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 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-101- 5.65% |
$18.3K - $20.1K
|
1.69K
$409K
|
|
Jul 18, 2023
Q2 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-102- 8.7% |
$18.5K - $20.3K
|
1.07K
$259K
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-102- 0.74% |
$18.5K - $20.3K
|
13.6K
$3.29M
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-103- 1.08% |
$18.7K - $20.5K
|
9.39K
$2.27M
|
|
Aug 10, 2023
Q2 2023
|
Libra Wealth LLC
|
SELL
|
- |
-104- 2.48% |
$18.9K - $20.7K
|
4.09K
$991K
|
|
Nov 17, 2023
Q2 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-108- 4.5% |
$19.6K - $21.5K
|
2.29K
$555K
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-109- 0.19% |
$19.8K - $21.7K
|
56.2K
$13.6M
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-110- 0.26% |
$19.9K - $21.9K
|
42.3K
$10.2M
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
SELL
|
- |
-112- 5.54% |
$20.3K - $22.3K
|
1.91K
$463K
|
|
Aug 10, 2023
Q2 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-112- 1.08% |
$20.3K - $22.3K
|
10.3K
$2.49M
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-113- 1.07% |
$20.5K - $22.5K
|
10.4K
$2.52M
|
|
Aug 14, 2023
Q2 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-113- 1.86% |
$20.5K - $22.5K
|
5.97K
$1.45M
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-114- 76.51% |
$20.7K - $22.7K
|
35
$8.48K
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-114- 4.62% |
$20.7K - $22.7K
|
2.35K
$570K
|
|
Jul 17, 2023
Q2 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-115- 0.27% |
$20.8K - $22.9K
|
42.4K
$10.3M
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
SELL
|
- |
-115- 3.49% |
$20.8K - $22.9K
|
3.18K
$769K
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-117- 0.53% |
$21.2K - $23.3K
|
22K
$5.33M
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-117- 1.3% |
$21.2K - $23.3K
|
8.85K
$2.14M
|
|
Oct 04, 2023
Q2 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-117- 0.75% |
$21.2K - $23.3K
|
15.4K
$3.74M
|
|
Aug 11, 2023
Q2 2023
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-118- 0.08% |
$21.4K - $23.5K
|
148K
$35.8M
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-119- 9.1% |
$21.6K - $23.7K
|
1.19K
$288K
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-120- 6.09% |
$21.8K - $23.9K
|
1.85K
$448K
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-121- 0.85% |
$21.9K - $24.1K
|
14.2K
$3.44M
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-122- 2.12% |
$22.1K - $24.3K
|
5.63K
$1.36M
|
|
Jul 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-124- 6.58% |
$22.5K - $24.7K
|
1.76K
$426K
|
|
Jul 31, 2023
Q2 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-125- 0.65% |
$22.7K - $24.9K
|
19K
$4.6M
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
SELL
|
- |
-127- 2.26% |
$23K - $25.3K
|
5.5K
$1.33M
|
|
Jul 07, 2023
Q2 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-129- 0.8% |
$23.4K - $25.7K
|
16K
$3.86M
|
|
Jul 13, 2023
Q2 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-130- 1.65% |
$23.6K - $25.9K
|
7.75K
$1.88M
|
|
Jul 14, 2023
Q2 2023
|
Roth Financial Partners LLC
|
SELL
|
- |
-130- 0.94% |
$23.6K - $25.9K
|
13.6K
$3.3M
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-130- 4.1% |
$23.6K - $25.9K
|
3.04K
$735K
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-132- 9.59% |
$23.9K - $26.3K
|
1.25K
$301K
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-132- 11.79% |
$23.9K - $26.3K
|
988
$239K
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-133- 2.25% |
$24.1K - $26.5K
|
5.78K
$1.4M
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-133- 0.19% |
$24.1K - $26.5K
|
69.2K
$16.8M
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-135- 5.16% |
$24.5K - $26.9K
|
2.48K
$601K
|
|
Jul 12, 2023
Q2 2023
|
Country Trust Bank
|
SELL
|
- |
-136- 0.07% |
$24.7K - $27K
|
191K
$46.3M
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-137- 9.64% |
$24.8K - $27.2K
|
1.28K
$311K
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-137- 0.18% |
$24.8K - $27.2K
|
77.2K
$18.7M
|
|
Aug 04, 2023
Q2 2023
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-137- 4.2% |
$24.8K - $27.2K
|
3.12K
$756K
|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-138- 4.38% |
$25K - $27.4K
|
3.02K
$730K
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-141- 5.0% |
$25.6K - $28K
|
2.68K
$648K
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-149- 5.27% |
$27K - $29.6K
|
2.68K
$649K
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-149- 4.53% |
$27K - $29.6K
|
3.14K
$761K
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-149- 3.88% |
$27K - $29.6K
|
3.69K
$894K
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-150- 13.07% |
$27.2K - $29.8K
|
998
$242K
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-150- 13.07% |
$27.2K - $29.8K
|
998
$242K
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-151- 22.71% |
$27.4K - $30K
|
514
$124K
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-152- 1.41% |
$27.6K - $30.2K
|
10.6K
$2.57M
|
|
Aug 14, 2023
Q2 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-153- 1.09% |
$27.7K - $30.4K
|
13.8K
$3.35M
|