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 10, 2023
Q2 2023
|
Tsfg, LLC
|
SELL
|
- |
-334- 21.14% |
$60.5K - $66.4K
|
1.25K
$299K
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-336- 3.03% |
$60.9K - $66.8K
|
10.7K
$2.58M
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-338- 0.68% |
$61.3K - $67.2K
|
49.4K
$11.9M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-338- 0.68% |
$61.3K - $67.2K
|
49.4K
$11.9M
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-345- 8.44% |
$62.5K - $68.6K
|
3.74K
$898K
|
|
|
Aug 11, 2023
Q2 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-347- 15.06% |
$62.9K - $69K
|
1.96K
$470K
|
|
|
Jul 12, 2023
Q2 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-350- 2.18% |
$63.4K - $69.6K
|
15.7K
$3.77M
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-353- 2.53% |
$64K - $70.2K
|
13.6K
$3.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-353- 25.8% |
$64K - $70.2K
|
1.02K
$244K
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-358- 3.05% |
$64.9K - $71.2K
|
11.4K
$2.73M
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
SELL
|
- |
-360- 24.79% |
$65.3K - $71.6K
|
1.09K
$262K
|
|
|
Jul 14, 2023
Q2 2023
|
Evolution Advisers, Inc.
|
SELL
|
- |
-364- 1.29% |
$66K - $72.4K
|
27.8K
$6.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-367- 12.53% |
$66.5K - $73K
|
2.56K
$615K
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-370- 0.28% |
$67.1K - $73.6K
|
131K
$31.5M
|
|
|
May 20, 2024
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-371- 0.79% |
$67.2K - $73.8K
|
46.9K
$11.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-372- 0.89% |
$67.4K - $74K
|
41.2K
$9.89M
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-373- 13.88% |
$67.6K - $74.2K
|
2.31K
$555K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-378- 2.81% |
$68.5K - $75.2K
|
13.1K
$3.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-379- 6.82% |
$68.7K - $75.4K
|
5.18K
$1.24M
|
|
|
Aug 08, 2023
Q2 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-380- 5.36% |
$68.9K - $75.6K
|
6.72K
$1.61M
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-382- 23.35% |
$69.2K - $76K
|
1.25K
$301K
|
|
|
Jul 10, 2023
Q2 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-390- 0.94% |
$70.7K - $77.6K
|
41.3K
$9.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-390- 8.31% |
$70.7K - $77.6K
|
4.3K
$1.03M
|
|
|
Jul 18, 2023
Q2 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-391- 18.04% |
$70.9K - $77.8K
|
1.78K
$427K
|
|
|
Aug 11, 2023
Q2 2023
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-392- 4.02% |
$71.1K - $78K
|
9.36K
$2.25M
|
|
|
Jul 25, 2023
Q2 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-394- 28.04% |
$71.4K - $78.4K
|
1.01K
$243K
|
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-394- 5.43% |
$71.4K - $78.4K
|
6.86K
$1.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-396- 2.82% |
$71.8K - $78.8K
|
13.7K
$3.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-398- 5.95% |
$72.1K - $79.2K
|
6.29K
$1.51M
|
|
|
Aug 09, 2023
Q2 2023
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-400- 2.03% |
$72.5K - $79.6K
|
19.3K
$4.64M
|
|
|
Jul 25, 2023
Q2 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-403- 3.61% |
$73K - $80.2K
|
10.8K
$2.59M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-407- 11.66% |
$73.8K - $80.9K
|
3.09K
$740K
|
|
|
Aug 02, 2023
Q2 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-408- 1.2% |
$74K - $81.1K
|
33.5K
$8.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-409- 14.06% |
$74.1K - $81.3K
|
2.5K
$600K
|
|
|
Jul 20, 2023
Q2 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-413- 15.7% |
$74.9K - $82.1K
|
2.22K
$532K
|
|
|
Jul 10, 2023
Q2 2023
|
Kwmg, LLC
|
SELL
|
- |
-414- 17.72% |
$75K - $82.3K
|
1.92K
$462K
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-414- 9.37% |
$75K - $82.3K
|
4K
$961K
|
|
|
Oct 28, 2024
Q2 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-416- 2.89% |
$75.4K - $82.7K
|
14K
$3.35M
|
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-422- 23.81% |
$76.5K - $83.9K
|
1.35K
$324K
|
|
|
Aug 14, 2023
Q2 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-425- 22.2% |
$77K - $84.5K
|
1.49K
$357K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-427- 2.39% |
$77.4K - $84.9K
|
17.4K
$4.18M
|
|
|
Aug 10, 2023
Q2 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-430- 3.43% |
$77.9K - $85.5K
|
12.1K
$2.91M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-431- 6.18% |
$78.1K - $85.7K
|
6.54K
$1.57M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-432- 46.06% |
$78.3K - $85.9K
|
506
$121K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-432- 46.06% |
$78.3K - $85.9K
|
506
$121K
|
|
|
Oct 09, 2024
Q2 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-434- 1.97% |
$78.7K - $86.3K
|
21.6K
$5.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-445- 25.4% |
$80.7K - $88.5K
|
1.31K
$314K
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-446- 3.93% |
$80.8K - $88.7K
|
10.9K
$2.61M
|
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-450- 10.63% |
$81.6K - $89.5K
|
3.79K
$908K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-450- 11.17% |
$81.6K - $89.5K
|
3.58K
$859K
|