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 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-56- 4.59% |
$10.2K - $11.1K
|
1.16K
$282K
|
|
|
Aug 11, 2023
Q2 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-56- 0.13% |
$10.2K - $11.1K
|
44.5K
$10.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-57- 2.26% |
$10.3K - $11.3K
|
2.47K
$597K
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-57- 1.89% |
$10.3K - $11.3K
|
2.96K
$717K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-58- 0.27% |
$10.5K - $11.5K
|
21.6K
$5.22M
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-60- 0.52% |
$10.9K - $11.9K
|
11.4K
$2.76M
|
|
|
Jul 14, 2023
Q2 2023
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-60- 2.81% |
$10.9K - $11.9K
|
2.08K
$503K
|
|
|
Aug 14, 2023
Q2 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-60- 11.76% |
$10.9K - $11.9K
|
450
$109K
|
|
|
Mar 06, 2024
Q2 2023
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-62- 5.74% |
$11.2K - $12.3K
|
1.02K
$247K
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-64- 3.79% |
$11.6K - $12.7K
|
1.63K
$394K
|
|
|
Aug 09, 2023
Q2 2023
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-64- 2.83% |
$11.6K - $12.7K
|
2.19K
$531K
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-65- 3.67% |
$11.8K - $12.9K
|
1.71K
$413K
|
|
|
Aug 07, 2023
Q2 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-65- 0.15% |
$11.8K - $12.9K
|
44.4K
$10.7M
|
|
|
Apr 22, 2024
Q2 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-65- 0.15% |
$11.8K - $12.9K
|
44.4K
$10.7M
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-65- 0.86% |
$11.8K - $12.9K
|
7.48K
$1.81M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-67- 0.34% |
$12.1K - $13.3K
|
19.9K
$4.82M
|
|
|
Aug 03, 2023
Q2 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-68- 4.72% |
$12.3K - $13.5K
|
1.37K
$332K
|
|
|
May 10, 2024
Q2 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-68- 1.48% |
$12.3K - $13.5K
|
4.52K
$1.1M
|
|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-70- 4.6% |
$12.7K - $13.9K
|
1.45K
$352K
|
|
|
Aug 03, 2023
Q2 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-71- 2.48% |
$12.9K - $14.1K
|
2.79K
$677K
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-72- 0.51% |
$13.1K - $14.3K
|
14K
$3.4M
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-72- 9.14% |
$13.1K - $14.3K
|
716
$173K
|
|
|
Jul 25, 2023
Q2 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-73- 3.66% |
$13.2K - $14.5K
|
1.92K
$465K
|
|
|
Aug 02, 2023
Q2 2023
|
Forum Private Client Group LLC
|
SELL
|
- |
-73- 3.08% |
$13.2K - $14.5K
|
2.29K
$555K
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-74- 0.62% |
$13.4K - $14.7K
|
11.9K
$2.87M
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
SELL
|
- |
-75- 0.95% |
$13.6K - $14.9K
|
7.85K
$1.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-77- 0.79% |
$14K - $15.3K
|
9.67K
$2.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-79- 1.74% |
$14.3K - $15.7K
|
4.47K
$1.08M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-80- 7.8% |
$14.5K - $15.9K
|
945
$229K
|
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-80- 1.7% |
$14.5K - $15.9K
|
4.63K
$1.12M
|
|
|
Aug 03, 2023
Q2 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-82- 0.57% |
$14.9K - $16.3K
|
14.4K
$3.49M
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-83- 0.69% |
$15K - $16.5K
|
12K
$2.91M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-83- 3.92% |
$15K - $16.5K
|
2.03K
$492K
|
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-84- 1.64% |
$15.2K - $16.7K
|
5.04K
$1.22M
|
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-85- 0.57% |
$15.4K - $16.9K
|
14.7K
$3.57M
|
|
|
Jul 13, 2023
Q2 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-87- 3.07% |
$15.8K - $17.3K
|
2.74K
$664K
|
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-89- 4.56% |
$16.1K - $17.7K
|
1.86K
$451K
|
|
|
Jul 14, 2023
Q2 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-90- 1.06% |
$16.3K - $17.9K
|
8.36K
$2.03M
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-90- 1.32% |
$16.3K - $17.9K
|
6.72K
$1.63M
|
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-93- 2.53% |
$16.9K - $18.5K
|
3.59K
$868K
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-95- 8.11% |
$17.2K - $18.9K
|
1.08K
$261K
|
|
|
Aug 14, 2023
Q2 2023
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-95- 2.61% |
$17.2K - $18.9K
|
3.54K
$858K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-96- 7.85% |
$17.4K - $19.1K
|
1.13K
$273K
|
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-97- 1.27% |
$17.6K - $19.3K
|
7.57K
$1.83M
|
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-97- 6.23% |
$17.6K - $19.3K
|
1.46K
$354K
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-98- 1.71% |
$17.8K - $19.5K
|
5.65K
$1.37M
|
|
|
Jul 28, 2023
Q2 2023
|
Bray Capital Advisors
|
SELL
|
- |
-99- 0.27% |
$17.9K - $19.7K
|
36.9K
$8.94M
|
|
|
Jul 20, 2023
Q2 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-100- 1.82% |
$18.1K - $19.9K
|
5.4K
$1.31M
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-100- 10.59% |
$18.1K - $19.9K
|
844
$204K
|
|
|
Aug 08, 2023
Q2 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-101- 5.54% |
$18.3K - $20.1K
|
1.72K
$417K
|