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 31, 2023
Q2 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-451- 12.24% |
$81.7K - $89.7K
|
3.24K
$788K
|
|
|
Jul 28, 2023
Q2 2023
|
Resource Planning Group
|
SELL
|
- |
-453- 1.27% |
$82.1K - $90.1K
|
35.3K
$8.6M
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-455- 2.67% |
$82.5K - $90.5K
|
16.6K
$4.03M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-455- 1.28% |
$82.5K - $90.5K
|
35.2K
$8.57M
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-459- 3.25% |
$83.2K - $91.3K
|
13.7K
$3.33M
|
|
|
Jul 19, 2023
Q2 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-483- 1.89% |
$87.5K - $96.1K
|
25.1K
$6.1M
|
|
|
Jul 06, 2023
Q2 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-485- 1.54% |
$87.9K - $96.5K
|
31.1K
$7.57M
|
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-485- 12.13% |
$87.9K - $96.5K
|
3.51K
$856K
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-491- 20.15% |
$89K - $97.7K
|
1.95K
$474K
|
|
|
Jul 18, 2023
Q2 2023
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-495- 4.46% |
$89.7K - $98.5K
|
10.6K
$2.58M
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-496- 39.21% |
$89.9K - $98.6K
|
769
$187K
|
|
|
Jul 27, 2023
Q2 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-497- 8.2% |
$90.1K - $98.8K
|
5.56K
$1.35M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-497- 4.68% |
$90.1K - $98.8K
|
10.1K
$2.47M
|
|
|
Jul 18, 2023
Q2 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-498- 22.05% |
$90.3K - $99K
|
1.76K
$429K
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-500- 19.19% |
$90.6K - $99.4K
|
2.11K
$513K
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
SELL
|
- |
-502- 3.4% |
$91K - $99.8K
|
14.3K
$3.47M
|
|
|
Aug 09, 2023
Q2 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-503- 3.25% |
$91.2K - $100K
|
15K
$3.64M
|
|
|
Sep 04, 2024
Q2 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-503- 3.25% |
$91.2K - $100K
|
15K
$3.64M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-511- 0.31% |
$92.6K - $102K
|
162K
$39.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-513- 0.99% |
$93K - $102K
|
51.4K
$12.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-516- 3.71% |
$93.5K - $103K
|
13.4K
$3.26M
|
|
|
Aug 04, 2023
Q2 2023
|
Redw Wealth LLC
|
SELL
|
- |
-524- 11.34% |
$95K - $104K
|
4.1K
$998K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-531Closed |
$96.2K - $106K
|
0
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-532- 49.21% |
$96.4K - $106K
|
549
$134K
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-537- 16.22% |
$97.3K - $107K
|
2.77K
$675K
|
|
|
Aug 07, 2023
Q2 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-538- 5.49% |
$97.5K - $107K
|
9.27K
$2.26M
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
SELL
|
- |
-542- 10.66% |
$98.2K - $108K
|
4.54K
$1.11M
|
|
|
Aug 04, 2023
Q2 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-544- 4.96% |
$98.6K - $108K
|
10.4K
$2.54M
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-544- 9.19% |
$98.6K - $108K
|
5.37K
$1.31M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-548- 3.12% |
$99.3K - $109K
|
17K
$4.14M
|
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-565- 4.7% |
$102K - $112K
|
11.4K
$2.79M
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-565- 4.7% |
$102K - $112K
|
11.4K
$2.79M
|
|
|
Aug 10, 2023
Q2 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-569- 0.69% |
$103K - $113K
|
82.2K
$20M
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-578- 7.39% |
$105K - $115K
|
7.25K
$1.76M
|
|
|
Jul 25, 2023
Q2 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-587- 5.91% |
$106K - $117K
|
9.35K
$2.28M
|
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
SELL
|
- |
-588- 4.38% |
$107K - $117K
|
12.8K
$3.13M
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-589- 33.79% |
$107K - $117K
|
1.15K
$281K
|
|
|
Aug 14, 2023
Q2 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-601- 0.73% |
$109K - $120K
|
81.2K
$19.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-603- 4.98% |
$109K - $120K
|
11.5K
$2.8M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-607- 4.44% |
$110K - $121K
|
13.1K
$3.18M
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-611- 9.83% |
$111K - $122K
|
5.6K
$1.36M
|
|
|
Jul 31, 2023
Q2 2023
|
First National Corp
|
SELL
|
- |
-636- 1.4% |
$115K - $126K
|
44.9K
$10.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-648- 4.78% |
$117K - $129K
|
12.9K
$3.14M
|
|
|
Jul 27, 2023
Q2 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-648- 3.44% |
$117K - $129K
|
18.2K
$4.43M
|
|
|
Jul 14, 2023
Q2 2023
|
Steph & CO
|
SELL
|
- |
-649- 1.87% |
$118K - $129K
|
34.1K
$8.29M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-663- 0.97% |
$120K - $132K
|
67.7K
$16.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-691- 4.6% |
$125K - $137K
|
14.3K
$3.49M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-695- 3.81% |
$126K - $138K
|
17.5K
$4.27M
|
|
|
Jul 18, 2023
Q2 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-703- 14.53% |
$127K - $140K
|
4.14K
$1.01M
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-710- 7.22% |
$129K - $141K
|
9.12K
$2.22M
|