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 19, 2023
Q2 2023
|
Elm Partners Management LLC
|
BUY
|
- |
19.4K+ 36.4% |
$3.52M - $3.86M
|
72.7K
$17.7M
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
18.5K+ 810.93% |
$3.36M - $3.69M
|
20.8K
$5.08M
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
18.5K+ 2.84% |
$3.35M - $3.68M
|
670K
$163M
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
17.9K+ 97.28% |
$3.24M - $3.56M
|
36.3K
$8.85M
|
|
Aug 08, 2023
Q2 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
17.3K+ 68.61% |
$3.13M - $3.44M
|
42.5K
$10.4M
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
16.9K+ 6.17% |
$3.06M - $3.36M
|
291K
$71M
|
|
Aug 14, 2023
Q2 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
16.6KNew |
$3.02M - $3.31M
|
16.6K
$4.06M
|
|
Aug 01, 2023
Q2 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
16.5KNew |
$2.98M - $3.27M
|
16.5K
$4.01M
|
|
Aug 03, 2023
Q2 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
16.4KNew |
$2.96M - $3.25M
|
16.4K
$3.99M
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
16.1K+ 11.79% |
$2.91M - $3.2M
|
153K
$37.2M
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
15.9K+ 21.51% |
$2.89M - $3.17M
|
89.9K
$21.9M
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
15.9K+ 20.47% |
$2.88M - $3.16M
|
93.5K
$22.8M
|
|
Jul 14, 2023
Q2 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
14.7K+ 45.53% |
$2.66M - $2.92M
|
47K
$11.5M
|
|
Jul 20, 2023
Q2 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
14.6K+ 4.04% |
$2.64M - $2.9M
|
375K
$91.5M
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
14.5K+ 55.5% |
$2.64M - $2.89M
|
40.7K
$9.94M
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
14.3K+ 12.26% |
$2.59M - $2.84M
|
131K
$31.9M
|
|
Aug 10, 2023
Q2 2023
|
Davidson Investment Advisors
|
BUY
|
- |
14.2K+ 11.12% |
$2.58M - $2.83M
|
142K
$34.7M
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
14K+ 318.34% |
$2.53M - $2.78M
|
18.3K
$4.47M
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13.1K+ 0.68% |
$2.37M - $2.6M
|
1.93M
$470M
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13.1K+ 0.68% |
$2.37M - $2.6M
|
1.93M
$470M
|
|
Jul 18, 2023
Q2 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
13K+ 22.95% |
$2.36M - $2.59M
|
69.6K
$17M
|
|
Aug 14, 2023
Q2 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
12.5K+ 100.0% |
$2.27M - $2.49M
|
25K
$6.1M
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
12.4K+ 28.26% |
$2.25M - $2.47M
|
56.3K
$13.7M
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
12.4K+ 14.91% |
$2.25M - $2.46M
|
95.5K
$23.3M
|
|
Jul 24, 2023
Q2 2023
|
Twele Capital Management, Inc.
|
BUY
|
- |
12.3K+ 24.8% |
$2.23M - $2.45M
|
62K
$15.1M
|
|
Aug 01, 2023
Q2 2023
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
12K+ 4.63% |
$2.17M - $2.39M
|
271K
$66.1M
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
11.7K+ 36.63% |
$2.12M - $2.33M
|
43.7K
$10.6M
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.4K+ 27.87% |
$2.07M - $2.27M
|
52.5K
$12.8M
|
|
Aug 24, 2023
Q2 2023
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
11.3K+ 4.38% |
$2.06M - $2.26M
|
270K
$65.9M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
11.2K+ 481.26% |
$2.04M - $2.24M
|
13.6K
$3.31M
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
11.2K+ 5.69% |
$2.03M - $2.22M
|
208K
$50.7M
|
|
Aug 11, 2023
Q2 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
10.8K+ 89.98% |
$1.96M - $2.15M
|
22.8K
$5.56M
|
|
Jul 28, 2023
Q2 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
10.6KNew |
$1.92M - $2.11M
|
10.6K
$2.59M
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
10.3K+ 2.63% |
$1.87M - $2.05M
|
403K
$98.2M
|
|
Jul 31, 2023
Q2 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
10.3K+ 4.94% |
$1.86M - $2.04M
|
218K
$53.2M
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
BUY
|
- |
10.2K+ 34.76% |
$1.84M - $2.02M
|
39.4K
$9.62M
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
10KNew |
$1.82M - $1.99M
|
10K
$2.44M
|
|
Aug 14, 2023
Q2 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
9.98K+ 25.25% |
$1.81M - $1.98M
|
49.5K
$12.1M
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
9.9K+ 26.33% |
$1.79M - $1.97M
|
47.5K
$11.6M
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
9.72K+ 2336.54% |
$1.76M - $1.93M
|
10.1K
$2.47M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.46K+ 31.08% |
$1.71M - $1.88M
|
39.9K
$9.73M
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
9.35K+ 6.85% |
$1.69M - $1.86M
|
146K
$35.5M
|
|
Jul 31, 2023
Q2 2023
|
5th Street Advisors, LLC
|
BUY
|
- |
9.22K+ 36.41% |
$1.67M - $1.83M
|
34.5K
$8.43M
|
|
Jul 24, 2023
Q2 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
9.15K+ 15.95% |
$1.66M - $1.82M
|
66.5K
$16.2M
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
BUY
|
- |
9.1K+ 14.22% |
$1.65M - $1.81M
|
73.1K
$17.8M
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
8.96K+ 9.26% |
$1.62M - $1.78M
|
106K
$25.8M
|
|
Aug 02, 2023
Q2 2023
|
St. Louis Trust CO
|
BUY
|
- |
8.88K+ 56.04% |
$1.61M - $1.77M
|
24.7K
$6.03M
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
8.86K+ 78.23% |
$1.61M - $1.76M
|
20.2K
$4.93M
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
8.8K+ 3.76% |
$1.6M - $1.75M
|
243K
$59.3M
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
8.8K+ 3.32% |
$1.59M - $1.75M
|
274K
$66.9M
|