1.81K - $1.99K
|
542
$131K
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-11- 0.75% |
$1.99K - $2.19K
|
1.45K
$350K
|
|
Jul 25, 2023
Q2 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-11- 0.62% |
$1.99K - $2.19K
|
1.76K
$425K
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-11- 0.04% |
$1.99K - $2.19K
|
29.5K
$7.14M
|
|
Jul 24, 2023
Q2 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-12- 1.09% |
$2.18K - $2.39K
|
1.09K
$263K
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
SELL
|
- |
-12- 3.56% |
$2.18K - $2.39K
|
325
$78.7K
|
|
Aug 08, 2023
Q2 2023
|
West Coast Financial LLC
|
SELL
|
- |
-12- 0.37% |
$2.18K - $2.39K
|
3.25K
$788K
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-12- 0.12% |
$2.18K - $2.39K
|
10.4K
$2.52M
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-13- 0.73% |
$2.36K - $2.59K
|
1.76K
$427K
|
|
Jul 28, 2023
Q2 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-13- 8.07% |
$2.36K - $2.59K
|
148
$35.8K
|
|
Aug 11, 2023
Q2 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-13- 0.8% |
$2.36K - $2.59K
|
1.6K
$388K
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-13- 3.67% |
$2.36K - $2.59K
|
341
$82.6K
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-14- 0.56% |
$2.54K - $2.78K
|
2.51K
$607K
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-16- 0.14% |
$2.9K - $3.18K
|
11.5K
$2.78M
|
|
Aug 10, 2023
Q2 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-16- 2.71% |
$2.9K - $3.18K
|
575
$139K
|
|
Jul 06, 2023
Q2 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-17- 0.87% |
$3.08K - $3.38K
|
1.93K
$468K
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
SELL
|
- |
-17- 0.15% |
$3.08K - $3.38K
|
11.5K
$2.79M
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-21- 0.77% |
$3.81K - $4.18K
|
2.7K
$655K
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-21- 24.71% |
$3.81K - $4.18K
|
64
$15.5K
|
|
Aug 14, 2023
Q2 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-22- 37.93% |
$3.99K - $4.38K
|
36
$8.72K
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-22- 51.16% |
$3.99K - $4.38K
|
21
$5.09K
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-23- 1.57% |
$4.17K - $4.57K
|
1.44K
$349K
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-23- 13.77% |
$4.17K - $4.57K
|
144
$34.9K
|
|
Aug 13, 2024
Q2 2023
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-23- 0.16% |
$4.17K - $4.57K
|
14K
$3.39M
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-24- 0.71% |
$4.35K - $4.77K
|
3.36K
$815K
|
|
Jul 31, 2023
Q2 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-24- 0.61% |
$4.35K - $4.77K
|
3.9K
$945K
|
|
Aug 10, 2023
Q2 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-24- 0.11% |
$4.35K - $4.77K
|
22.2K
$5.38M
|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-24Closed |
$4.35K - $4.77K
|
0
$0
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-25- 0.13% |
$4.53K - $4.97K
|
19.6K
$4.76M
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-25- 1.05% |
$4.53K - $4.97K
|
2.35K
$569K
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
SELL
|
- |
-25- 32.89% |
$4.53K - $4.97K
|
51
$12.3K
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-26- 0.54% |
$4.71K - $5.17K
|
4.8K
$1.16M
|
|
Jul 31, 2023
Q2 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-27- 0.7% |
$4.89K - $5.37K
|
3.82K
$926K
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-27- 3.72% |
$4.89K - $5.37K
|
698
$169K
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-28- 0.89% |
$5.08K - $5.57K
|
3.13K
$757K
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-29- 0.55% |
$5.26K - $5.77K
|
5.29K
$1.28M
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-29- 0.2% |
$5.26K - $5.77K
|
14.6K
$3.53M
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-29- 1.2% |
$5.26K - $5.77K
|
2.38K
$577K
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-29- 0.86% |
$5.26K - $5.77K
|
3.33K
$805K
|
|
Jul 11, 2023
Q2 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-30- 0.49% |
$5.44K - $5.97K
|
6.15K
$1.49M
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-30- 5.6% |
$5.44K - $5.97K
|
506
$123K
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-30- 1.31% |
$5.44K - $5.97K
|
2.26K
$547K
|