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 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-154- 5.36% |
$27.9K - $30.6K
|
2.72K
$659K
|
|
|
Jul 13, 2023
Q2 2023
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-155- 0.13% |
$28.1K - $30.8K
|
121K
$29.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-155- 0.18% |
$28.1K - $30.8K
|
84.2K
$20.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-155- 0.94% |
$28.1K - $30.8K
|
16.4K
$3.97M
|
|
|
Aug 09, 2023
Q2 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-158- 1.13% |
$28.6K - $31.4K
|
13.9K
$3.35M
|
|
|
Jul 14, 2023
Q2 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-159- 13.53% |
$28.8K - $31.6K
|
1.02K
$246K
|
|
|
Aug 04, 2023
Q2 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-159- 0.91% |
$28.8K - $31.6K
|
17.4K
$4.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-159- 3.07% |
$28.8K - $31.6K
|
5.03K
$1.22M
|
|
|
Jul 24, 2023
Q2 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-160- 5.25% |
$29K - $31.8K
|
2.89K
$699K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-160- 2.72% |
$29K - $31.8K
|
5.73K
$1.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-160- 2.9% |
$29K - $31.8K
|
5.36K
$1.3M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-163- 2.91% |
$29.5K - $32.4K
|
5.45K
$1.32M
|
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-164- 6.07% |
$29.7K - $32.6K
|
2.54K
$614K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-164- 0.57% |
$29.7K - $32.6K
|
28.6K
$6.92M
|
|
|
Aug 04, 2023
Q2 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-165- 0.6% |
$29.9K - $32.8K
|
27.5K
$6.65M
|
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
SELL
|
- |
-165- 0.51% |
$29.9K - $32.8K
|
32.4K
$7.86M
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-168- 0.82% |
$30.5K - $33.4K
|
20.4K
$4.95M
|
|
|
Jul 13, 2023
Q2 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-170- 5.02% |
$30.8K - $33.8K
|
3.22K
$779K
|
|
|
Jul 14, 2023
Q2 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-170- 2.81% |
$30.8K - $33.8K
|
5.89K
$1.43M
|
|
|
Jul 12, 2023
Q2 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-171- 0.41% |
$31K - $34K
|
41.3K
$10M
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-171- 7.96% |
$31K - $34K
|
1.98K
$479K
|
|
|
Jul 20, 2023
Q2 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-173- 10.85% |
$31.4K - $34.4K
|
1.42K
$344K
|
|
|
Jul 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-173- 1.98% |
$31.4K - $34.4K
|
8.56K
$2.07M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-175- 1.47% |
$31.7K - $34.8K
|
11.7K
$2.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-175- 1.68% |
$31.7K - $34.8K
|
10.2K
$2.47M
|
|
|
Jul 25, 2023
Q2 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-176- 7.46% |
$31.9K - $35K
|
2.18K
$528K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-176- 0.95% |
$31.9K - $35K
|
18.3K
$4.44M
|
|
|
Aug 01, 2023
Q2 2023
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-180- 1.58% |
$32.6K - $35.8K
|
11.2K
$2.72M
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-182- 18.09% |
$33K - $36.2K
|
824
$200K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-183- 66.55% |
$33.2K - $36.4K
|
92
$22.3K
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
SELL
|
- |
-184- 3.7% |
$33.4K - $36.6K
|
4.8K
$1.16M
|
|
|
Aug 03, 2023
Q2 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-185- 7.55% |
$33.5K - $36.8K
|
2.27K
$549K
|
|
|
Aug 03, 2023
Q2 2023
|
Magnolia Capital Management LTD
|
SELL
|
- |
-187- 56.67% |
$33.9K - $37.2K
|
143
$34.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
SELL
|
- |
-195- 4.25% |
$35.3K - $38.8K
|
4.39K
$1.06M
|
|
|
Jul 26, 2023
Q2 2023
|
Acas, LLC
|
SELL
|
- |
-197- 2.99% |
$35.7K - $39.2K
|
6.39K
$1.55M
|
|
|
Aug 08, 2023
Q2 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-197- 15.82% |
$35.7K - $39.2K
|
1.05K
$254K
|
|
|
Jul 18, 2023
Q2 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-199- 0.54% |
$36.1K - $39.6K
|
36.5K
$8.84M
|
|
|
Jul 21, 2023
Q2 2023
|
Farmers Trust CO
|
SELL
|
- |
-200- 14.83% |
$36.3K - $39.8K
|
1.15K
$278K
|
|
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-200- 14.33% |
$36.3K - $39.8K
|
1.2K
$290K
|
|
|
Jul 24, 2023
Q2 2023
|
Moneywise, Inc.
|
SELL
|
- |
-203- 2.67% |
$36.8K - $40.4K
|
7.39K
$1.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-203- 2.46% |
$36.8K - $40.4K
|
8.05K
$1.95M
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-205- 84.36% |
$37.2K - $40.8K
|
38
$9.2K
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
SELL
|
- |
-208- 14.78% |
$37.7K - $41.4K
|
1.2K
$290K
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-209- 3.49% |
$37.9K - $41.6K
|
5.79K
$1.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-210- 1.7% |
$38.1K - $41.8K
|
12.1K
$2.94M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-212- 8.62% |
$38.4K - $42.2K
|
2.25K
$544K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-216- 10.89% |
$39.2K - $43K
|
1.77K
$428K
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
SELL
|
- |
-217- 2.03% |
$39.3K - $43.2K
|
10.5K
$2.54M
|
|
|
Jul 20, 2023
Q2 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-220- 14.6% |
$39.9K - $43.8K
|
1.29K
$312K
|
|
|
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-220- 8.66% |
$39.9K - $43.8K
|
2.32K
$562K
|