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 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-30- 1.08% |
$5.44K - $5.97K
|
2.75K
$665K
|
|
|
Aug 08, 2023
Q2 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-30- 2.41% |
$5.44K - $5.97K
|
1.22K
$295K
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-30- 0.37% |
$5.44K - $5.97K
|
8.09K
$1.96M
|
|
|
Jul 20, 2023
Q2 2023
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-31- 0.24% |
$5.62K - $6.17K
|
13K
$3.15M
|
|
|
Aug 09, 2023
Q2 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-31- 15.9% |
$5.62K - $6.17K
|
164
$39.7K
|
|
|
Jul 20, 2023
Q2 2023
|
Advocate Group LLC
|
SELL
|
- |
-32- 1.13% |
$5.8K - $6.36K
|
2.8K
$678K
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-32- 0.73% |
$5.8K - $6.36K
|
4.32K
$1.05M
|
|
|
Aug 08, 2023
Q2 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-32- 2.55% |
$5.8K - $6.36K
|
1.22K
$296K
|
|
|
Jul 12, 2023
Q2 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-33- 0.33% |
$5.98K - $6.56K
|
10K
$2.42M
|
|
|
Jul 20, 2023
Q2 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-34- 0.31% |
$6.16K - $6.76K
|
10.9K
$2.63M
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-34- 1.34% |
$6.16K - $6.76K
|
2.5K
$606K
|
|
|
Aug 01, 2023
Q2 2023
|
Patron Partners, LLC
|
SELL
|
- |
-34- 1.92% |
$6.16K - $6.76K
|
1.74K
$421K
|
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-35- 0.43% |
$6.34K - $6.96K
|
8.06K
$1.95M
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-35- 1.43% |
$6.34K - $6.96K
|
2.41K
$584K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-36- 0.28% |
$6.53K - $7.16K
|
12.7K
$3.07M
|
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
SELL
|
- |
-37- 0.14% |
$6.71K - $7.36K
|
25.7K
$6.21M
|
|
|
Aug 01, 2023
Q2 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-37- 1.74% |
$6.71K - $7.36K
|
2.09K
$505K
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-38- 1.04% |
$6.89K - $7.56K
|
3.63K
$879K
|
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-40- 3.33% |
$7.25K - $7.96K
|
1.16K
$281K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
SELL
|
- |
-40- 3.0% |
$7.25K - $7.96K
|
1.29K
$313K
|
|
|
Aug 01, 2023
Q2 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-41- 1.91% |
$7.43K - $8.15K
|
2.1K
$509K
|
|
|
Jul 13, 2023
Q2 2023
|
Schwab Charitable Fund
|
SELL
|
- |
-42- 2.6% |
$7.61K - $8.35K
|
1.57K
$380K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-42- 0.53% |
$7.61K - $8.35K
|
7.82K
$1.89M
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-42- 1.51% |
$7.61K - $8.35K
|
2.73K
$662K
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-43- 0.8% |
$7.79K - $8.55K
|
5.32K
$1.29M
|
|
|
Aug 11, 2023
Q2 2023
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-43- 37.39% |
$7.79K - $8.55K
|
72
$17.4K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-44- 1.28% |
$7.98K - $8.75K
|
3.39K
$821K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-44- 2.03% |
$7.98K - $8.75K
|
2.13K
$515K
|
|
|
Aug 07, 2023
Q2 2023
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-44- 65.67% |
$7.98K - $8.75K
|
23
$5.57K
|
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
SELL
|
- |
-44- 0.94% |
$7.98K - $8.75K
|
4.66K
$1.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-45- 3.62% |
$8.16K - $8.95K
|
1.2K
$290K
|
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-46- 1.11% |
$8.34K - $9.15K
|
4.11K
$995K
|
|
|
Jul 28, 2023
Q2 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-46- 3.32% |
$8.34K - $9.15K
|
1.34K
$324K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-46- 9.06% |
$8.34K - $9.15K
|
462
$112K
|
|
|
Jul 13, 2023
Q2 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-48- 4.2% |
$8.7K - $9.55K
|
1.09K
$265K
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-48- 3.77% |
$8.7K - $9.55K
|
1.22K
$296K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-49- 0.2% |
$8.88K - $9.75K
|
24K
$5.81M
|
|
|
Jul 21, 2023
Q2 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-50- 3.77% |
$9.06K - $9.94K
|
1.28K
$309K
|
|
|
Jul 28, 2023
Q2 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-50- 0.42% |
$9.06K - $9.94K
|
11.9K
$2.89M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-50- 2.69% |
$9.06K - $9.94K
|
1.81K
$439K
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-50- 1.43% |
$9.06K - $9.94K
|
3.45K
$836K
|
|
|
Jul 26, 2023
Q2 2023
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-51- 0.42% |
$9.24K - $10.1K
|
12.1K
$2.94M
|
|
|
Jul 20, 2023
Q2 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-53- 3.04% |
$9.61K - $10.5K
|
1.69K
$409K
|
|
|
Jul 28, 2023
Q2 2023
|
Kendall Capital Management
|
SELL
|
- |
-53- 2.02% |
$9.61K - $10.5K
|
2.58K
$624K
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-53- 0.89% |
$9.61K - $10.5K
|
5.91K
$1.43M
|
|
|
Aug 28, 2024
Q2 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-53- 1.8% |
$9.61K - $10.5K
|
2.9K
$702K
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-55- 0.58% |
$9.97K - $10.9K
|
9.36K
$2.27M
|
|
|
Jul 24, 2023
Q2 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-55- 1.08% |
$9.97K - $10.9K
|
5.02K
$1.22M
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-55- 0.25% |
$9.97K - $10.9K
|
21.6K
$5.24M
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-56- 1.68% |
$10.2K - $11.1K
|
3.28K
$794K
|