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
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-225- 3.95% |
$40.8K - $44.8K
|
5.48K
$1.33M
|
|
|
Jul 19, 2023
Q2 2023
|
Planning Directions Inc
|
SELL
|
- |
-226- 4.39% |
$41K - $44.9K
|
4.92K
$1.19M
|
|
|
Jul 11, 2023
Q2 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-227- 2.6% |
$41.1K - $45.1K
|
8.49K
$2.06M
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
SELL
|
- |
-227- 1.51% |
$41.1K - $45.1K
|
14.8K
$3.58M
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-228- 13.33% |
$41.3K - $45.3K
|
1.48K
$359K
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-229- 1.88% |
$41.5K - $45.5K
|
12K
$2.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-230- 1.53% |
$41.7K - $45.7K
|
14.8K
$3.57M
|
|
|
Aug 01, 2023
Q2 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-233- 5.61% |
$42.2K - $46.3K
|
3.92K
$950K
|
|
|
Aug 03, 2023
Q2 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-235- 10.5% |
$42.6K - $46.7K
|
2K
$485K
|
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
SELL
|
- |
-248- 1.65% |
$45K - $49.3K
|
14.8K
$3.59M
|
|
|
Aug 07, 2023
Q2 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-250- 9.83% |
$45.3K - $49.7K
|
2.29K
$555K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-250- 8.35% |
$45.3K - $49.7K
|
2.75K
$665K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-251- 52.95% |
$45.5K - $49.9K
|
223
$54K
|
|
|
Jul 31, 2023
Q2 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-254- 5.58% |
$46K - $50.5K
|
4.3K
$1.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-255- 2.07% |
$46.2K - $50.7K
|
12.1K
$2.92M
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-263- 0.75% |
$47.7K - $52.3K
|
34.7K
$8.41M
|
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-268- 12.93% |
$48.6K - $53.3K
|
1.81K
$437K
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-268- 4.3% |
$48.6K - $53.3K
|
5.97K
$1.44M
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-269- 1.35% |
$48.8K - $53.5K
|
19.7K
$4.77M
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-271- 20.66% |
$49.1K - $53.9K
|
1.04K
$252K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-272- 3.23% |
$49.3K - $54.1K
|
8.16K
$1.98M
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-272- 19.39% |
$49.3K - $54.1K
|
1.13K
$274K
|
|
|
Jul 11, 2023
Q2 2023
|
Brickley Wealth Management
|
SELL
|
- |
-274- 2.42% |
$49.7K - $54.5K
|
11.1K
$2.68M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-277- 2.2% |
$50.2K - $55.1K
|
12.3K
$2.98M
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-279- 2.6% |
$50.6K - $55.5K
|
10.4K
$2.53M
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
SELL
|
- |
-280- 4.07% |
$50.8K - $55.7K
|
6.61K
$1.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-282- 78.99% |
$51.1K - $56.1K
|
75
$18.2K
|
|
|
Jul 19, 2023
Q2 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-283- 83.48% |
$51.3K - $56.3K
|
56
$13.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-284- 11.19% |
$51.5K - $56.5K
|
2.25K
$546K
|
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-285- 4.89% |
$51.7K - $56.7K
|
5.54K
$1.34M
|
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-288- 7.8% |
$52.2K - $57.3K
|
3.4K
$824K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-292- 0.28% |
$52.9K - $58.1K
|
105K
$25.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-294- 7.47% |
$53.3K - $58.5K
|
3.64K
$882K
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-294- 16.99% |
$53.3K - $58.5K
|
1.44K
$348K
|
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
SELL
|
- |
-296- 0.82% |
$53.7K - $58.9K
|
36K
$8.72M
|
|
|
Jul 18, 2023
Q2 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-297- 1.91% |
$53.8K - $59.1K
|
15.2K
$3.68M
|
|
|
Aug 11, 2023
Q2 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-300- 1.73% |
$54.4K - $59.7K
|
17K
$4.13M
|
|
|
Jul 13, 2023
Q2 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-301- 5.38% |
$54.6K - $59.9K
|
5.29K
$1.28M
|
|
|
Jul 31, 2023
Q2 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-301- 2.0% |
$54.6K - $59.9K
|
14.7K
$3.57M
|
|
|
Jul 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-311- 3.51% |
$56.4K - $61.9K
|
8.55K
$2.07M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-312- 3.9% |
$56.6K - $62.1K
|
7.68K
$1.86M
|
|
|
Jul 13, 2023
Q2 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-314- 5.52% |
$56.9K - $62.5K
|
5.38K
$1.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-314- 1.73% |
$56.9K - $62.5K
|
17.8K
$4.31M
|
|
|
Jul 12, 2023
Q2 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-319- 0.31% |
$57.8K - $63.4K
|
104K
$25.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-324- 7.09% |
$58.7K - $64.4K
|
4.25K
$1.03M
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-325- 3.69% |
$58.9K - $64.6K
|
8.48K
$2.05M
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-328- 1.08% |
$59.5K - $65.2K
|
30.1K
$7.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-329- 0.64% |
$59.6K - $65.4K
|
51.4K
$12.5M
|
|
|
Aug 14, 2023
Q2 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-329- 3.76% |
$59.6K - $65.4K
|
8.41K
$2.04M
|
|
|
Aug 07, 2023
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-333- 0.7% |
$60.4K - $66.2K
|
46.9K
$11.4M
|